THE JAKET FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE JAKET FOUNDATION (EIN 04-6878795)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202003189349100035
- Schema version
- 2019v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T08:35:05-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461580977 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWLAND CAPITAL MANAGEMENT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL ST | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046878795 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAKET FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAKE | BusinessNameControlTxt |
| Phone | 6173579110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO HOWLAND 75 FEDERAL ST NO 110 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES E CLAPP III | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6173579110 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN WALL | PreparerPersonNm |
| PTIN | P00364557 | PTIN |
| Phone | 6173579110 | PhoneNum |
| Preparation | 2020-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.97.124.202 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 16:54:59 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $94,240,947 | 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 | $7,919,701 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,756,696 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,756,696 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,484,065 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,978,075 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,484,065 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $21,160,462 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,240,761 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $510,213 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $510,213 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $428,430 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $428,430 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,896 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20,896 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,190 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $4,190 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $760,667 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $544,852 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $215,815 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,731,646 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,508,581 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $223,065 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,299,902 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,299,902 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,031,548 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,508,581 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,522,967 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,128,914 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,732,180 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $8,787,661 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,568,547 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,568,547 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,492,985 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,748,057 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,839,953 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $29,303,552 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $38,672,636 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $80,832,447 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $41,584,199 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,989,240 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $94,240,947 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $33,913,718 | CapitalStockBOYAmt |
