NEIL AND ANNA RASMUSSEN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- NEIL AND ANNA RASMUSSEN FOUNDATION (EIN 04-6771880)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202413209349104201
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T11:48:01-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050409384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAHN LITWIN RENZA & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 SUMMER STREET SUITE 520 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046771880 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEIL & ANNA RASMUSSEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEIL | BusinessNameControlTxt |
| Phone | 9782870422 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 393 ESTABROOK ROAD | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 017425614 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NEIL RASMUSSEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9782870422 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID DESMARAIS | PreparerPersonNm |
| PTIN | P00435727 | PTIN |
| Phone | 6172368098 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $58,933,119 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,201 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,201 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,052,257 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,052,257 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,980,453 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,348,363 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,980,453 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $483,321 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $337,015 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,518,232 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,371,926 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,708 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,354 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,354 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $186,310 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $186,310 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $17,561 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $17,561 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,027 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $527 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $500 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $100,815 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $99,889 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $342,421 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $311,641 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,854 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,967,499 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,967,499 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,309,920 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $311,641 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,975,353 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,791,688 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,060,285 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $867,929 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,808,970 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,808,970 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,896,298 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,756,140 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,252,985 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,364,329 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,914,585 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,582,512 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $38,282,445 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $37,139,618 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $42,288,652 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $56,411,001 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,619,313 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $58,933,119 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,237,500 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,237,500 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $55,173,501 | RetainedEarningBOYAmt |
| Retained Earning EOY | $52,381,813 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $56,411,001 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $53,619,313 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $56,411,001 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $53,619,313 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $56,411,001 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,791,688 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $53,619,313 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $53,619,313 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB #4319 - DETAIL AVAILABLE UPON REQUEST | P | $14,731,238 | $13,367,910 | $1,363,328 | $1,363,328 |
| SCS PRIVATE EQUITY FUND III, LLC | P | $513,714 | $513,714 | $513,714 | |
| BROOKFIELD RENEWABLE PARTNERS LP | P | $33,708 | $33,708 | $33,708 | |
| CAPITAL GAINS DIVIDENDS | P | $69,703 | $69,703 | $69,703 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,980,453 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $42,538 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $42,538 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $42,538 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $123,947 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $123,947 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $81,409 | OverpaymentAmt |
| Applied To ES Tax | $81,409 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KLR CO LTD | IndividualWithBooksNm |
| Phone | 6172368098 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 SUMMER STREET STE 520 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| NEIL AND ANNA RASMUSSEN | ||||||||
| 393 ESTABROOK RD | CONCORD | MA | 01742 | TRUSTEES | 0.25 | $0 | $0 | $0 |
| SUSAN W WINTER | ||||||||
