CUMMINGS FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CUMMINGS FOUNDATION INC (EIN 04-3073023)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-16
- IRS object ID
- 201643219349100209
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-16T15:25:44-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 CLARENDON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021165072 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043073023 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cummings Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WILLIAM F GRANT | InCareOfNm |
| Business Name Control | CUMM | BusinessNameControlTxt |
| Phone | 7819358000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 West Cummings Park | AddressLine1Txt |
| City | Woburn | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL B SWETS | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2016-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeanne Schuster | PreparerPersonNm |
| PTIN | P00743154 | PTIN |
| Phone | 6172662000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $1,174,608,474 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $111,800 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $327 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $327 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $327 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $11,409,800 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,402,800 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $11,409,800 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $113,350 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $113,350 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $113,350 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $86,672 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,064,019 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $105,887,022 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,064,019 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $141,563,001 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $60,433,593 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $142,259,015 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $154,262,297 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $73,014,089 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $153,782,492 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $371,479 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $371,479 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $37,874,510 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $37,802,501 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $819,213 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $804,092 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $7,426 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,238 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,334,949 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $357,949 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $276,794 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $276,794 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $3,464,603 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $3,492,479 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40,828,765 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,234,689 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $6,270 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $36,501,112 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $85,977,739 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,592,638 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $283,064 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $78,977,901 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $301,008 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $301,008 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $86,278,747 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,592,638 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $283,064 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $79,278,909 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $67,983,550 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $68,421,451 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $153,499,428 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $49,534 | CashBOYAmt |
| Cash EOY | $235,032 | CashEOYAmt |
| Cash EOYFMV | $235,032 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $23,374,711 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,114,549 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,114,549 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $6,570,734 | AcctRcvblAmt |
| Acct Rcvbl BOY | $8,311,661 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $6,570,734 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $6,570,734 | AcctRcvblEOYFMVAmt |
| Inventories BOY | $30,261 | InventoriesBOYAmt |
| Inventories EOY | $30,622 | InventoriesEOYAmt |
| Inventories EOYFMV | $30,622 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $129,435 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $148,391 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $148,391 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $383,185,631 | CorporateStockBOYAmt |
| Corporate Stock EOY | $388,744,532 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $534,211,413 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $539,951,166 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $603,563,060 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $614,517,018 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $11,543,695 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,768,677 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,952,069 | LandBOYAmt |
| Land EOY | $4,775,018 | LandEOYAmt |
| Land EOYFMV | $4,775,018 | LandEOYFMVAmt |
| Other Assets EOY | $5,697 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,697 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $958,984,468 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,018,187,635 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,174,608,474 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $943,772 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,173,230 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $26,046,766 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $24,424,546 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $26,990,538 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,597,776 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $931,993,930 | UnrestrictedBOYAmt |
