Liabilities / Assets
2nd percentile
Tied with the lowest-debt nonprofits in its peer group.
Fiduciary Charitable Foundation
990 • Fiscal year 2021 • EIN 04-6649138
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
2nd percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
98th percentile
Higher net margin than 98% of similar nonprofits.
Top Officer Pay
4th percentile
Higher top officer pay than 4% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
99th percentile
Faster asset growth than 99% of similar nonprofits.
Revenue Growth
98th percentile
Faster revenue growth than 98% of similar nonprofits.
Balance Sheet
Assets
Up$117,480,981
Up $96,321,749 (+455%) from 2020
Net Assets
Up$117,480,981
Up $96,321,749 (+455%) from 2020
Liabilities
Flat$0
Flat from 2020
Revenue And Expenses
Revenue
Up$103,573,534
Up $83,923,791 (+427%) from 2020
Expenses
Up$7,270,604
Up $1,949,050 (+37%) from 2020
Net Income
Up$96,302,930
Up $81,974,741 (+572%) from 2020
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2021 to Dec 31, 2021
- Signed
- Sep 27, 2022
- Return Version
- 2021v4.2
- Gross Receipts
- $115,239,872
Mission and Program Overview
Mission
Charitable trust organized to facilitate charitable giving by 1) accepting marketable securities, liquidating the asset and dispensing the proceeds to various designated charities, and 2) sponsoring and administering donor advised funds.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $19,412,243 | $79,833,646 | ▲ $60,421,403 |
| Savings and Temporary Cash Investments | $1,680,342 | $37,581,914 | ▲ $35,901,572 |
| Cash and Non-Interest-Bearing Accounts | $66,647 | $65,421 | ▼ $1,226 |
| Total Assets | $21,159,232 | $117,480,981 | ▲ $96,321,749 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $20,257,945 | $116,825,506 | ▲ $96,567,561 |
| Net Assets With Donor Restrictions | $901,287 | $655,475 | ▼ $245,812 |
| Total Net Assets Fund Balance | $21,159,232 | $117,480,981 | ▲ $96,321,749 |
| Total Liabilities and Net Assets / Fund Balance | $21,159,232 | $117,480,981 | ▲ $96,321,749 |
Compensation and Service Providers
Board Members and Trustees
| Name | Title |
|---|---|
| Todd Eckler | President/executive Director |
| Doug Marshall | Trustee |
| Emily Mccann | Trustee |
| Peter Brown | Trustee |
| Adam Thompson | CFO |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $98,480,646
- Program Service Revenue
- $0
- Investment Income
- $5,092,888
- Other Revenue
- $0
- All Other Contributions
- $98,480,646
- Change in Net Assets
- $96,302,930
Noncash Contribution Practices
- Property subject to holding requirements
- No
- Reviewed unusual noncash gifts
- No
- Third parties used for noncash contributions
- Yes
Noncash Contributions
| Contribution Type | Contribution Count | Reported Amount | Valuation Method |
|---|---|---|---|
| Securities Publicly Traded | 294 | $54,987,714 | Fair Market Value (FMV) |
| Total Noncash Contributions | 294 | $54,987,714 | - |
Audited Revenue Reconciliation
- Revenue per Audited Statements
- $103,456,966
- Revenue Not Reported on Financial Statements
- $116,568
- Revenue Not Reported on Form 990
- $18,819
- Total Revenue per Audited Statements
- $103,475,785
- Total Revenue per Form 990
- $103,573,534
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $6,958,094 |
| Other Expenses | $231,795 |
| Salaries, Compensation, and Employee Benefits | $80,715 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $6,958,094 | - | - | $6,958,094 |
| Fees for Service Investment Mgmnt Fees | - | $116,568 | - | $116,568 |
| Other Salaries and Wages | $56,131 | $24,584 | - | $80,715 |
| Fees for Services Other | - | $66,360 | - | $66,360 |
