401k Plan data: BOSTON FOUNDATION 403(B) PLAN plan

BOSTON FOUNDATION 403(B) PLAN 401k Plan overview

Plan Name	BOSTON FOUNDATION 403(B) PLAN
Plan identification number	001

BOSTON FOUNDATION 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

BOSTON FOUNDATION, INC. has sponsored the creation of one or more 401k plans.

Company Name: BOSTON FOUNDATION, INC.

Employer identification number (EIN): 042104021

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOSTON FOUNDATION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01
001 2016-07-01 DANIEL N FOWLER
001 2015-07-01 DANIEL N FOWLER
001 2014-07-01 DANIEL N FOWLER
001 2013-07-01 DANIEL N FOWLER
001 2012-07-01 DANIEL N FOWLER
001 2011-07-01 DANIEL N FOWLER 2013-04-12
001 2010-07-01 BETH LLEWELLYN 2012-03-27
001 2009-01-01 BETH LLEWELLYN

Plan Statistics for BOSTON FOUNDATION 403(B) PLAN

401k plan membership statisitcs for BOSTON FOUNDATION 403(B) PLAN

Measure Date Value
2021: BOSTON FOUNDATION 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 282
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 137
Number of retired or separated participants receiving benefits 2021-07-01 24
Number of other retired or separated participants entitled to future benefits 2021-07-01 153
Total of all active and inactive participants 2021-07-01 314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 314
Number of participants with account balances 2021-07-01 297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: BOSTON FOUNDATION 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 279
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 117
Number of retired or separated participants receiving benefits 2020-07-01 24
Number of other retired or separated participants entitled to future benefits 2020-07-01 141
Total of all active and inactive participants 2020-07-01 282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 282
Number of participants with account balances 2020-07-01 272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: BOSTON FOUNDATION 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 269
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 112
Number of retired or separated participants receiving benefits 2019-07-01 24
Number of other retired or separated participants entitled to future benefits 2019-07-01 143
Total of all active and inactive participants 2019-07-01 279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 279
Number of participants with account balances 2019-07-01 273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: BOSTON FOUNDATION 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 259
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 114
Number of retired or separated participants receiving benefits 2018-07-01 21
Number of other retired or separated participants entitled to future benefits 2018-07-01 134
Total of all active and inactive participants 2018-07-01 269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 269
Number of participants with account balances 2018-07-01 260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: BOSTON FOUNDATION 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 250
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 107
Number of retired or separated participants receiving benefits 2017-07-01 21
Number of other retired or separated participants entitled to future benefits 2017-07-01 131
Total of all active and inactive participants 2017-07-01 259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 259
Number of participants with account balances 2017-07-01 251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: BOSTON FOUNDATION 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 250
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 106
Number of retired or separated participants receiving benefits 2016-07-01 18
Number of other retired or separated participants entitled to future benefits 2016-07-01 126
Total of all active and inactive participants 2016-07-01 250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 250
Number of participants with account balances 2016-07-01 241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: BOSTON FOUNDATION 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 236
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 105
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 145
Total of all active and inactive participants 2015-07-01 250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 250
Number of participants with account balances 2015-07-01 231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: BOSTON FOUNDATION 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 161
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 94
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 142
Total of all active and inactive participants 2014-07-01 236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 236
Number of participants with account balances 2014-07-01 213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: BOSTON FOUNDATION 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 142
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 93
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 68
Total of all active and inactive participants 2013-07-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 161
Number of participants with account balances 2013-07-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: BOSTON FOUNDATION 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 122
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 94
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 48
Total of all active and inactive participants 2012-07-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 142
