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← CASTLE SQUARE TENANTS ORGANIZATION 2020 CHARITABLE TRUST

Form 990 for tax year 2022

Filed by CASTLE SQUARE TENANTS ORGANIZATION 2020 CHARITABLE TRUST.

Totals

Total revenue
$38,728
Total expenses
$38,628
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$38,628
Investment income
$0
Other revenue
$100
Total assets, end of year
$17,103,886
Total liabilities, end of year
$17,103,786
Net assets or fund balances, end of year
$100
Program services expenses (Part IX)
$38,628
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$38,628

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: MANAGEMENT FEE

    total $38,628 · related or exempt $38,628

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $100 · related or exempt $100

  • 11e · Other revenue, total

    $100

Functional expenses

Part IX, the statement of functional expenses.

  • 11b · Fees: legal

    total $7,955 · program services $7,955

  • 11c · Fees: accounting

    total $28,219 · program services $28,219

  • 11g · Fees: other

    total $2,404 · program services $2,404

  • 24a · Other expenses: TAXES, FILING FEES

    total $35 · program services $35

  • 24b · Other expenses: BANK SERVICE CHARGES

    total $15 · program services $15

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $81,905

  • 4 · Accounts receivable

    beginning of year $53,346 · end of year $6,072

  • 11 · Investments: publicly traded securities

    beginning of year $18,835,722 · end of year $15,832,549

  • 12 · Investments: other securities

    beginning of year $1,941,358 · end of year $1,183,360

  • 17 · Accounts payable and accrued expenses

    end of year $5,190

  • 25 · Other liabilities

    beginning of year $20,830,426 · end of year $17,098,596

  • 27 · Net assets without donor restrictions

    end of year $100

Mission and programs · 2022

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.

  • THE TRUST'S PRIMARY ACTIVITY WILL BE MAKING GRANTS IN FURTHERANCE OF ITS CHARITABLE PURPOSES. SPECIFICALLY, THE TRUST WILL MAKE GRANTS TO ORGANIZATIONS THAT ARE TAX-EXEMPT UNDER CODE SECTION 501(C)3 WHICH, AS REQUIRED BY THE DECLARATION OF TRUST, INCLUDES THE CASTLE SQUARE TENANTS ORGANIZATION, INC. THE TRUSTEES MAY SELECT ORGANIZATIONS TO RECEIVE GRANTS CONSISTENT WITH THE TRUST'S STATED PURPOSES. THE TRUST WILL MAINTAIN DOCUMENTATION REGARDING ITS APPROVAL OF ANY GRANTS IT MAKES. THE TRUST WILL KEEP STANDARD ACCOUNTING RECORDS RELATING TO THE GRANTS IT MAKES. ALL GRANTS MADE BY THE TRUST SHALL BE SUBJECT TO OVERSIGHT AND REPORTING REQUIREMENTS AS DESCRIBED IN GRANT LETTER AGREEMENT INCLUDED WITH THE APPLICATION.THIS ACTIVITY WILL CONSTITUTE 100% OF THE TRUST'S PLANNED ACTIVITIES.

    Expenses $38,628 · Revenue $38,728

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JONATHAN KLEIN

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • ANN MOY

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • KATHRYN MCHUGH

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • VINCENT O'DONNELL

    CLERK

    Total calculated
    $0
    Hours/week
    1

  • TERRANCE WOOLFORK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • YVONNE HOLMES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHU HUANG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAMES JENNINGS

    DIRECTOR (UNTIL 7/2022)

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202313199349320651

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