| 128 NIMROD DRIVE | CONCORD | MA | 01742 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $58,353,137 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,488,482 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $61,841,619 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $61,841,619 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $927,624 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $60,913,995 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,045,700 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,045,700 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $42,538 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $13,994 | IncomeTaxAmt |
| Total Tax | $56,532 | TotalTaxAmt |
| Distributable Before Adj | $2,989,168 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,989,168 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,989,168 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,975,353 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,975,353 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,989,168 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,205,631 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $6,205,631 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,975,353 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,989,168 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,986,185 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,191,816 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $6,205,631 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,986,185 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $2,986,185 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NEIL AND ANNA RASMUSSEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN ANTIQUARIAN SOCIETY | ||||||||
| 185 SALISBURY STREET | WORCESTER | MA | 01609 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $25,000 | |
| AMERICAN CHESTNUT FOUNDATION | ||||||||
| 50 NORTH MERRIMON AVE STE 115 | ASHEVILLE | NC | 28804 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 | |
| BOSTON CHILDREN'S HOSPITAL | ||||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $200,000 | |
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $250,000 | |
| CONCORD ACADEMY | ||||||||
| 166 MAIN STREET | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 | |
| CONCORD BRIDGECONCORD INDEPENDENT FOUNDATION | ||||||||
| 56C WITNTHROP STREET | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $25,000 | |
| CONCORD FREE PUBLIC LIBRARY CORPORATION | ||||||||
| 129 MAIN STREET | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $15,000 | |
| CONCORD MUSEUM - ANNUAL | ||||||||
| 200 LEXINGTON RD | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $161,000 | |
| CONCORD MUSEUM - REGISTRAR POSITION | ||||||||
| 200 LEXINGTON RD | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $40,000 | |
| CONCORD POLICE RELIEF ASSOCIATION | ||||||||
| 219 WALDEN STREET | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $1,000 | |
| CONCORD PRISON OUTREACH | ||||||||
| 100 MAIN STREET SUITE 130 | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $25,000 | |
| CROHN'S & COLITIS FOUNDATION OF AMERICA | ||||||||
| 733 THIRD AVE STE 510 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $100,000 | |
| DANA FARBER | ||||||||
| 450 BROOKLINE AVE BP418 | BOSTON | MA | 02215 | NONE | SUPPORTING ORGANIZAT | UNRESTRICTED CONTRIBUTION | $250,000 | |
| DEPLOY US | ||||||||
| 68 HARRISON AVENUE SUITE 605 PMB | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $25,000 | 74752 |
| EMERSON EVENTS | ||||||||
| 133 OLD RD | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $15,000 | |
| EMERSON HOSPITAL - ANNUAL | ||||||||
| 133 OLD RD | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $1,010,000 | |
| ENVIRONMENTAL LEAGUE OF MASSACHUSETTS | ||||||||
| 15 COURT SQUARE SUITE 1000 | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $10,000 | |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND | ||||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $10,000 | |
| FIRST PARISH IN CONCORD | ||||||||
| 20 LEXINGTON RD | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $1,000 | |
| FOOD PROJECT | ||||||||
| 10 LEWIS STREET | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $2,500 | |
| FRIENDS OF MINUTEMAN NATIONAL PARK-ANNUAL | ||||||||
| 174 LIBERTY STREET | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $10,000 | |
| FRIENDS OF PLEASANT BAY | ||||||||
| PO BOX 1243 | HARWICH | MA | 02645 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $1,000 | |
| FRIENDS OF SLEEPY HOLLOW CEMETERY | ||||||||
| PO BOX 313 | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $1,000 | |
| GRASSROOTS WILDLIFE CONSERVATION | ||||||||
| PO BOX 332 | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $10,000 | |
| HARWICH CONSERVATION TRUST | ||||||||
| 947 MA-28 | HARWICH | MA | 02645 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $10,000 | |
| HISTORIC DEERFIELD | ||||||||
| 84B OLD MAIN STREET | DEERFIELD | MA | 01342 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 | |
| LOUISA MAY ALCOTT'S ORCHARD HOUSE-ANNUAL | ||||||||
| 399 LEXINGTON ROAD | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $100,000 | |
| MASS AUDUBON | ||||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $10,000 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $200,000 | |
| MASSACHUSETTS HISTORICAL SOCIETY | ||||||||
| 1154 BOYLSTON STREET | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 | |
| MIT RSO | ||||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $2,500,000 | |
| MIT | ||||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $10,000 | |
| NATIONAL TRUST FOR HISTORIC PRESERVATION (LEGAL DEFENSE FUND) | ||||||||
| 600 14 STREET NW | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $10,000 | |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | ||||||||
| 600 14 STREET NW | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $10,000 | |
| NORTH BENNET STREET SCHOOL | ||||||||
| 150 NORTH STREET | BOSTON | MA | 02109 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $10,000 | |
| NRDC | ||||||||
