BETA

TINKER ISLAND FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
TINKER ISLAND FOUNDATION (EIN 47-3423358)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-10
IRS object ID
202123149349102327
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-10T16:08:02-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042387531PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SULLIVAN & WORCESTER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE POST OFFICE SQUAREAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN473423358EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TINKER ISLAND FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTINKBusinessNameControlTxt
Phone6036814369PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 WATER STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDWARD C JOHNSON IVPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6036814369PhoneNum
Signature2021-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEDWARDPersonFirstNm
Person LastJOHNSON IVPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN GRAHAMPreparerPersonNm
PTINP00041039PTIN
Phone6173382800PhoneNum
Preparation2021-11-09PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$54,577,064FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$75,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$3,901DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,901DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$65,794NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$65,794GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$65,794CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5,248OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$149,943TotalRevAndExpnssAmt
Total Net Invst Incm$69,695TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$2,130OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$2,130OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$370PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$370PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,557LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,557LegalFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$7,868OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,610OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$3,258OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,925TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,610TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,315TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,075,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,075,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,086,925TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,610TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,082,315TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,936,982ExcessRevenueOverExpensesAmt
Net Investment Income$65,085NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,033,143CashBOYAmt
Cash EOY$77,230CashEOYAmt
Cash EOYFMV$77,230CashEOYFMVAmt
Prepaid Expenses BOY$2,500PrepaidExpensesBOYAmt
Prepaid Expenses EOY$2,500PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$2,500PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$886,633CorporateStockBOYAmt
Corporate Stock EOY$905,564CorporateStockEOYAmt
Corporate Stock EOYFMV$54,497,334CorporateStockEOYFMVAmt
Total Assets BOY$2,922,276TotalAssetsBOYAmt
Total Assets EOY$985,294TotalAssetsEOYAmt
Total Assets EOYFMV$54,577,064TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,922,276RetainedEarningBOYAmt
Retained Earning EOY$985,294RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,922,276TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$985,294TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,922,276TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$985,294TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,922,276TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,936,982ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$985,294SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$985,294TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$65,794GrossSalesPriceAmt
Gain Or Loss$65,794GainOrLossAmt
Gains Minus Excess Or Losses$65,794GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$65,794CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$905InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$905SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$905TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$1,095OverpaymentAmt
Applied To ES Tax$1,095AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1EDWARD C JOHNSON IVBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6036814369PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17 WATER STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
M ALLISON JOHNSON
7 WATER STREETBOSTONMA02109PRESIDENT & DIRECTOR5.00$0$0$0
EDWARD C JOHNSON IV
7 WATER STREETBOSTONMA02109TREASURER & DIRECTOR5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$55,865,753AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$55,865,753TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$55,865,753AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$837,986CashDeemedCharitableAmt
Net Vl Noncharitable Assets$55,027,767NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,751,388MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,751,388MinimumInvestmentReturnAmt
Tax Based On Investment Income$905TaxBasedOnInvestmentIncomeAmt
Total Tax$905TotalTaxAmt
Distributable Before Adj$2,750,483DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,750,483DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,750,483DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,082,315ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,082,315QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,082,315AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,750,483DistributableAsAdjustedAmt
Undistributed Income PY$2,066,205UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,082,315QualifyingDistributionsAmt
Applied To Year1$2,066,205AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$16,110AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$2,734,373UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerEDWARD C JOHNSON IVContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1FIDELITY CHARITABLE GIFT FUNDBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 770001AddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45277ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposePROGRAM DEVELOPMENTGrantOrContributionPurposeTxt
Amt$2,075,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,075,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,901ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$65,794ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAX REFUNDDesc
Exclusion$5,248ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$74,943ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$74,943TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1EDWARD C JOHNSON FUNDBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line17 WATER STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Total Contributions$75,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierAMOUNTS PAID FROM DONOR ADVISED FUNDIdentifierTxt
Form And Line ReferenceFORM 990 PF PART XV LINE 3AFormAndLineReferenceDesc
Medium ExplanationMASSACHUSETTS MUSEUM OF CONTEMPORARY ART FOUNDATION INC $40,000.00 MASSACHUSETTS MUSEUM OF CONTEMPORARY ART FOUNDATION INC $250,000.00 SPRUCE PEAK ARTS CENTER FOUNDATION INC $5,000.00 CARROLL SCHOOL CORP $250,000.00 DIA CENTER FOR THE ARTS INC $20,000.00 MAINE COAST HERITAGE TRUST $800,000.00 BELLA MENTE QUANTUM RACING ASSOCIATION $50,000.00 NOW AND THERE INC $315,000.00 DIA CENTER FOR THE ARTS INC $100,000.00 CARROLL SCHOOL CORP $50,000.00 INSTITUTE OF CONTEMPORARY ART $100,000.00 MASSACHUSETTS AUDUBON SOCIETY INC $20,000.00 PRINTED MATTER INC $25,000.00 PUBLIC ART FUND INC $25,000.00 WALNUT HILL SCHOOL FOR THE ARTS $25,000.00MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALIBABA GROUP HOLDING LIMITED$326,781$53,651,945
MERSANA THERAPEUTICS$9,690$54,045
FIDELITY CONTRAFUND$391,806$615,913
FIDELITY LOW PRICED STOCK FUND$177,287$175,431

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$1,557LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,557DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADR FEES$4,610$4,610$0
STATE FILING FEE$658$0$658
INSURANCE$100$0$100
CONSULTANTS$2,500$0$2,500

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAX REFUNDDesc
Revenue And Expenses Per Books$5,248RevenueAndExpensesPerBooksAmt
Adjusted Net Income$5,248AdjustedNetIncomeAmt

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