Number of participants with account balances 2012-07-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2009: BOSTON FOUNDATION 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 63
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 7
Total of all active and inactive participants 2009-01-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 70
Number of participants with account balances 2009-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: BOSTON FOUNDATION 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	282
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	137
Number of retired or separated participants receiving benefits	2021-07-01	24
Number of other retired or separated participants entitled to future benefits	2021-07-01	153
Total of all active and inactive participants	2021-07-01	314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	314
Number of participants with account balances	2021-07-01	297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: BOSTON FOUNDATION 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	279
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	117
Number of retired or separated participants receiving benefits	2020-07-01	24
Number of other retired or separated participants entitled to future benefits	2020-07-01	141
Total of all active and inactive participants	2020-07-01	282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	282
Number of participants with account balances	2020-07-01	272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: BOSTON FOUNDATION 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	269
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	112
Number of retired or separated participants receiving benefits	2019-07-01	24
Number of other retired or separated participants entitled to future benefits	2019-07-01	143
Total of all active and inactive participants	2019-07-01	279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	279
Number of participants with account balances	2019-07-01	273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: BOSTON FOUNDATION 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	259
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	114
Number of retired or separated participants receiving benefits	2018-07-01	21
Number of other retired or separated participants entitled to future benefits	2018-07-01	134
Total of all active and inactive participants	2018-07-01	269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	269
Number of participants with account balances	2018-07-01	260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: BOSTON FOUNDATION 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	250
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	107
Number of retired or separated participants receiving benefits	2017-07-01	21
Number of other retired or separated participants entitled to future benefits	2017-07-01	131
Total of all active and inactive participants	2017-07-01	259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	259
Number of participants with account balances	2017-07-01	251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: BOSTON FOUNDATION 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	250
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	106
Number of retired or separated participants receiving benefits	2016-07-01	18
Number of other retired or separated participants entitled to future benefits	2016-07-01	126
Total of all active and inactive participants	2016-07-01	250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	250
Number of participants with account balances	2016-07-01	241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: BOSTON FOUNDATION 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	236
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	105
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	145
Total of all active and inactive participants	2015-07-01	250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	250
Number of participants with account balances	2015-07-01	231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: BOSTON FOUNDATION 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	161
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	94
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	142
Total of all active and inactive participants	2014-07-01	236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	236
Number of participants with account balances	2014-07-01	213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: BOSTON FOUNDATION 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	142
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	93
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	68
Total of all active and inactive participants	2013-07-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	161
Number of participants with account balances	2013-07-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: BOSTON FOUNDATION 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	122
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	94
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	48
Total of all active and inactive participants	2012-07-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	142
Number of participants with account balances	2012-07-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2009: BOSTON FOUNDATION 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	63
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	7
Total of all active and inactive participants	2009-01-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	70
Number of participants with account balances	2009-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BOSTON FOUNDATION 403(B) PLAN