| Unrestricted EOY | $992,589,859 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $931,993,930 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $992,589,859 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $958,984,468 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,018,187,635 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $931,993,930 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $67,983,550 | ExcessRevenueOverExpensesAmt |
| Other Increases | $22,275,130 | OtherIncreasesAmt |
| Subtotal | $1,022,252,610 | SubtotalAmt |
| Other Decreases | $29,662,751 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $992,589,859 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - SHORT TERM | P | $22,098,655 | $24,059,669 | -$1,961,014 | -$1,961,014 | ||
| PUBLICLY TRADED SECURITIES - LONG TERM | P | $80,928,271 | $77,584,910 | $3,343,361 | $3,343,361 | ||
| OTHER ASSETS | P | $97,754 | $97,754 | $97,754 | |||
| ALTERNATIVE INVESTMENTS - SHORT TERM | P | $877,399 | -$877,399 | -$877,399 | |||
| ALTERNATIVE INVESTMENTS - LONG TERM | P | $2,712,342 | $2,251,875 | $460,467 | $460,467 | ||
| BK HAPOALIM B M C 4.00% | D | $50,000 | $49,150 | $850 | $850 | 2010-12-02 | 2015-12-23 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,064,019 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,838,413 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $77,932,860 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,057,622,938 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.073687 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $71,442,133 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $961,476,542 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.074305 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $69,054,472 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $891,631,115 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.077447 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $65,050,847 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $830,930,160 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.078287 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $62,694,136 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $735,114,956 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.085285 | DistributionYr5Rt |
| Total Distribution | 0.389011 | TotalDistributionRt |
| Average Distribution | 0.077802 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,135,271,273 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $88,326,376 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $684,215 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $89,010,591 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $80,378,653 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,368,429 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,368,429 | SubtotalAmt |
| Tax Based On Investment Income | $1,368,429 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,115,923 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,115,923 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $747,494 | OverpaymentAmt |
| Applied To ES Tax | $747,494 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | http://www.cummingsfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM F GRANT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7819358000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WEST CUMMINGS PARK | AddressLine1Txt |
| City | WOBURN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | Yes (true) | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 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 |
|---|---|---|---|---|---|---|---|---|
| Joyce M Cummings | ||||||||
| 200 West Cummings Park | Woburn | MA | 01801 | TRUSTEE & TREASURER | 1.0 | $0 | $0 | $0 |
| Patricia A Cummings PSY D | ||||||||
| 200 West Cummings Park | Woburn | MA | 01801 | TRUSTEE & Vice President | 1.0 | $0 | $0 | $0 |
| William S Cummings | ||||||||
| 200 West Cummings Park | Woburn | MA | 01801 | TRUSTEE & PRESIDENT | 50.0 | $0 | $0 | $0 |
| Robert O'Connor | ||||||||
| 200 West Cummings Park | Woburn | MA | 01801 | EXEC DIR NHM | 50.0 | $134,700 | $6,576 | $26,400 |
| Joseph Abate MD | ||||||||
| 200 West Cummings Park | Woburn | MA | 01801 | Trustee | 1.0 | $0 | $0 | $0 |
| Anthony P Monaco MD PHD | ||||||||
| Tufts University | Medford | MA | 02155 | Trustee | 1.0 | $0 | $0 | $0 |
| HON Margot Botsford | ||||||||
| supreme judicial court | boston | MA | 02108 | Trustee | 1.0 | $0 | $0 | $0 |
| Paul C Casey | ||||||||
| 200 West Cummings Park | Woburn | MA | 01801 | Trustee | 1.0 | $0 | $0 | $0 |
| Carol A Donovan | ||||||||
| 200 West Cummings Park | Woburn | MA | 01801 | Trustee | 1.0 | $0 | $0 | $0 |
| DEBORAH T KOCHEVAR DVM PHD | ||||||||
| cummings school of veterinary | north grafton | MA | 01536 | Trustee | 1.0 | $0 | $0 | $0 |
| Jason Z Morris PhD | ||||||||
| fordham university | bronx | NY | 10458 | Trustee | 1.0 | $0 | $0 | $0 |
| Marilyn Cummings Morris MD MPH | ||||||||
| Childrens Hospital | New York | NY | 10001 | Trustee | 1.0 | $0 | $0 | $0 |
| Richard C Ockerbloom | ||||||||
| 200 West Cummings Park | Woburn | MA | 01801 | Trustee | 1.0 | $0 | $0 | $0 |
| Joel B Swets | ||||||||
| 200 West Cummings Park | Woburn | MA | 01801 | EXEC DIR, CUMMINGS FND | 50.0 | $122,394 | $10,206 | $0 |
| Christine Coakley | ||||||||
| 21 Warren Avenue | Woburn | MA | 01801 | Exec DiRECTOR, NHC | 50.0 | $114,385 | $20,018 | $0 |
| Arlan F Fuller MD | ||||||||
| 200 West Cummings Park | Woburn | MA | 01801 | Trustee | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MARK LYNCH | ||||||||
| 200 WEST CUMMINGS PARK | WOBURN | MA | 01801 | CARPENTER - LEAD | 50.0 | $150,157 | $17,594 | $0 |
| RICHARD CURTIN | ||||||||
| 200 WEST CUMMINGS PARK | WOBURN | MA | 01801 | ASSOC DIVISION MGR | 50.0 | $124,914 | $16,842 | $0 |
| MICHAEL DONAGHEY | ||||||||
| 200 WEST CUMMINGS PARK | WOBURN | MA | 01801 | ELECTRICAL TL | 50.0 | $108,640 | $18,748 | $0 |
| MICHAEL DEPIERRO | ||||||||
| 200 WEST CUMMINGS PARK | WOBURN | MA | 01801 | CARPENTRY TL | 50.0 | $107,046 | $11,713 | $0 |
| MICHAEL CRAVEIRO | ||||||||
| 200 WEST CUMMINGS PARK | WOBURN | MA | 01801 | CARPENTRY TL | 50.0 | $100,814 | $15,529 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COMMONFUND | |||||
