2024-05-10T10:40:27-05:00 2023-06-30 135665207 KPMG LLP 60 South Street Boston MA 02111 990 2022-07-01 042109862 Horace A Moses Foundation C/O Boston Foundation Inc HORA 6173381700 75 Arlington Street Fl 3 Boston MA 021163936 Brian Douglas CFO & Treasurer 6173381700 2024-05-10 1 Brian Douglas 999009999 0 Geneva Furlano P01877392 6179881000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z M Lee Pelton 75 Arlington Street Fl 3 Boston MA 021163936 328242 0 X N/A X 1952 MA The Horace Moses Foundation's primary purpose is to support the Boston Foundation, Inc. 19 19 0 19 0 0 0 0 0 0 35589 30289 0 0 35589 30289 138000 0 0 0 0 0 0 0 0 50589 53987 188589 53987 -153000 -23698 3910678 4056019 0 0 3910678 4056019 The Horace Moses Foundation's primary purpose is to support the Boston Foundation, Inc. 0 0 0 0 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. 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X X Brian Douglas 6173381700 75 Arlington Street Floor 3 Boston MA 021163936 M Lee Pelton President & CEO 0.25 50.00 X 0 746956 66561 George C Wilson Assistant Treasurer 0.25 50.00 X 0 388767 60622 Alfred F Van Ranst Jr CFO & Treasurer 0.25 50.00 X 0 400440 36086 Leigh Gasper Asst.Sec.& VP 0.25 40.00 X 0 240501 28298 Barbara Hindley Frmr Asst. Secretary/AVP C 0.00 40.00 X 0 195112 27279 John Ho Secretary 0.25 40.00 X 0 97921 18983 Zamawa Arenas Director 0.25 1.00 X 0 0 0 Andrew Arnott Director 0.25 1.00 X 0 0 0 Vanessa Calderon-Rosado Director 0.25 1.00 X 0 0 0 Elyse Cherry Director 0.25 1.00 X 0 0 0 Brian Conway Director 0.25 1.00 X 0 0 0 Pam Y Eddinger Director 0.25 1.00 X 0 0 0 Michael Eisenson Director 0.25 1.00 X 0 0 0 Betty Francisco Director 0.25 1.00 X 0 0 0 Paul Lee Director 0.25 1.00 X 0 0 0 Linda Mason Chair 0.25 1.00 X 0 0 0 Myechia Minter-Jordan Director 0.25 1.00 X 0 0 0 J Keith Motley Director 0.25 1.00 X 0 0 0 Ronald O'Hanley Director 0.25 1.00 X 0 0 0 Tracy Palandjian Director 0.25 1.00 X 0 0 0 Dwight M Poler Director 0.25 1.00 X 0 0 0 Raj Sharma Director 0.25 1.00 X 0 0 0 Jane Steinmetz Director 0.25 1.00 X 0 0 0 Scott E Squillace Director 0.25 1.00 X 0 0 0 Kate Walsh Director (left 2/23) 0.25 1.00 X 0 0 0 CA Webb Director 0.25 1.00 X 0 0 0 0 2069697 237829 0 1 1 0 0 28054 28054 300188 297953 2235 2235 2235 30289 0 0 30289 46878 46878 7109 7109 53987 0 53987 0 179 0 0 151896 2017809 2015426 1892690 1888697 3910678 4056019 0 0 X 0 151897 3910678 3904122 3910678 4056019 3910678 4056019 -23698 169039 0 X 0 1 X 1 0 X X X 1 Boston Foundation Inc 042104021 8 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3910676 199328 53987 4056017 4259763 -160498 138000 50589 3910676 3333838 1112043 136400 49718 4259763 3569707 -1667 185500 48702 3333838 3527874 177556 88200 47523 3569707 0.00000 0.77140 0.22860 0 1 1 0 Other Securities 1888697 F 1888697 X Part V, Line 4: Generally, the Foundation manages its funds using a total return concept, which emphasizes total investment return, including interest and dividends and realized and unrealized gains and losses. Annually, the Foundation's board of directors determines the level of grant making based on two factors that serve to stabilize annual spending levels and preserve the real value of the endowment over time. In fiscal years 2023 and 2022, those factors are 70% of the prior year's spending, adjusted for inflation, plus 30% of a spending rate at 5.00% for 2023 and 2022 of the estimated fair value of its discretionary endowment and 5.0% for 2023 and 2022 of the estimated fair value of its designated endowment. The discretionary endowment is made up of funds with no restrictions and funds with field of interest restrictions placed on the way income may be used. The designated endowment is composed of funds created for specifically named agencies or projects. Part X, Line 2: The Foundation has not taken any tax positions which would have a material effect, individually or in the aggregrate, upon the Foundation's consolidated financial statements. The Foundation believes it has not taken any significant uncertain tax positions or any tax positions that would jeopardize the Foundation's tax-exempt status. 0 1 0 0 0 0 0 0 0 M Lee Pelton President & CEO 0 732327 0 0 0 14629 0 38800 0 27761 0 813517 0 0 George C Wilson Assistant Treasurer 0 354377 0 28294 0 6096 0 30148 0 30474 0 449389 0 0 Alfred F Van Ranst Jr CFO & Treasurer 0 362119 0 28432 0 9889 0 32192 0 3894 0 436526 0 0 Leigh Gasper Asst.Sec.& VP 0 222190 0 17600 0 711 0 3254 0 25044 0 268799 0 0 Barbara Hindley Frmr Asst. Secretary/AVP C 0 173362 0 14114 0 7636 0 10752 0 16527 0 222391 0 0 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. Form 990, Part VI, Section A, line 2 The Board of Directors for Horace A. Moses Foundation is identical to the Board of Directors for the Boston Foundation, Inc. M. Lee Pelton, Alfred Van Ranst, Jr., George Wilson, John Ho and Leigh Gasper are officers of Horace A. Moses Foundation and the Boston Foundation, Inc., and are all employed by the Boston Foundation, Inc. Form 990, Part VI, Section B, line 11b The CFO with input from senior management, compiles the information to be included in the Federal Form 990 and the Massachusetts Form PC, which are then prepared by Boston Foundation, Inc. and reviewed by Boston Foundation Inc.'s tax advisors. A copy of the complete Form 990, with all required schedules, was provided to all memmbers of the governing body, prior to the filing of the return. Form 990, Part VI, Section B, line 12c From time to time, the Horace A. Moses Foundation may make grant awards to organizations in which officers, directors or board members may have a relationship. Board members complete an annual conflict of interest statement indicating their relationships. Board members who approve grants excuse themselves from specific votes pertaining to organizations in which they have a relationship. Form 990, Part VI, Section B, line 15 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. Form 990, Part VI, Section C, line 19 Documents required by law are made available to the public upon request. IRS Form 990 is also available on Guidestar.org. Boston Foundation Inc 75 Arlington Street Floor 3 Boston MA 02116 042104021 Community Support MA 501 (c)(3) Line 8 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0