| Capital Stock EOY | $33,913,718 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,670,481 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,075,522 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,584,199 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $50,989,240 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,584,199 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $50,989,240 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,584,199 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,128,914 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $53,713,113 | SubtotalAmt |
| Other Decreases | $2,723,873 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $50,989,240 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (40 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| AKAMAI | 2013-03-13 | 2019-12-17 | $4,233 | $1,743 | $2,490 | $2,490 | |
| AKAMAI | 2009-06-17 | 2019-12-17 | $14,815 | $3,636 | $11,179 | $11,179 | |
| ALPHABET | 2016-05-02 | 2019-12-17 | $4,075 | $2,143 | $1,932 | $1,932 | |
| AMERICAN TOWER | 2015-03-25 | 2019-12-17 | $184,705 | $99,977 | $84,728 | $84,728 | |
| AMPHENOL | 2013-07-19 | 2019-12-17 | $5,358 | $1,910 | $3,448 | $3,448 | |
| ASPEN | 2008-01-14 | 2019-12-17 | $24,174 | $2,749 | $21,425 | $21,425 | |
| CHUBB | 2012-07-23 | 2019-12-17 | $3,908 | $1,748 | $2,160 | $2,160 | |
| CHUBB | 2009-12-17 | 2019-12-17 | $15,632 | $4,906 | $10,726 | $10,726 | |
| COLLEGIUM | 2013-12-04 | 2019-12-03 | $860 | $298 | $562 | $562 | |
| COLLEGIUM | 2013-12-04 | 2019-12-20 | $67,247 | $24,384 | $42,863 | $42,863 | |
| CORE | 2005-06-14 | 2019-12-17 | $6,714 | $1,988 | $4,726 | $4,726 | |
| CVS | 2009-12-17 | 2019-12-17 | $10,987 | $4,701 | $6,286 | $6,286 | |
| DANAHER | 2005-09-20 | 2019-12-17 | $151,510 | $11,718 | $139,792 | $139,792 | |
| DANONE | 2009-12-11 | 2019-10-04 | $8,538 | $6,095 | $2,443 | $2,443 | |
| DICERNA | 2013-07-30 | 2019-12-13 | $89,853 | $27,506 | $62,347 | $62,347 | |
| GILEAD | 2004-01-30 | 2019-12-17 | $171,727 | $17,773 | $153,954 | $153,954 | |
| HARDING | 2006-09-21 | 2019-10-03 | $37,212 | $26,873 | $10,339 | $10,339 | |
| HIGHFIELDS | 1998-10-01 | 2019-06-30 | $1,104,408 | $1,104,408 | $1,104,408 | P | |
| HIGHFIELDS | 1998-10-01 | 2019-12-31 | $104,119 | $104,119 | $104,119 | P | |
| HIGHFIELDS | 1998-10-01 | 2019-03-29 | $2,492,000 | $2,492,000 | $2,492,000 | P | |
| IDEXX | 2015-05-05 | 2019-12-17 | $12,858 | $3,170 | $9,688 | $9,688 | |
| INTEL | 2012-07-24 | 2019-12-17 | $2,861 | $1,251 | $1,610 | $1,610 | |
| J&J | 2005-12-12 | 2019-12-17 | $14,382 | $5,091 | $9,291 | $9,291 | |
| MCCORMICK | 2004-03-12 | 2019-12-17 | $8,361 | $1,579 | $6,782 | $6,782 | |
| MICROSOFT | 2016-04-22 | 2019-12-17 | $11,598 | $2,865 | $8,733 | $8,733 | |
| MICROSOFT | 2009-10-01 | 2019-12-17 | $494,866 | $86,523 | $408,343 | $408,343 | |
| MILLENDO | 2014-03-04 | 2019-03-29 | $62,375 | $304,801 | -$242,426 | -$242,426 | |
| QUALCOMM | 2013-03-27 | 2019-02-22 | $2,647 | $3,343 | -$696 | -$696 | |
| SPLUNK | 2004-08-18 | 2019-12-17 | $40,205 | $70 | $40,135 | $40,135 | |
| THERMO ELECTRON | 2005-12-12 | 2019-12-17 | $32,056 | $3,068 | $28,988 | $28,988 | |
| UPS | 2009-10-15 | 2019-02-25 | $2,108,864 | $109,261 | $1,999,603 | $1,999,603 | |
| UPS | 2003-11-19 | 2019-12-17 | $12,013 | $7,256 | $4,757 | $4,757 | |
| VENTURE FUNDS - CAPITAL GAINS | $4,345,777 | $4,345,777 | $4,345,777 | P | |||
| VENTURE FUNDS - CAPITAL GAINS ST | $859,515 | $859,515 | $859,515 | P | |||
| VERSYSTEM | 2012-02-12 | 2019-12-17 | $50,633 | $256,236 | -$205,603 | -$205,603 | |
| VERSYSTEM | 2010-11-03 | 2019-12-17 | $27,078 | $76,493 | -$49,415 | -$49,415 | |
| VISA | 2011-02-03 | 2019-12-17 | $191,359 | $18,590 | $172,769 | $172,769 | |
| VISA | 2011-02-03 | 2019-12-17 | $192,843 | $16,075 | $176,768 | $176,768 | |
| WALGREENS | 2002-12-11 | 2019-12-17 | $5,709 | $3,020 | $2,689 | $2,689 | |