| 15 OLD DANBURY ROAD | WILTON | CT | 068970812 | INVESTMENT SVCS | $2,111,919 |
| VNA CARE ADVANTAGE INC | |||||
| 120 THOMAS STREET | WORCESTER | MA | 01608 | ASSISTED LIVING SVCS | $1,541,865 |
| MERRILL LYNCH TRUST CO | |||||
| ONE FEDERAL STREET | BOSTON | MA | 02134 | INVESTMENT SVCS | $1,274,996 |
| WINCHESTER HEALTHCARE ENTERPRISES INC | |||||
| PO BOX 5-0803 | WOBURN | MA | 01801 | ASSISTED LIVING SVCS | $649,697 |
| KKR SPECIAL SITUATIONS | |||||
| 555 CALIFORNIA STREET | SAN FRANCISCO | CA | 94104 | INVESTMENT SVCS | $418,296 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE GENERAL EXPLANATION ATTACHMENT - NEW HORIZONS AT CHOATE | Description1Txt |
| Expenses1 | $3,556,563 | Expenses1Amt |
| Description2 | SEE GENERAL EXPLANATION ATTACHMENT - NEW HORIZONS AT MARLBOROUGH | Description2Txt |
| Expenses2 | $8,760,388 | Expenses2Amt |
| Description3 | SEE GENERAL EXPLANATION ATTACHMENT - CUMMINGS SCHOOL OF VETERINARY MEDICINE | Description3Txt |
| Expenses3 | $66,660,451 | Expenses3Amt |
| Description4 | SEE GENERAL EXPLANATION ATTACHMENT - CUMMINGS INSTITUTE FOR WORLD JUSTICE, LLC | Description4Txt |
| Expenses4 | $500 | Expenses4Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $797,991,700 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $98,050 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $354,469,918 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,152,559,668 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,152,559,668 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,288,395 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,135,271,273 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,763,564 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $79,278,909 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,099,744 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $80,378,653 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $80,378,653 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1990-04-27 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $56,763,564 | CurrentYearAmt |
| Year1 | $52,881,147 | Year1Amt |
| Year2 | $48,073,827 | Year2Amt |
| Year3 | $44,581,556 | Year3Amt |
| Total | $202,300,094 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $48,249,029 | CurrentYearAmt |
| Year1 | $44,948,975 | Year1Amt |
| Year2 | $40,862,753 | Year2Amt |
| Year3 | $37,894,323 | Year3Amt |
| Total | $171,955,080 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $80,378,653 | CurrentYearAmt |
| Year1 | $77,932,860 | Year1Amt |
| Year2 | $71,442,133 | Year2Amt |
| Year3 | $69,054,472 | Year3Amt |
| Total | $298,808,118 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $301,008 | CurrentYearAmt |
| Year1 | $1,586,126 | Year1Amt |
| Year2 | $769,155 | Year2Amt |
| Year3 | $186,737 | Year3Amt |
| Total | $2,843,026 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $80,077,645 | CurrentYearAmt |
| Year1 | $76,346,734 | Year1Amt |
| Year2 | $70,672,978 | Year2Amt |
| Year3 | $68,867,735 | Year3Amt |
| Total | $295,965,092 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Assets | TotalAssetsGrp |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $37,842,343 | CurrentYearAmt |
| Year1 | $35,254,098 | Year1Amt |
| Year2 | $32,049,218 | Year2Amt |
| Year3 | $29,721,037 | Year3Amt |
| Total | $134,866,696 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM S CUMMINGS PATRICIA A CU | ContributingManagerNm |
| Contributing Manager | JOYCE CUMMINGS AND JASON Z MORRIS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGAHOZO SHALOM | |||||||
| 498 SEVENTH AVE 15TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | At risk youth housing | $33,333 |
| AIDS ACTION COMMITTEE | |||||||
| 75 AMORY STREET | BOSTON | MA | 02119 | NONE | PC | Community Healthcare Program | $785 |
| AMERICAN FRIENDS OF | |||||||
| 25 WEST 45TH STREET SUITE 1405 | NEW YORK | NY | 10036 | NONE | PC | Educational Awareness | $25,000 |
| BOSTON CARDIAC FOUNDATION INC | |||||||
| 50 TREMONT STREET SUITE 104 | MELROSE | MA | 02176 | NONE | PC | Health Research and Programs | $33,334 |
| BOSTON CITY SINGERS | |||||||
| 17 WALDECK ST | DORCHESTER | MA | 02124 | NONE | PC | Cultural Arts Programming | $50 |
| CITY OF MARLBOROUGH | |||||||
| 140 MAIN STREET | MARLBOROUGH | MA | 017523898 | NONE | GOV | Educational Scholarships | $7,500 |
| CLARK UNIVERSITY | |||||||
| 950 MAIN STREET | WORCESTER | MA | 01610 | NONE | PC | Educational Scholarships | $25,000 |
| ENDICOTT COLLEGE | |||||||
| 376 HALE STREET | BEVERLY | MA | 01915 | NONE | PC | Educational Scholarships | $10,000 |
| EVENING OF GIVING | |||||||
| 69 TREMONT STREET | MARLBOROUGH | MA | 01752 | NONE | PC | Community Welfare Program | $900 |
| FRIENDS WINCHESTER PUBLIC LIBRARY | |||||||
| 80 WASHINGTON STREET | WINCHESTER | MA | 01890 | NONE | PC | Civic Programming | $1,000 |
| HARVARD UNIVERSITY - SRO | |||||||
| 1350 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02138 | NONE | PC | Educational Scholarships | $2,194 |
| HEIFER INTERNATIONAL | |||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | NONE | PC | Poverty Assistance Third World | $100 |
| JFS OF METROWEST | |||||||
| 475 FRANKLIN ST-STE 101 | FRAMINGHAM | MA | 01702 | NONE | PC | Community Outreach | $675 |
| KATHI GLAVIN HIGGINS SCHOLARSHIP | |||||||
| 32 STEWART ST | BILLERICA | MA | 01821 | NONE | PC | Educational Scholarships | $600 |
| LIFEBRIDGE (FORMERLY SALEM MISSION) | |||||||
| PO BOX 810 | SALEM | MA | 01970 | NONE | PC | Community Welfare Program | $50 |
| MARIA DROSTE QUINCY SERVICES | |||||||
| 1354 HANCOCK ST | QUINCY | MA | 02169 | NONE | PC | Mental Health Services | $2,500 |
| MARLBOROUGH HIGH SCHOOL | |||||||
| 431 BOLTON STREET | MARLBOROUGH | MA | 01751 | NONE | GOV | Educational Scholarships | $500 |
| MARLBOROUGH HOSPITAL | |||||||
| 157 UNION STREET | MARLBOROUGH | MA | 01752 | NONE | PC | Community Healthcare Program | $5,000 |
| MARTIN W RICHARD CHARITABLE FNDTN | |||||||
| ONE BOSTON PLACE ST 2600 | BOSTON | MA | 02108 | NONE | PC | Community Welfare Program | $500 |
| MASS GENERAL HOSPITAL | |||||||
| 165 CAMBRIDGE STREET SUITE 600 | BOSTON | MA | 02114 | NONE | PC | Community Welfare Program | $5,000 |
| MDA GOLF CLASSIC MARLBOROUGH | |||||||
| 33 LYMAN STREET 304B | WESTBOROUGH | MA | 01581 | NONE | PC | Health Research and Programs | $200 |
| MISHAWUM CHORAL SOCIETY | |||||||
