NEIL AND ANNA RASMUSSEN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NEIL AND ANNA RASMUSSEN FOUNDATION (EIN 04-6771880)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-18
- IRS object ID
- 202503229349100515
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds 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 | 2025-11-18T06:44:51-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 99 SUMMER STREET SUITE 520 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046771880 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEIL & ANNA RASMUSSEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEIL | BusinessNameControlTxt |
| Phone | 9782870422 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 393 ESTABROOK ROAD | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 017425614 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NEIL RASMUSSEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9782870422 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID DESMARAIS | PreparerPersonNm |
| PTIN | P00435727 | PTIN |
| Phone | 6172368098 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $60,228,985 | 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 | $6,823 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,823 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,147,769 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,147,769 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,705,625 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,729,980 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,705,625 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,654,340 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,535,140 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,514,557 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,395,357 | 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 | $10,643 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,322 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,321 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $181,629 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $181,629 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $25,360 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $25,360 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,481 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,481 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $102,768 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $101,944 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $329,881 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $323,736 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,321 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,249,353 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,249,353 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,579,234 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $323,736 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,254,674 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,064,677 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,071,621 | 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 | $4,808,970 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,486,371 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,486,371 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,756,140 | CorporateStockBOYAmt |
| Corporate Stock EOY | $688,203 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,517,295 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,914,585 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $15,611,138 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,073,662 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $37,139,618 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $30,768,923 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $43,151,656 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $53,619,313 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,554,636 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $60,228,985 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,237,500 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,237,500 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $52,381,813 | RetainedEarningBOYAmt |