| Other Expenses | - | $36,367 | - | $36,367 |
| Occupancy | $6,250 | $6,250 | - | $12,500 |
| Total Functional Expenses | $7,020,475 | $250,129 | $0 | $7,270,604 |
Audited Expense Reconciliation
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $7,270,604 |
| Expenses per Audited Statements | $7,154,036 |
| Total Expenses per Audited Statements | $7,154,036 |
| Expenses Not Reported on Financial Statements | $116,568 |
| Expenses Not Reported on Form 990 | $0 |
International Activity
Grant and Assistance Recipients
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| One Health Organization | Woodmere, OH | 501(c)(3) | Donations | $648,000 |
| Partners in Health | Brewer, ME | 501(c)(3) | Donations | $441,375 |
| Pine Street Inn Housing Ii Inc | Somerville, MA | 501(c)(3) | Donations | $220,000 |
| Marthas Vineyard Community Services Inc | Vineyard Hvn, MA | 501(c)(3) | Donations | $200,000 |
| Perkins School for the Blind | Watertown, MA | 501(c)(3) | Donations | $200,000 |
| Greater Boston Food Bank | Boston, MA | 501(c)(3) | Donations | $130,000 |
| Massachusetts Eye and Ear Infirmary | Somerville, MA | 501(c)(3) | Donations | $126,445 |
| St Georges School | Middletown, RI | 501(c)(3) | Donations | $112,966 |
| Save Venice | Sanford, FL | 501(c)(3) | Donations | $111,000 |
| Berkshire Taconic Community Foundation | Pittsfield, MA | 501(c)(3) | Donations | $102,228 |
| Blue Hill Heritage Trust Inc | Blue Hill, ME | 501(c)(3) | Donations | $100,286 |
| The Greater Boston Food Bank Inc | Boston, MA | 501(c)(3) | Donations | $100,163 |
| Emerald Necklace Conservancy Inc | Boston, MA | 501(c)(3) | Donations | $100,000 |
| Youth Continuum Inc | Hamden, CT | 501(c)(3) | Donations | $100,000 |
| Build Health International Inc | Beverly, MA | 501(c)(3) | Donations | $88,514 |
| Environmental Defense Fund Incorporated | New York, NY | 501(c)(3) | Donations | $82,000 |
| Doctors Without Borders | New York, NY | 501(c)(3) | Donations | $70,000 |
| Iocdf | Boston, MA | 501(c)(3) | Donations | $60,000 |
| Pediatric Brain Tumor Foundation of the United States Inc | Asheville, NC | 501(c)(3) | Donations | $60,000 |
| Silent Spring Institute Inc | Newton, MA | 501(c)(3) | Donations | $52,000 |
| Burlington City Arts Foundation Inc | Burlington, VT | 501(c)(3) | Donations | $50,000 |
| Community Foundation of Eastern Connecticut | New London, CT | 501(c)(3) | Donations | $50,000 |
| Huntington Theatre Company Inc | Boston, MA | 501(c)(3) | Donations | $50,000 |
| Mass General Global Health | Boston, MA | 501(c)(3) | Donations | $50,000 |
| Mcla Foundation Inc | North Adams, MA | 501(c)(3) | Donations | $50,000 |
| Second Congregational Church | Greenwich, CT | 501(c)(3) | Donations | $50,000 |
| United Way of Massachusetts Bay Inc | Boston, MA | 501(c)(3) | Donations | $50,000 |
| Caritas Communities Inc | Braintree, MA | 501(c)(3) | Donations | $47,000 |
| Peace Development Fund Inc | Amherst, MA | 501(c)(3) | Donations | $45,115 |
| Tufts University | Medford, MA | 501(c)(3) | Donations | $45,000 |
| Jobs With Justice Education Fund | Jamaica Plain, MA | 501(c)(3) | Donations | $44,930 |
| Harvard University | Cambridge, MA | 501(c)(3) | Donations | $40,046 |
| Essex County Greenbelt Assocation | Essex, MA | 501(c)(3) | Donations | $40,000 |
| US Fund for Unicef | New York, NY | 501(c)(3) | Donations | $37,500 |
| Concord Land Conservation Trust | Concord, MA | 501(c)(3) | Donations | $35,000 |
| Amnesty International of the USA Inc | New York, NY | 501(c)(3) | Donations | $34,930 |
| Commonwealth School Inc | Boston, MA | 501(c)(3) | Donations | $30,017 |
