NEIL AND ANNA RASMUSSEN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- NEIL AND ANNA RASMUSSEN FOUNDATION (EIN 04-6771880)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-28
- IRS object ID
- 202203019349101105
- Schema version
- 2021v4.2
- 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
- Schedule B
- Accounting Fees 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 | 2022-10-28T14:22:52-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 1075 MAIN STREET SUITE 130 | AddressLine1Txt |
| City | WALTHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02451 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | 2022-10-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NEIL | PersonFirstNm |
| Person Last | RASMUSSEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID DESMARAIS | PreparerPersonNm |
| PTIN | P00435727 | PTIN |
| Phone | 7815478800 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $72,717,295 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $890,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $297 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $297 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $672,802 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $672,802 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,725,217 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,430,659 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,079,611 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $190,708 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,479,024 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,752,710 | 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 | $14,623 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,312 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,311 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $193,272 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $193,272 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $11,411 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $11,411 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $817 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $817 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $133,337 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $130,337 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $452 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $353,460 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $343,149 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,763 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $620,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $620,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $973,960 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $343,149 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $628,263 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,505,064 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,409,561 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,616,611 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,434,422 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,434,422 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $29,498,690 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,301,833 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,473,782 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $15,161,611 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $34,045,721 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $48,809,091 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $47,276,912 | TotalAssetsBOYAmt |
| Total Assets EOY | $57,781,976 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $72,717,295 | 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 | $46,039,412 | RetainedEarningBOYAmt |
| Retained Earning EOY | $56,544,476 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $47,276,912 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $57,781,976 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $47,276,912 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $57,781,976 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $47,276,912 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,505,064 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $57,781,976 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $57,781,976 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB #4319 - DETAIL AVAILABLE UPON REQUEST | P | 2021-01-01 | 2021-12-31 | $734,043 | $684,471 | $49,572 | $49,572 |
| CHARLES SCHWAB #4319 - DETAIL AVAILABLE UPON REQUEST | P | 2020-12-31 | 2021-12-31 | $5,080,154 | $3,020,971 | $2,059,183 | $2,059,183 |
| SCS PRIVATE EQUITY IV OFFSHORE LP - MTM | P | 2020-12-31 | 2021-12-31 | $843,434 | $843,434 | $843,434 | |
| BROOKFIELD RENEWABLE PARTNERS LP | P | 2020-12-31 | 2021-12-31 | $17,008 | $17,008 | $17,008 | |
| MULTI-SECTOR CREDIT OFFSHORE LP - MTM | P | 2020-12-31 | 2021-12-31 | $204,114 | $204,114 | $204,114 | |
| PRIVATE CREDIT III OFFSHORE LP - MTM | P | 2020-12-31 | 2021-12-31 | $31,760 | $31,760 | $31,760 | |
| SCS PRIVATE EQUITY IV OFFSHORE LP - MTM | P | 2020-12-31 | 2021-12-31 | $169,346 | $169,346 | $169,346 | |
| SCS PRIVATE EQUITY V (CAYMAN) LP - MTM | P | 2020-12-31 | 2021-12-31 | $964,754 | $964,754 | $964,754 | |
| SCS PRIVATE EQUITY VI OFFSHORE LP - MTM | P | 2020-12-31 | 2021-12-31 | $1,497,903 | $1,497,903 | $1,497,903 | |
| SCS PRIVATE EQUITY VII OFFSHORE LP - MTM | P | 2020-12-31 | 2021-12-31 | $267,170 | $267,170 | $267,170 | |
| PRIVATE EQUITY FUND III, LLC | P | 2021-01-01 | 2021-12-31 | $38,818 | $38,818 | $38,818 | |
| PRIVATE EQUITY FUND III, LLC | P | 2020-12-31 | 2021-12-31 | $2,694,576 | $2,694,576 | $2,694,576 | |
| PRIVATE EQUITY FUND III, LLC | P | 2021-01-01 | 2021-12-31 | $379 | $379 | $0 | $0 |
| PRIVATE EQUITY FUND III, LLC | P | 2020-12-31 | 2021-12-31 | $645,227 | $645,227 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $241,973 | $241,973 | $241,973 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,079,611 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $130,793 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $130,793 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $130,793 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $253,461 | 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 | $253,461 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $122,668 | OverpaymentAmt |
| Applied To ES Tax | $122,668 | 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 | $64,670,487 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,256,188 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $67,926,675 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $67,926,675 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,018,900 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $66,907,775 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,345,389 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,345,389 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $130,793 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $306,754 | IncomeTaxAmt |
| Total Tax | $437,547 | TotalTaxAmt |
