Civic Intelligence

Castle Square Tenants Organization 2020 Charitable Trust

EIN 85-3810338 • 501(c)3 • Boston, MA

Pub. 78 Eligible

Profile

Castle square tenants organization 2020 charitable trust (the 'trust') was formed to support the activities of castle square tenants organization, inc. (csto) as well as other organization's which enhance the educational and cultural experiences, affordable housing or economic opportunities for low income residents of the south end and chinatown neighborhoods of boston and the greater boston area.

476 Tremont StreetBoston, MA 02116

www.cstoboston.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

93rd percentile

1.00x

Higher debt load relative to assets than 93% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

99th percentile

46.88x

Higher debt load relative to revenue than 99% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

36th percentile

0.0%

Higher net margin than 36% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

59th percentile

7.8%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

505%

Faster revenue growth than 98% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$20,897,102

Up $1,515,899 (+7.8%) from 2023

Liabilities

Up

$20,897,002

Up $1,515,899 (+7.8%) from 2023

Net Assets

Flat

$100

Flat from 2023

Operations
Liabilities / Revenue99th percentileNet Margin36th percentile

Revenue

Up

$445,750

Up $372,085 (+505%) from 2023

Expenses

Up

$445,750

Up $372,085 (+505%) from 2023

Net Income

Flat

$0

Flat from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $20,830,426Liabilities 2021: $20,830,426Net Assets 2021: $02021Assets 2022: $17,103,886Liabilities 2022: $17,103,786Net Assets 2022: $1002022Assets 2023: $19,381,203Liabilities 2023: $19,381,103Net Assets 2023: $1002023Assets 2024: $20,897,102Liabilities 2024: $20,897,002Net Assets 2024: $1002024

Highlighted filing

2024

Assets$20,897,102
Liabilities$20,897,002
Net Assets$100
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $53,346Expenses 2021: $53,346Net Income 2021: $02021Revenue 2022: $38,728Expenses 2022: $38,628Net Income 2022: $1002022Revenue 2023: $73,665Expenses 2023: $73,665Net Income 2023: $02023Revenue 2024: $445,750Expenses 2024: $445,750Net Income 2024: $02024

Highlighted filing

2024

Revenue$445,750
Expenses$445,750
Net Income$0
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$20,897,102
Liabilities
$20,897,002
Net assets
$100
Revenue
$445,750
Expenses
$445,750
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.9$20.9$0.00$0.45$0.45$0.00
2023Detailed filing. Detailed filing data is available for this year.$19.4$19.4$0.00$0.07$0.07$0.00
2022Detailed filing. Detailed filing data is available for this year.$17.1$17.1$0.00$0.04$0.04$0.00
2021Detailed filing. Detailed filing data is available for this year.$20.8$20.8$0.00$0.05$0.05$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$445,750
Mission and Program Overview

Mission

Castle square tenants organization 2020 charitable trust (the 'trust') was formed to support the activities of castle square tenants organization, inc. (csto) as well as other organization's which enhance the educational and cultural experiences, affordable housing or economic opportunities for low income residents of the south end and chinatown neighborhoods of boston and the greater boston area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$17,649,220$18,465,953▲ $816,733
Investments Other Securities$1,712,694$2,269,134▲ $556,440
Cash and Non-Interest-Bearing Accounts$10,735$134,235▲ $123,500
Accounts Receivable$8,554$27,780▲ $19,226
Total Assets$19,381,203$20,897,102▲ $1,515,899
Liabilities
Other Liabilities$19,373,431$20,869,222▲ $1,495,791
Grants Payable-$20,000-
Accounts Payable and Accrued Expenses$7,672$7,780▲ $108
Total Liabilities$19,381,103$20,897,002▲ $1,515,899
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$100$100→ $0
Total Net Assets Fund Balance$100$100→ $0
Total Liabilities and Net Assets / Fund Balance$19,381,203$20,897,102▲ $1,515,899