| Dana Hall School | Wellesley, MA | 501(c)(3) | Donations | $30,000 |
| Natural Resources Council Inc | Augusta, ME | 501(c)(3) | Donations | $30,000 |
| Puppet Showplace Inc | Brookline, MA | 501(c)(3) | Donations | $30,000 |
| The Church of Jesus Christ of Latter | Salt Lake City, UT | 501(c)(3) | Donations | $30,000 |
| World Central Kitchen Incorporated | Washington, DC | 501(c)(3) | Donations | $30,000 |
| Parents for Peace | Brookline, MA | 501(c)(3) | Donations | $27,000 |
| Bourne Conservation Trust | Cataumet, MA | 501(c)(3) | Donations | $25,000 |
| Buzzards Bay Coalition Inc | New Bedford, MA | 501(c)(3) | Donations | $25,000 |
| First Parish in Cohasset | Sterling, MA | 501(c)(3) | Donations | $25,000 |
| Northeastern University | Boston, MA | 501(c)(3) | Donations | $25,000 |
| Planned Parenthood League of Massachusetts Inc | Boston, MA | 501(c)(3) | Donations | $25,000 |
| St Lawrence University | Canton, NY | 501(c)(3) | Donations | $25,000 |
| Tenacity Inc | Allston, MA | 501(c)(3) | Donations | $25,000 |
| The Conversation US | Waltham, MA | 501(c)(3) | Donations | $25,000 |
| Western Reserve Land Conservancy | Moreland Hls, OH | 501(c)(3) | Donations | $25,000 |
| Window to the World Communications | Chicago, IL | 501(c)(3) | Donations | $25,000 |
| Boston Arts Academy Foundation Inc | Boston, MA | 501(c)(3) | Donations | $24,000 |
| Boston Foundation Inc | Boston, MA | 501(c)(3) | Donations | $24,000 |
| Equal Justice Initiative | Montgomery, AL | 501(c)(3) | Donations | $24,000 |
| Friends of Thai Daughters Inc | Trevett, ME | 501(c)(3) | Donations | $24,000 |
| Maplight | Berkeley, CA | 501(c)(3) | Donations | $24,000 |
| Nafi Connecticut Inc | Farmington, CT | 501(c)(3) | Donations | $24,000 |
| Aclu of Ma | Boston, MA | 501(c)(3) | Donations | $20,000 |
| Advent Community Suppers | Columbia, TN | 501(c)(3) | Donations | $20,000 |
| Association to Preserve Cape Cod Inc | Dennis, MA | 501(c)(3) | Donations | $20,000 |
| Boston Health Care for the Homeless Program Inc | Boston, MA | 501(c)(3) | Donations | $20,000 |
| Brooklyn Community Services | Brooklyn, NY | 501(c)(3) | Donations | $20,000 |
| Domestic Violence Services Network Inc | Concord, MA | 501(c)(3) | Donations | $20,000 |
| Dudley Street Neighborhood Initiative Inc | Roxbury, MA | 501(c)(3) | Donations | $20,000 |
| Florence Griswold Museum Inc | Old Lyme, CT | 501(c)(3) | Donations | $20,000 |
| Heading Home Inc | Charlestown, MA | 501(c)(3) | Donations | $20,000 |
| Make the Road New York | Brooklyn, NY | 501(c)(3) | Donations | $20,000 |
| Massachusetts Institute of Technology | Cambridge, MA | 501(c)(3) | Donations | $20,000 |
| N a a C P Legal Defense and Educational Fund Inc | New York, NY | 501(c)(3) | Donations | $20,000 |
| Ocean Conservancy | Washington Dc, DC | 501(c)(3) | Donations | $20,000 |
| Physicians for Human Rights Inc | New York, NY | 501(c)(3) | Donations | $20,000 |
| Rosies Place Inc | Boston, MA | 501(c)(3) | Donations | $20,000 |
| Second Step Inc | Newtonville, MA | 501(c)(3) | Donations | $20,000 |
| The Food Project | Lincoln, MA | 501(c)(3) | Donations | $20,000 |
| The Wildlands Trust | Plymouth, MA | 501(c)(3) | Donations | $20,000 |
| Union of Concerned Scientists Inc | Cambridge, MA | 501(c)(3) | Donations | $20,000 |
| Stonington Village Improvement Association Incorporated | Stonington, CT | 501(c)(3) | Donations | $17,069 |
| San Francisco Symphony | San Francisco, CA | 501(c)(3) | Donations | $17,000 |
| American Friends Service Committee | Philadelphia, PA | 501(c)(3) | Donations | $16,500 |
| Oxfam America | Boston, MA | 501(c)(3) | Donations | $16,500 |
| American Cancer Society | New York, NY | 501(c)(3) | Donations | $16,328 |