| Retained Earning EOY | $50,317,136 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $53,619,313 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $51,554,636 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $53,619,313 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,554,636 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $53,619,313 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,064,677 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $51,554,636 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $51,554,636 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $4,862,393 | $4,024,355 | $838,038 | $838,038 |
| SCS PRIVATE EQUITY FUND III, LLC | P | $258,586 | $258,586 | $258,586 | |
| BROOKFIELD RENEWABLE PARTNERS LP | P | $47,050 | $47,050 | $47,050 | |
| PRIVATE OPPORTUNISTIC ASSETS II | P | $1,561 | $1,561 | $1,561 | |
| CAPITAL GAINS DIVIDENDS | P | $560,390 | $560,390 | $560,390 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,705,625 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $56,596 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $56,596 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $56,596 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $81,409 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $121,409 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $64,813 | OverpaymentAmt |
| Applied To ES Tax | $64,813 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KLR CO LTD | IndividualWithBooksNm |
| Phone | 6172368098 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 SUMMER STREET STE 520 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| NEIL AND ANNA RASMUSSEN | ||||||||
| 393 ESTABROOK RD | CONCORD | MA | 01742 | TRUSTEES | 0.25 | $0 | $0 | $0 |
| SUSAN W WINTER | ||||||||
| 128 NIMROD DRIVE | CONCORD | MA | 01742 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $32,753,511 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,257,107 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $22,343,048 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $60,353,666 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $60,353,666 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $905,305 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $59,448,361 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,972,418 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,972,418 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $56,596 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $9,259 | IncomeTaxAmt |
| Total Tax | $65,855 | TotalTaxAmt |
| Distributable Before Adj | $2,906,563 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,906,563 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,906,563 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,254,674 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,254,674 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,906,563 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $2,986,185 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,986,185 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,254,674 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,906,563 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,348,111 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,334,296 | 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 | $6,334,296 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $2,986,185 | ExcessFromYear1Amt |
| Excess From Current Year | $3,348,111 | 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 (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| FRIENDS OF SLEEPY HOLLOW CEMETERY | ||||||||
| PO BOX 313 | CONCORD | MA | 01742 | N/A | PC | UNRESTRICTED CONTRIBUTION | $1,000 | |
| FRIENDS OF PLEASANT BAY | ||||||||
| PO BOX 1243 | HARWICH | MA | 02645 | N/A | PC | UNRESTRICTED CONTRIBUTION | $1,000 | |
| CONCORD POLICE RELIEF ASSOCIATION | ||||||||
| 219 WALDEN STREET | CONCORD | MA | 01742 | N/A | PC | UNRESTRICTED CONTRIBUTION | $1,000 | |
| FIRST PARISH IN CONCORD | ||||||||
| 20 LEXINGTON RD | CONCORD | MA | 01742 | N/A | PC | UNRESTRICTED CONTRIBUTION | $1,000 | |
| FOOD PROJECT | ||||||||
| 10 LEWIS STREET | LINCOLN | MA | 01773 | N/A | PC | UNRESTRICTED CONTRIBUTION | $2,500 | |
| HISTORIC DEERFIELD | ||||||||
| 84B OLD MAIN STREET | DEERFIELD | MA | 01342 | N/A | PC | UNRESTRICTED CONTRIBUTION | $5,000 | |
| MASSACHUSETTS HISTORICAL SOCIETY | ||||||||
| 1154 BOYLSTON STREET | BOSTON | MA | 02215 | N/A | PC | UNRESTRICTED CONTRIBUTION | $5,000 | |
| RESTORE THE NORTH WOODS INC | ||||||||
| 47 GRANITEVILLE RD | WESTFORD | MA | 01886 | N/A | PC | UNRESTRICTED CONTRIBUTION | $5,000 | |
| QUIET COMMUNITIES | ||||||||
| 60 THOREAU STREET SIOTE 261 | CONCORD | MA | 01742 | N/A | PC | UNRESTRICTED CONTRIBUTION | $5,000 | |
| THOREAU SOCIETY | ||||||||
| 341 VIRGINIA RD | CONCORD | MA | 01742 | N/A | PC | UNRESTRICTED CONTRIBUTION | $5,000 | |
