GORDON FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GORDON FAMILY FOUNDATION (EIN 13-7130595)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-13
- IRS object ID
- 202011959349101751
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-13T13:18:09-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 842245616 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FFC CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 RAILROAD STREET | AddressLine1Txt |
| City | ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01810 | 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 | 137130595 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORDON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MICHAEL S GORDON TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GORD | BusinessNameControlTxt |
| Phone | 6172625900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 BROOKLINE AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL S GORDON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172625900 | PhoneNum |
| Signature | 2020-06-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN M FREEDMAN CPA | PreparerPersonNm |
| PTIN | P01204569 | PTIN |
| Phone | 9784701332 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.118.2.13 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-23 | IPDt |
| IP Tm | 17:58:54 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5BE16239529346415BE46015EA1FBBFFF78C53C3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E723A65CBE4697412040D93E77CFE66C5437A203 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,562,504 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $275,109 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $275,109 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,590 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,590 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $299,699 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $299,699 | 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 | $9,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,337 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $134 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,471 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,640,041 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,640,041 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,651,512 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,640,041 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,351,813 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $299,699 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $12,460,037 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,083,633 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,086,986 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $9,438,714 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,463,304 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $21,475,517 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $21,898,751 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,546,938 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,562,504 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,229,958 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,229,958 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $20,668,793 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,316,980 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,898,751 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,546,938 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,898,751 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,546,938 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,898,751 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,351,813 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $20,546,938 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,546,938 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,532,131 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $27,855,562 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.126802 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,704,170 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $28,868,371 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.093672 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,682,646 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $29,256,913 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057513 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,107,267 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $32,173,375 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.096579 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,135,330 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $33,654,540 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.063448 | DistributionYr5Rt |
| Total Distribution | 0.438014 | TotalDistributionRt |
| Average Distribution | 0.087603 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $25,846,486 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,264,230 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,997 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,267,227 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,640,041 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,994 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,994 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,994 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,584 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,584 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,410 | TaxDueAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | MICHAEL S GORDON | IndividualWithBooksNm |
| Phone | 6172625900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 BROOKLINE AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02215 | 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL S GORDON | ||||||||
| 209 SARGENT ROAD | BROOKLINE | MA | 02445 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| CHRISTINA M GORDON | ||||||||
| 209 SARGENT ROAD | BROOKLINE | MA | 02445 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $15,090,722 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,149,365 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,240,087 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,240,087 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $393,601 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,846,486 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,292,324 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,292,324 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,994 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,994 | TotalTaxAmt |
| Distributable Before Adj | $1,286,330 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,286,330 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,286,330 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,640,041 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,640,041 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,640,041 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,286,330 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $453,984 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,499,104 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $221,390 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,266,661 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,144,521 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,585,660 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,640,041 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,286,330 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $353,711 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,939,371 | 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 | $453,984 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,485,387 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,499,104 | ExcessFromYear4Amt |
| Excess From Year3 | $221,390 | ExcessFromYear3Amt |
| Excess From Year2 | $1,266,661 | ExcessFromYear2Amt |
| Excess From Year1 | $2,144,521 | ExcessFromYear1Amt |
| Excess From Current Year | $353,711 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL S GORDON | ContributingManagerNm |
| Contributing Manager | CHRISTINA M GORDON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB OF BOSTON | ||||||
| 200 HIGH STREET | BOSTON | MA | 02110 | PUBLIC | UNRESTRICTED | $100,000 |
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||
| 75 FRANCIS STREET | BOSTON | MA | 02116 | PUBLIC | UNRESTRICTED | $15,000 |
| BROOKLINE CENTER | ||||||
| 40 WEBSTER PLACE | BROOKLINE | MA | 02445 | PUBLIC | UNRESTRICTED | $1,000 |
| BROOKLINE COMMUNITY FOUNDATION SAFETY NET | ||||||
| 40 WEBSTER PLACE | BROOKLINE | MA | 02445 | PUBLIC | UNRESTRICTED | $73,000 |
| MILTON ACADEMY | ||||||
| 170 CENTRE | MILTON | MA | 02186 | PUBLIC | UNRESTRICTED | $180,000 |
| NORTHWESTERN UNIVERSITY | ||||||
| 633 CLARK STREET | EVANSTON | IL | 60206 | PUBLIC | UNRESTRICTED | $71,429 |
| PINE STREET INN | ||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | PUBLIC | UNRESTRICTED | $100,000 |
| ROSIE'S PLACE | ||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | PUBLIC | UNRESTRICTED | $100,000 |
| THE JIMMY FUND DANA FARBER CANCER INSTITUTE | ||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | PUBLIC | UNRESTRICTED | $250 |
| THE JOEY FUND | ||||||
| 55 CAMBRIDGE PARKWAY | CAMBRIDGE | MA | 02141 | PUBLIC | UNRESTRICTED | $15,000 |
| TRUSTEES OF TUFTS COLLEGE | ||||||
| 80 GEORGE STREET | MEDFORD | MA | 02155 | PUBLIC | UNRESTRICTED | $640,000 |
| WALK MS | ||||||
| 101A FIRST AVE | WALTHAM | MA | 02451 | PUBLIC | UNRESTRICTED | $10,000 |
| COMBINED JEWISH PHILANTHROPIES | ||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | PUBLIC | UNRESTRICTED | $270,000 |
| THE RED SOX FOUNDATION | ||||||
| 4 JERSEY STREET | BOSTON | MA | 02215 | PUBLIC | UNRESTRICTED | $26,562 |
| FRIENDS OF THE IDF | ||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | PUBLIC | UNRESTRICTED | $10,000 |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | PUBLIC | UNRESTRICTED | $10,000 |
| NAVY SEAL FOUNDATION | ||||||
| 1619 D STREET | VIRGINIA BEACH | VA | 23459 | PUBLIC | UNRESTRICTED | $7,500 |
| FRIENDS OF IR DAVID | ||||||
| 575 LEXINGTON AVE 4TH FLOOR | NEW YORK | NY | 10022 | PUBLIC | UNRESTRICTED | $7,500 |
| PROJECT BREAD - WALK FOR HUNGER | ||||||
| 145 BORDER STREET | BOSTON | MA | 02128 | PUBLIC | UNRESTRICTED | $2,500 |
| TEMPLE OHABEI SHALOM | ||||||
| 1187 BEACON STREET | BROOKLINE | MA | 02446 | PUBLIC | UNRESTRICTED | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,640,041 | 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 | $275,109 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,590 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $299,699 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $299,699 | 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 | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $9,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SHELLBACK OFFSHORE FUND | FMV | $7,312,371 | $13,324,584 |
| INVESTMENT IN TITLE 19DK | AT COST | $8,150,933 | $8,150,933 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $134 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2018 FEDERAL EXCISE TAX PAYMENT | $2,212 | $0 | $0 |
| 2018 STATE FILING FEE | $125 | $0 | $0 |
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