| Earth Justice Ministries | Nevada City, CA | 501(c)(3) | Donations | $16,000 |
| Give Directly | New York, NY | 501(c)(3) | Donations | $16,000 |
| International African-american Museum | Charleston, SC | 501(c)(3) | Donations | $16,000 |
| Massachusetts Audubon Society Inc | Lincoln, MA | 501(c)(3) | Donations | $16,000 |
| Meadville Theological School of Lombard College | Chicago, IL | 501(c)(3) | Donations | $16,000 |
| Rocky Mountain Institute | Boulder, CO | 501(c)(3) | Donations | $16,000 |
| Aclu of New Mexico | Albuquerque, NM | 501(c)(3) | Donations | $15,141 |
| 826 Boston | Roxbury, MA | 501(c)(3) | Donations | $15,000 |
| Brooklyn Community Housing and Services Inc | Brooklyn, NY | 501(c)(3) | Donations | $15,000 |
| Concord-carlisle Community Chest Inc | Concord, MA | 501(c)(3) | Donations | $15,000 |
| Harvard Epworth United Methodist Church | Cambridge, MA | 501(c)(3) | Donations | $15,000 |
| Nature Conservancy Inc | Arlington, VA | 501(c)(3) | Donations | $15,000 |
| North Universalist Chapel Society | Beverly, MA | 501(c)(3) | Donations | $15,000 |
| Our Sisters School Inc | New Bedford, MA | 501(c)(3) | Donations | $15,000 |
| Sustainable Woodstock Inc | Woodstock, VT | 501(c)(3) | Donations | $15,000 |
| The Carving Studio and Sculpture Center | Atlanta, GA | 501(c)(3) | Donations | $15,000 |
| Pioneer Institute Inc | Boston, MA | 501(c)(3) | Donations | $14,000 |
| Intervarsity Christian Fellowship | Madison, WI | 501(c)(3) | Donations | $13,239 |
| American Rivers Inc | Washington, DC | 501(c)(3) | Donations | $12,000 |
| Brookline High School 21st Century Fund Inc | Brookline, MA | 501(c)(3) | Donations | $12,000 |
| KING'S CHAPEL | Boston, MA | 501(c)(3) | Donations | $11,525 |
| American National Red Cross | Washington, DC | 501(c)(3) | Donations | $11,000 |
| Animal Rescue League of Boston | Boston, MA | 501(c)(3) | Donations | $10,543 |
| 350 Org | Brooklyn, NY | 501(c)(3) | Donations | $10,000 |
| A Place to Turn Inc | Natick, MA | 501(c)(3) | Donations | $10,000 |
| American Civil Liberties Union Foundation Inc | New York, NY | 501(c)(3) | Donations | $10,000 |
| Appalachian Mountain Club | Charlestown, MA | 501(c)(3) | Donations | $10,000 |
| BRIGHAM AND WOMEN'S HOSPITAL | Boston, MA | 501(c)(3) | Donations | $10,000 |
| Beverly Hospital | Beverly, MA | 501(c)(3) | Donations | $10,000 |
| Block Island Conservancy | Block Island, RI | 501(c)(3) | Donations | $10,000 |
| Block Island Health Services | Block Island, RI | 501(c)(3) | Donations | $10,000 |
| CHILDREN'S FRIEND | Providence, RI | 501(c)(3) | Donations | $10,000 |
| Center for Transformational Practice - Inc | White Riv Jct, VT | 501(c)(3) | Donations | $10,000 |
| Chadd | Newton, MA | 501(c)(3) | Donations | $10,000 |
| Christ Church of Hamilton & Wenham | South Hamilton, MA | 501(c)(3) | Donations | $10,000 |
| Crossroads Rhode Island | Duxbury, MA | 501(c)(3) | Donations | $10,000 |
| Derby Academy Trustees | Hingham, MA | 501(c)(3) | Donations | $10,000 |
| Dorcas International | Providence, RI | 501(c)(3) | Donations | $10,000 |
| Farm Fresh Rhode Island | Providence, RI | 501(c)(3) | Donations | $10,000 |
| Fisher House Foundation Inc | Rockville, MD | 501(c)(3) | Donations | $10,000 |
| Habitat for Humanity International Inc | Gettysburg, PA | 501(c)(3) | Donations | $10,000 |
| Howard Center Inc | Sac City, IA | 501(c)(3) | Donations | $10,000 |
| James D Stclair Court Public Education | Boston, MA | 501(c)(3) | Donations | $10,000 |
| Laudholm Trust | Wells, ME | 501(c)(3) | Donations | $10,000 |
| Life Science Cares Inc | Cambridge, MA | 501(c)(3) | Donations | $10,000 |
