NEIL AND ANNA RASMUSSEN FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- NEIL AND ANNA RASMUSSEN FOUNDATION (EIN 04-6771880)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-07
- IRS object ID
- 201703119349100320
- Schema version
- 2016v3.0
- 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 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 | 2017-11-07T09:55:28-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID DESMARAIS | PreparerPersonNm |
| PTIN | P00435727 | PTIN |
| Phone | 6172368098 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.117.160.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-10-30 | IPDt |
| IP Tm | 14:38:32 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E86ADC468FA4846FFD5E12A77470A8BA2D7DD7ED | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $51,340,356 | 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 |
| Dividends Rev And Expnss | $626,172 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $626,172 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$107,811 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,688,752 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $162 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $162 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $518,523 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $626,334 | 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 | $13,019 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,509 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,510 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $337,300 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $337,300 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $4,971 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4,971 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,967 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,967 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $784 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $368,041 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $360,747 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,760 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,483,873 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,483,873 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,851,914 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $360,747 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,490,633 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,333,391 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $265,587 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,302,818 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $989,518 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $989,518 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $33,947,181 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,399,574 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $38,827,787 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $9,054,219 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,581,735 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,523,051 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $45,304,218 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,970,827 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $51,340,356 | 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 | $44,066,718 | RetainedEarningBOYAmt |
| Retained Earning EOY | $35,733,327 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $45,304,218 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $36,970,827 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $45,304,218 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,970,827 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $45,304,218 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,333,391 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $36,970,827 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $36,970,827 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| SCS OPPORTUNITIES FUND, LTD. (MARK TO MARKET) | P | 2016-12-31 | $88,251 | $88,251 | $88,251 | |
| STATE STREET #1979 | P | 2016-12-31 | $13,377,920 | -$418,643 | -$418,643 | $13,796,563 |
| SCS PRIVATE EQUITY FUND III LLC | P | 2016-12-31 | $83,995 | $83,995 | $83,995 | |
| CAPITAL GAINS DIVIDENDS | P | $138,586 | $138,586 | $138,586 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$107,811 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,362,915 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $48,110,513 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049114 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,130,466 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $49,540,067 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043005 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,914,355 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $41,449,181 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046186 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,657,145 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $39,658,300 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041786 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,291,845 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $41,251,121 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055558 | DistributionYr5Rt |
| Total Distribution | 0.235649 | TotalDistributionRt |
| Average Distribution | 0.047130 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $50,947,137 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,401,139 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,656 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,403,795 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,490,633 | 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 | $2,656 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,656 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,656 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $86,518 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $86,518 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $83,862 | OverpaymentAmt |
| Applied To ES Tax | $83,862 | 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 |
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 | $50,209,020 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,513,962 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $51,722,982 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $51,722,982 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $775,845 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $50,947,137 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,547,357 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,547,357 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,656 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,656 | TotalTaxAmt |