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,269,134--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Jonathan KleinChair
Ann MoyVice Chair
Chu HuangDirector
Terrance WoolforkDirector
Vernon MillsDirector (as of 10/2024)
Yvonne HolmesDirector (until 10/2024)
VINCENT O'DONNELLClerk
Kathryn MchughTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$445,750
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$354,555
Other Expenses$91,195
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$354,555--$354,555
Fees for Services Other$48,534--$48,534
Fees for Services Accounting$40,477--$40,477
Conferences and Meetings$2,139--$2,139
Other Expenses$45--$45
Total Functional Expenses$445,750$0$0$445,750
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Boston Chinatown Neighborhood CenterBoston, MA501(c)3Grant Bcnc Youth Center$40,000
Chica IncQuincy, MA501(c)3Grant Chica Project at Blackstone Community Center$40,000
More Than WordsWaltham, MA501(c)3Grant More Than Words Youth Boston Career and Readiness Supports$40,000
The Boston Higher Education Resource Center IncBoston, MA501(c)3Grant Passport to College and Alumni Success Programs-lower Roxbury, South End, and Chinatown Sites.$40,000
United South End SettlementsBoston, MA501(c)3Grant Uses Club 48 (childcare and After-school)$40,000
Write Boston IncJamaica Plain, MA501(c)3GRANT CATALYZING YOUTH AGENCY & MEDIA LITERACY: A WRITE BOSTON & ST. STEPHEN'S YOUTH PROGRAMS PARTNERSHIP (419 SHAWMUT AVE, BOSTON MA 02118).$39,555
Youthbuild Boston IncRoxbury, MA501(c)3Grant the Designer-engaging High School Youth in Design Professions (1884 Washington Street, Boston Ma 02118).$35,000
Soccer Unity ProjectBoston, MA501(c)3Grant South End Soccer Youth Programs$30,000
Philanthropy Ma IncBoston, MA501(c)3GRANT FOR SPONSORSHIP OF GMA FOUNDATIONS' FUNDER COMMUNITY'S 17/25 FUND FOR YOUNG ADULTS$20,000
Business United in Investing Lending and DevelopmentRedwood City, CA501(c)3Grant Creating Educational Equity in Greater Boston Through Entrepreneurial Education.$10,000
TENANTS' DEVELOPMENT CORPORATIONBoston, MA501(c)3Grant Youth Peer Leadership After School Program (yplasp)$10,000
Urbanity DanceBoston, MA501(c)3Grant Urbanity Dance Access for All (a4a) Program$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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

LiabilityAmount
Due to Related Party$20,869,222
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
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Reviewed and approved by the board of directors.”

Form 990, Part VI, Section B, Line 12C

“The trust has adopted this conflict of interest policy to identify and limit the effect of any possible conflict between the personal interests of directors and officers and the interest of the trust. The purpose of this policy is to ensure that decisions about corporate operations and the use and dispositions of corporate assets are made solely in terms of benefits to the trust and are not influenced by any private profit or other personal benefit to the individuals affiliated with the trust who take part in the decision. Annual disclosure statements duty to complete questionnaire. Each trustee and key person shall complete a conflict of interest questionnaire when assuming the relevant position and annually thereafter. The questionnaire shall be in the form approved by the trustees. Duty to update information. Each director, officer, or key person shall promptly advise the secretary or designated compliance officer of any changes to the information provided in that individual's last completed conflict of interest questionnaire.”

Form 990, Part VI, Section C, Line 19

“The documents are available upon request”

PART VI, SECTION B, LINES 13 & 14:

“The trust is a newly created organization and is in the process of developing and implementing a whistleblower policy. The organization is also in the process of developing and implementing a written document retention and destruction policy.”

Filing and Contact Details

Filer

Filer Name
Castle Square Tenants Organization 2020
EIN
85-3810338
Phone
6173578548
Address
476 TREMONT STREET, BOSTON, MA 02116

Signing Officer

Name
Jonathan Klein
Title
Chair
Phone
6173578548
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jonathan Klein
Formed
2020
Legal Domicile
Ma
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Aafcpas Inc
Address
50 WASHINGTON STREET, WESTBOROUGH, MA 01581
Preparer
Joyce Ripianzi CPA
Phone
5083669100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consulting: program service expenses 48,534. Management and general expenses 0. Fundraising expenses 0. Total expenses 48,534.”

PART XII, LINE 2C:

“The board of directors is responsible for the selection of an independent auditor and oversight of the audit.”

Financial Statement Notes

PART X, LINE 2:

“The 2020 trust is a nonprofit organization as described in section 501(c)(3) of the internal revenue code and is exempt from federal and state income taxes on trade or business profits generated by activities related to the 2020 trust's exempt function. The 2020 trust may be subject to federal and state income taxes for profits generated from trade or business activities unrelated to the trust's exempt function. As of december 31, 2024, management believes that the 2020 trust has not generated any unrelated business taxable income.”