| Macalester College | St Paul, MN | 501(c)(3) | Donations | $10,000 |
| Maine Coast Heritage Trust | Topsham, ME | 501(c)(3) | Donations | $10,000 |
| Maps | Cambridge, MA | 501(c)(3) | Donations | $10,000 |
| Massachusetts Museum of Contemporary Art Foundation Inc | North Adams, MA | 501(c)(3) | Donations | $10,000 |
| Metrowest Free Medical Program Inc | Sudbury, MA | 501(c)(3) | Donations | $10,000 |
| National Association for the Advancement of Colored People | Baltimore, MD | 501(c)(3) | Donations | $10,000 |
| New England Conservatory of Music | Boston, MA | 501(c)(3) | Donations | $10,000 |
| New England Wildlife Center | S Weymouth, MA | 501(c)(3) | Donations | $10,000 |
| Northeast Hospital Corporation | Boston, MA | 501(c)(3) | Donations | $10,000 |
| Open Table | Concord, MA | 501(c)(3) | Donations | $10,000 |
| Partners Healthcare System Inc | Somerville, MA | 501(c)(3) | Donations | $10,000 |
| Propublica | New York, NY | 501(c)(3) | Donations | $10,000 |
| Providence Public Library | Providence, RI | 501(c)(3) | Donations | $10,000 |
| Queens College Foundation Inc | Flushing, NY | 501(c)(3) | Donations | $10,000 |
| Rhode Island Community Food Bank | Providence, RI | 501(c)(3) | Donations | $10,000 |
| Rhode Island Public Radio | Providence, RI | 501(c)(3) | Donations | $10,000 |
| Saint James School | Philadelphia, PA | 501(c)(3) | Donations | $10,000 |
| Save the Bay | Oakland, CA | 501(c)(3) | Donations | $10,000 |
| Shady Hill School | Cambridge, MA | 501(c)(3) | Donations | $10,000 |
| Southern Poverty Law Center Inc | Montgomery, AL | 501(c)(3) | Donations | $10,000 |
| Street Poets | Los Angeles, CA | 501(c)(3) | Donations | $10,000 |
| Sudbury Valley Trustees Inc | Sudbury, MA | 501(c)(3) | Donations | $10,000 |
| Trinity School | Atlanta, GA | 501(c)(3) | Donations | $10,000 |
| Trustees of Thayer Academy | Braintree, MA | 501(c)(3) | Donations | $10,000 |
| Wildlife Conservation Network Inc | San Francisco, CA | 501(c)(3) | Donations | $10,000 |
| Williamstown Theatre Foundation | Williamstown, MA | 501(c)(3) | Donations | $10,000 |
| Woodwell Climate Research Center | Falmouth, MA | 501(c)(3) | Donations | $10,000 |
| Chinese for Affirmative Action | San Francisco, CA | 501(c)(3) | Donations | $8,000 |
| Fair Vote | Stpaul, MN | 501(c)(3) | Donations | $8,000 |
| Farrington Memorial Inc | Lincoln, MA | 501(c)(3) | Donations | $8,000 |
| Pathways Early Education Center of Immokalee Inc | Immokalee, FL | 501(c)(3) | Donations | $8,000 |
| Sanford Historical Society Inc | Sanford, FL | 501(c)(3) | Donations | $8,000 |
| Camp Harbor View Foundation Inc | Boston, MA | 501(c)(3) | Donations | $7,500 |
| Commonwealth Zoological Corporation | Boston, MA | 501(c)(3) | Donations | $7,500 |
| Disabled American Veterans | Erlanger, KY | 501(c)(3) | Donations | $7,500 |
| Home for Little Wanderers | Boston, MA | 501(c)(3) | Donations | $7,500 |
| South Shore Health System Inc | S Weymouth, MA | 501(c)(3) | Donations | $7,500 |
| Thom Charles River Early Intervention | Waltham, MA | 501(c)(3) | Donations | $7,500 |
| Thompson Island Outward Bound Education Center Inc | Boston, MA | 501(c)(3) | Donations | $7,500 |
| Umass Memorial Foundation | Shrewbury, MA | 501(c)(3) | Donations | $7,500 |
| Wellesley Village Church | Wellesley, MA | 501(c)(3) | Donations | $7,000 |
| Asian Art Museum | San Francisco, CA | 501(c)(3) | Donations | $6,000 |
| Institute of American Indian Arts | Santa Fe, NM | 501(c)(3) | Donations | $6,000 |
| Museum of Fine Arts | Boston, MA | 501(c)(3) | Donations | $6,000 |
| Stonington Free Library Association | Stonington, CT | 501(c)(3) | Donations | $5,807 |
