2023-11-15T15:16:29-06:00 2022-12-31 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2022-01-01 853810338 CASTLE SQUARE TENANTS ORGANIZATION 2020 CHARITABLE TRUST CAST 6173578548 476 TREMONT STREET BOSTON MA 02116 KATHRYN MCHUGH TREASURER 6173578548 2023-11-15 1 KATHRYN MCHUGH XXX-XX-XXXX 1 JOYCE RIPIANZI CPA P00548581 5083669100 2023-11-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KATHRYN MCHUGH 476 TREMONT STREET BOSTON MA 02116 38728 0 X WWW.CSTOBOSTON.ORG X 2020 MA 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. 7 7 0 7 0 0 0 0 53346 38628 0 0 0 100 53346 38728 0 0 0 0 0 0 0 0 0 53346 38628 53346 38628 0 100 20830426 17103886 20830426 17103786 0 100 X 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. 0 0 38628 38728 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. 38628 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 MA X KATHRYN MCHUGH 6173578548 476 TREMONT STREET BOSTON MA 02116 X JONATHAN KLEIN CHAIR 2.00 X X 0 0 0 ANN MOY VICE CHAIR 1.00 X X 0 0 0 KATHRYN MCHUGH TREASURER 2.00 X X 0 0 0 VINCENT O'DONNELL CLERK 1.00 X X 0 0 0 TERRANCE WOOLFORK DIRECTOR 1.00 X 0 0 0 YVONNE HOLMES DIRECTOR 1.00 X 0 0 0 CHU HUANG DIRECTOR 1.00 X 0 0 0 JAMES JENNINGS DIRECTOR (UNTIL 7/2022) 1.00 X 0 0 0 0 0 0 0 0 0 0 0 MANAGEMENT FEE 900099 38628 38628 38628 MISCELLANEOUS REVENUE 900099 100 100 100 38728 38728 0 0 7955 7955 28219 28219 2404 2404 TAXES, FILING FEES 35 35 BANK SERVICE CHARGES 15 15 38628 38628 0 0 81905 53346 6072 18835722 15832549 1941358 1183360 20830426 17103886 5190 20830426 17098596 20830426 17103786 X 100 0 100 20830426 17103886 100 0 X X 0 1 X 1 0 X X 1 CASTLE SQUARE TENANTS ORGANIZATION INC 043016145 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 HEDGE FUND 1183360 F 1183360 DUE TO RELATED PARTY 17098596 17098596 X 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, 2022, MANAGEMENT BELIEVES THAT THE 2020 TRUST HAS NOT GENERATED ANY UNRELATED BUSINESS TAXABLE INCOME. 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 XII, LINE 2C: THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE SELECTION OF AN INDEPENDENT AUDITOR AND OVERSIGHT OF THE AUDIT. 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. CASTLE SQUARE TENANTS ORGANIZATION INC 476 TREMONT STREET BOSTON MA 02116 043016145 AFFORDABLE HOUSING MA 501(C)(3) LINE 7 N/A 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0