ARZAK FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ARZAK FOUNDATION (EIN 87-0760799)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-09
- IRS object ID
- 201721299349101442
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-09T14:46:07-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042233412 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROPES & GRAY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 BOYLSTON ST | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021993600 | 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 | 870760799 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ARZAK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARZA | BusinessNameControlTxt |
| Phone | 6179517077 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ROPES GRAY LLP 800 BOYLSTON ST | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021993600 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | L DENNIS SHAPIRO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172776886 | PhoneNum |
| Signature | 2017-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANN M ROCCO | PreparerPersonNm |
| PTIN | P00745014 | PTIN |
| Phone | 6179517000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.111.57.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-08 | IPDt |
| IP Tm | 16:36:02 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AB3085865428106FD7526FB2B4BF19ED6F1FE8C5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AB3085865428106FD7526FB2B4BF19ED6F1FE8C5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,448,767 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,530 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $54 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $54 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $113,366 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $113,366 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $120,950 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $113,420 | 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 | $10,564 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,282 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,282 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $70 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $70 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,634 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,282 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,352 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $410,247 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $410,247 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $420,881 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,282 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $415,599 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$299,931 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $108,138 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $100,818 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $92,594 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $92,594 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $52,418 | CorporateStockBOYAmt |
| Corporate Stock EOY | $52,418 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $77,620 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $7,018,944 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,727,987 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,278,553 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,172,180 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,872,999 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,448,767 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $7,172,180 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,872,999 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,172,180 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,872,999 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,172,180 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,872,999 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,172,180 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$299,931 | ExcessRevenueOverExpensesAmt |
| Other Increases | $750 | OtherIncreasesAmt |
| Subtotal | $6,872,999 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,872,999 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $481,165 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,341,528 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057683 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $463,597 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,536,230 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054309 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $502,509 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,308,068 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060484 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $549,122 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,405,484 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065329 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $387,385 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,869,591 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043676 | DistributionYr5Rt |
| Total Distribution | 0.281481 | TotalDistributionRt |
| Average Distribution | 0.056296 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,180,645 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $460,538 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,081 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $461,619 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $415,599 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,163 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,163 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,163 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,799 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,799 | TotalPaymentsAndCreditsAmt |
| Overpayment | $636 | OverpaymentAmt |
| Applied To ES Tax | $636 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | L DENNIS SHAPIRO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172776886 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 ESSEX ROAD | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024671317 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| L DENNIS SHAPIRO | ||||||||