| 1152 15TH STREET NW SUITE 300 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $25,000 | |
| OPENBIOME | ||||||||
| 2067 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02140 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $11,919 | |
| PILGRIM HALL | ||||||||
| 75 COURT ST | PLYMOUTH | MA | 02360 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $35,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| 123 WILLIAM STREET 10TH FL | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $10,000 | |
| QUIET COMMUNITIES | ||||||||
| 60 THOREAU STREET SIOTE 261 | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 | |
| RACHEL'S NETWORK | ||||||||
| 1200 18TH STREET NW STE 910 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 | |
| RALPH WALDO EMERSON MEMORIAL ASSOCIATION | ||||||||
| 121 MOUNT VERNON STREET | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $50,000 | |
| RESTORE THE NORTH WOODS INC | ||||||||
| 47 GRANITEVILLE RD | WESTFORD | MA | 01886 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 | |
| SARAH LAWRENCE COLLEGE | ||||||||
| 1 MEAD WAY | BRONXVILLE | NY | 10708 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 | |
| SAVE OUR HERITAGE INC | ||||||||
| 91 MAIN STREET STE 201 | CONCORD | MA | 01742 | TWO TRUSTEES SERVE AS BOARD MEMBERS | PRIVATE OPERATING FO | UNRESTRICTED CONTRIBUTION | $125,000 | |
| TERRAPRAXIS | ||||||||
| 160 ALEWIFE BROOK PKWY 1261 | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $100,000 | |
| THE ROBBINS HOUSE INC | ||||||||
| 320 MONUMENT ST | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 | |
| THOREAU FARM | ||||||||
| 341 VIRGINIA RD | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 | |
| THOREAU SOCIETY | ||||||||
| 341 VIRGINIA RD | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $83,080 | |
| TRUSTEES OF RESERVATIONS | ||||||||
| 200 HIGH STREET | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 | |
| WALDEN WOODS PROJECT | ||||||||
| 44 BAKER FARM RD | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $200,000 | |
| WAYSIDE INN | ||||||||
| 72 WAYSIDE INN RD | SUDBURY | MA | 01776 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $15,000 | |
| WBUR - ANNUAL | ||||||||
| 890 COMMONWEALTH AVE 3RD FL | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 | |
| WGBH | ||||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $205,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,967,499 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,201 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,052,257 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $385,852 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,980,453 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUNDS | Desc |
| Exclusion | $97,469 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $385,852 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,132,380 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,518,232 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAVE OUR HERITAGE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | PRIV. OPERATING FDN | OrganizationTypeDesc |
| Relationship Description | COMMON CONTROL | RelationshipDescriptionTxt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $14,708 | Amt |
| Net Investment Income | $7,354 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,354 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB #4319 | BondNm |
| EOY Book Value | $4,914,585 | EOYBookValueAmt |
| EOYFMV | $10,582,512 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB #4319 | StockNm |
| EOY Book Value | $6,756,140 | EOYBookValueAmt |
| EOYFMV | $1,252,985 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB #4319 | AT COST | $19,295,889 | $23,409,628 |
| BROOKFIELD RENEWABLE PARTNERS LP | AT COST | $798,076 | $663,439 |
| ICAPITAL BREP X | FMV | $50,346 | $50,346 |
| SCS MULTI-SECTOR CREDIT OFFSHORE, LTD | FMV | $1,437,845 | $1,437,845 |
| SCS PRIVATE CREDIT III OFFSHORE LP | FMV | $406,308 | $406,308 |
| SCS PRIVATE EQUITY IV OFFSHORE LP | FMV | $1,404,067 | $1,404,067 |
| SCS PRIVATE EQUITY FUND III LLC | AT COST | $3,600,188 | $4,770,120 |
| SCS PRIVATE EQUITY IV OFFSHORE LP | FMV | $849,329 | $849,329 |
| SCS PRIVATE EQUITY IX OFFSHORE LP | FMV | $188,047 | $188,047 |
| SCS PRIVATE EQUITY V OFFSHORE LP | FMV | $1,628,106 | $1,628,106 |
| SCS PRIVATE EQUITY VI OFFSHORE LP | FMV | $3,644,971 | $3,644,971 |
| SCS PRIVATE EQUITY VII OFFSHORE LP | FMV | $2,072,618 | $2,072,618 |
| SCS PRIVATE EQUITY VIII OFFSHORE LP | FMV | $1,763,828 | $1,763,828 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SCS PRIVATE EQUITY FUND III LLC - PARTNERSHIP EXPENSES | $95,319 | $95,319 | $0 |
| BROOKFIELD RENWEABLE PARNTERS LP | $4,570 | $4,570 | $0 |
| SCS PRIVATE EQUITY FUND III LLC - NONDEDUCTIBLE EXPENSES | $926 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SCS PRIVATE EQUITY FUND III LLC | -$4,203 | -$4,203 | -$4,203 |
| SCS PRIVATE EQUITY FUND III LLC - TAX-EXEMPT INCOME | $5,730 | $5,730 | $5,730 |
| SCS PRIVATE EQUITY IV OFFSHORE LP | -$67,870 | -$67,870 | -$67,870 |
| SCS MULTI-SECTOR CREDIT OFFSHORE | $100,327 | $100,327 | $100,327 |
| BROOKFIELD RENEWABLE PARTNERS LP | -$34,143 | -$34,143 | -$34,143 |
| SCS PRIVATE CREDIT III OFFSHORE LP | $43,400 | $43,400 | $43,400 |
| SCS PRIVATE CREDIT IV OFFSHORE LP | $56,355 | $56,355 | $56,355 |
| SCS PRIVATE EQUITY V OFFSHORE LP | -$23,204 | -$23,204 | -$23,204 |
| SCS PRIVATE EQUITY VI OFFSHORE LP | $124,698 | $124,698 | $124,698 |
| SCS PRIVATE EQUITY VII OFFSHORE LP | $126,807 | $126,807 | $126,807 |
| SCS PRIVATE EQUITY VIII OFFSHORE LP | $33,912 | $33,912 | $33,912 |
| SCS PRIVATE EQUITY IX OFFSHORE LP | -$11,270 | -$11,270 | -$11,270 |
| ICAPITAL-BREP X OFFSHORE ACCESS FUND, LP | -$13,524 | -$13,524 | -$13,524 |
| SCS PRIVATE EQUITY FUND III LLC | $48,837 | $0 | $48,837 |
| TAX REFUNDS | $97,469 | $97,469 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $186,310 | Amt |
| Net Investment Income | $186,310 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $527 | $527 | $0 |
| FEDERAL TAXES | $20,000 | $0 | $0 |
| MA EXCISE TAX | $2,000 | $0 | $0 |
| MA PC FILING FEE | $500 | $0 | $500 |
Comments