Horace a Moses Foundation: FY2021 Nonprofit Profile & Form 990 (EIN 04-2109862)

Revenue by fiscal year
FY2020	$34K
FY2021	$30K
FY2022	$36K
FY2023	$30K
FY2024	$29K
FY2024	$0

Expenses by fiscal year
FY2020	$234K
FY2021	$186K
FY2022	$189K
FY2023	$54K
FY2024	$4.4M
FY2024	$0

Net assets by fiscal year
FY2020	$3.3M
FY2021	$4.3M
FY2022	$3.9M
FY2023	$4.1M
FY2024	$0
FY2024	$0

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

73 cents of each dollar spent went to programs.

73%

27%

Program services 73% · $136K Management & general 27% · $50K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

27 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII

Paul S Grogan

FMR President & CEO (7/20-5/31/21)

$0Pt VII · Sec A

George C Wilson

Assistant Treasurer

$0Pt VII · Sec A

Alfred F Van Ranst JR

CFO & Treasurer

$0Pt VII · Sec A

Stephan Chan

Secretary

$0Pt VII · Sec A

Barbara Hindley

FMR Secretary/Avp of Communications

$0Pt VII · Sec A

John Ho

Asst. Secretary

$0Pt VII · Sec A

M Lee Pelton

President & CEO (6/1/21-Present)

$0Pt VII · Sec A

Zamawa Arenas

Director

$0Pt VII · Sec A

See Horace a Moses Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2Yes
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports the Boston Foundation, Inc.

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Provided by the organization

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1 program · $136K · in their own filed words · FY2020

01

Grantmaking

The Horace Moses Foundation's primary purpose is to support the Boston Foundation, Inc. and organizations which are a priority for the Boston Foundation, Inc. The Boston Foundation, Inc., devotes its resources to building and sustaining a vital, prosperous city and region, where justice and opportunity are extended to everyone.

$136Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking

Grants paid · 11 grants · $4.8M · 2019–2023

Boston Foundation INCMA · FY2023$4,331,559

Caribbean Youth Club INCMA · FY2021$50,000

Building AudacityMA · FY2021$40,000

The Center for Teen Empowerment INCMA · FY2021$40,000

Resist INCMA · FY2021$8,000

Good Sports INCMA · FY2020$61,500

Health Resources in Action INCMA · FY2020$37,500

Health Care for All INCMA · FY2020$37,400

The Reebok FoundationMA · FY2019$90,000

Boston After School & Beyond INCMA · FY2019$74,500

Center for Artistry and Scholarship INCMA · FY2019$21,000

By the numbers

The FY2021 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$30K

Ln 12

Investment incomeLn 3$30K

Money outPt IX

$186K

Ln 25

Programscol B$136K

Managementcol C$50K

Owns and owesPt X

$4.3M

net assets · Ln 32

Cash and savingsLn 1–2$136K

Total assetsLn 16$4.4M

LiabilitiesLn 26$136K

PeoplePt VI, VII

27

listed · VII A

PaidVII A0

Voting boardVI 1a20

IndependentVI 1b20

2In more detail

Revenue in detailPt VIII

Investment incomeLn 3$30K

Gains on assetsLn 7$272

Total revenueLn 12$30K

Assets in detailPt X, end of year

SavingsLn 2$136K

Cash and savings togetherLn 1–2$136K

InvestmentsLn 11–13$4.3M

Total assetsLn 16$4.4M

LiabilitiesLn 26$136K

Net assetsLn 32$4.3M

OperationsPt I, VI

EmployeesI 50

VolunteersI 620

Fiscal year endsHeaderJune

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY21	End FY21
Cash and savingsLn 1–2	$136K	$136K
InvestmentsLn 11–13	$3.3M	$4.3M
Total assetsLn 16	$3.5M	$4.4M
LiabilitiesLn 26	$136K	$136K
Net assetsLn 32	$3.3M	$4.3M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$136K	$136K
Management feesLn 11a	$43K		$43K
Investment management feesLn 11f	$7K		$7K
Total functional expensesLn 25	$186K	$136K	$50K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024	$29K	$4.4M	−$4.4M	$0	990 PDF
FY2023	$30K	$54K	−$24K	$4.1M	990 PDF
FY2022	$36K	$189K	−$153K	$3.9M	990 PDF
FY2021 Viewing	$30K	$186K	−$156K	$4.3M	990 PDF
FY2020	$34K	$234K	−$200K	$3.3M	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2021 990 (6 parts)

Part I · Summary $30,468 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $0$0

I-9 Program service revenuePrior year $0$0

I-10 Investment incomePrior year $33,782$30,468

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $33,782$30,468

I-13 Grants and similar amounts paidPrior year $185,500$136,400

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $48,703$49,718

I-18 Total expensesPrior year $234,203$186,118

I-19 Revenue less expensesPrior year −$200,421−$155,650

Part VI · Governance 20 of 20 board members independent, 2 to look at

VI-1a Voting members of the governing body20

VI-1b Independent voting members20

VI-2 Family or business relationship among officers or directorsYes

VI-15a Process for setting top official's payNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

Part VIII · Statement of revenue $30,468 across 3 lines filed

VIII-3 Investment incomeExcluded from tax $30,196$30,196

VIII-7 Net gain or loss on sales of assetsExcluded from tax $272$272

VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $30,468$30,468

Part IX · Statement of functional expenses $186,118 across 3 lines filed

IX-1 Grants to domestic organizationsPrograms $136,400$136,400

IX-11a Management feesManagement $42,865$42,865

IX-11f Investment management feesManagement $6,853$6,853

IX-25 Total functional expensesPrograms $136,400 · Management $49,718 · Fundraising $0$186,118

Part X · Balance sheet $4,396,165 assets, 10 lines filed

X-2 Savings and temporary cash investmentsStart of year $135,510$136,493

X-11 Publicly traded securitiesStart of year $1,872,983$2,348,693

X-12 Other securitiesStart of year $1,460,847$1,910,979

X-16 Total assetsStart of year $3,469,340$4,396,165

X-18 Grants payableStart of year $135,500$136,400

X-26 Total liabilitiesStart of year $135,500$136,400

X-27 Net assets without donor restrictionsStart of year $11$93

X-28 Net assets with donor restrictionsStart of year $3,333,829$4,259,672

X-32 Total net assets or fund balancesStart of year $3,333,840$4,259,765

X-33 Total liabilities and net assetsStart of year $3,469,340$4,396,165

Part XI · Reconciliation of net assets $4,259,765 net assets at year end

XI-1 Total revenue$30,468

XI-2 Total expenses$186,118

XI-3 Revenue less expenses−$155,650

XI-4 Net assets at start of year$3,333,840

XI-5 Net unrealized gains (losses) on investments$1,081,575

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$4,259,765

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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Horace a Moses Foundation FY2021 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Horace a Moses Foundation

Grantmaking

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV