Totals
- Total revenue
- $30,289
- Total expenses
- $53,987
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $30,289
- Other revenue
- $0
- Total assets, end of year
- $4,056,019
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $4,056,019
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $53,987
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% 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.
-
3 · Investment income
total $28,054 · excluded $28,054
-
7a · Gross sales of assets other than inventory
securities $300,188
-
7b · Less cost or other basis and sales expenses
securities $297,953
-
7c · Gain or loss
securities $2,235
-
7d · Net gain or loss
total $2,235 · excluded $2,235
Functional expenses
Part IX, the statement of functional expenses.
-
11a · Fees: management
total $46,878 · management and general $46,878
-
11f · Fees: investment management
total $7,109 · management and general $7,109
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $179 · end of year $0
-
2 · Savings and temporary cash investments
beginning of year $0 · end of year $151,896
-
11 · Investments: publicly traded securities
beginning of year $2,017,809 · end of year $2,015,426
-
12 · Investments: other securities
beginning of year $1,892,690 · end of year $1,888,697
-
27 · Net assets without donor restrictions
beginning of year $0 · end of year $151,897
-
28 · Net assets with donor restrictions
beginning of year $3,910,678 · end of year $3,904,122
Mission and programs · 2022
Mission
The Horace Moses Foundation's primary purpose is to support the Boston Foundation, Inc.
-
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.
As filed on the 2022 return.
Listed in Part VII
-
M Lee Pelton
President & CEO
- Total calculated
- $813,517
- From this org
- $0
- From related orgs
- $746,956
- Other
- $66,561
- Hours/week
- 0.25 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $732,327 related
- Bonus
- $0
- Other
- $0 + $14,629 related
- Deferred
- $0 + $38,800 related
- Nontaxable benefits
- $0 + $27,761 related
- Filer's total
- $0 + $813,517 related
-
George C Wilson
Assistant Treasurer
- Total calculated
- $449,389
- From this org
- $0
- From related orgs
- $388,767
- Other
- $60,622
- Hours/week
- 0.25 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $354,377 related
- Bonus
- $0 + $28,294 related
- Other
- $0 + $6,096 related
- Deferred
- $0 + $30,148 related
- Nontaxable benefits
- $0 + $30,474 related
- Filer's total
- $0 + $449,389 related
-
Alfred F Van Ranst Jr
CFO & Treasurer
- Total calculated
- $436,526
- From this org
- $0
- From related orgs
- $400,440
- Other
- $36,086
- Hours/week
- 0.25 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $362,119 related
- Bonus
- $0 + $28,432 related
- Other
- $0 + $9,889 related
- Deferred
- $0 + $32,192 related
- Nontaxable benefits
- $0 + $3,894 related
- Filer's total
- $0 + $436,526 related
-
Leigh Gasper
Asst.Sec.& VP
- Total calculated
- $268,799
- From this org
- $0
- From related orgs
- $240,501
- Other
- $28,298
- Hours/week
- 0.25 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $222,190 related
- Bonus
- $0 + $17,600 related
- Other
- $0 + $711 related
- Deferred
- $0 + $3,254 related
- Nontaxable benefits
- $0 + $25,044 related
- Filer's total
- $0 + $268,799 related
-
Barbara Hindley
Frmr Asst. Secretary/AVP C
- Total calculated
- $222,391
- From this org
- $0
- From related orgs
- $195,112
- Other
- $27,279
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $173,362 related
- Bonus
- $0 + $14,114 related
- Other
- $0 + $7,636 related
- Deferred
- $0 + $10,752 related
- Nontaxable benefits
- $0 + $16,527 related
- Filer's total
- $0 + $222,391 related
-
John Ho
Secretary
- Total calculated
- $116,904
- From this org
- $0
- From related orgs
- $97,921
- Other
- $18,983
- Hours/week
- 0.25 + 40 related
-
Zamawa Arenas
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1 related
-
Andrew Arnott
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1 related
-
Vanessa Calderon-Rosado
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1 related
-
Elyse Cherry
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1 related
-
Brian Conway
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1 related
-
Pam Y Eddinger
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1 related
-
Michael Eisenson
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1 related
-
Betty Francisco
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1 related
-
Paul Lee
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1 related
-
Linda Mason
Chair
- Total calculated
- $0
- Hours/week
- 0.25 + 1 related
-
Myechia Minter-Jordan
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1 related
-
J Keith Motley
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1 related
-
Ronald O'Hanley
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1 related
-
Tracy Palandjian
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1 related
-
Dwight M Poler
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1 related
-
Raj Sharma
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1 related
-
Jane Steinmetz
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1 related
-
Scott E Squillace
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1 related
-
Kate Walsh
Director (left 2/23)
- Total calculated
- $0
- Hours/week
- 0.25 + 1 related
-
CA Webb
Director
- Total calculated
- $0
- Hours/week
- 0.25 + 1 related
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- Part I, Line 4b
- M. Lee Pelton, George C. Wilson, and Alfred Van Ranst, Jr. participated in a Supplemental Employee Retirement Plan (SERP). The total SERP contributions for the above participants for the calendar year ended December 31, 2022 were as follows: Non-Taxable M. Lee Pelton $20,500 George C. Wilson $11,848 Alfred Van Ranst $13,892
- Part I, Line 3
- The Horace A. Moses Foundation does not compensate any officer, director, trustee or key employee. Compensation is paid by the Foundation's supported organization, Boston Foundation, Inc. The Boston Foundation, Inc., sets executive compensation by utilizing an external consultant who conducts a survey. The results of the survey are presented to the Compensation Committee of the Board of Directors of the Boston Foundation, Inc., who reviews and determines compensation of its President & CEO each fiscal year.
- Part II
- Barbara Hindley, former Assistant Secretary, was paid as a current employee not as former officer.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
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.
-
501 (c)(3) · Community Support · MA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 10 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202401319349302665
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