| VENTURE FUNDS | -$355,170 | -$355,170 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,484,065 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $504,345 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,166,672 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $81,005,476 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.100816 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,530,740 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $73,291,778 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.116394 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $42,819,485 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $95,766,739 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.447123 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,412,757 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $103,285,738 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.120179 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,978,028 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $75,612,404 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.065836 | DistributionYr5Rt |
| Total Distribution | 0.850348 | TotalDistributionRt |
| Average Distribution | 0.170070 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $82,602,467 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $14,048,202 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $117,322 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $14,165,524 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,522,967 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $234,644 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $234,644 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $234,644 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $302,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $302,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3,672 | EsPenaltyAmt |
| Overpayment | $63,684 | OverpaymentAmt |
| Applied To ES Tax | $63,684 | 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHARLES E CLAPP III | IndividualWithBooksNm |
| Phone | 6173579110 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL ST STE 1100 | 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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| PHILLIP ELIZABETH GROSS | |||||||||
| C/O HOWLAND CAPITAL 75 FEDERAL | STREET | BOSTON | MA | 02110 | TRUSTEES | 1.00 | $0 | $0 | $0 |
| THOMAS V QUIRK | |||||||||
| C/O HOWLAND CAPITAL 75 FEDERAL | STREET | BOSTON | MA | 02110 | TRUSTEES | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HOWLAND CAPITAL | |||||
| 75 FEDERAL ST | BOSTON | MA | 02110 | INVESTMENT AND GRANT ADVISORY | $280,581 |
| CAUSEWAY MEDIA PARTNERS | |||||
| 44 BRATTLE STREET | CAMBRIDGE | MA | 02138 | INVESTMENT ADVISORY | $131,266 |
| ROCK SPRINGS CAPITAL | |||||
| 650 S EXETER ST 10TH FL | BALTIMORE | MD | 21202 | INVESTMENT ADVISORY | $66,632 |
| MPM ONCOLOGY INNOVATION FUNDS | |||||
| 450 KENDALL STREET | CAMBRIDGE | MA | 02142 | INVESTMENT ADVISORY | $56,596 |
| SCHONE MALLIET | |||||
| 44 BREAKNECK ROAD | VERNON | NJ | 07462 | GRANTS CONSULTING | $55,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $80,445,021 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,415,352 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $83,860,373 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $83,860,373 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,257,906 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $82,602,467 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,130,123 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,130,123 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $234,644 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $29,642 | IncomeTaxAmt |
| Total Tax | $264,286 | TotalTaxAmt |
| Distributable Before Adj | $3,865,837 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,865,837 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,865,837 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,522,967 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,522,967 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,522,967 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,865,837 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,295,593 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,324,718 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $38,048,662 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,917,091 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,421,084 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $56,007,148 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,522,967 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,865,837 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,657,130 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $59,664,278 | 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 | $1,295,593 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $58,368,685 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,324,718 | ExcessFromYear4Amt |