| Grinnell College | Grinnell, IA | 501(c)(3) | Donations | $5,279 |
| The Masters School | Marion, MA | 501(c)(3) | Donations | $5,279 |
| Cohasset Historical Society | Cohasset, MA | 501(c)(3) | Donations | $5,233 |
| Parish of St John the Evangelist | Hingham, MA | 501(c)(3) | Donations | $5,150 |
| Providence After School Alliance | Providence, RI | 501(c)(3) | Donations | $5,124 |
| Riding Beyond | Ashland, OR | 501(c)(3) | Donations | $5,038 |
| Amos House | Providence, RI | 501(c)(3) | Donations | $5,024 |
| Cambridge School of Weston Inc | Weston, MA | 501(c)(3) | Donations | $5,024 |
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
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Annual disclosure for covered persons
- Yes
- Audit committee
- 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
- No
- Compensation from other sources disclosed
- No
- CEO compensation reviewed
- No
- Other officer compensation reviewed
- No
- 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 B, Line 11B
“The president, cfo, and the current trustees were provided a draft of form 990 for review and comment. Form 990 was then finalized and signed by a trustee.”
Form 990, Part VI, Section B, Line 12C
“In addition to completing the annual conflict of interest questionnaire, covered persons are required to disclose actual or potential conflicts when they arise. The procedures for the trustees to evaluate conflicts, approve transactions, and carry out enforcement are set forth in the policy.”
Form 990, Part VI, Section C, Line 19
“Office visit or upon request.”
Filing and Contact Details
Filer
- Filer Name
- Fiduciary Charitable Foundation
- EIN
- 04-6649138
- Phone
- 6172926766
- Address
- CO FIDUCIARY TRUST CO PO BOX 558, BOSTON, MA 02205-5806
- Doing Business As
- Fiduciary Trust Charitable
Signing Officer
- Name
- Emily Mccann
- Title
- Trustee
- Phone
- 6172926766
- Signed
- 2022-09-27
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Todd Eckler
- Formed
- 1990
- Legal Domicile
- Ma
- Voting Board Members
- 3
- Independent Board Members
- 3
- Employees
- 0
- Volunteers
- 0
Preparer
- Firm
- Wolf & Company Pc
- Address
- 255 STATE STREET, BOSTON, MA 02109
- Preparer
- Harry a Kalajian Jr CPA
- Phone
- 6174399700
Supplemental Narrative
Additional Explanations
FORM 990. PART XII, LINE 2C:
“There was no change in the oversight process or selection process during the tax year.”
Financial Statement Notes
PART X, LINE 2:
“The foundation does not provide for federal or state income taxes as it has received a tax determination from the irs classifying it as a public charity exempt from income taxes under section 501(c)(3) of the internal revenue code. The foundation follows the accounting guidance regarding the recognition, measurement, presentation and disclosure of uncertain tax positions in the financial statements. Tax positions taken or expected to be taken in the course of preparing the foundation's tax returns, including the position that the foundation qualifies as a tax exempt entity, are required to be evaluated to determine whether the tax positions are "more-likely-than-not" of being sustained by the applicable tax authorities. Tax positions not deemed to meet a more-likely-than-not threshold would be recorded in the financial statements. There are no uncertain tax positions that require accrual or disclosure at december 31, 2021 and 2020. No income tax related interest or penalties were incurred in 2021 or 2020. The foundation's federal and state tax filings are subject to review and audit by taxing authorities for the years ended december 31, 2018 through 2021.”