| TRUSTEES OF RESERVATIONS | ||||||||
| 200 HIGH STREET | BOSTON | MA | 02110 | N/A | PC | UNRESTRICTED CONTRIBUTION | $5,000 | |
| CONSERVATION LAW FOUNDATION | ||||||||
| 62 SUMMER STREET | BOSTON | MA | 02110 | N/A | PC | UNRESTRICTED CONTRIBUTION | $5,000 | |
| WBUR - ANNUAL | ||||||||
| 890 COMMONWEALTH AVE 3RD FL | BOSTON | MA | 02215 | N/A | PC | UNRESTRICTED CONTRIBUTION | $5,000 | |
| AMERICAN CHESTNUT FOUNDATION | ||||||||
| 50 NORTH MERRIMON AVE STE 115 | ASHEVILLE | NC | 28804 | N/A | PC | UNRESTRICTED CONTRIBUTION | $5,000 | |
| THE ROBBINS HOUSE INC | ||||||||
| 320 MONUMENT ST | CONCORD | MA | 01742 | N/A | PC | UNRESTRICTED CONTRIBUTION | $5,000 | |
| NORTH BENNET STREET SCHOOL | ||||||||
| 150 NORTH STREET | BOSTON | MA | 02109 | N/A | PC | UNRESTRICTED CONTRIBUTION | $10,000 | |
| USA FOR UNFPA | ||||||||
| 605 THIRD AVENUE 4TH FLOOR | NEW YORK | NY | 10158 | N/A | PC | UNRESTRICTED CONTRIBUTION | $10,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| 123 WILLIAM STREET 10TH FL | NEW YORK | NY | 10038 | N/A | PC | UNRESTRICTED CONTRIBUTION | $10,000 | |
| AMERICAN ANTIQUARIAN SOCIETY | ||||||||
| 185 SALISBURY STREET | WORCESTER | MA | 01609 | N/A | PC | UNRESTRICTED CONTRIBUTION | $10,000 | |
| ZOO NEW ENGLAND | ||||||||
| ONE FRANKLIN PARK ROAD | BOSTON | MA | 02121 | N/A | PC | UNRESTRICTED CONTRIBUTION | $10,000 | |
| NATIONAL PARKS CONSERVATION ASSOCIATION | ||||||||
| 777 6TH STREET NW STE 700 | WASHINGTON | DC | 200014835 | N/A | PC | UNRESTRICTED CONTRIBUTION | $10,000 | |
| ENVIRONMENTAL LEAGUE OF MASSACHUSETTS | ||||||||
| 15 COURT SQUARE SUITE 1000 | BOSTON | MA | 02108 | N/A | PC | UNRESTRICTED CONTRIBUTION | $10,000 | |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND | ||||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | N/A | PC | UNRESTRICTED CONTRIBUTION | $10,000 | |
| OPENBIOME | ||||||||
| 2067 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02140 | N/A | PC | UNRESTRICTED CONTRIBUTION | $14,029 | |
| CONCORD FREE PUBLIC LIBRARY CORPORATION | ||||||||
| 129 MAIN STREET | CONCORD | MA | 01742 | N/A | PC | UNRESTRICTED CONTRIBUTION | $15,000 | |
| WAYSIDE INN | ||||||||
| 72 WAYSIDE INN RD | SUDBURY | MA | 01776 | N/A | PC | UNRESTRICTED CONTRIBUTION | $15,000 | |
| SARAH LAWRENCE COLLEGE | ||||||||
| 1 MEAD WAY | BRONXVILLE | NY | 10708 | N/A | PC | UNRESTRICTED CONTRIBUTION | $15,000 | |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | ||||||||
| 600 14 STREET NW | WASHINGTON | DC | 20005 | N/A | PC | UNRESTRICTED CONTRIBUTION | $20,000 | |
| EMERSON HOSPITAL | ||||||||
| 133 OLD RD | CONCORD | MA | 01742 | N/A | PC | UNRESTRICTED CONTRIBUTION | $20,000 | |
| NRDC | ||||||||
| 1152 15TH STREET NW SUITE 300 | WASHINGTON | DC | 20005 | N/A | PC | UNRESTRICTED CONTRIBUTION | $25,000 | |
| WRIGHT TAVERN LEGACY TRUST | ||||||||
| 2 LEXINGTON ROAD | CONCORD | MA | 01742 | N/A | PC | UNRESTRICTED CONTRIBUTION | $25,000 | |
| CROHN'S & COLITIS FOUNDATION OF AMERICA | ||||||||
| 733 THIRD AVE STE 510 | NEW YORK | NY | 10017 | N/A | PC | UNRESTRICTED CONTRIBUTION | $25,000 | |
| DEPLOY US | ||||||||
| 68 HARRISON AVENUE SUITE 605 PMB | BOSTON | MA | 02111 | N/A | PC | UNRESTRICTED CONTRIBUTION | $25,000 | 74752 |
| FRIENDS OF MINUTEMAN NATIONAL PARK | ||||||||
| 174 LIBERTY STREET | CONCORD | MA | 01742 | N/A | PC | UNRESTRICTED CONTRIBUTION | $25,000 | |
| RALPH WALDO EMERSON MEMORIAL ASSOCIATION | ||||||||
| 121 MOUNT VERNON STREET | BOSTON | MA | 02108 | N/A | PC | UNRESTRICTED CONTRIBUTION | $50,000 | |
| CONCORD MUSEUM | ||||||||
| 200 LEXINGTON RD | CONCORD | MA | 01742 | N/A | PC | UNRESTRICTED CONTRIBUTION | $60,000 | |
| THOREAU FARM | ||||||||
| 341 VIRGINIA RD | CONCORD | MA | 01742 | N/A | PC | UNRESTRICTED CONTRIBUTION | $85,179 | |
| LOUISA MAY ALCOTT'S ORCHARD HOUSE | ||||||||
| 399 LEXINGTON ROAD | CONCORD | MA | 01742 | N/A | PC | UNRESTRICTED CONTRIBUTION | $100,000 | |
| WALDEN WOODS PROJECT | ||||||||
| 44 BAKER FARM RD | LINCOLN | MA | 01773 | N/A | PC | UNRESTRICTED CONTRIBUTION | $116,145 | |
| SAVE OUR HERITAGE INC | ||||||||
| 91 MAIN STREET STE 201 | CONCORD | MA | 01742 | N/A | POF | UNRESTRICTED CONTRIBUTION | $130,000 | |
| MASS AUDUBON | ||||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | N/A | PC | UNRESTRICTED CONTRIBUTION | $130,000 | |
| CONCORD ACADEMY | ||||||||
| 166 MAIN STREET | CONCORD | MA | 01742 | N/A | PC | UNRESTRICTED CONTRIBUTION | $130,000 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | N/A | PC | UNRESTRICTED CONTRIBUTION | $200,000 | |