| Excess From Year3 | $38,048,662 | ExcessFromYear3Amt |
| Excess From Year2 | $4,917,091 | ExcessFromYear2Amt |
| Excess From Year1 | $4,421,084 | ExcessFromYear1Amt |
| Excess From Current Year | $3,657,130 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 51 WALDEN | ||||||||
| BOX 251 | CONCORD | MA | 01702 | NONE | PUBLIC | ACCESS 51 | $10,000 | |
| BACAANDA FOUNDATION | ||||||||
| 61 HUBBARD STREET | CONCORD | MA | 01742 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $11,000 | |
| BIG BROTHERS BIG SISTERS OF MASSACHUSETTS | ||||||||
| 75 FEDERAL STREET 8TH FLOOR | BOSTON | MA | 02110 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $2,500 | |
| BIG BROTHERS BIG SISTERS OF MASSACHUSETTS | ||||||||
| 75 FEDERAL STREET 8TH FLOOR | BOSTON | MA | 02110 | NONE | PUBLIC | OPERATION SO BIG GROWTH INITIATIVE | $650,000 | |
| BOSTON CELTICS SHAMROCK FOUNDATION | ||||||||
| 226 CAUSEWAY STREET 4TH FLOOR | BOSTON | MA | 02114 | NONE | PUBLIC | SHAMROCK SUITES | $19,600 | |
| BOSTON CELTICS SHAMROCK FOUNDATION | ||||||||
| 226 CAUSEWAY STREET 4TH FLOOR | BOSTON | MA | 02114 | NONE | PUBLIC | SHAMROCK SUITE PROGRAM | $15,000 | |
| BOSTON CELTICS SHAMROCK FOUNDATION | ||||||||
| 226 CAUSEWAY STREET 4TH FLOOR | BOSTON | MA | 02114 | NONE | PUBLIC | SEATS FOR SOLDIERS PROGRAM | $28,800 | |
| BOSTON CELTICS SHAMROCK FOUNDATION | ||||||||
| 226 CAUSEWAY STREET 4TH FLOOR | BOSTON | MA | 02114 | NONE | PUBLIC | SHAMROK SUITES | $25,000 | |
| BOSTON YOUTH WRESTLING | ||||||||
| 100 WARREN STREET | ROXBURY | MA | 02119 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 | |
| BOYS AND GIRLS CLUBS OF BOSTON | ||||||||
| 200 HIGH STREET3RD FLOOR | BOSTON | MA | 02110 | NONE | PUBLIC | 125T ANNIVERSARY, GENERAL OPEARTING SUPPORT, EVENT SPONSORSHIP | $550,000 | |
| BROADWAY CARESEQUITY FIGHTS AIDS | ||||||||
| 165 W 46TH STREET 1300 | NEW YORK | NY | 10036 | NONE | PUBLIC | UNRESTRICTED | $55,000 | |
| CAMP HARBOR VIEW FOUNDATION | ||||||||
| C/O CONNORES FAMILY OFFICE 200 | BOSTON | MA | 02116 | NONE | PUBLIC | UNRESTRICTED | $400,000 | CLARENDON STREET 60TH FLOOR |
| CENTER FOR HEARING AND COMMUNICATION | ||||||||
| 50 BROADWAY 6TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 | |
| CHAPMAN UNIVERSITY | ||||||||
| 1 UNIVERSITY DRIVE | ORANGE | CA | 92866 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 | |
| CITY BALLET OF BOSTON | ||||||||
| 284 AMORY STREET 5 | JAMIACA PLAIN | MA | 02130 | NONE | PUBLIC | URBAN NUTCRACKER | $60,000 | |
| CITY BALLET OF BOSTON | ||||||||
| 284 AMORY STREET 5 | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC | URBAN NUTCRACKER | $100,000 | |
| CITY BALLET OF BOSTON | ||||||||
| 284 AMORY STREET 5 | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC | COMMUNITY TICKETS | $60,000 | |
| CONCORD CONSERVATORY OF MUSIC INC | ||||||||
| PO BOX 1258 | CONCORD | MA | 01742 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 | |
| CONCORD FREE PUBLIC LIBRARY | ||||||||
| 129 MAIN STREET | CONCORD | MA | 01742 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $2,500 | |
| CONCORD FREE PUBLIC LIBRARY | ||||||||
| 129 MAIN STREET | CONCORD | MA | 01742 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $100,000 | |
| CONCORD MUSEUM | ||||||||
| 200 LEXINGTON ROAD | CONCORD | MA | 01742 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $2,500 | |
| FAIRSPORT INC | ||||||||
| C/O MAIN STREETCPA | FORKED RIVER | NJ | 08731 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $50,000 | |
| FALMOUTH ARTISTS GUILD INC | ||||||||
| PO BOX 660 | FALMOUTH | MA | 02541 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $1,000 | |
| FRIENDS OF MARTIN'S PARK | ||||||||