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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/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0445750
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0043016145
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CASTLE SQUARE TENANTS ORGANIZATION INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt020869222
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED PARTY
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02269134
IRS990ScheduleD/OtherSecuritiesGrp/Desc0HEDGE FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 2020 TRUST IS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON TRADE OR BUSINESS PROFITS GENERATED BY ACTIVITIES RELATED TO THE 2020 TRUST'S EXEMPT FUNCTION. THE 2020 TRUST MAY BE SUBJECT TO FEDERAL AND STATE INCOME TAXES FOR PROFITS GENERATED FROM TRADE OR BUSINESS ACTIVITIES UNRELATED TO THE TRUST'S EXEMPT FUNCTION. AS OF DECEMBER 31, 2024, MANAGEMENT BELIEVES THAT THE 2020 TRUST HAS NOT GENERATED ANY UNRELATED BUSINESS TAXABLE INCOME.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt02269134
IRS990ScheduleD/TotalLiabilityAmt020869222
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
IRS990ScheduleI/RecipientTable/CashGrantAmt340000
IRS990ScheduleI/RecipientTable/CashGrantAmt440000
IRS990ScheduleI/RecipientTable/CashGrantAmt540000
IRS990ScheduleI/RecipientTable/CashGrantAmt640000
IRS990ScheduleI/RecipientTable/CashGrantAmt740000
IRS990ScheduleI/RecipientTable/CashGrantAmt830000
IRS990ScheduleI/RecipientTable/CashGrantAmt935000
IRS990ScheduleI/RecipientTable/CashGrantAmt1039555
IRS990ScheduleI/RecipientTable/CashGrantAmt1120000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
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IRS990ScheduleI/RecipientTable/IRCSectionDesc10501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501(C)3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt70
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt80
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt90
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt100
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt110
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GRANT YOUTH PEER LEADERSHIP AFTER SCHOOL PROGRAM (YPLASP)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GRANT URBANITY DANCE ACCESS FOR ALL (A4A) PROGRAM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GRANT CREATING EDUCATIONAL EQUITY IN GREATER BOSTON THROUGH ENTREPRENEURIAL EDUCATION.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GRANT USES CLUB 48 (CHILDCARE AND AFTER-SCHOOL)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4GRANT PASSPORT TO COLLEGE AND ALUMNI SUCCESS PROGRAMS-LOWER ROXBURY, SOUTH END, AND CHINATOWN SITES.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5GRANT BCNC YOUTH CENTER
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6GRANT CHICA PROJECT AT BLACKSTONE COMMUNITY CENTER
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7GRANT MORE THAN WORDS YOUTH BOSTON CAREER AND READINESS SUPPORTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8GRANT SOUTH END SOCCER YOUTH PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9GRANT THE DESIGNER-ENGAGING HIGH SCHOOL YOUTH IN DESIGN PROFESSIONS (1884 WASHINGTON STREET, BOSTON MA 02118).
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10GRANT CATALYZING YOUTH AGENCY & MEDIA LITERACY: A WRITE BOSTON & ST. STEPHEN'S YOUTH PROGRAMS PARTNERSHIP (419 SHAWMUT AVE, BOSTON MA 02118).
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11GRANT FOR SPONSORSHIP OF GMA FOUNDATIONS' FUNDER COMMUNITY'S 17/25 FUND FOR YOUNG ADULTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0TENANTS' DEVELOPMENT CORPORATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1URBANITY DANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2BUSINESS UNITED IN INVESTING LENDING AND DEVELOPMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3UNITED SOUTH END SETTLEMENTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4THE BOSTON HIGHER EDUCATION RESOURCE CENTER INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5BOSTON CHINATOWN NEIGHBORHOOD CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6CHICA INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7MORE THAN WORDS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8SOCCER UNITY PROJECT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9YOUTHBUILD BOSTON INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10WRITE BOSTON INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11PHILANTHROPY MA INC
IRS990ScheduleI/RecipientTable/RecipientEIN0237044492
IRS990ScheduleI/RecipientTable/RecipientEIN1452295295
IRS990ScheduleI/RecipientTable/RecipientEIN2943386695
IRS990ScheduleI/RecipientTable/RecipientEIN3042104280
IRS990ScheduleI/RecipientTable/RecipientEIN4823215739
IRS990ScheduleI/RecipientTable/RecipientEIN5237209691