| BOSTON CHILDREN'S HOSPITAL | ||||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | N/A | PC | UNRESTRICTED CONTRIBUTION | $200,000 | |
| WGBH | ||||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | N/A | PC | UNRESTRICTED CONTRIBUTION | $205,000 | |
| HARWICH CONSERVATION TRUST | ||||||||
| 947 MA-28 | HARWICH | MA | 02645 | N/A | PC | UNRESTRICTED CONTRIBUTION | $210,000 | |
| MASS EYE AND EAR | ||||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | N/A | PC | UNRESTRICTED CONTRIBUTION | $1,260,000 | |
| MIT | ||||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | N/A | PC | UNRESTRICTED CONTRIBUTION | $3,012,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,249,353 | 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 | $6,823 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,147,769 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $36,504 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,535,140 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,705,625 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUNDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $82,696 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $36,504 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,478,053 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,514,557 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,643 | Amt |
| Net Investment Income | $5,322 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,321 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB #4319 | BondNm |
| EOY Book Value | $15,611,138 | EOYBookValueAmt |
| EOYFMV | $11,073,662 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB #4319 | StockNm |
| EOY Book Value | $688,203 | EOYBookValueAmt |
| EOYFMV | $1,517,295 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB #4319 | AT COST | $11,513,007 | $20,808,609 |
| BROOKFIELD RENEWABLE PARTNERS LP | AT COST | $813,310 | $575,333 |
| ICAPITAL BREP X | FMV | $252,891 | $252,891 |
| SCS MULTI-SECTOR CREDIT OFFSHORE, LTD | FMV | $742,864 | $742,864 |
| SCS PRIVATE CREDIT III OFFSHORE LP | FMV | $393,597 | $393,597 |
| SCS PRIVATE CREDIT IV OFFSHORE LP | FMV | $1,011,770 | $1,011,770 |
| SCS PRIVATE EQUITY IV OFFSHORE LP | FMV | $1,277,460 | $1,277,460 |
| SCS PRIVATE EQUITY FUND III LLC | AT COST | $2,856,172 | $6,181,280 |
| SCS PRIVATE EQUITY IX OFFSHORE LP | FMV | $667,327 | $667,327 |
| SCS PRIVATE EQUITY V OFFSHORE LP | FMV | $1,588,198 | $1,588,198 |
| SCS PRIVATE EQUITY VI OFFSHORE LP | FMV | $3,915,767 | $3,915,767 |
| SCS PRIVATE EQUITY VII OFFSHORE LP | FMV | $2,574,333 | $2,574,333 |
| SCS PRIVATE EQUITY VIII OFFSHORE LP | FMV | $3,012,655 | $3,012,655 |
| SCS PRIVATE OPPORTUNISTIC ASSETS II | FMV | $149,572 | $149,572 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SCS PRIVATE EQUITY FUND III LLC - PARTNERSHIP EXPENSES | $82,664 | $82,664 | $0 |
| BROOKFIELD RENWEABLE PARNTERS LP | $4,106 | $4,106 | $0 |
| SCS PRIVATE EQUITY FUND III LLC - NONDEDUCTIBLE EXPENSES | $824 | $0 | $0 |
| BANK FEES | $25 | $25 | $0 |
| SCS PRIVATE OPPORTUNISTIC ASSETS II | $15,149 | $15,149 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SCS PRIVATE EQUITY FUND III LLC | $79,208 | $79,208 | $79,208 |
| SCS PRIVATE EQUITY FUND III LLC - TAX-EXEMPT INCOME | $1,699 | $1,699 | $1,699 |
| SCS PRIVATE EQUITY IV OFFSHORE LP | $44,703 | $44,703 | $44,703 |
| SCS MULTI-SECTOR CREDIT OFFSHORE | -$71,609 | -$71,609 | -$71,609 |
| BROOKFIELD RENEWABLE PARTNERS LP | -$35,850 | -$35,850 | -$35,850 |
| SCS PRIVATE CREDIT III OFFSHORE LP | $30,074 | $30,074 | $30,074 |
| SCS PRIVATE CREDIT IV OFFSHORE LP | $79,475 | $79,475 | $79,475 |
| SCS PRIVATE EQUITY V OFFSHORE LP | $148,716 | $148,716 | $148,716 |
| SCS PRIVATE EQUITY VI OFFSHORE LP | $404,659 | $404,659 | $404,659 |
| SCS PRIVATE EQUITY VII OFFSHORE LP | $297,898 | $297,898 | $297,898 |
| SCS PRIVATE EQUITY VIII OFFSHORE LP | $508,757 | $508,757 | $508,757 |
| SCS PRIVATE EQUITY IX OFFSHORE LP | $31,091 | $31,091 | $31,091 |
| ICAPITAL-BREP X OFFSHORE ACCESS FUND, LP | $16,276 | $16,276 | $16,276 |
| SCS PRIVATE EQUITY FUND II LLC | $43 | $43 | $43 |
| SCS PRIVATE EQUITY FUND III LLC - UBTI | $36,554 | $0 | $36,554 |
| SCS PRIVATE EQUITY FUND II LLC - UBTI | -$50 | $0 | -$50 |
| TAX REFUNDS | $82,696 | $82,696 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $181,629 | Amt |
| Net Investment Income | $181,629 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $9,481 | Amt |
| Net Investment Income | $9,481 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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