| 74 PEARL STREET | WOBURN | MA | 01801 | NONE | PC | Cultural Arts Programming | $300 |
| MISSION OF DEEDS INC | |||||||
| 6 CHAPIN AVENUE | READING | MA | 01867 | NONE | PC | Community Welfare Program | $1,000 |
| MUSEUM OF FINE ARTS | |||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PC | Cultural Arts Programming | $2,500 |
| NATIONAL MS SOCIETY | |||||||
| 101A FIRST AVENUE SUITE 6 | WALTHAM | MA | 02451 | NONE | PC | Community Welfare Program | $50 |
| NESKAYA MOVEMENT ARTS CENTER | |||||||
| PO BOX 634 | FRANCONIA | NH | 03580 | NONE | PC | Cultural Arts Programming | $100 |
| NORTH SHORE UNITED WAY INC | |||||||
| 240 CABOT STREET | BEVERLY | MA | 01915 | NONE | PC | Community Welfare Program | $3,000 |
| PAN MASSACHUSETTS CHALLENGE | |||||||
| 77 FOURTH AVENUE | NEEDHAM | MA | 02494 | NONE | PC | Health Research and Programs | $300 |
| RENSSELAER POLYTECHNIC INSTITUTE | |||||||
| 110 8TH STREET | TROY | NY | 121812500 | NONE | PC | Educational Scholarships | $10,000 |
| SAVVY SENIOR SYMPOSIUM | |||||||
| 109 SKILLINGS ROAD | WINCHESTER | MA | 01890 | NONE | PC | Elder Services | $1,000 |
| SHARING A NEW SONG | |||||||
| 11 SUNNYSIDE AVE | SAUGUS | MA | 019062924 | NONE | PC | International Cultural Exchange | $317 |
| ST MATTHIAS PARISH | |||||||
| 409 HEMENWAY STREET | MARLBOROUGH | MA | 01752 | NONE | PC | Community Outreach | $1,500 |
| ST CHARLES BORROMEO PARISH | |||||||
| 280 MAIN STREET | WOBURN | MA | 01801 | NONE | PC | Community Welfare Program | $200 |
| SUPPORTIVE LIVING INC | |||||||
| 400 WEST CUMMINGS PARK SUITE 6100 | WOBURN | MA | 01801 | NONE | PC | Brain Injury Residence | $100,000 |
| THE MYSTIC CHORALE INC | |||||||
| 1337 MASS AVE BOX 161 | ARLINGTON | MA | 024764101 | NONE | PC | Cultural Arts Programming | $120 |
| THE SEAN C ELMORE MEMORIAL FUND | |||||||
| 10 SCHOOLHOUSE LANE | BILLERICA | MA | 01821 | NONE | PC | Community Outreach | $400 |
| UNITED TO END GENOCIDE | |||||||
| 1010 VERMONT AVE NW SUITE 1100 | WASHINGTON | DC | 20005 | NONE | PC | Community Awareness | $20,000 |
| UNIVERSITY OF MASSACHUSETTS-AMHERST | |||||||
| 215 WHITMORE BLDG BURSARS OFFICE | AMHERST | MA | 01003 | NONE | PC | Educational Scholarships | $1,000 |
| VNA OF MIDDLESEX EAST HOSPICE | |||||||
| 607 NORTH AVE SUITE 17 | WAKEFIELD | MA | 01880 | NONE | PC | Community Healthcare Program | $800 |
| WINCHESTER MEALS ON WHEELS | |||||||
| 104 SKILLINGS ROAD | WINCHESTER | MA | 01890 | NONE | PC | Community Welfare Program | $500 |
| WINCHESTER SCHOLARSHIP FOUNDATION | |||||||
| PO BOX 174 | WINCHESTER | MA | 01890 | NONE | PC | Educational Scholarships | $1,000 |
| WINCHESTER SPORTS FOUNDATION | |||||||
| PO BOX 493 | WINCHESTER | MA | 01890 | NONE | PC | Youth Extracurricular Activity | $1,000 |
| WOBURN DOLLARS FOR SCHOLARS | |||||||
| PO BOX 202 | WOBURN | MA | 01801 | NONE | PC | Educational Scholarships | $1,000 |
| WOBURN GIRL SCOUTS | |||||||
| 95 BERKELEY STREET | BOSTON | MA | 02116 | NONE | PC | Youth Extracurricular Activity | $250 |
| WOBURN MEMORIAL HIGH SCHOOL | |||||||
| 88 MONTVALE AVE | WOBURN | MA | 01801 | NONE | PC | Educational Programming | $350 |
| WOODS HOLE COMMUNITY ASSOCIATN INC | |||||||
| PO BOX 327 | WOODS HOLE | MA | 02543 | NONE | PC | Community Enrichment | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $301,008 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| SENIOR FACILITY REVENUE | $16,750,973 |
| HOME HEALTH CARE REVENUE | $2,310,352 |
| VET SCHOOL REVENUE | $62,730,152 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $327 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,409,800 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $86,672 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,433,593 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 17 | ExclusionCd |
| Exclusion | $1,064,019 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $33,945 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FLOW-THROUGH PARTNERSHIP LOSSES | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$696,014 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$696,014 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $73,028,356 | ExclusionAmt |
| Related Or Exempt Function Incm | $81,791,477 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $154,123,819 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | PART OF THE PRIMARY EXEMPT PURPOSE OF CUMMINGS FOUNDATION IS TO OPERATE TWO NOT-FOR PROFIT RESIDENTIAL INDEPENDENT AND ASSISTED LIVING FACILITIES FOR SENIORS. SENIOR FACILITY REVENUE IS INCOME FROM THE OPERATION OF SUCH FACILITIES. |
| 1B | PART OF THE PRIMARY EXEMPT PURPOSE OF CUMMINGS FOUNDATION IS TO PROVIDE HOME HEALTH CARE TO SENIORS. HOME HEALTH CARE REVENUE IS INCOME FROM THE PROVISION OF SUCH CARE TO SENIORS. |
| 1C | CUMMINGS FOUNDATION ENTERED INTO A LONG-TERM AGREEMENT WITH TUFTS UNIVERSITY IN 2004 TO OPERATE ITS VETERINARY SCHOOL THROUGH A SUBSIDIARY CALLED VETERINARY SCHOOL AT TUFTS, LLC. DURING THE TERM OF THE AGREEMENT, CUMMINGS FOUNDATION WILL CONTRIBUTE AT LEAST $50 MILLION TO SUPPORT THE RENAMED CUMMINGS SCHOOL OF VETERINARY MEDICINE. THE IRS ISSUED A PRIVATE LETTER RULING ON MAY 6, 2004, CONFIRMING THAT THE EXPENDITURES DIRECTED TO TUFTS UNIVERSITY AND THE EXPENSES CUMMINGS FOUNDATION INCURS IN OPERATING THE CUMMINGS SCHOOL CONSTITUTE QUALIFIED DISTRIBUTIONS DIRECTLY FOR THE ACTIVE CONDUCT OF CUMMINGS FOUNDATION'S EXEMPT PURPOSES. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | Yes (true) | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail (2 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| HEM REALTY INC | ||
| 1b(3) | $0 | SEE ATTACHED |
| NHC REALTY INC | ||
| 1b(3) | $0 | SEE ATTACHED |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail (2 entries)
| Organization TypeOrganizationTypeDesc | Relationship DescriptionRelationshipDescriptionTxt |
|---|---|
| HEM REALTY INC | |
| 501(C)(2) | A DIVISION OF CFI |
| NHC REALTY INC | |
| 501(C)(2) | A DIVISION OF CFI |
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 |
|---|---|---|---|---|---|---|
| William S Cummings | ||||||
| 1 | 200 West Cummings Park | Woburn | MA | 01801 | $100,000 | Yes (X) |
| Indian Circle of Caring | ||||||
| 2 | 220 Totten Pond Road | Waltham | MA | 02451 | $10,000 | Yes (X) |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| ATTACHMENT TO FORM 990-PF | ATTACHMENT TO FORM 990-PF | Part VII-A, Question 11; Part III, Line 5; and Part VII-B, Question 5c During 2015, Cummings Foundation, Inc. transferred $29,662,751 to OneWorld Boston, Inc. This transfer is a partial distribution pursuant to a larger plan to transfer substantial assets of Cummings Foundation under 507(b)(2) for the creation of an endowment in support of OneWorld Boston. Expenditure Responsibility Statement for the year 2015 Pursuant to IRC Regulation Sec. 53.4945-5(d)(2), Cummings Foundation, Inc. (Cummings Foundation) provides the following information: (i) Controlled Entity: OneWorld Boston, Inc. (OneWorld Boston) 200 West Cummings Park Woburn, MA 01801 (ii) Amount of Transfers: $18,662,751 FEBRUARY 6, 2015 $ 8,500,000 June 23, 2015 $ 2,500,000 november 2, 2015 ____________ $29,662,751 TOTAL IN 2015 (iii) Purpose of Transfers: Endowment in support of OneWorld Boston (EIN 80-0681389), a grant-making private foundation qualified under IRC sec. 501(c) (3), and a controlled entity of Cummings Foundation, within the meaning of IRC sec. 512(b)(13). (iv/vi) Reports: OneWorld Boston submitted a full and complete report of its expenditure of the 2015 year transfer on June 30, 2016. The report reflected that of the $29,662,751 received during the year, $11,708,339 was expended on grants to public charities, $100,500 was expended on estimated taxes on investment income (sec. 4940), $3,675 was expended on accounting services, $2,498 was expended on fees, and $17,847,739 was retained for addition to an endowment or the payment of future OneWorld Boston grants. (v) Diversions: To the knowledge of transferor, Cummings Foundation, no funds have been diverted to any activity other than the activity for which the transfer was originally made. (vii) Verification: Cummings Foundation has no reason to doubt the accuracy or reliability of the report from OneWorld Boston; therefore, no independent verification of the report was made. |
| SUMMARY OF DIRECT CHARITABLE ACTIVITIES | SUMMARY OF DIRECT CHARITABLE ACTIVITIES | FORM 990-PF, PART IX-A NEW HORIZONS AT CHOATE - $3,556,563. ESTABLISHED IN 1990 AND ACCOMMODATES 125 SENIORS. THE FACILITY IS LOCATED IN WOBURN, MA. FORMERLY THE CHOATE MEMORIAL HOSPITAL PROPERTY, THIS PROPERTY WAS CONVERTED TO A RETIREMENT COMMUNITY WHICH INCLUDES SUITES FOR INDEPENDENT LIVING AND ASSISTED LIVING UNITS. NEW HORIZONS AT MARLBOROUGH - $8,760,388. ESTABLISHED IN 1993 AND ACCOMMODATES APPROXIMATELY 500 RESIDENTS AT ITS MARLBOROUGH, MASSACHUSETTS CAMPUS. BOTH FACILITIES HAVE THE ABILITY TO ACCOMMODATE ACTIVE AND INDEPENDENT SENIORS, SENIORS REQUIRING ASSISTANCE WITH ACTIVITIES OF DAILY LIVING (ASSISTED LIVING RESIDENTS) AND SENIORS SUFFERING FROM ALZHEIMER'S DISEASE. CUMMINGS SCHOOL OF VETERINARY MEDICINE - $66,660,451. CUMMINGS FOUNDATION ENTERED INTO A LONG-TERM AGREEMENT WITH TUFTS UNIVERSITY in 2004 TO OPERATE ITS VETERINARY SCHOOL THROUGH A SUBSIDIARY CALLED VETERINARY SCHOOL AT TUFTS, LLC. DURING THE TERM OF AGREEMENT, CUMMINGS FOUNDATION WILL CONTRIBUTE AT LEAST $50 MILLION TO SUPPORT THE RENAMED CUMMINGS SCHOOL OF VETERINARY MEDICINE. THE IRS ISSUED A LETTER RULING ON MAY 6, 2004, CONFIRMING THAT THE EXPENDITURES DIRECTED TO TUFTS UNIVERSITY AND THE EXPENSES CUMMINGS FOUNDATION INCURS IN OPERATING THE CUMMINGS SCHOOL CONSTITUTE QUALIFIED DISTRIBUTIONS DIRECTLY FOR THE ACTIVE CONDUCT OF CUMMINGS FOUNDATION'S EXEMPT PURPOSES. Cummings INSTITUTE FOR WORLD JUSTICE, LLC ("CIWJ") (EIN 80-0690363) - $500. THE PRINCIPAL PURPOSE OF CIWJ IS TO PROMOTE MORE SERIOUS STUDY OF THE HOLOCAUST, GENOCIDES, AND INJUSTICES OF ALL KINDS IN A CORE GROUP OF NEW ENGLAND SCHOOLS. CIWJ WAS ESTABLISHED TO SERVE AS AN ACTIVE COORDINATING ORGANIZATiON THAT MAKES PROGRAMMING AVAILABLE TO PARTICIPATING SCHOOLS, AND ASSISTS EACH SUCH SCHOOL IN TAILORING A PROGRAM TO THAT SCHOOL'S PARTICULAR NEEDS. ORGANIZED AS A SINGLE-MEMBER LLC (AND DISREGARDED ENTITY OF CUMMINGS FOUNDATION, INC.) ON FEBRUARY 18, 2011, CIWJ paid state filing fees, BUT received NO REVENUE IN 2015. THE IRS ISSUED A DETERMINATION LETTER ON DECEMBER 9, 2011, CONFIRMING CIWJ WAS LIKELY TO QUALIFY AS A PRIVATE OPERATING FOUNDATION DESCRIBED IN SECTION 4942(J)(3) OF THE INTERNAL REVENUE CODE. |
| DESCRIPTION OF RENTAL OF FACILITIES | DESCRIPTION OF RENTAL OF FACILITIES | FORM 990-PF, PART XVII, LINE 1D REPORTING ORGANIZATION HAS A DIVISION CALLED NEW HORIZONS AT MARLBOROUGH, LLC (EIN: 75-3031923) ("NHM"). NHM IS LESSEE OF REAL PROPERTY FROM HEM REALTY, INC. (EIN: 30-0553220) ("HEM REALTY"), WHICH IT USES IN OPERATIONS. HEM REALTY IS A 501(C)(2) TITLE HOLDING COMPANY THAT IS RELATED TO REPORTING ORGANIZATION. BECAUSE HEM REALTY HOLDS TITLE FOR REPORTING ORGANIZATION, AND CONSISTENT WITH ITS PURPOSES WOULD TURN OVER ANY RENT IT COLLECTS TO REPORTING ORGANIZATION, HEM REALTY WAIVES PAYMENT OF RENT FROM REPORTING ORGANIZATION'S DIVISION, NHM. REPORTING ORGANIZATION HAS A DIVISION CALLED NEW HORIZONS AT CHOATE, LLC (EIN: 75-3031909) ("NHC"). NHC IS LESSEE OF REAL PROPERTY FROM NHC REALTY, INC. (EIN: 30-0553218) ("NHC REALTY"), WHICH IT USES IN OPERATIONS. NHC REALTY IS A 501 (C)(2) TITLE HOLDING COMPANY THAT IS RELATED TO REPORTING ORGANIZATION. BECAUSE NHC REALTY HOLDS TITLE FOR REPORTING ORGANIZATION, AND CONSISTENT WITH ITS PURPOSES WOULD TURN OVER ANY RENT IT COLLECTS TO REPORTING ORGANIZATION, NHC REALTY WAIVES PAYMENT OF RENT FROM REPORTING ORGANIZATION'S DIVISION, NHC. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (734 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 21VIANET GROUP INC | $0 | $0 |
| 3M COMPANY | $131,169 | $239,216 |
| ANSYS INC COM | $1,295,916 | $1,785,435 |
| ABB LTD SPON ADR | $0 | $0 |
| ABC-MART, INC. 2670 | $0 | $0 |
| ABERDEEN ASSET MGMT | $371,019 | $291,404 |
| ABERDEEN ASSET MGMT PLC- | $276,110 | $162,099 |
| ACADIA PHARMACUTICAL INC | $263,349 | $285,378 |
| ACTELION LTD-UNSP | $252,583 | $291,593 |
| ACUITY BRANDS INC | $472,495 | $1,294,317 |
| ADECOAGRO SA | $123,618 | $132,142 |
| ADIDAS AG SPONSORED ADR | $0 | $0 |
| ADVANCED SEMICOND SPNADR | $139,648 | $117,845 |
| AEGON N.V. NY REG SHS | $348,175 | $247,201 |
| AERIE PHARMACEUTICALS INC | $218,231 | $186,156 |
| AFFILIATED MANAGERS GRP | $889,173 | $818,131 |
| AFLAC INC COM | $4,294,845 | $5,990,000 |
| AGGREKO PLC. | $112,024 | $103,339 |
| AGRICULTURAL BANK OF CH- | $114,242 | $103,437 |
| AHUI CONCH CEMENT CO'H' | $8,707 | $6,405 |
| AIA GROUP LTD | $111,062 | $103,001 |
| AIR METHODS CRP COM$0.06 | $173,334 | $362,946 |
| AIRBUS GROUP | $0 | $0 |
| AIRGAS INC COM | $644,144 | $921,764 |
