NEIL AND ANNA RASMUSSEN FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- NEIL AND ANNA RASMUSSEN FOUNDATION (EIN 04-6771880)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201923189349102177
- Schema version
- 2018v3.1
- 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
- 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 | 2019-11-14T12:47:03-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 800 SOUTH STREET | AddressLine1Txt |
| City | WALTHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02453 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | 017425604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NEIL RASMUSSEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9782870422 | PhoneNum |
| Signature | 2019-11-11 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID DESMARAIS | PreparerPersonNm |
| PTIN | P00435727 | PTIN |
| Phone | 7815478800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.111.239.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-11 | IPDt |
| IP Tm | 13:30:20 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2F85E008C48DD5A141159495B2D1781CA3E157FD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6540A0388F3E5D40A7C32D57EC8278FD5E17ACC1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $40,330,286 | 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 | $10,097,169 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $470,159 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $470,159 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,604,854 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,085,477 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,826,215 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,941 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,941 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,176,123 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,300,315 | 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 | $11,580 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,790 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,790 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $337,960 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $337,960 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $18,557 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $18,557 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,952 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,952 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $446 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $380,495 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $374,259 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,040 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,905,546 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,905,546 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,286,041 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $374,259 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,911,586 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,890,082 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,926,056 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,320,505 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,089,455 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,089,455 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $15,730,733 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,640,401 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,984,789 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $13,454,110 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,665,574 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,256,042 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $30,505,348 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,395,430 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $40,330,286 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $29,267,848 | RetainedEarningBOYAmt |
| Retained Earning EOY | $34,157,930 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,505,348 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,395,430 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,505,348 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,395,430 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,505,348 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,890,082 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $35,395,430 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,395,430 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| STATE STREET #1979 | P | 2018-12-31 | $8,864,264 | $6,819,648 | $2,044,616 | $2,044,616 |
| STATE STREET #1979 | P | 2018-12-31 | $1,229,915 | $1,245,817 | -$15,902 | -$15,902 |
| STATE STREET #1979 | D | 2018-12-31 | $6,253,158 | $2,126,499 | $4,126,659 | $4,126,659 |
| SCS PRIVATE EQUITY IV OFFSHORE LP | P | 2018-12-31 | $133,135 | $133,135 | $133,135 | |
| SCS MULTI-SECTOR CREDIT OFFSHORE | P | 2018-12-31 | $33,690 | $33,690 | $33,690 | |
| SCS SPECIAL SITUATIONS FUND | P | 2018-12-31 | $37,288 | -$37,288 | -$37,288 | |
| SCS OPPORTUNITIES FUND LTD | P | 2018-12-31 | $30,010 | -$30,010 | -$30,010 | |
| SCS PRIVATE EQUITY FUND III LLC | P | 2018-12-31 | $444,153 | $444,153 | $444,153 | |
| PRIVATE CREDIT III OFFSHORE LP | P | 2018-12-31 | $0 | $0 | ||
| SCS PRIVATE EQUITY V (CAYMAN) LP | P | 2018-12-31 | $19,928 | $19,928 | $19,928 | |
| CAPITAL GAINS DIVIDENDS | P | $107,234 | $107,234 | $107,234 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,826,215 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,295,443 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $36,180,422 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.229280 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,487,977 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $50,947,137 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.166604 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,362,915 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $48,110,513 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049114 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,130,466 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $49,540,067 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043005 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,914,355 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $41,449,181 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046186 | DistributionYr5Rt |
| Total Distribution | 0.534189 | TotalDistributionRt |
| Average Distribution | 0.106838 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $35,504,319 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,793,210 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $69,261 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,862,471 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,911,586 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $69,261 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $69,261 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $69,261 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $65,376 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $250,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $315,376 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $94 | EsPenaltyAmt |
| Overpayment | $246,021 | OverpaymentAmt |