| 39 CARRUTH STREET | DORCHESTER | MA | 02124 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 | |
| FROM THE TOP | ||||||||
| 140 CLAREDON STREET | BOSTON | MA | 02116 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $48,750 | |
| GAINING GROUND INC | ||||||||
| PO BOX 374 | CONCORD | MA | 02742 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $1,000 | |
| HEADING HOME | ||||||||
| SCHRAFFT CENTER 529 MAIN STREET | CHARLESTOWN | MA | 02129 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $110,000 | STE100 |
| HOLY FAMILY PARISH | ||||||||
| PO BOX 220 | CONCORD | MA | 01742 | NONE | PUBLIC | BUILDING RENOVATIONS | $300,000 | |
| JAZZ AT LINCOLN CENTER | ||||||||
| 3 COLUMBUS CIRCLE 12TH FLOOR | NEW YORK | NY | 10019 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 | |
| KILLINGTON MOUNTAIN SCHOOL | ||||||||
| 2708 KILLINGTON ROAD | KILLINGTON | VT | 05751 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $255,000 | |
| KILLINGTON MOUNTAIN SCHOOL | ||||||||
| 2708 KILLINGTON ROAD | KILLINGTON | VT | 05751 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $172,000 | |
| KWCC -KILLINGTON MOUNTAIN FOUNDATION | ||||||||
| 2708 KILLINGTON ROAD | KILLINGTON | VT | 05751 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $81,000 | |
| LAWRENCE ACADEMY | ||||||||
| 26 POWDERHOUSE ROAD | GROTON | MA | 01450 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $50,000 | |
| LESLEY UNIVERSITY | ||||||||
| 29 EVERETT STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 | |
| MASS GENERAL HOSPITAL | ||||||||
| MGH DEVELOPMENT 125 NASHUA | BOSTON | MA | 021141101 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $100,000 | STREETSTE540 |
| MOTHER CAROLINE ACADEMY | ||||||||
| 515 BLUE HILL AVENUE | DORCHESTER | MA | 02121 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $58,700 | |
| MOUNT HOLYOKE | ||||||||
| 50 COLLEGE STREET | SOUTH HADLEY | MA | 01075 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $50,000 | |
| MOUNT HOLYOKE | ||||||||
| 50 COLLEGE STREET | SOUTH HADLEY | MA | 01075 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $306,000 | |
| NEW BALANCE FALMOUTH ROAD RACE | ||||||||
| PO BOX 732 | FALMOUTH | MA | 02541 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $13,000 | |
| NORTHEASTERN UNIVERSITY | ||||||||
| 118 CUSHING HALL | BOSTON | MA | 021155005 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 | |
| OPEN TABLE | ||||||||
| PO BOX 42 | CONCORD | MA | 01742 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $1,000 | |
| PLANNED PARETHOOD OF MA | ||||||||
| 1055 COMMONWEALTH AVENEU | BOSTON | MA | 02115 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $1,000 | |
| RED SOX FOUNDATION | ||||||||
| 4 YAWKEY WAY | BOSTON | MA | 02215 | NONE | PUBLIC | HOME BASE SUITE PROGRAM | $150,000 | |
| SHOREWOOD SCHOOL DISTRICT | ||||||||
| 1701 E CAPITOL DRIVE | SHOREWOOD | WI | 53211 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $800,000 | |
| SOCIAL INNOVATION FORUM | ||||||||
| 2 OLIVER STREET SUITE 802 | BOSTON | MA | 02109 | NONE | PUBLIC | ADVANCING ART ENGAGEMENT | $80,000 | |
| SOCIAL INNOVATION FORUM | ||||||||
| 2 OLIVER STREET SUITE 802 | BOSTON | MA | 02109 | NONE | PUBLIC | ADVANCING ARTS ENGAGEMENT | $100,000 | |
| STOKED | ||||||||
| 68 JAY STREET SUITE 425 | BROOKLYN | NY | 11201 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $152,000 | |
| STRATEGIC GRANT PARTNERS | ||||||||
| 240 NEWBURY STREET 2ND FLOOR | BOSTON | MA | 02116 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $453,870 | |
| STRATEGIC GRANT PARTNERS | ||||||||
| 177 HUNTINGTON AVE STE 1500 | BOSTON | MA | 02115 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $218,242 | |
| TEACH FOR AMERICA | ||||||||
| 60 CANAL STREE 5TH FLOOR | BOSTON | MA | 02114 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 | |
| THE FENN SCHOOL | ||||||||
| 516 MONUMENT STREET | CONCORD | MA | 01742 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 | |
| THE RECORD CO | ||||||||
| 286 NEWBURY STREET 1ST FLOOR | BOSTON | MA | 02115 | NONE | PUBLIC | CAPITAL CAMPAIGN MATCHING GRANT | $175,000 | |
| TRUSTEE OF BOSTON UNIVERSITY (WBUR) | ||||||||