| ALLIANZ SE SPD ADR | $285,092 | $323,591 |
| ALPHABET INC SHS CL A | $2,435,200 | $8,068,742 |
| ALPHABET INC SHS CL C | $2,588,548 | $8,121,534 |
| AMADEUS IT HLDG SA SHS | $0 | $0 |
| AMADEUS IT HOLDING-UNSP | $132,703 | $217,675 |
| AMBEV SA SHS ADR | $216,402 | $139,964 |
| AMCOR LTD | $0 | $0 |
| AMCOR LTD AUS ADR NEW | $341,608 | $354,977 |
| AMEC FOSTER WHEELER PLC | $245,498 | $116,379 |
| AMERICA MOVIL SAB DE CV | $343,572 | $218,661 |
| AMG MANAGERS CADENCE MID | $1,370,005 | $1,470,765 |
| AMGEN INC COM PV $0.0001 | $103,112 | $290,571 |
| AMSURG CORP TENN COM | $186,519 | $303,696 |
| ANGLO AMERN PLC ADR | $0 | $0 |
| ANHEUSER-BUSCH INBEV ADR | $544,445 | $755,000 |
| ANHUI CONCH CEMENT CO'H' | $69,392 | $54,267 |
| ANHUI CONCH CEMENT-H-UNS | $545,812 | $387,293 |
| ANIXTER INTL INC | $406,093 | $251,404 |
| ANNALY CAPITAL MANAGEMT | $500,000 | $498,600 |
| AON PLC | $323,943 | $301,895 |
| APPLE INC | $4,760,753 | $9,609,606 |
| APPLIED MICRO CIRCUITS | $0 | $0 |
| APTARGROUP INC | $627,154 | $944,668 |
| ARM HLDGS PLC SPD ADR | $0 | $0 |
| ARTISAN PARTNERS ASSET | $645,585 | $485,584 |
| ARTISAN PARTNERS ASSET MGMT IN | $251,413 | $151,344 |
| ASAHI KASEI CORP 3407 | $130,266 | $114,088 |
| ASHTEAD GROUP PLC SHS | $212,941 | $225,724 |
| ASSA ABLOY AB ADR | $260,932 | $450,789 |
| ASSOC BRIT FOODS ADR NEW | $106,357 | $216,821 |
| ASTRAZENECA PLC SHS FN | $292,065 | $301,497 |
| ASTRAZENECA PLC SPND ADR | $80,065 | $83,517 |
| ATLANTIA SPA | $172,122 | $187,471 |
| ATLANTIA SPA SHS | $0 | $0 |
| ATOS ORIGN SA UNSP ADR | $320,994 | $349,999 |
| AURIZON HOLDINGS LTD | $62,759 | $50,361 |
| AUST NW ZBG ADR | $231,661 | $271,049 |
| AUSTRALIA AND NZ BK GRP | $0 | $0 |
| AUSTRALIAN GAS LIGHT CO | $46,537 | $51,590 |
| AUTOMATIC DATA PROC | $2,418,563 | $6,354,000 |
| AVAGO TECHNOLOGIES LTD | $104,353 | $368,971 |
| AXA -SPONS ADR | $490,745 | $515,079 |
| AXIS CAPITAL HOLDINGS | $101,869 | $182,940 |
| BAC CAPITAL TRUST VIII | $1,000,000 | $1,025,596 |
| BAE SYS PLC SPN ADR | $249,267 | $331,928 |
| BAIDU INC SPON ADR | $378,452 | $550,674 |
| BAKER HUGHES INC | $202,965 | $187,184 |
| BANCO BILBAO VIZCAYA ARG | $0 | $0 |
| BANCO BRADESCO SA ADR | $0 | $0 |
| BANCO DE CHILE ADR | $110,394 | $97,432 |
| BANCO DO BRASIL SA-SPON | $0 | $0 |
| BANCO SANTANDER RG S | $305,757 | $260,003 |
| BANCOLOMBIA S.A SPDS ADR | $228,697 | $99,216 |
| BANK HAPOALIM BM | $0 | $0 |
| BANK MANDIRI TBK-UNSPON | $138,598 | $132,329 |
| BANK OF QUEENSLAND LTD | $47,540 | $48,235 |
| BANK OF THE OZARKS INC | $43,356 | $246,311 |
| BANKRATE INC DEL COM | $0 | $0 |
| BANKUNITED INC | $295,198 | $330,706 |
| BARCLAYS PLC ADR | $0 | $0 |
| BARRATT DEV PLC 10P FN | $213,458 | $211,381 |
| BASF SE NAMEN -AKT | $120,582 | $103,744 |
| BAXALTA INC SHS | $1,397,965 | $2,341,800 |
| BAXTER INTERNTL INC | $1,640,482 | $2,289,000 |
| BAYER AG SP ADR | $342,199 | $447,533 |
| BAYERISCHE MOTORENWERKE | $0 | $0 |
| BB&T CORPORATION | $1,000,000 | $1,056,800 |
| BCF CAPITAL TRUST II | $1,000,000 | $1,044,400 |
| BEACH ENERGY LTD-UNSP AD | $0 | $0 |
| BECTON DICKINSON CO | $182,159 | $379,061 |
| BEIJING ENTRPRSS SPO ADR | $155,210 | $150,594 |
| BELLE INTERNAT-UNSPON AD | $175,166 | $112,094 |
| BELGACOM SA | $0 | $0 |
| BENESSE HOLDINGS INC SHS | $0 | $0 |
| BG GROUP PLC SPON ADR | $193,719 | $180,847 |
| BHP BILLITON LIMITED | $208,675 | $102,172 |
| BHP BILLITON LTD ADR | $458,288 | $215,508 |
| BIDVEST GROUP LTD ADR | $175,675 | $162,371 |
| BIO RAD LABS CL A | $826,498 | $1,091,254 |
| BIO TECHNE CORP COM STK | $473,408 | $396,720 |
| BK YOKOHAMA LTD JAPN ADR | $151,561 | $156,406 |
| BLACKBAUD INC | $527,618 | $1,252,921 |
| BLACKROCK INC | $6,433,643 | $12,394,928 |
| BLOOMIN BRANDS INC COMMON STOC | $216,330 | $164,948 |
| BLUE NILE INC | $0 | $0 |
| BNP PARIBAS SPONSORD ADR | $252,927 | $241,764 |
| BOC HONG KONG HLDGS ADR | $284,418 | $258,181 |
| BOEING COMPANY | $4,297,088 | $9,470,645 |
| BOK FINCL CORP NEW | $257,071 | $227,501 |
| BORAL LIMITED | $85,443 | $76,412 |
| BOUYGUES | $0 | $0 |
| BP PLC | $249,931 | $188,209 |
| BRAMBLES LTD SHS | $137,072 | $140,910 |
| BRF SA ADR | $182,268 | $120,110 |
| BRITISH AMERICAN TOBACCO | $422,103 | $446,202 |
| BRITISH AMN TOBACO SPADR | $969,391 | $1,001,340 |
| BROADRIDGE FINL | $616,830 | $634,068 |
| BROTHER INDUSTRIES 6448 | $58,835 | $48,541 |
| BUFFALO WILD WINGS INC | $127,905 | $218,401 |
| BUNZL PLC ADR | $110,142 | $159,423 |
| CANADIAN NATL RAILWAY CO | $148,954 | $204,018 |
| CANON INC 7751 | $269,417 | $267,067 |
| CAP GEMINI SP ADR | $108,796 | $107,493 |
| CAPITALAND MALL TRUST | $53,489 | $47,349 |
| CAPITAMALL TRUST MGT LTD | $0 | $0 |
| CAPSTEAD MORTGAGE CP NEW | $257,471 | $174,817 |
| CARLISLE COS INC | $661,189 | $1,075,455 |
| CARLSBERG AS SPONSOREDAD | $661,897 | $610,456 |
| CARNIVAL CORP PAIRED SHS | $0 | $0 |
| CAVIUM INC | $275,058 | $640,344 |
| CD GOLDMAN SACHS BK USA | $103,913 | $103,689 |
| CDK GLOBAL INC SHS | $463,376 | $1,582,318 |
| CDW CORP | $942,019 | $1,076,686 |
| CEB INC | $64,337 | $162,806 |
| CENOVUS ENERGY INC | $208,580 | $120,950 |
| CENTENE CORP | $64,460 | $287,655 |
| CENTRICA PLC | $182,825 | $132,064 |
| CGI GROUP INC | $249,662 | $402,862 |
| CHANGYOU.COM LTD ADR | $120,536 | $105,311 |
| CHATHAM LODGING TR | $231,334 | $220,856 |
| CHECK POINT SOFTWRE TECH | $277,524 | $270,426 |
| CHEESECAKE FACTORY INC | $0 | $0 |
| CHEUNG KONG HLDG ADR | $0 | $0 |
| CHEVRON CORP | $271,371 | $224,630 |
| CHICOS FAS INC COM | $0 | $0 |
| CHIMERA INVESTMENT CORP | $155,753 | $173,064 |
| CHINA CONSTRUCT UNSPN AD | $501,009 | $458,875 |
| CHINA MOBILE LTD SPN ADR | $571,572 | $552,541 |
| CHINA OILFIELD SRVS HSHS | $118,293 | $42,560 |
| CHINA PETE CHEM SPN ADR | $0 | $0 |
| CHINA SHIPPING CONTAINER | $0 | $0 |
| CHUNGHWA TELECOM CO LTD | $129,236 | $122,162 |
| CHURCH&DWIGHT CO INC | $573,547 | $942,338 |
| CIA BRA DIS PAO ADS REGS | $0 | $0 |
| CIE FINANCIERE RICHEMONT | $431,931 | $364,224 |
| CIELO S A SPONSORED ADR | $314,622 | $247,073 |
| CINEMARK HLDGS INC | $334,163 | $368,064 |
| CIRCOR INTERNATIONAL INC | $0 | $0 |
| CISCO SYSTEMS INC COM | $7,462,366 | $8,464,132 |
| CITY NATIONAL CORP | $0 | $0 |
| CK HUTCHISON HOLDINGS | $489,787 | $725,290 |
| CLARCOR INC | $822,990 | $835,021 |
| CNOOC LTD ADR | $218,107 | $138,512 |
| CNP ASSURANCES | $241,202 | $194,148 |
| COBHAM PLC | $81,624 | $82,366 |
| COCA COLA AMATIL SPD ADR | $155,587 | $72,772 |
| COCA COLA COM | $1,234,083 | $2,148,000 |