| Distributable Before Adj | $2,544,701 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,544,701 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,544,701 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,490,633 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,490,633 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,656 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,487,977 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,544,701 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,130,124 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,490,633 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,130,124 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,544,701 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,815,808 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,815,808 | 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 | $3,815,808 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $3,815,808 | 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 (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY OF PERFORMING ARTS | |||||||
| PO BOX 1843 | ORLEANS | MA | 02653 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $2,500 |
| AMERICAN CHESTNUT FOUNDATION | |||||||
| 469 MAIN STREET SUITE 1 PO BOX 4044 | BENNINGTON | VT | 05201 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 |
| CHILDREN'S HOSPITAL TRUST | |||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $300,000 |
| CONCORD ACADEMY | |||||||
| 166 MAIN ST | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $1,065,000 |
| CONCORD FREE PUBLIC LIBRARY | |||||||
| 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 | $500,000 |
| CRON'S & COLITIS FOUNDATION OF AMERICA | |||||||
| 386 PARK AVE SOUTH 17TH FL | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $10,000 |
| EMERSON HEALTH CARE FOUNDATION | |||||||
| 133 OLD ROAD | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $113,325 |
| EVERYTOWN FOR GUN SAFETY | |||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $10,000 |
| FAME | |||||||
| 9701 APOLLO DRIVE STE 221 | LARGO | MD | 20774 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $2,500 |
| FIRST PARISH OF CONCORD | |||||||
| 20 LEXINGTON RD | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 |
| FRIENDS FOR TOMORROW | |||||||
| 131 WESTON ROAD | 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 2711 | PLAINFIELD | NJ | 07062 | 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 | $181,600 |
| 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 | $300,000 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $200,000 |
| MASSACHUSETTS HISTORICAL SOCIETY | |||||||
| 1154 BOYLSTON STREET | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 |
| MICROBIOME HEALTH RESEARCH INSTITUTE | |||||||
| 406 WOBURN ST | WILMINGTON | MA | 01887 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000,000 |
| MIT | |||||||
| 600 MEMORIAL DRIVE | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | |||||||
| 1785 MASS AVE NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $20,000 |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 WEST 20TH ST | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $10,000 |
| NORTH BENNET STREET SCHOOL | |||||||
| 39 NORTH BENNET STREET | BOSTON | MA | 02113 | 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 801 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 |
| RESTORE THE NORTH WOODS | |||||||
| PO BOX 1099 | CONCORD | MA | 01742 | 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 | |||||||
| 57 MAIN STREET | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $58,000 |
| SCHOLARS STRATEGY NETWORK | |||||||
| PO BOX 380755 | CAMBRIDGE | MA | 02238 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $20,000 |
| SUDBURY VALLEY TRUSTEES | |||||||
| 18 WOLBACH ROAD | SUDBURY | MA | 01776 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $31,650 |
| THE FOOD PROJECT | |||||||
| 555 DUDLEY STREET | DORCHESTER | MA | 02125 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $2,500 |
| THOREAU FARM TRUST | |||||||
| PO BOX 454 | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 |
| THOREAU SOCIETY | |||||||
| 915 WALDEN STREET | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 |
| TOWN OF CONCORD | |||||||
| 22 MONUMENT SQUARE | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 |
| TRUSTEES OF RESERVATIONS | |||||||
| 464 ABBOTT AVE | LEOMINSTER | MA | 01453 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 |
| WALDEN WOODS PROJECT | |||||||
| 44 BAKER FARM | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $100,000 |
| 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 | $6,298 |
| WESLEYAN UNIVERSITY | |||||||
| 45 WYLLYS AVENUE | MIDDLETOWN | CT | 06459 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $150,000 |
| WGBH | |||||||
| PO BOX 200 | BOSTON | MA | 02134 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $205,000 |
| WOMEN MAKE MOVIES | |||||||
| 115 W 29TH STREET STE 1200 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,483,873 | 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 | $626,172 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $162 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$107,811 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $518,523 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $518,523 | 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 | KLR & CO LTD. | CategoryTxt |
| Amt | $13,019 | Amt |
| Net Investment Income | $6,509 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,510 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STATE STREET #1979 | $25,399,574 | $38,827,787 |
| MERRILL LYNCH #4K69 | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SCS OPPORTUNITIES FUND LTD | FMV | $6,477,637 | $6,477,637 |
| SCS PRIVATE EQUITY FUND III LLC | AT COST | $4,104,098 | $5,045,414 |
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 |
| NON-DEDUCTIBLE EXP | $534 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SCS PRIVATE EQUITY FUND III LLC | Desc |
| Revenue And Expenses Per Books | $162 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $162 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $162 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MERRILL LYNCH INVESTMENT FEES | $145 | $145 | $0 |
| STATE STREET INVESTMENT FEES | $150,302 | $150,302 | $0 |
| SCS PRIVATE EQUITY FUND III LLC | $186,853 | $186,853 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $11,967 | Amt |
| Net Investment Income | $11,967 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments