NEIL AND ANNA RASMUSSEN FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
NEIL AND ANNA RASMUSSEN FOUNDATION (EIN 04-6771880)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-14
IRS object ID
201833189349101008
Schema version
2017v2.3
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-14T09:40:08-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN050409384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KAHN LITWIN RENZA & CO LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line199 SUMMER STREET SUITE 520AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046771880EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NEIL & ANNA RASMUSSEN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNEILBusinessNameControlTxt
Phone9782870422PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1393 ESTABROOK ROADAddressLine1Txt
CityCONCORDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP017425604ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNEIL RASMUSSENPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9782870422PhoneNum
Signature2018-10-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID DESMARAISPreparerPersonNm
PTINP00435727PTIN
Phone6172368098PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address71.117.160.66IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-10-24IPDt
IP Tm12:50:50IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id262A5F787B32E309468E8803F52FC996F95AB226AtSubmissionCreationDeviceId
At Submission Filing Device Id8121CA463AABFA4EFE5158FD2073B628CA1C8F6DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$36,609,762FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$493,093DividendsRevAndExpnssAmt
Dividends Net Invst Incm$493,093DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,683,786NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$10,639,094GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,683,786CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$39,208OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$39,208OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,216,087TotalRevAndExpnssAmt
Total Net Invst Incm$2,216,087TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,508AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,254AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,254AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$338,561OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$338,561OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$14,516InterestRevAndExpnssAmt
Interest Net Invst Incm$14,516InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$10,179TaxesRevAndExpnssAmt
Taxes Net Invst Incm$10,179TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$377OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$250OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$372,141TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$367,510TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,504TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,309,425ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,309,425ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,681,566TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$367,510TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,313,929TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$6,465,479ExcessRevenueOverExpensesAmt
Net Investment Income$1,848,577NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$989,518SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,320,505SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,320,505SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$25,399,574CorporateStockBOYAmt
Corporate Stock EOY$15,730,733CorporateStockEOYAmt
Corporate Stock EOYFMV$19,613,024CorporateStockEOYFMVAmt
Other Investments BOY$10,581,735OtherInvestmentsBOYAmt
Other Investments EOY$13,454,110OtherInvestmentsEOYAmt
Other Investments EOYFMV$15,676,233OtherInvestmentsEOYFMVAmt
Total Assets BOY$36,970,827TotalAssetsBOYAmt
Total Assets EOY$30,505,348TotalAssetsEOYAmt
Total Assets EOYFMV$36,609,762TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,237,500CapitalStockBOYAmt
Capital Stock EOY$1,237,500CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$35,733,327RetainedEarningBOYAmt
Retained Earning EOY$29,267,848RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$36,970,827TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$30,505,348TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$36,970,827TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$30,505,348TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$36,970,827TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$6,465,479ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$30,505,348SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$30,505,348TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
STATE STREET #1979P2017-12-31$9,522,384$8,955,308$567,076$567,076
SCS PRIVATE EQUITY IV (CAYMAN) LPP2017-12-31$21,040$21,040$21,040
SCS MULTI-SECTOR CREDIT OFFSHOREP2017-12-31$7,430$7,430$7,430
SCS SPECIAL SITUATIONS FUNDP2017-12-31$186,215$186,215$186,215
SCS OPPORTUNITIES FUND LTDP2017-12-31$483,442$483,442$483,442
SCS PRIVATE EQUITY FUND III LLCP2017-12-31$370,851$370,851$370,851
CAPITAL GAINS DIVIDENDSP$47,732$47,732$47,732
FieldValueIRS element (for citing)