| COGENT COMMUNICATIONS | $0 | $0 |
| COLONY FINANCIAL INC | $318,744 | $273,928 |
| COLOPLAST A/S SHS | $0 | $0 |
| COLUMBIA BKG SYS INC | $273,383 | $311,966 |
| COLUMBIA SPORTSWEAR CO | $252,074 | $475,508 |
| COMCAST CORP NEW CL A | $3,111,523 | $9,141,660 |
| COMMONWEALTH BANK OF AU | $333,560 | $305,785 |
| COMMSCOPE HLDG CO INC | $157,070 | $128,777 |
| COMPASS GROUP PLC SHS | $543,871 | $630,144 |
| CONOCOPHILLIPS | $10,500,215 | $9,338,000 |
| CONTINENTAL AG SPNRD ADR | $163,934 | $174,236 |
| CONWERT IMMOBILIEN INVES | $0 | $0 |
| COPART INC COM | $425,035 | $584,062 |
| COPEL PARANA ADR PREF B | $0 | $0 |
| CORE LAB N.V. COM | $0 | $0 |
| CORNERSTONE ONDEMAND INC | $292,991 | $196,338 |
| CORPORATE EXEC BOARD CO | $0 | $0 |
| COUNTRYWIDE CAP IV | $275,000 | $278,300 |
| CRANE CO DELAWARE | $0 | $0 |
| CREDICORP LTD COM PV $5 | $246,187 | $193,959 |
| CREDIT SUISSE GP SP ADR | $170,996 | $151,223 |
| CSL LTD | $44,223 | $50,032 |
| CULLEN FRST BKRS PV$0.01 | $627,634 | $566,040 |
| CURTISS WRIGHT | $177,823 | $254,957 |
| CVS HEALTH CORP | $3,494,340 | $8,897,070 |
| D R HORTON INC | $92,833 | $161,912 |
| DAI NIPPON PRINTG | $110,337 | $106,631 |
| DAIHATSU MOTOR 7262 59 | $74,395 | $64,401 |
| DAIICHI SANKYO CO LTD | $178,504 | $202,538 |
| DAIKIN INDUSTRIES LTD | $0 | $0 |
| DAIMLER A | $287,059 | $278,560 |
| DAITO TRUST CONSTR 1878 | $0 | $0 |
| DAIWA HOUSE IND LTD ADR | $373,616 | $538,287 |
| DAIWA SECURITIES GRP INC | $155,446 | $120,144 |
| DARLING INGREDIENTS INC | $297,098 | $169,540 |
| DBS GROUP HOLDINGS LTD | $0 | $0 |
| DECKERS OUTDOORS CORP | $241,459 | $197,579 |
| DEL FRISCOS RESTAURANT | $0 | $0 |
| DENSO CORP 6902 | $0 | $0 |
| DENSO CP UNSPONSORED ADR | $110,323 | $130,333 |
| DENTSPLY INTL INC | $1,079,599 | $1,661,205 |
| DEUTSCHE BOERSE AG SHS | $252,381 | $312,918 |
| DEUTSCHE LUFT AG SPN ADR | $149,774 | $153,391 |
| DEUTSCHE POST AG SHS | $164,234 | $180,737 |
| DEVON ENERGY CORP NEW | $271,273 | $138,048 |
| DEXUS PROPERTY GROUP | $0 | $0 |
| DIAGEO | $0 | $0 |
| DICKS SPORTING GOODS INC | $384,953 | $295,137 |
| DJIA STEPUP ISSUER BAC | $3,044,700 | $3,525,120 |
| DNB ASA SP ADR | $167,182 | $141,427 |
| DNB NOR ASA | $0 | $0 |
| DONALDSON CO INC | $689,823 | $567,554 |
| DR REDDY'S LAB LTD ADR | $162,159 | $225,849 |
| DRIL QUIP | $264,646 | $211,392 |
| DSW INC | $461,265 | $325,880 |
| DU PONT E I DE NEMOURS | $241,041 | $336,996 |
| EAST JAPAN RAILWAY 9020 | $91,866 | $96,515 |
| EAST WEST BANCORP INC | $442,831 | $521,703 |
| EATON CORP PLC | $311,794 | $322,544 |
| EDENRED | $175,422 | $123,877 |
| ELDORADO GOLD CORP NEW | $0 | $0 |
| ELECTROLUX CL B 25SKR | $47,125 | $41,013 |
| ELI LILLY & CO | $3,758,689 | $5,898,200 |
| EMBRAER S A SPONSRD ADR | $169,311 | $139,931 |
| ENAGAS | $248,015 | $238,604 |
| ENCANA CORP | $248,240 | $99,372 |
| ENERGIAS DE PORTUGAL SA | $0 | $0 |
| ENERGIZER HLDGS INC COM | $0 | $0 |
| ENN ENERGY HOLDINGS LTD | $162,649 | $163,280 |
| ENVISION HEALTHCARE HLDG | $213,992 | $156,443 |
| EQUIFAX INC | $645,491 | $1,464,850 |
| ERICSSON AMERICAN | $379,873 | $306,098 |
| ERICSSON LM | $86,737 | $71,848 |
| ERSTE GROUP BANK AG | $0 | $0 |
| EURASIA DRILG CO GDR REG | $0 | $0 |
| EVEREST RE GROUP LTD | $0 | $0 |
| EXPRESS SCRIPTS HLDG CO | $4,504,256 | $7,470,321 |
| EXXON MOBIL CORP COM | $4,495,948 | $4,408,540 |
| FACEBOOK INC | $2,746,083 | $10,466,000 |
| FACTSET RESH SYS INC | $482,334 | $915,757 |
| FAIR ISAAC CORPORATION | $604,440 | $1,324,642 |
| FANUC LTD-UNSP | $131,278 | $142,297 |
| FEDEX CORP DELAWARE COM | $6,227,132 | $8,844,344 |
| FERRO CORP | $186,116 | $158,571 |
| FINL SECURITY ASSUR HLGS | $250,000 | $249,100 |
| FIRST REP BK SAN FRNCISC | $471,615 | $860,035 |
| FLEETMATICS GROUP PLC | $212,452 | $287,014 |
| FLIGHT CENTRE TRAVEL GRP | $0 | $0 |
| FLIR SYSTEMS INC | $601,967 | $629,554 |
| FLOWSERVE CORP | $318,453 | $280,000 |
| FLUIDIGM CORP DEL | $0 | $0 |
| FOMENTO ECNMCO MEX SPADR | $305,898 | $278,897 |
| FONCIERE DES REGIONS | $100,478 | $91,233 |
| FORD MOTOR CO | $3,091,377 | $2,977,640 |
| FOREST CITY ENTRPRS CL A | $884,431 | $1,161,873 |
| FORTINET INC | $355,195 | $482,138 |
| FRESENIUS SE& CO-SPN ADR | $206,628 | $285,421 |
| FRONTIER COMMUNICATIONS | $227,306 | $303,354 |
| FUJI HEAVY IND 7270 | $0 | $0 |
| GALAXY ENTMT GROUP LTD | $0 | $0 |
| GALP ENERGIA,SA, LISBOA | $99,664 | $101,336 |
| GARTNER INC | $446,070 | $673,629 |
| GEA GROUP AG ADR | $85,852 | $82,832 |
| GEB LEV STEPUP ISS BAC | $5,970,000 | $6,408,000 |
| GENERAL ELECTRIC | $279,525 | $456,161 |
| GENERAL MILLS | $287,178 | $392,895 |
| GENERAL MOTORS CO | $0 | $0 |
| GENL DYNAMICS CORP COM | $3,029,947 | $6,524,600 |
| GENTEX CORP | $616,404 | $849,010 |
| GETINGE AB | $0 | $0 |
| GETINGE AB SHS | $272,105 | $283,428 |
| G-III APPAREL GROUP LTD | $355,933 | $260,028 |
| GILEAD SCIENCES INC COM | $65,998 | $336,861 |
| GJENSIDIGE FORSIKRING AS | $0 | $0 |
| GLAXOSMITHKLINE NEW | $203,399 | $162,722 |
| GLOBAL PMTS INC GEORGIA | $257,478 | $603,039 |
| GOLDEN AGRI-RES LTD ADR | $0 | $0 |
| GOLDMAN SACHS GP | $250,000 | $263,000 |
| GOLDMAN SACHS GROUP INC | $1,000,000 | $1,039,600 |
| GOODMAN GROUP | $104,919 | $103,646 |
| GOOGLE INC CL A | $0 | $0 |
| GOOGLE INC SHS CL C | $0 | $0 |
| GPT GROUP | $0 | $0 |
| GRACO INC | $423,862 | $667,801 |
| GREAT LAKES DREDGE DOCK | $191,249 | $102,505 |
| GREAT WALL MOTOR CO LTD | $279,436 | $227,174 |
| GRUPO FIN BANORTE-SPON | $182,647 | $177,437 |
| GRUPO TELEVISA SA ADR | $425,588 | $440,911 |
| HAEMONETICS CORP MASS | $325,997 | $267,334 |
| HAIN CELESTIAL GROUP INC | $219,696 | $216,450 |
| HAKUHODO DY HOLDINGS INC | $53,600 | $62,093 |
| HCA HOLDINGS INC SHS | $3,348,009 | $5,748,550 |
| HCC INS HOLDING INC | $0 | $0 |
| HDFC BANK LTD ADR | $145,223 | $237,098 |
| HEARTLAND EXPRESS INC | $321,579 | $250,892 |
| HERSHA HOSPITALITY TR | $413,816 | $344,308 |
| HESS CORP | $0 | $0 |
| HINO MOTORS 7205 | $0 | $0 |
| HITACHI CONSTR MACH FN | $117,460 | $117,261 |
| HITACHI CORP 6501 | $81,547 | $73,015 |
| HITACHI LTD 10 NEW ADR | $0 | $0 |
| HOME DEPOT INC | $6,597,429 | $10,580,000 |
| HOMEINNS HOTEL GROUP ADR | $109,865 | $141,491 |
| HONEYWELL INTL INC DEL | $7,096,262 | $9,321,300 |
| HSBC FINANCE CORPORATION | $1,000,000 | $1,026,800 |
| HSBC HLDG PLC SP ADR | $0 | $0 |
| HSBC HLDGS PLC | $1,000,000 | $1,022,800 |
| HSBC HOLDINGS PLC | $436,643 | $339,371 |
| HUGO BOSS AG NAMEN-AKT. | $246,099 | $165,771 |