| 24 ESSEX ROAD | CHESTNUT HILL | MA | 02467 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SUSAN R SHAPIRO | ||||||||
| 24 ESSEX ROAD | CHESTNUT HILL | MA | 02467 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ARZAK FOUNDATION IS A PRIVATE FOUNDATION WHICH DISTRIBUTES INVESTMENT INCOME TO CHARITABLE ORGANIZATIONS QUALIFYING UNDER IRC SEC 501(C)(3). | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,258,143 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $47,080 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,305,223 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,305,223 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $124,578 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,180,645 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $409,032 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $409,032 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,163 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,163 | TotalTaxAmt |
| Distributable Before Adj | $406,869 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $750 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $407,619 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $407,619 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $415,599 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $415,599 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $415,599 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $407,619 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $32,772 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $38,265 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $65,859 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $136,896 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $415,599 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $407,619 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,980 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $144,876 | 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 | $144,876 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $32,772 | ExcessFromYear3Amt |
| Excess From Year2 | $38,265 | ExcessFromYear2Amt |
| Excess From Year1 | $65,859 | ExcessFromYear1Amt |
| Excess From Current Year | $7,980 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | L DENNIS SHAPIRO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMSAT | |||||||
| 10605 CONCORD ST 304 | KENSINGTON | MD | 208952526 | NONE | PUBLIC CHARITY | EDUCATION | $500 |
| ACLU | |||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | EDUCATION | $500 |
| ALAMEDA COUNTY COMM FOOD BANK | |||||||
| P O BOX 2599 | OAKLAND | CA | 94614 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $2,000 |
| AMERICAN JEWISH WORLD SERVICE | |||||||
| 45 WEST 36TH ST | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $3,000 |
| AMERICAN RED CROSS | |||||||
| P O BOX 37839 | BOONE | IA | 500370839 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $500 |
| MASS GENERAL HOSPITAL STOECKLE CENTER | |||||||
| 125 NASHUA ST SUITE 540 | BOSTON | MA | 021141101 | NONE | PUBLIC CHARITY | HEALTH SERVICES | $5,000 |
| BABY BUGGY ORGANIZATION | |||||||
| 306 W 37TH STREET 8TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $2,215 |
| BAY AREA OUTREACH & REC | |||||||
| 3075 ADELINE STREET SUITE 200 | BERKELEY | CA | 947032578 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $100 |
| WGBH | |||||||
| ONE GUEST ST | BOSTON | MA | 02135 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,000 |
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | HEALTH SERVICES | $1,000 |
| BOSTON ATHENAEUM | |||||||
| 105 BEACON STREET | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,506 |
| HIAS | |||||||
| 1300 SPRING STREET | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $200 |
| BOSTON LYRIC OPERA | |||||||
| 45 FRANKLIN ST | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | CULTURAL | $25,000 |
| CAMERA | |||||||
| PO BOX 34040 | BOSTON | MA | 02135 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,000 |
| COMBINED JEWISH PHILANTHROPIES | |||||||
| 126 HIGH ST | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $35,000 |
| SKY'S THE LIMIT OBSERVATORY AND NATURE CENTER | |||||||
| PO BOX 25 | TWENTYNINE PALMS | CA | 92277 | NONE | PUBLIC CHARITY | EDUCATIONAL | $500 |
| MUSEUM OF FINE ARTS | |||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | CULTURAL | $3,500 |
| ARRL FOUNDATION | |||||||
| 225 MAIN STREET | NEWINGTON | CT | 06111 | NONE | PUBLIC CHARITY | EDUCATIONAL | $1,000 |
| DISABILITY RIGHTS EDUCATION AND DEFENSE FUND | |||||||
| 3075 ADELINE STREET SUITE 200 | BERKELEY | CA | 94703 | NONE | PUBLIC CHARITY | EDUCATIONAL | $200 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVENUE | NEW YORK | NY | 100015004 | NONE | PUBLIC CHARITY | HEALTH SERVICES | $500 |
| LUMINARIO BALLET | |||||||
| P O BOX 252122 | LOS ANGELES | CA | 90025 | NONE | PUBLIC CHARITY | CULTURAL | $500 |
| FACING HISTORY AND OURSELVES | |||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 |
| GLOBAL FUND FOR WOMEN | |||||||
| 222 SUTTER ST STE 500 | SAN FRANCISCO | CA | 94108 | NONE | PUBLIC CHARITY | EDUCATION | $500 |
| HAGAR NEW ISRAEL FUND | |||||||
| 6 EAST 39TH ST SUITE 301 | NEW YORK | NY | 100160112 | NONE | PUBLIC CHARITY | EDUCATION | $200 |
| HAND IN HAND PARENTING | |||||||
| 555 WAVERLY STREET | PALO ALTO | CA | 94301 | NONE | PUBLIC CHARITY | EDUCATION | $200 |
| HARVARD LAW SCHOOL | |||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | EDUCATION | $500 |
| LINDA LORING NATURE FOUNDATION | |||||||
| 110 EEL POINT ROAD | NANTUCKET | MA | 02554 | NONE | PRIVATE OPERATING FO | EDUCATION | $500 |
| HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 200242126 | NONE | PUBLIC CHARITY | EDUCATION | $14,997 |
| HUC-JIR IJSO | |||||||
| 1 WEST 4TH ST | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | EDUCATION | $100 |
| HUNTINGTON LIBRARY | |||||||
| 1151 OXFORD RD | SAN MARINO | CA | 91108 | NONE | PUBLIC CHARITY | EDUCATION | $15,000 |
| LA COUNTY MUSEUM OF ART | |||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHARITY | CULTURAL | $1,605 |
| IEEE | |||||||
| 445 HOES LANE | PISCATAWAY | NJ | 08854 | NONE | PUBLIC CHARITY | EDUCATION | $2,500 |
| INDIAN LAW RESOURCE CENTER | |||||||
| 602 NORTH EWING ST | HELENA | MT | 59601 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $2,000 |
| JEWISH COMM FED GREAT | |||||||
| 121 STEUART ST | SAN FRANCISCO | CA | 94105 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $2,000 |
| JEWISH COMMUNITY HOUSING FOR THE ELDERLY | |||||||
| 30 WALLINGFORD RD | BRIGHTON | MA | 02135 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $720 |
| JEWISH FAMILY AND CHILDREN'S SERVICES | |||||||
| 1430 MAIN ST | SAN FRANCISCO | CA | 94134 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $2,000 |
| JEWISH FEDERATION OF GREATER LOS ANGELES | |||||||
| 6505 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $12,200 |
| KENYON COLLEGE | |||||||
| COLLEGE RELATIONS CENTER | GAMBIER | OH | 43022 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 |
| KQED | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | NONE | PUBLIC CHARITY | CULTURAL | $100 |
| LIBRARY OF CONGRESS | |||||||
| 101 INDEPENDENCE AVE SE | WASHINGTON | DC | 20540 | NONE | PUBLIC CHARITY | EDUCATION | $30,000 |
| LOS ANGELES OPERA | |||||||
| FIRESTONE PARK | LOS ANGELES | CA | 90001 | NONE | PUBLIC CHARITY | CULTURAL | $50,000 |
| MARIA MITCHELL ASSOCIATION | |||||||
| 4 VESTAL ST | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | EDUCATION | $550 |
| MASSACHUSETTS EYE AND EAR INFIRMARY | |||||||
| 243 CHARLES ST | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | HEALTH SERVICES | $2,500 |
| MASSACHUSETTS HISTORICAL SOCIETY | |||||||
| 1154 BOYLSTON ST | BOSTON | MA | 022153695 | NONE | PUBLIC CHARITY | EDUCATION | $42,506 |
| MISSSEY INC | |||||||
| 436 14TH ST STE 150 | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $200 |
| NANTUCKET YACHT CLUB FOUNDATION | |||||||
| 1 SOUTH BEACH STREET | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | EDUCATION | $250 |
| MIT ALUMNI FUND | |||||||
| 600 MEMORIAL DRIVE | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | EDUCATION | $26,006 |
| MUSEUM OF WORLD WAR II | |||||||
| 8 MERCER ROAD | NATICK | MA | 01760 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 |
| NANTUCKET ATHENEUM | |||||||
| 1 INDIA ST | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | EDUCATION | $1,075 |
| NANTUCKET COMMUNITY SAILING | |||||||
| 4 BATHING BEACH RD | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | EDUCATIONAL | $500 |
| NANTUCKET CONSERVATION FOUNDATION | |||||||
| 118 CLIFF RD | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | EDUCATIONAL | $35,000 |
| NANTUCKET COTTAGE HOSPITAL | |||||||
| 57 PROSPECT ST | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | MEDICAL SERVICES | $30,651 |
| NANTUCKET COMMUNITY MUSIC | |||||||
| 56 CENTRE ST | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | EDUCATIONAL | $550 |
| NANTUCKET HISTORICAL ASSOCIATION | |||||||
| P O BOX 1016 | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | EDUCATION | $9,455 |
| NEW ISRAEL FUND | |||||||
| 1101 14TH ST NW | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | EDUCATION | $2,000 |
| PBS-SOCAL | |||||||
| 3080 BRISTOL ST 100 | COSTA MESA | CA | 92626 | NONE | PUBLIC CHARITY | EDUCATION | $1,206 |
| PLANNED PARENTHOOD | |||||||
| 434 W 33RD ST | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $500 |
| TEMPLE ISRAEL | |||||||
| 477 LONGWOOD AVE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | RELIGIOUS | $9,325 |
| SHIRAT HAYAM CONGREGATION | |||||||
| 84 SKYLINE DR | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | RELIGIOUS | $1,800 |
| SKIRBALL CULTURAL CENTER | |||||||
| 2701 N SEPULVEDA BLVD | LOS ANGELES | CA | 90049 | NONE | PUBLIC CHARITY | EDUCATION | $1,375 |
| SOUTHERN POVERTY LAW | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $500 |
| STAND WITH US | |||||||
| P O BOX 341069 | LOS ANGELES | CA | 00000 | NONE | PUBLIC CHARITY | SOCIAL SERVICE | $500 |
| TEMPLE AKIBA | |||||||
| 5249 SEPULVEDA BLVD | CULVER CITY | CA | 90230 | NONE | PUBLIC CHARITY | RELIGIOUS | $8,980 |
| TEMPLE ISRAEL OF HOLLYWOOD | |||||||
| 7300 HOLLYWOOD BOULEVARD | LOS ANGELES | CA | 90046 | NONE | PUBLIC CHARITY | RELIGIOUS | $9,700 |
| DANA FARBER CANCER INSTITUTE | |||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 024457226 | NONE | PUBLIC CHARITY | HEALTH SERVICESHEALTH SERVICES | $100 |
| TRUSTEES OF RESERVATIONS | |||||||
| 200 HIGH STREET | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | CONSERVATION | $1,000 |
| NANTUCKET MUSIC CENTER | |||||||
| 56 CENTRE ST | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | EDUCATIONAL | $250 |
| THE MANUSCRIPT SOCIETY | |||||||
| 14003 RAMPART COURT | BATON ROUGE | LA | 70810 | NONE | PUBLIC CHARITY | EDUCATIONAL | $925 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $410,247 | 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 | $54 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $113,366 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $113,420 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $113,420 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ALISON SHAPIRO | ||||||
| 1 | C/O ROPES GRAY LLP 800 BOYLSTON ST | BOSTON | MA | 02199 | $4,000 | Yes (X) |
| RACHEL T SHAPIRO | ||||||
| 2 | C/O ROPES GRAY LLP 800 BOYLSTON ST | BOSTON | MA | 02199 | $3,530 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,564 | Amt |
| Net Investment Income | $5,282 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,282 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | DUKE ENERGY | StockNm |
| EOY Book Value | $52,418 | EOYBookValueAmt |
| EOYFMV | $77,620 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY INSTITUTIONAL MMKT PORT CL I | AT COST | $3,411,018 | $3,411,018 |
| VANGUARD 500 INDEX FD INVESTOR SHS | AT COST | $3,316,969 | $4,867,535 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF PRIOR YEAR DISTRIBUTION- | Desc |
| Amt | $750 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COMM OF MASS-FILING FEE | CategoryTxt |
| Amt | $70 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $70 | DisbursementsCharitablePrpsAmt |
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