Measure	Date	Value
2022 : BOSTON FOUNDATION 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-06-30	$379,447
Total of all expenses incurred	2022-06-30	$5,024,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$5,019,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$4,286,741
Value of total assets at end of year	2022-06-30	$23,665,546
Value of total assets at beginning of year	2022-06-30	$28,310,195
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$4,510
Total interest from all sources	2022-06-30	$89,361
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$1,819,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$1,819,724
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$5,000,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$1,012,737
Participant contributions at end of year	2022-06-30	$51,958
Participant contributions at beginning of year	2022-06-30	$67,832
Participant contributions at beginning of year	2022-06-30	$36,721
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$2,654,523
Administrative expenses (other) incurred	2022-06-30	$4,510
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-4,644,649
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$23,665,546
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$28,310,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$20,356,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$24,950,616
Value of interest in pooled separate accounts at end of year	2022-06-30	$339,280
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$257,274
Interest on participant loans	2022-06-30	$3,049
Interest earned on other investments	2022-06-30	$86,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$382,133
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$621,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$621,053
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$203
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$2,535,349
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$2,352,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-5,878,616
Net investment gain/loss from pooled separate accounts	2022-06-30	$62,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$619,481
Employer contributions (assets) at beginning of year	2022-06-30	$23,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$5,019,586
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	MAZARS USA LLP
Accountancy firm EIN	2022-06-30	131459550
2021 : BOSTON FOUNDATION 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-06-30	$7,996,290
Total of all expenses incurred	2021-06-30	$1,056,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$1,051,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$1,708,780
Value of total assets at end of year	2021-06-30	$28,310,195
Value of total assets at beginning of year	2021-06-30	$21,369,961
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$4,310
Total interest from all sources	2021-06-30	$89,364
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$1,139,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$1,139,421
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$5,000,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$926,206
Participant contributions at end of year	2021-06-30	$67,832
Participant contributions at beginning of year	2021-06-30	$82,871
Participant contributions at end of year	2021-06-30	$36,721
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$168,356
Administrative expenses (other) incurred	2021-06-30	$4,310
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$6,940,234
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$28,310,195
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$21,369,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$24,950,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$17,700,346
Value of interest in pooled separate accounts at end of year	2021-06-30	$257,274
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$237,413
Interest on participant loans	2021-06-30	$3,886
Interest earned on other investments	2021-06-30	$85,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-06-30	$621,053
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-06-30	$1,010,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-06-30	$1,010,665
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-06-30	$72
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$2,352,938
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$2,338,666
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$5,042,301
Net investment gain/loss from pooled separate accounts	2021-06-30	$16,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$614,218
Employer contributions (assets) at end of year	2021-06-30	$23,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$1,051,746
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	SAMET & COMPANY PC
Accountancy firm EIN	2021-06-30	043027605
2020 : BOSTON FOUNDATION 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-06-30	$2,333,341
Total of all expenses incurred	2020-06-30	$1,919,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$1,915,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$1,459,695
Value of total assets at end of year	2020-06-30	$21,369,961
Value of total assets at beginning of year	2020-06-30	$20,955,956
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$4,229
Total interest from all sources	2020-06-30	$106,033
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$740,512
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$740,512
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$5,000,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$852,866
Participant contributions at end of year	2020-06-30	$82,871
Participant contributions at beginning of year	2020-06-30	$63,157
Participant contributions at beginning of year	2020-06-30	$31,662
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$24,225
Administrative expenses (other) incurred	2020-06-30	$4,229
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$414,005
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$21,369,961
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$20,955,956
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$17,700,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$17,266,395
Value of interest in pooled separate accounts at end of year	2020-06-30	$237,413
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$266,739
Interest on participant loans	2020-06-30	$3,627
Interest earned on other investments	2020-06-30	$88,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$1,010,665
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-06-30	$943,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-06-30	$943,212
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$13,581
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$2,338,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$2,361,949
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$24,091
Net investment gain/loss from pooled separate accounts	2020-06-30	$3,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$582,604
Employer contributions (assets) at beginning of year	2020-06-30	$22,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$1,915,107
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	SAMET & COMPANY PC
Accountancy firm EIN	2020-06-30	043027605
2019 : BOSTON FOUNDATION 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-06-30	$2,746,541
Total of all expenses incurred	2019-06-30	$552,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$548,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$1,752,435
Value of total assets at end of year	2019-06-30	$20,955,956
Value of total assets at beginning of year	2019-06-30	$18,761,896
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$4,064
Total interest from all sources	2019-06-30	$104,974
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$788,849
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$788,849
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$790,690
Participant contributions at end of year	2019-06-30	$63,157
Participant contributions at beginning of year	2019-06-30	$69,580
Participant contributions at end of year	2019-06-30	$31,662
Participant contributions at beginning of year	2019-06-30	$29,141
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$411,838
Administrative expenses (other) incurred	2019-06-30	$4,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$2,194,060
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$20,955,956
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$18,761,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$17,266,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$15,520,722
Value of interest in pooled separate accounts at end of year	2019-06-30	$266,739
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$248,461
Interest on participant loans	2019-06-30	$3,305
Interest earned on other investments	2019-06-30	$92,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-06-30	$943,212
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-06-30	$543,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-06-30	$543,500
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$9,055
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$2,361,949
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$2,330,093
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$86,867
Net investment gain/loss from pooled separate accounts	2019-06-30	$13,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$549,907
Employer contributions (assets) at end of year	2019-06-30	$22,842
Employer contributions (assets) at beginning of year	2019-06-30	$20,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$548,417
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	SAMET & COMPANY PC
Accountancy firm EIN	2019-06-30	043027605
2018 : BOSTON FOUNDATION 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-06-30	$2,805,255
Total of all expenses incurred	2018-06-30	$607,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$603,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$1,268,584
Value of total assets at end of year	2018-06-30	$18,761,896
Value of total assets at beginning of year	2018-06-30	$16,564,373
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$3,981
Total interest from all sources	2018-06-30	$97,742
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$529,839
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$529,839
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$719,816
Participant contributions at end of year	2018-06-30	$69,580
Participant contributions at beginning of year	2018-06-30	$77,255
Participant contributions at end of year	2018-06-30	$29,141
Participant contributions at beginning of year	2018-06-30	$27,783
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$32,048
Administrative expenses (other) incurred	2018-06-30	$3,981
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$2,197,523
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$18,761,896
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$16,564,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$15,520,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$13,212,904
Value of interest in pooled separate accounts at end of year	2018-06-30	$248,461
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$235,307
Interest on participant loans	2018-06-30	$3,204
Interest earned on other investments	2018-06-30	$91,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$543,500
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-06-30	$472,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-06-30	$472,056
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$3,301
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$2,330,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$2,519,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$897,181
Net investment gain/loss from pooled separate accounts	2018-06-30	$11,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$516,720
Employer contributions (assets) at end of year	2018-06-30	$20,399
Employer contributions (assets) at beginning of year	2018-06-30	$19,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$603,751
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	SAMET & COMPANY PC
Accountancy firm EIN	2018-06-30	043027605
2017 : BOSTON FOUNDATION 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-06-30	$3,133,452
Total of all expenses incurred	2017-06-30	$643,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$639,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$1,246,517
Value of total assets at end of year	2017-06-30	$16,564,373
Value of total assets at beginning of year	2017-06-30	$14,074,281
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$3,591
Total interest from all sources	2017-06-30	$110,019
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$274,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$274,581
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$645,375
Participant contributions at end of year	2017-06-30	$77,255
Participant contributions at beginning of year	2017-06-30	$106,689
Participant contributions at end of year	2017-06-30	$27,783
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$110,365
Administrative expenses (other) incurred	2017-06-30	$3,591
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$2,490,092
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$16,564,373
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$14,074,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$13,212,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$10,945,325
Value of interest in pooled separate accounts at end of year	2017-06-30	$235,307
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$228,641
Interest on participant loans	2017-06-30	$4,242
Interest earned on other investments	2017-06-30	$105,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$472,056
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$270,788
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$270,788
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$233
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$2,519,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$2,522,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$1,493,467
Net investment gain/loss from pooled separate accounts	2017-06-30	$8,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$490,777
Employer contributions (assets) at end of year	2017-06-30	$19,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$639,769
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	SAMET & COMPANY PC
Accountancy firm EIN	2017-06-30	043027605
2016 : BOSTON FOUNDATION 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-06-30	$1,125,565
Total of all expenses incurred	2016-06-30	$930,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$926,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$1,155,771
Value of total assets at end of year	2016-06-30	$14,074,281
Value of total assets at beginning of year	2016-06-30	$13,879,168
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$3,461
Total interest from all sources	2016-06-30	$108,918
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$340,231
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$340,231
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$515,793
Participant contributions at end of year	2016-06-30	$106,689
Participant contributions at beginning of year	2016-06-30	$109,796
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$211,793
Administrative expenses (other) incurred	2016-06-30	$3,461
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$195,113
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$14,074,281
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$13,879,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$10,945,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$10,772,051
Value of interest in pooled separate accounts at end of year	2016-06-30	$228,641
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$202,935
Interest on participant loans	2016-06-30	$4,360
Interest earned on other investments	2016-06-30	$104,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$270,788
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$256,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$256,192
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$18
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$2,522,838
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$2,538,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-494,279
Net investment gain/loss from pooled separate accounts	2016-06-30	$14,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$428,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$926,991
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	SAMET & COMPANY PC
Accountancy firm EIN	2016-06-30	043027605
2015 : BOSTON FOUNDATION 403(B) PLAN 2015 401k financial data
Total transfer of assets to this plan	2015-06-30	$4,245,924
Total income from all sources (including contributions)	2015-06-30	$1,520,251
Total of all expenses incurred	2015-06-30	$690,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$686,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$997,793
Value of total assets at end of year	2015-06-30	$13,879,168
Value of total assets at beginning of year	2015-06-30	$8,803,131
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$3,302
Total interest from all sources	2015-06-30	$108,594
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$322,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$322,631
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$524,666
Participant contributions at end of year	2015-06-30	$109,796
Participant contributions at beginning of year	2015-06-30	$20,557
Participant contributions at beginning of year	2015-06-30	$150
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$94,021
Administrative expenses (other) incurred	2015-06-30	$3,302
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$830,113
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$13,879,168
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$8,803,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$10,772,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$7,714,106
Value of interest in pooled separate accounts at end of year	2015-06-30	$202,935
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$131,151
Interest on participant loans	2015-06-30	$3,279
Interest earned on other investments	2015-06-30	$105,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$256,192
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$191,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$191,810
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$15
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$2,538,194
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$744,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$71,527
Net investment gain/loss from pooled separate accounts	2015-06-30	$19,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$379,106
Employer contributions (assets) at beginning of year	2015-06-30	$857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$686,836
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	SAMET & COMPANY PC
Accountancy firm EIN	2015-06-30	043027605
2014 : BOSTON FOUNDATION 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-06-30	$2,175,304
Total of all expenses incurred	2014-06-30	$571,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$568,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$1,017,496
Value of total assets at end of year	2014-06-30	$8,803,131
Value of total assets at beginning of year	2014-06-30	$7,199,013
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$2,778
Total interest from all sources	2014-06-30	$30,525
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$380,712
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$380,712
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$499,564
Participant contributions at end of year	2014-06-30	$20,557
Participant contributions at beginning of year	2014-06-30	$48,224
Participant contributions at end of year	2014-06-30	$150
Participant contributions at beginning of year	2014-06-30	$17,719
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$112,785
Administrative expenses (other) incurred	2014-06-30	$2,778
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$1,604,118
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$8,803,131
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$7,199,013
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$7,714,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$5,925,287
Value of interest in pooled separate accounts at end of year	2014-06-30	$131,151
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$145,090
Interest on participant loans	2014-06-30	$1,103
Interest earned on other investments	2014-06-30	$29,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$191,810
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$323,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$323,458
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$12
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$744,500
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$723,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$731,826
Net investment gain/loss from pooled separate accounts	2014-06-30	$14,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$405,147
Employer contributions (assets) at end of year	2014-06-30	$857
Employer contributions (assets) at beginning of year	2014-06-30	$16,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$568,408
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	SAMET & COMPANY PC
Accountancy firm EIN	2014-06-30	043027605
2013 : BOSTON FOUNDATION 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-06-30	$1,542,890
Total of all expenses incurred	2013-06-30	$178,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$175,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$921,559
Value of total assets at end of year	2013-06-30	$7,199,013
Value of total assets at beginning of year	2013-06-30	$5,834,387
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$2,363
Total interest from all sources	2013-06-30	$28,910
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$149,064
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$149,064
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$487,412
Participant contributions at end of year	2013-06-30	$48,224
Participant contributions at beginning of year	2013-06-30	$35,294
Participant contributions at end of year	2013-06-30	$17,719
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$31,841
Administrative expenses (other) incurred	2013-06-30	$2,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$1,364,626
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$7,199,013
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$5,834,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$5,925,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$4,696,437
Value of interest in pooled separate accounts at end of year	2013-06-30	$145,090
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$101,263
Interest on participant loans	2013-06-30	$1,193
Interest earned on other investments	2013-06-30	$27,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$323,458
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$278,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$278,258
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-06-30	$19
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$723,003
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$723,135
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$433,319
Net investment gain/loss from pooled separate accounts	2013-06-30	$10,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$402,306
Employer contributions (assets) at end of year	2013-06-30	$16,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$175,901
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	SAMET & COMPANY PC
Accountancy firm EIN	2013-06-30	043027605
2009 : BOSTON FOUNDATION 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-06-30	$0