Raw XML AppendixShowing 400 of 2,218 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 |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | CHARITABLE TRUST ORGANIZED TO FACILITATE CHARITABLE GIVING BY 1) ACCEPTING MARKETABLE SECURITIES, LIQUIDATING THE ASSET AND DISPENSING THE PROCEEDS TO VARIOUS DESIGNATED CHARITIES, AND 2) SPONSORING AND ADMINISTERING DONOR ADVISED FUNDS. |
| IRS990/AllOtherContributionsAmt | 0 | 98480646 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | FIDUCIARY TRUST COMPANY |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 6174825270 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 53 STATE STREET |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | BOSTON |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 02109 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 66647 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 65421 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 98480646 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 6958094 |
| IRS990/CYInvestmentIncomeAmt | 0 | 5092888 |
| IRS990/CYOtherExpensesAmt | 0 | 231795 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 96302930 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 80715 |
| IRS990/CYTotalExpensesAmt | 0 | 7270604 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 103573534 |
| IRS990/DAFExcessBusinessHoldingsInd | 0 | 0 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 1 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | THE ORGANIZATION FACILITATES CHARITABLE GIVING BY ACCEPTING MARKETABLE SECURITIES, LIQUIDATING THE ASSET AND DISPENSING THE PROCEEDS AS GRANTS TO VARIOUS 501(C)(3) CHARITABLE ORGANIZATIONS PER THE DONOR'S INSTRUCTIONS INCLUDED WITH THE GIFT. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DistributionToDonorInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 0 |
| IRS990/DoingBusinessAsName/BusinessNameLine1Txt | 0 | FIDUCIARY TRUST CHARITABLE |
| IRS990/DonatedServicesAndUseFcltsAmt | 0 | 93215 |
| IRS990/DonorAdvisedFundInd | 0 | 1 |
| IRS990/DonorRestrictionNetAssetsGrp/BOYAmt | 0 | 901287 |
| IRS990/DonorRestrictionNetAssetsGrp/EOYAmt | 0 | 655475 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 4105733 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 66360 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 66360 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 116568 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 116568 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form1098CFiledInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form8899Filedind | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | PETER BROWN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | EMILY MCCANN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | DOUG MARSHALL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | TODD ECKLER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | ADAM THOMPSON |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 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/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | PRESIDENT/EXECUTIVE DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | CFO |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1990 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 4784495 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 3 |
| IRS990/GrantAmt | 0 | 4043352 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 6958094 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 6958094 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 16450833 |
| IRS990/GrossReceiptsAmt | 0 | 115239872 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 3 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 308393 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 308393 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 19412243 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 79833646 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | MA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 11666338 |
| 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 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | CHARITABLE TRUST ORGANIZED TO FACILITATE CHARITABLE GIVING BY 1) ACCEPTING MARKETABLE SECURITIES, LIQUIDATING THE ASSET AND DISPENSING THE PROCEEDS TO VARIOUS DESIGNATED CHARITIES, AND 2) SPONSORING AND ADMINISTERING DONOR ADVISED FUNDS. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 21159232 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 117480981 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 4784495 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 4784495 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -74396 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 20257945 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 116825506 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NoncashContributionsAmt | 0 | 54987714 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 6250 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 6250 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 12500 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | TRUST EXPENSES |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 36367 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 36367 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 24584 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 56131 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 80715 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | TODD ECKLER |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | THE FOUNDATION FACILITATES CHARITABLE GIVING BY SPONSORING AND ADMINISTERING DONOR ADVISED FUNDS. |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 2914742 |
| IRS990/ProgSrvcAccomActy2Grp/GrantAmt | 0 | 2914742 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 18220441 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 5152859 |
| IRS990/PYInvestmentIncomeAmt | 0 | 1429302 |
| IRS990/PYOtherExpensesAmt | 0 | 103072 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 14328189 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 65623 |
| IRS990/PYTotalExpensesAmt | 0 | 5321554 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 19649743 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 96302930 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 1680342 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 37581914 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 19290780 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 18220441 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 6973430 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 6007231 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 7802041 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 58293923 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 308394 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 157644 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 134874 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 92567 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 44388 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 737867 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.54880 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.53650 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 32395587 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 25898336 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 19290780 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 18220441 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 6973430 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 6007231 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 7802041 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 58293923 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 59031790 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | 1 |
| IRS990ScheduleD/DisclosedForCharitablePrpsInd | 0 | 1 |
| IRS990ScheduleD/DisclosedOrgLegCtrlInd | 0 | 1 |
| IRS990ScheduleD/DonatedServicesAndUseFcltsAmt | 0 | 93215 |
| IRS990ScheduleD/DonorAdvisedFundsContriAmt | 0 | 94554466 |
| IRS990ScheduleD/DonorAdvisedFundsGrantsAmt | 0 | 2914742 |
| IRS990ScheduleD/DonorAdvisedFundsHeldCnt | 0 | 43 |
| IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt | 0 | 117415560 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 116568 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 7154036 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 116568 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 116568 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | -74396 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 18819 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 116568 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 103456966 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | THE FOUNDATION DOES NOT PROVIDE FOR FEDERAL OR STATE INCOME TAXES AS IT HAS RECEIVED A TAX DETERMINATION FROM THE IRS CLASSIFYING IT AS A PUBLIC CHARITY EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION FOLLOWS THE ACCOUNTING GUIDANCE REGARDING THE RECOGNITION, MEASUREMENT, PRESENTATION AND DISCLOSURE OF UNCERTAIN TAX POSITIONS IN THE FINANCIAL STATEMENTS. TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE FOUNDATION'S TAX RETURNS, INCLUDING THE POSITION THAT THE FOUNDATION QUALIFIES AS A TAX EXEMPT ENTITY, ARE REQUIRED TO BE EVALUATED TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITIES. TAX POSITIONS NOT DEEMED TO MEET A MORE-LIKELY-THAN-NOT THRESHOLD WOULD BE RECORDED IN THE FINANCIAL STATEMENTS. THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ACCRUAL OR DISCLOSURE AT DECEMBER 31, 2021 AND 2020. NO INCOME TAX RELATED INTEREST OR PENALTIES WERE INCURRED IN 2021 OR 2020. THE FOUNDATION'S FEDERAL AND STATE TAX FILINGS ARE SUBJECT TO REVIEW AND AUDIT BY TAXING AUTHORITIES FOR THE YEARS ENDED DECEMBER 31, 2018 THROUGH 2021. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 7270604 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 103573534 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 103475785 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 7154036 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 1 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 1 | 15000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 2 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 3 | 20000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 4 | 15141 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 5 | 20000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 6 | 16328 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 7 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 8 | 16500 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 9 | 11000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 10 | 12000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 11 | 34930 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 12 | 5024 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 13 | 10543 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 14 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 15 | 6000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 16 | 20000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 17 | 102228 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 18 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 19 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 20 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 21 | 100286 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 22 | 24000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 23 | 24000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 24 | 20000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 25 | 25000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 26 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 27 | 12000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 28 | 15000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 29 | 20000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 30 | 88514 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 31 | 50000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 32 | 25000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 33 | 5024 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 34 | 7500 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 35 | 47000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 36 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 37 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 38 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 39 | 8000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 40 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 41 | 5233 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 42 | 30017 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 43 | 7500 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 44 | 50000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 45 | 35000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 46 | 15000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 47 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 48 | 30000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 49 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 50 | 7500 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 51 | 70000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 52 | 20000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 53 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 54 | 20000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 55 | 16000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 56 | 100000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 57 | 82000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 58 | 24000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 59 | 40000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 60 | 8000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 61 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 62 | 8000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 63 | 25000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 64 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 65 | 20000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 66 | 24000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 67 | 16000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 68 | 130000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 69 | 5279 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 70 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 71 | 15000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 72 | 40046 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 73 | 20000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 74 | 7500 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 75 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 76 | 50000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 77 | 6000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 78 | 16000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 79 | 13239 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 80 | 60000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 81 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 82 | 44930 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 83 | 11525 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 84 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 85 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 86 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 87 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 88 | 20000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 89 | 24000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 90 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 91 | 200000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 92 | 50000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 93 | 16000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 94 | 126445 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 95 | 20000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 96 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 97 | 50000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 98 | 16000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 99 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 100 | 6000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 101 | 20000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 102 | 24000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 103 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 104 | 30000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 105 | 15000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 106 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 107 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 108 | 15000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 109 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 110 | 25000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 111 | 20000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 112 | 648000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 113 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 114 | 15000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 115 | 16500 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 116 | 27000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 117 | 5150 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 118 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 119 | 441375 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 120 | 8000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 121 | 45115 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 122 | 60000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 123 | 200000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 124 | 20000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 125 | 220000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 126 | 14000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 127 | 25000 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2021 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $117,480,981
- Liabilities
- $0
- Net assets
- $117,480,981
- Revenue
- $103,573,534
- Expenses
- $7,270,604
- Net income
- $96,302,930
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