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IRS990ScheduleI/RecipientTable/RecipientEIN9043080098
IRS990ScheduleI/RecipientTable/RecipientEIN10461255108
IRS990ScheduleI/RecipientTable/RecipientEIN11042457605
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01 APPLETON STREET SUITE 301
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1725 HARRISON AVE 100
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 3316
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt348 RUTLAND STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt462 NORTHAMPTION STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt538 ASH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt61266 FURNACE BROOK PARKWAYSTE 410
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt756 FELTON STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt8128 UNION PARK STREET UNIT 1
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt927 CENTRE STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt10555 ARMORY STREET SUITE 3R
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11133 FEDERAL STREET SUITE 802
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BOSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BOSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm2REDWOOD CITY
IRS990ScheduleI/RecipientTable/USAddress/CityNm3BOSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm4BOSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm5BOSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm6QUINCY
IRS990ScheduleI/RecipientTable/USAddress/CityNm7WALTHAM
IRS990ScheduleI/RecipientTable/USAddress/CityNm8BOSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm9ROXBURY
IRS990ScheduleI/RecipientTable/USAddress/CityNm10JAMAICA PLAIN
IRS990ScheduleI/RecipientTable/USAddress/CityNm11BOSTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd8MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd9MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd10MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd11MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002116
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd102118
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd294064
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd302118
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd502111
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd602169
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd702453
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd802118
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1002130
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1102110
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS ESTABLISHED REPORTING REQUIREMENTS TO MONITOR THE USE OF GRANT FUNDS. GRANTEE PARTNERS MUST SUBMIT BOTH A SIX-MONTH REPORT AND A FINAL REPORT THAT DESCRIBES THE USE OF GRANT FUNDS, MAJOR PROGRAM ACCOMPLISHMENTS, LESSONS LEARNED, AND THE IMPACT OVER THE GRANT PERIOD. THE TRUST'S INDEPENDENT CONSULTANT PERFORMS AN INITIAL REVIEW OF THE REPORTS, AND A SECONDARY REVIEW IS PERFORMED BY THE CHAIRMAN OF THE BOARD AND THE TRUSTEES. SUMMARY INTERIM REPORTS ARE REVIEWED BY THE TRUSTEES AS PART OF THE EVALUATION FOR SECOND YEAR GRANT AWARDS FOR REPEAT GRANTEES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt012
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUST HAS ADOPTED THIS CONFLICT OF INTEREST POLICY TO IDENTIFY AND LIMIT THE EFFECT OF ANY POSSIBLE CONFLICT BETWEEN THE PERSONAL INTERESTS OF DIRECTORS AND OFFICERS AND THE INTEREST OF THE TRUST. THE PURPOSE OF THIS POLICY IS TO ENSURE THAT DECISIONS ABOUT CORPORATE OPERATIONS AND THE USE AND DISPOSITIONS OF CORPORATE ASSETS ARE MADE SOLELY IN TERMS OF BENEFITS TO THE TRUST AND ARE NOT INFLUENCED BY ANY PRIVATE PROFIT OR OTHER PERSONAL BENEFIT TO THE INDIVIDUALS AFFILIATED WITH THE TRUST WHO TAKE PART IN THE DECISION. ANNUAL DISCLOSURE STATEMENTS DUTY TO COMPLETE QUESTIONNAIRE. EACH TRUSTEE AND KEY PERSON SHALL COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE WHEN ASSUMING THE RELEVANT POSITION AND ANNUALLY THEREAFTER. THE QUESTIONNAIRE SHALL BE IN THE FORM APPROVED BY THE TRUSTEES. DUTY TO UPDATE INFORMATION. EACH DIRECTOR, OFFICER, OR KEY PERSON SHALL PROMPTLY ADVISE THE SECRETARY OR DESIGNATED COMPLIANCE OFFICER OF ANY CHANGES TO THE INFORMATION PROVIDED IN THAT INDIVIDUAL'S LAST COMPLETED CONFLICT OF INTEREST QUESTIONNAIRE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONSULTING: PROGRAM SERVICE EXPENSES 48,534. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 48,534.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE SELECTION OF AN INDEPENDENT AUDITOR AND OVERSIGHT OF THE AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE TRUST IS A NEWLY CREATED ORGANIZATION AND IS IN THE PROCESS OF DEVELOPING AND IMPLEMENTING A WHISTLEBLOWER POLICY. THE ORGANIZATION IS ALSO IN THE PROCESS OF DEVELOPING AND IMPLEMENTING A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY.

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