Capital Gain Net Income$1,683,786CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$8,487,977AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$50,947,137NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.166604DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,362,915AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$48,110,513NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049114DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,130,466AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$49,540,067NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.043005DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,914,355AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$41,449,181NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.046186DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,657,145AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$39,658,300NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.041786DistributionYr5Rt
Total Distribution0.346695TotalDistributionRt
Average Distribution0.069339AverageDistributionRt
Net Vl Noncharitable Assets$36,180,422NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,508,714AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$18,486NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,527,200AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$8,313,929QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$18,486InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$18,486SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$18,486TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$83,862EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$83,862TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$65,376OverpaymentAmt
Applied To ES Tax$65,376AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKLR CO LTDIndividualWithBooksNm
Phone6172368098PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line199 SUMMER STREET STE 520AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionYes (1)ForeignAccountsQuestionInd
Foreign CountryCJForeignCountryCd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
NEIL AND ANNA RASMUSSEN
393 ESTABROOK RDCONCORDMA01742TRUSTEES0.25$0$0$0
SUSAN W WINTER
128 NIMROD DRIVECONCORDMA01742TRUSTEE0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$35,892,944AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$838,449AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$36,731,393TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$36,731,393AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$550,971CashDeemedCharitableAmt
Net Vl Noncharitable Assets$36,180,422NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,809,021MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,809,021MinimumInvestmentReturnAmt
Tax Based On Investment Income$18,486TaxBasedOnInvestmentIncomeAmt
Total Tax$18,486TotalTaxAmt
Distributable Before Adj$1,790,535DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,790,535DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,790,535DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,313,929ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$8,313,929QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$18,486PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$8,295,443AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,790,535DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$3,815,808ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,815,808TotalExcessDistributionCyovAmt
Qualifying Distributions$8,313,929QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,790,535AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,523,394RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$10,339,202TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$10,339,202ExcessDistriCyovToNextYrAmt
Excess From Year1$3,815,808ExcessFromYear1Amt
Excess From Current Year$6,523,394ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNEIL AND ANNA RASMUSSENContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACADEMY OF PERFORMING ARTS
PO BOX 1843ORLEANSMA02653NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$2,500
AMERICAN CHESTNUT FOUNDATION
469 MAIN STREET SUITE 1 PO BOX 4044BENNINGTONVT05201NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$5,000
CHILDREN'S HOSPITAL TRUST
300 LONGWOOD AVEBOSTONMA02115NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$300,000
CONCORD ACADEMY
166 MAIN STCONCORDMA01742NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$85,000
CONCORD FREE PUBLIC LIBRARY
129 MAIN STREETCONCORDMA01742NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$5,000
CONCORD LAND CONSERVATION TRUST
PO BOX 141CONCORDMA01742NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$10,000
CONCORD MUSEUM
200 LEXINGTON RDCONCORDMA01742NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$497,500
CONCORD POLICE RELIEF ASSOCIATION
219 WALDEN STREETCONCORDMA01742NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$1,000
CRON'S & COLITIS FOUNDATION OF AMERICA
386 PARK AVE SOUTH 17TH FLNEW YORKNY10016NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$15,000
EMERSON HEALTH CARE FOUNDATION
133 OLD ROADCONCORDMA01742NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$85,000
EVERYTOWN FOR GUN SAFETY
PO BOX 4184NEW YORKNY10163NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$10,000
FIRST PARISH OF CONCORD
20 LEXINGTON RDCONCORDMA01742NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$5,000
FRIENDS FOR TOMORROW
131 WESTON ROADLINCOLNMA01773NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$1,000
FRIENDS OF MINUTEMAN NATIONAL PARK
174 LIBERTY STCONCORDMA01742NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$10,000
FRIENDS OF PLEASANT BAY
PO BOX 1243HARWICHMA02645NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$1,000
FRIENDS OF SLEEPY HOLLOW
PO BOX 2711PLAINFIELDNJ07062NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$1,000
GORE PLACE SOCIETY
52 GORE STREETWALTHAMMA02453NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$9,000
GRASSROOTS WILDLIFE CONSERVATION
PO BOX 332CONCORDMA01742NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$10,000
HARWICH CONSERVATION TRUST
PO BOX 101SOUTH HARWICHMA02661NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$10,000
HISTORIC DEERFIELD
PO BOX 321DEERFIELDMA01342NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$5,000
LOUISA MAY ALCOTT ASSOCIATION - ORCHARD HOUSE
PO BOX 343CONCORDMA01742NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$300,000
MA EYE AND EAR
243 CHARLES STREETBOSTONMA02114NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$410,000
MASSACHUSETTS GENERAL HOSPITAL
55 FRUIT STREETBOSTONMA02114NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$105,000
MASSACHUSETTS HISTORICAL SOCIETY
1154 BOYLSTON STREETBOSTONMA02215NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$5,000
MIT
600 MEMORIAL DRIVECAMBRIDGEMA02139NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$5,610,000
MUSE FILM AND TELEVISION
147 WEST 15TH ST 119NEW YORKNY10011NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$50,000
NATIONAL TRUST FOR HISTORIC PRESERVATION
1785 MASS AVE NWWASHINGTONDC20036NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$20,000
NATURAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH STNEW YORKNY10011NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$10,000
NORTH BENNET STREET SCHOOL
39 NORTH BENNET STREETBOSTONMA02113NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$2,500
PLANNED PARENTHOOD FEDERATION
1055 COMMONWEALTH AVENUEBOSTONMA02115NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$10,000
RACHEL'S NETWORK
1200 8TH STREET NW SUITE 801WASHINGTONDC20036NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$5,000
RESTORE THE NORTH WOODS
PO BOX 1099CONCORDMA01742NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$5,000
SARAH LAWRENCE COLLEGE
1 MEAD WAYBRONXVILLENY10708NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$5,000
SAVE OUR HERITAGE
57 MAIN STREETCONCORDMA01742NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$25,000
SCHOLARS STRATEGY NETWORK
PO BOX 380755CAMBRIDGEMA02238NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$20,000
THE FOOD PROJECT
555 DUDLEY STREETDORCHESTERMA02125NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$2,500
THOREAU FARM TRUST
PO BOX 454CONCORDMA01742NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$5,000
THOREAU SOCIETY
915 WALDEN STREETCONCORDMA01742NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$5,000
TRUSTEES OF RESERVATIONS
464 ABBOTT AVELEOMINSTERMA01453NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$5,000
UCSF FOUNDATION
220 MONTGOMERY STREETSAN FRANCISCOCA94104NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$100,000
WALDEN WOODS PROJECT
44 BAKER FARMLINCOLNMA01773NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$146,425
WAYSIDE INN
72 WAYSIDE INN ROADSUDBURYMA01776NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$10,000
WBUR
890 COMMONWEALTH AVE 3RD FLOORBOSTONMA02215NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$5,000
WESLEYAN UNIVERSITY
45 WYLLYS AVENUEMIDDLETOWNCT06459NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$150,000
WGBH
PO BOX 200BOSTONMA02134NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$205,000
WOMEN MAKE MOVIES
115 W 29TH STREET STE 1200NEW YORKNY10001NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,309,425TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$493,093ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$39,208ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,683,786ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,216,087ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,216,087TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOYes (1)RelationshipsNonchrtblEOInd

Relationship Schedule Detail RelationshipScheduleDetail

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1SAVE OUR HERITAGE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Organization TypePRIV. OPERATING FDNOrganizationTypeDesc
Relationship DescriptionCOMMON CONTROLRelationshipDescriptionTxt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryKLR & CO LTD.CategoryTxt
Amt$8,508Amt
Net Investment Income$4,254NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,254DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTATE STREET #1979StockNm
EOY Book Value$15,730,733EOYBookValueAmt
EOYFMV$19,613,024EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
SCS OPPORTUNITIES FUND LTDFMV$3,144,079$3,144,079
SCS PRIVATE EQUITY FUND III LLCAT COST$6,246,804$8,468,927
SCS PRIVATE EQUITY IV (CAYMAN) LPFMV$369,582$369,582
SCS MULTI-SECTOR CREDIT OFFSHOREFMV$2,007,430$2,007,430
SCS SPECIAL SITUATIONS FUNDFMV$1,686,215$1,686,215

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MA PC FILING FEE$250$0$250
NONDEDUCTIBLE EXPENSES$127$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescSCS PRIVATE EQUITY FUND III LLCDesc
Revenue And Expenses Per Books$39,208RevenueAndExpensesPerBooksAmt
Net Investment Income$39,208NetInvestmentIncomeAmt
Adjusted Net Income$39,208AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE STREET INVESTMENT FEES$130,872$130,872$0
SCS PRIVATE EQUITY FUND III LLC$207,689$207,689$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$10,179Amt
Net Investment Income$10,179NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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