2025-11-12T09:13:06-06:00 2024-12-31 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2024-01-01 853810338 CASTLE SQUARE TENANTS ORGANIZATION 2020 CHARITABLE TRUST CAST 6173578548 476 TREMONT STREET BOSTON MA 02116 JONATHAN KLEIN CHAIR 6173578548 2025-11-11 1 1 JOYCE RIPIANZI CPA P00548581 5083669100 2025-11-11 2024 2025-03-06 01:10:19Z JONATHAN KLEIN 476 TREMONT STREET BOSTON MA 02116 445750 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 73665 445750 0 0 0 0 73665 445750 0 354555 0 0 0 0 0 0 0 73665 91195 73665 445750 0 0 19381203 20897102 19381103 20897002 100 100 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 445750 354555 445750 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. 445750 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 1 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 JONATHAN KLEIN 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 (UNTIL 10/2024) 1.00 X 0 0 0 CHU HUANG DIRECTOR 1.00 X 0 0 0 VERNON MILLS DIRECTOR (AS OF 10/2024) 1.00 X 0 0 0 0 0 0 0 0 0 0 0 MANAGEMENT FEE 900099 445750 445750 445750 445750 445750 0 0 X 354555 354555 40477 40477 48534 48534 2139 2139 BANK SERVICE CHARGES 45 45 445750 445750 0 0 10735 134235 8554 27780 17649220 18465953 1712694 2269134 19381203 20897102 7672 7780 20000 19373431 20869222 19381103 20897002 X 100 100 100 100 19381203 20897102 0 0 X X 0 1 X 1 0 X X 1 CASTLE SQUARE TENANTS ORGANIZATION INC 043016145 10 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 2269134 F 2269134 DUE TO RELATED PARTY 20869222 20869222 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, 2024, MANAGEMENT BELIEVES THAT THE 2020 TRUST HAS NOT GENERATED ANY UNRELATED BUSINESS TAXABLE INCOME. 1 TENANTS' DEVELOPMENT CORPORATION 1 APPLETON STREET SUITE 301 BOSTON MA 02116 237044492 501(C)3 10000 0 GRANT YOUTH PEER LEADERSHIP AFTER SCHOOL PROGRAM (YPLASP) URBANITY DANCE 725 HARRISON AVE 100 BOSTON MA 02118 452295295 501(C)3 10000 0 GRANT URBANITY DANCE ACCESS FOR ALL (A4A) PROGRAM BUSINESS UNITED IN INVESTING LENDING AND DEVELOPMENT PO BOX 3316 REDWOOD CITY CA 94064 943386695 501(C)3 10000 0 GRANT CREATING EDUCATIONAL EQUITY IN GREATER BOSTON THROUGH ENTREPRENEURIAL EDUCATION. UNITED SOUTH END SETTLEMENTS 48 RUTLAND STREET BOSTON MA 02118 042104280 501(C)3 40000 0 GRANT USES CLUB 48 (CHILDCARE AND AFTER-SCHOOL) THE BOSTON HIGHER EDUCATION RESOURCE CENTER INC 62 NORTHAMPTION STREET BOSTON MA 02118 823215739 501(C)3 40000 0 GRANT PASSPORT TO COLLEGE AND ALUMNI SUCCESS PROGRAMS-LOWER ROXBURY, SOUTH END, AND CHINATOWN SITES. BOSTON CHINATOWN NEIGHBORHOOD CENTER 38 ASH STREET BOSTON MA 02111 237209691 501(C)3 40000 0 GRANT BCNC YOUTH CENTER CHICA INC 1266 FURNACE BROOK PARKWAYSTE 410 QUINCY MA 02169 453866647 501(C)3 40000 0 GRANT CHICA PROJECT AT BLACKSTONE COMMUNITY CENTER MORE THAN WORDS 56 FELTON STREET WALTHAM MA 02453 042784985 501(C)3 40000 0 GRANT MORE THAN WORDS YOUTH BOSTON CAREER AND READINESS SUPPORTS SOCCER UNITY PROJECT 128 UNION PARK STREET UNIT 1 BOSTON MA 02118 900623475 501(C)3 30000 0 GRANT SOUTH END SOCCER YOUTH PROGRAMS YOUTHBUILD BOSTON INC 27 CENTRE STREET ROXBURY MA 02119 043080098 501(C)3 35000 0 GRANT THE DESIGNER-ENGAGING HIGH SCHOOL YOUTH IN DESIGN PROFESSIONS (1884 WASHINGTON STREET, BOSTON MA 02118). WRITE BOSTON INC 555 ARMORY STREET SUITE 3R JAMAICA PLAIN MA 02130 461255108 501(C)3 39555 0 GRANT CATALYZING YOUTH AGENCY & MEDIA LITERACY: A WRITE BOSTON & ST. STEPHEN'S YOUTH PROGRAMS PARTNERSHIP (419 SHAWMUT AVE, BOSTON MA 02118). PHILANTHROPY MA INC 133 FEDERAL STREET SUITE 802 BOSTON MA 02110 042457605 501(C)3 20000 0 GRANT FOR SPONSORSHIP OF GMA FOUNDATIONS' FUNDER COMMUNITY'S 17/25 FUND FOR YOUNG ADULTS 12 PART I, LINE 2: THE TRUST HAS ESTABLISHED REPORTING REQUIREMENTS TO MONITOR THE USE OF GRANT FUNDS. GRANTEE PARTNERS MUST SUBMIT BOTH A SIX-MONTH REPORT AND A FINAL REPORT THAT DESCRIBES THE USE OF GRANT FUNDS, MAJOR PROGRAM ACCOMPLISHMENTS, LESSONS LEARNED, AND THE IMPACT OVER THE GRANT PERIOD. THE TRUST'S INDEPENDENT CONSULTANT PERFORMS AN INITIAL REVIEW OF THE REPORTS, AND A SECONDARY REVIEW IS PERFORMED BY THE CHAIRMAN OF THE BOARD AND THE TRUSTEES. SUMMARY INTERIM REPORTS ARE REVIEWED BY THE TRUSTEES AS PART OF THE EVALUATION FOR SECOND YEAR GRANT AWARDS FOR REPEAT GRANTEES. 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 FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 48,534. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 48,534. 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 10 N/A 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0