| Applied To ES Tax | $246,021 | 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 | 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 | 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 | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | CJ | ForeignCountryCd |
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 | $33,878,098 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,166,896 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,044,994 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,044,994 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $540,675 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,504,319 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,775,216 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,775,216 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $69,261 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $69,261 | TotalTaxAmt |
| Distributable Before Adj | $1,705,955 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,705,955 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,705,955 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,911,586 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,911,586 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $69,261 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,842,325 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,705,955 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $3,815,808 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,523,394 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,339,202 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,911,586 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,705,955 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,205,631 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $16,544,833 | 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 | $16,544,833 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $3,815,808 | ExcessFromYear2Amt |
| Excess From Year1 | $6,523,394 | ExcessFromYear1Amt |
| Excess From Current Year | $6,205,631 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NEIL AND ANNA RASMUSSEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 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 |
| BOSTON CHILDREN'S HOSPITAL | |||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $200,000 |
| CLEAN AIR TASK FORCE INC | |||||||
| 114 STATE STREET 6TH FLOOR | BOSTON | MA | 02109 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $30,000 |
| CONCORD ACADEMY | |||||||
| 166 MAIN ST | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $25,000 |
| CONCORD FREE PUBLIC LIBRARY CORPORATION | |||||||
| 129 MAIN STREET | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 |
| CONCORD LAND CONSERVATION TRUST | |||||||
| PO BOX 141 | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $10,000 |
| CONCORD MUSEUM | |||||||
| 200 LEXINGTON RD | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $510,188 |
| 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 |
| EMERSON HEALTH CARE FOUNDATION | |||||||
| 133 OLD ROAD | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $86,000 |
| 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 | $5,000 |
| FOOD PROJECT | |||||||
| 10 LEWIS STREET | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $2,500 |
| FRIENDS FOR TOMORROW | |||||||
| PO BOX 213 | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $1,000 |
| 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 |
| LOUISA MAY ALCOTT ASSOCIATION - ORCHARD HOUSE | |||||||
| PO BOX 343 | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $305,000 |
| MASS EYE AND EAR | |||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $250,000 |
| MASSACHUSETTS AUDUBON | |||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,600 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $100,000 |
| 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 | $5,660,000 |
| 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 |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 WEST 20TH ST | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $25,000 |
| NORTH BENNET STREET SCHOOL | |||||||
| 150 NORTH STREET | BOSTON | MA | 02109 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $2,500 |
| 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 | NONE | 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 | $5,000 |
| TRUSTEES OF RESERVATIONS | |||||||
| 200 HIGH STREET 4TH FL | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 |
| USS CONSTITUTION MUSEUM INC | |||||||
| PO BOX 291812 | BOSTON | MA | 02129 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $3,158 |
| WALDEN WOODS PROJECT | |||||||
| 44 BAKER FARM | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $101,600 |
| WAYSIDE INN | |||||||
| 72 WAYSIDE INN ROAD | SUDBURY | MA | 01776 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $10,000 |
| WBUR | |||||||
| 890 COMMONWEALTH AVE 3RD FLOOR | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 |
| WESLEYAN UNIVERSITY | |||||||
| 45 WYLLYS AVENUE | MIDDLETOWN | CT | 06459 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $150,000 |
| WGBH | |||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $205,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,905,546 | 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 | $470,159 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,941 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,604,854 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,078,954 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,078,954 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| NEIL & ANNA RASMUSSEN | |||||||
| 1 | 393 ESTABROOK ROAD | CONCORD | MA | 01742 | $6,346,130 | Yes (X) | |
| NEIL & ANNA RASMUSSEN | |||||||
| 2 | 393 ESTABROOK ROAD | CONCORD | MA | 01742 | $3,751,039 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS STOCK FROM PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $6,346,130 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KLR & CO LTD. | CategoryTxt |
| Amt | $11,580 | Amt |
| Net Investment Income | $5,790 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,790 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STATE STREET #1979 | StockNm |
| EOY Book Value | $16,640,401 | EOYBookValueAmt |
| EOYFMV | $17,984,789 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SCS OPPORTUNITIES FUND LTD | FMV | $3,114,069 | $3,114,069 |
| SCS PRIVATE EQUITY FUND III LLC | AT COST | $6,657,327 | $10,247,795 |
| SCS PRIVATE EQUITY IV OFFSHORE LP | FMV | $717,333 | $717,333 |
| SCS MULTI-SECTOR CREDIT OFFSHORE | FMV | $2,181,482 | $2,181,482 |
| SCS SPECIAL SITUATIONS FUND | FMV | $1,648,927 | $1,648,927 |
| PRIVATE CREDIT III OFFSHORE LP | FMV | $75,170 | $75,170 |
| SCS PRIVATE EQUITY V (CAYMAN) LP | FMV | $271,266 | $271,266 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MA PC FILING FEE | $250 | $0 | $250 |
| NONDEDUCTIBLE EXPENSES | $196 | $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 | $3,886 | $3,886 | $3,886 |
| BANK OF AMERICA | $55 | $55 | $55 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE STREET INVESTMENT FEES | $115,652 | $115,652 | $0 |
| SCS PRIVATE EQUITY FUND III LLC | $222,308 | $222,308 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $11,952 | Amt |
| Net Investment Income | $11,952 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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