| Distributable Before Adj | $2,907,842 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,907,842 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,907,842 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $628,263 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $628,263 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,907,842 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,734,283 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,523,394 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,205,631 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $14,463,308 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $628,263 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $628,263 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,279,579 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,279,579 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,183,729 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,183,729 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,978,098 | ExcessFromYear4Amt |
| Excess From Year3 | $6,205,631 | ExcessFromYear3Amt |
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 (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CHESTNUT FOUNDATION | |||||||
| 50 NORTH MERRIMON AVE STE 115 | ASHEVILLE | NC | 28804 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 |
| CONCORD ACADEMY | |||||||
| 166 MAIN ST | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 |
| CONCORD FREE PUBLIC LIBRARY CORPORATION | |||||||
| 129 MAIN STREET | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $55,000 |
| CONCORD MUSEUM | |||||||
| 200 LEXINGTON RD | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $65,000 |
| CONCORD POLICE RELIEF ASSOCIATION | |||||||
| 219 WALDEN STREET | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $1,000 |
| CROHN'S & COLITIS FOUNDATION OF AMERICA | |||||||
| 72 RIVER PARK ST STE 202 | NEEDHAM | MA | 02494 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $10,000 |
| DEPLOYUS | |||||||
| 23 BYRON AVE | LEXINGTON | MA | 02420 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $100,000 |
| DREW KEEGAN COMPASSION FUND | |||||||
| 13100 FILLY LANE | TRUCKEE | CA | 96161 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 |
| EMERSON HEALTH CARE FOUNDATION | |||||||
| 133 OLD ROAD | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $20,000 |
| ENVIRONMENTAL LEAGUE OF MASSACHUSETTS | |||||||
| 15 COURT SQUARE SUITE 1000 | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $10,000 |
| EVERYTOWN FOR GUN SAFETY | |||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $10,000 |
| FIRST PARISH OF 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 | |||||||
| 174 LIBERTY ST | 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 | |||||||
| PO BOX 313 | CONCORD | NJ | 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 | |||||||
| PO BOX 101 | SOUTH HARWICH | MA | 02661 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $10,000 |
| HISTORIC DEERFIELD | |||||||
| PO BOX 321 | DEERFIELD | MA | 01342 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 |
| MASSACHUSETTS AUDUBON | |||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $10,000 |
| MASSACHUSETTS HISTORICAL SOCIETY | |||||||
| 1154 BOYLSTON STREET | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 |
| MIT | |||||||
| 600 MEMORIAL DRIVE | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $10,000 |
| NATIONAL TRUST FOR HISTORIC PRESERVATION - LEGAL DEFENSE FUND | |||||||
| 2600 VIRGINIA AVENUE NW STE 1100 | WASHINGTON | DC | 20037 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $10,000 |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | |||||||
| 2600 VIRGINIA AVENUE NW STE 1000 | WASHINGTON | DC | 20037 | 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 | $44,000 |
| PILGRIM HALL TAPESTRY | |||||||
| 75 COURT ST | PLYMOUTH | MA | 02360 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 |
| PLANNED PARENTHOOD FEDERATION | |||||||
| 1055 COMMONWEALTH AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $10,000 |
| RACHEL'S NETWORK | |||||||
| 1200 8TH STREET NW SUITE 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 | |||||||
| 9 UNION STREET | HALLOWELL | ME | 04347 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 |
| ROBBINS HOUSE INC | |||||||
| 812 CHEROKEE CIR | SANFORD | FL | 32773 | 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 | |||||||
| 91 MAIN STREET STE 201 | CONCORD | MA | 01742 | TWO TRUSTEES SERVE AS BOARD MEMBERS | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $25,000 |
| THOREAU FARM TRUST | |||||||
| PO BOX 454 | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 |
| THOREAU SOCIETY | |||||||
| 341 VIRGINIA ROAD | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $25,000 |
| TRUSTEES OF RESERVATIONS | |||||||
| 200 HIGH STREET 4TH FL | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 |
| WAYSIDE INN | |||||||
| 72 WAYSIDE INN ROAD | SUDBURY | MA | 01776 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $15,000 |
| WBUR | |||||||
| 890 COMMONWEALTH AVE 3RD FLOOR | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 |
| WGBH | |||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $620,500 | 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 | $297 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $672,802 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $189,006 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,702 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $645,606 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,079,611 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $834,612 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,754,412 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,589,024 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEIL & ANNA RASMUSSEN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 393 ESTABROOK ROAD | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01742 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $890,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KLR & CO LTD. | CategoryTxt |
| Amt | $14,623 | Amt |
| Net Investment Income | $7,312 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,311 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB #4319 | StockNm |
| EOY Book Value | $17,301,833 | EOYBookValueAmt |
| EOYFMV | $17,473,782 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB #4319 | AT COST | $15,153,237 | $22,386,089 |
| PRIVATE EQUITY FUND III LLC | AT COST | $4,071,914 | $11,476,907 |
| BROOKFIELD RENEWABLE PARTNERS LP | AT COST | $777,994 | $903,519 |
| PRIVATE EQUITY IV OFFSHORE LP | FMV | $1,957,287 | $1,957,287 |
| MULTI-SECTOR CREDIT OFFSHORE | FMV | $4,686,943 | $4,686,943 |
| PRIVATE CREDIT III OFFSHORE LP | FMV | $367,465 | $367,465 |
| PRIVATE CREDIT IV OFFSHORE LP | FMV | $507,281 | $507,281 |
| SCS PRIVATE EQUITY V (CAYMAN) LP | FMV | $1,993,122 | $1,993,122 |
| SCS PRIVATE EQUITY VI OFFSHORE LP | FMV | $3,286,336 | $3,286,336 |
| SCS PRIVATE EQUITY VII OFFSHORE LP | FMV | $1,244,142 | $1,244,142 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MA PC FILING FEE | $250 | $0 | $250 |
| PRIVATE EQUITY FUND III LLC | $127,835 | $127,633 | $202 |
| BROOKFIELD RENWEABLE PARNTERS LP | $2,704 | $2,704 | $0 |
| NONDEDUCTIBLE EXPENSES | $2,548 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SCS PRIVATE EQUITY FUND III LLC | $189,006 | $0 | $189,006 |
| TAX-EXEMPT INCOME - PRIVATE EQUITY III, LLC | $1,702 | $0 | $1,702 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CHARLES SCHWAB FEES | CategoryTxt |
| Amt | $193,272 | Amt |
| Net Investment Income | $193,272 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $817 | Amt |
| Net Investment Income | $817 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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