| 890 COMMONWEALTH AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $9,300 | |
| TRUSTEES OF BOSTON UNIVERSITY (WBUR) | ||||||||
| 890 COMMONWEALTH AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 | |
| TUFTS UNIVERSITY | ||||||||
| 150 HARRISON AVENUE ROOM 240 | BOSTON | MA | 02111 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $50,000 | |
| TULANE | ||||||||
| 1555 POYDRAS STE 1000 | NEW ORLEANS | LA | 70112 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 | |
| UMBRELLA CENTER FOR THE ARTS | ||||||||
| 40 STOW STREET | CONCORD | MA | 01742 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 | |
| UNITED STATES SKI TEAM FOUNDATION (USSA) | ||||||||
| 1 VICTORY LANE | PARK CITY | UT | 84060 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $500,000 | |
| URBANITY DANCE | ||||||||
| 725 HARRISIN AVE 100 | BOSTON | MA | 02118 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 | |
| UTEC | ||||||||
| PO BOX 7066 | LOWELL | MA | 01852 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $2,500 | |
| WASHINGTON UNIVERSITY | ||||||||
| CAMPUS BOX 1101RM217NORTH BROOKINGS | ST LOUIS | MO | 63130 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 | HALL |
| YMCA OF GREATER NEW YORK | ||||||||
| 5 WEST 63RD STREET 6TH FLOOR | NEW YORK | NY | 10023 | NONE | PUBLIC | SKI PROGRAMMING | $320,000 | |
| YOUTH ENRICHMENT SERVICES | ||||||||
| 412 MASSACHUSETTS AVENUE | BOSTON | MA | 02118 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $303,640 | |
| HOUSEHOLD GOODS | ||||||||
| 530 MAIN STREET | ACTON | MA | 01720 | GENERAL CHARITABLE PURPOSES | $100,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,299,902 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,756,696 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,484,065 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,240,761 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,240,761 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | NET GAIN/(LOSS) ON SALES | RelationshipStatementTxt |
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 | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| PHILLIP ELIZABETH GROSS | |||||||
| 1 | C/O HOWLAND CAPITAL 75 FEDERAL STRE | BOSTON | MA | 02110 | $5,500,000 | Yes (X) | |
| PHILLIP GROSS | |||||||
| 2 | C/O HOWLAND CAPITAL 75 FEDERAL STRE | BOSTON | MA | 02110 | $1,108,306 | Yes (X) | |
| ELIZABETH GROSS | |||||||
| 3 | C/O HOWLAND CAPITAL 75 FEDERAL STRE | BOSTON | MA | 02110 | $1,311,395 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | VARIOUS SECURITIES | $1,108,306 | 2019-12-12 |
| 3 | VARIOUS SECURITIES | $1,311,395 | 2019-12-17 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $7,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,250 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990PF | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION PAID INVESTMENT ADVISORY FEES TO HOWLANDCAPITAL AND ADAGE CAPITAL. THOMAS QUIRK AND PHILLIP GROSS,FOUNDATION TRUSTEES, ARE PARTNERS AT THESE RESPECTIVE FIRMS.THE FEES PAID ARE BASED ON STANDARD RATES CHARGED TO ALLIN REG. SECTION 4941(D) OF THE INTERNAL REVENUE CODE. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | HOWLAND CAPITAL | StockNm |
| EOY Book Value | $2,748,057 | EOYBookValueAmt |
| EOYFMV | $3,839,953 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VENTURE FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $38,672,636 | BookValueAmt |
| EOYFMV | $80,832,447 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS - NET | Desc |
| Amt | $2,723,873 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| WIRE, ADR, POSTAGE | $252 | $0 | $0 | $252 |
| THROUGH VENTURE FUNDS | $544,852 | $544,852 | $0 | $0 |
| GRANTS MANAGEMENT | $215,563 | $0 | $0 | $215,563 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MANAGEMENT FEES | $139,923 | $139,923 | $0 | $0 |
| THROUGH VENTURE FUNDS | $370,290 | $370,290 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MA FORM PC FILING FEE | $1,000 | $1,000 | $0 | $0 |
| FOREIGN TAXES | $62 | $62 | $0 | $0 |
| FOREIGN TAXES THROUGH VENTURE FUNDS | $16,583 | $16,583 | $0 | $0 |
| MA STATE TAXES | $3,251 | $3,251 | $0 | $0 |
Comments