| HUNT J B TRANS SVCS INC | $865,181 | $1,031,735 |
| HUTCHISN WHAMPOA ADR | $0 | $0 |
| HYUNDAI MTR GDR REGS | $282,086 | $302,797 |
| ICAP ORD | $0 | $0 |
| ICICI BANK LTD SPD ADR | $441,729 | $354,895 |
| ICON PLC | $0 | $0 |
| IDEX CORP DELAWARE COM | $658,261 | $1,139,957 |
| IDEXX LAB INC DEL $0.10 | $764,586 | $1,005,931 |
| IMPERIAL TOB GRP SPS ADR | $209,261 | $309,953 |
| IMPERIAL TOBACCO GRP | $215,355 | $284,764 |
| INC SHS | $381,878 | $331,099 |
| INCITEC PIVOT LTD | $0 | $0 |
| INDIVIOR PLC SHS | $0 | $0 |
| INDUSTRIAL AND COML BK H | $59,923 | $53,122 |
| INDUSTRL AND COMMRCL BNK | $291,897 | $265,763 |
| INDUSTRL AND COMMRCL BNK OF CH | $192,304 | $163,039 |
| INFORMA PLC SHS ADR | $207,242 | $272,227 |
| INFORMATICA CORP CA | $0 | $0 |
| INFOSYS TECH LTD ADR | $0 | $0 |
| ING GROEP NV | $375,000 | $382,500 |
| ING GROUP NV | $550,000 | $571,180 |
| INSURANCE AUSTRALIA GRP | $138,918 | $124,096 |
| INTERSECT ENT ORD | $283,104 | $208,035 |
| INTERXION HOLDING N.V | $0 | $0 |
| INTESA SANPAOLO | $54,849 | $54,382 |
| INTRPUBLIC GRP OF CO | $204,847 | $366,893 |
| INTUIT INC COM | $184,968 | $333,890 |
| INVESTORS BANCORP INC | $282,150 | $301,707 |
| ISRAEL CHEMICALS LTD SHS | $176,425 | $100,760 |
| ISUZU MOTORS LTD 7202 FN | $114,547 | $77,052 |
| ISUZU MTRS LTD ADR | $342,320 | $299,334 |
| ITAU UNIBANCO BANCO HOLD | $159,071 | $108,235 |
| ITOCHU CORP ORD 8001 | $0 | $0 |
| ITV PLC | $82,489 | $79,738 |
| JACK HENRY & ASSOC INC | $548,381 | $1,089,640 |
| JACOBS ENGN GRP INC DELA | $0 | $0 |
| JANUS GLOBAL LIFE | $14,277,602 | $13,908,388 |
| JAPAN AIRLINES CO LTD | $0 | $0 |
| JAPAN TOBACCO INC ADR | $631,198 | $708,748 |
| JAPAN TOBACCO INC 2914 | $94,992 | $108,007 |
| JARDINE STRATGIC UNSP AD | $176,514 | $136,104 |
| JFE HOLDINGS INC#5411 | $52,429 | $53,915 |
| JONES LANG LASALLE INC | $431,756 | $477,502 |
| JPMORGAN CHASE & CO | $5,814,382 | $9,631,268 |
| JULIUS BAER GROUP ADR | $244,621 | $225,729 |
| KASIKORNBANK PCL-UNSPON | $294,596 | $206,052 |
| KATE SPADE & COMPANY | $134,985 | $122,240 |
| KBC GROUP NV | $188,950 | $186,500 |
| KBC GROUPE SA SHS | $174,335 | $180,670 |
| KDDI CORP SHS | $595,176 | $712,325 |
| KEPPEL LTD SPONS ADR | $371,122 | $258,475 |
| KILROY REALTY CORP | $375,000 | $387,150 |
| KIMBERLY CLARK DE MX SAB | $0 | $0 |
| KINDER MORGAN INC. DEL | $0 | $0 |
| KINGFISHER PLC SP ADR | $248,685 | $254,591 |
| KIRBY CORP COM | $989,595 | $688,270 |
| KOC HLDG AS-UNSPON | $321,557 | $262,309 |
| KOMATSU NEW NEW SPNSDADR | $464,219 | $327,041 |
| KOMERCNI BANKA AS | $0 | $0 |
| KONINKLIJKE AHOLD NV SHS | $195,898 | $246,822 |
| KONINKLIJKE BOSKALIS WES | $309,610 | $256,015 |
| KOREA ELEC POWER SPN ADR | $371,452 | $373,269 |
| KORN/FERRY INTL PV $0.10 | $268,652 | $257,543 |
| KRAFT FOODS GROUP INC | $2,219,949 | $4,850,618 |
| KYTHERA BIOPHARMACEUTICL | $0 | $0 |
| LABORATORY CP AMER HLDGS | $277,418 | $367,458 |
| LANDSTAR SYS INC COM | $583,753 | $509,962 |
| LARSEN & TOUBRO LTD SPON | $84,993 | $58,181 |
| LAS VEGAS SANDS CORP | $57,212 | $39,500 |
| LAWSON,INC. #2651 | $71,631 | $82,537 |
| LEVEL 3 COMMUNICATNS INC | $256,639 | $319,528 |
| LIFEPOINT HEALTH INC | $347,908 | $327,878 |
| LINK (THE) REAL ESTATE I | $0 | $0 |
| LINK REIT | $81,492 | $78,943 |
| LKQ CORP | $0 | $0 |
| LLOYDS BANKING GROUP PLC | $582,548 | $630,059 |
| LUKOIL OAO-SPON ADR | $0 | $0 |
| MACQUARIE GROUP LTD | $143,643 | $147,116 |
| MAGNA INTL INC CL A VTG | $175,821 | $257,232 |
| MAGNIT PJSC | $114,694 | $97,453 |
| MAHINDRA & MAHINDRA GDR | $122,821 | $120,672 |
| MAKEMYTRIP LIMITED | $131,473 | $121,767 |
| MAKITA CORP SPOND ADR | $302,035 | $297,888 |
| MALAYAN BKG BERHAD SPONS | $0 | $0 |
| MAN GROUP PLC-UNSPON | $184,263 | $171,556 |
| MANHATTAN ASSOCS INC | $425,974 | $704,380 |
| MANULIFE FINANCIAL CORP | $264,640 | $272,187 |
| MARATHON OIL CORP | $249,240 | $121,859 |
| MARKEL CORP COM | $1,210,727 | $2,401,829 |
| MARKS & SPENCER NEW ORD | $0 | $0 |
| MARKS AND SPENCER GP ADR | $274,317 | $291,833 |
| MARUBENI CORP 8002 FN | $0 | $0 |
| MATTRESS FIRM HLDG CORP | $285,302 | $424,208 |
| MCDONALDS CORP COM | $3,284,583 | $7,029,330 |
| MEDIOLANUM SPA SHS | $166,821 | $193,096 |
| MEDIPAL HOLDINGS CORP | $37,925 | $41,085 |
| METHANEX CORP COM | $0 | $0 |
| METSO OYJ | $0 | $0 |
| METTLER-TOLEDO INTL INC | $354,448 | $728,112 |
| MFA FINANCIAL INC | $463,198 | $384,635 |
| MICROSOFT CORP | $3,389,787 | $4,438,400 |
| MINDRAY MED INTL SPN ADR | $0 | $0 |
| MIRVAC GROUP FN | $87,698 | $84,360 |
| MITSUBISHI CRP 8058 FN | $129,187 | $114,688 |
| MITSUBISHI ELEC ADR | $166,893 | $166,849 |
| MITSUBISHI UFJ FINANCIAL | $206,715 | $211,213 |
| MITSUI & CO LTD 8031 | $121,193 | $104,265 |
| MITSUI CO ADR | $184,311 | $153,098 |
| MIZUHO FINL GROUP INC | $0 | $0 |
| MOBILE MINI INC | $327,093 | $376,860 |
| MOLINA HEALTHCARE INC | $231,551 | $375,512 |
| MONDELEZ INTERNATIONAL | $4,106,532 | $8,968,000 |
| MONSANTO CO NEW DEL COM | $0 | $0 |
| MORGAN STANLEY | $110,464 | $208,864 |
| MORGAN STANLEY CAP TR IV | $500,000 | $507,400 |
| MORGAN STANLEY CAP TR V | $500,000 | $503,600 |
| MORGAN STANLEY CAP TR VI | $0 | $0 |
| MORGAN STANLEY CP TR III | $61,950 | $76,440 |
| MORNINGSTAR INC | $1,077,388 | $1,221,347 |
| MTN GROUP LTD-SPONS ADR | $0 | $0 |
| MWI VETERINARY SUPPLY IN | $0 | $0 |
| NATIONAL AUSTRALIA BANK | $69,539 | $69,739 |
| NATIXIS | $0 | $0 |
| NESTE OIL | $0 | $0 |
| NESTLE SA CHAM UND VEVE | $362,339 | $361,951 |
| NETEASE.COM INC ADR | $97,376 | $298,502 |
| NEW ORIENTAL EDUCATIO | $0 | $0 |
| NEXT GROUP ORD 5.0 | $195,775 | $184,702 |
| NIELSEN HOLDINGS PLC SHS | $313,511 | $311,055 |
| NIKKEI STEPUP ISSUER CS | $7,860,500 | $7,307,500 |
| NIKON CORP 7731 FN | $0 | $0 |
| NIPPON ELEC GLASS 5214 | $55,908 | $52,976 |
| NIPPON EXPRESS 9062 | $79,909 | $79,202 |
| NIPPON STEEL SUMITOMO | $56,389 | $56,576 |
| NIPPON TEL & TEL 9432 | $79,894 | $114,613 |
| NN INC DELAWARE | $221,131 | $154,124 |
| NOKIAN TYRES (RENKAA) | $0 | $0 |
| NOMURA REAL ESTATE HOLD | $44,414 | $42,477 |
| NOMURA RESEARCH INST4307 | $43,216 | $58,115 |
| NORDEA BANK AB | $0 | $0 |
| NORDEA BANK AB-SPON ADR | $370,727 | $313,131 |
| NORSK HYDRO ASA (NO) | $177,592 | $157,771 |
| NOVARTIS ADR | $646,248 | $922,951 |
| NOVARTIS AG REG CHF0.5 | $332,418 | $297,686 |
| NOVO NORDISK A S ADR | $321,569 | $540,086 |
| NQ MOBILE INC | $0 | $0 |
| NSK LTD ADR | $360,812 | $299,508 |
| NTT DOCOMO INC | $111,461 | $142,418 |
| NXP SEMICONDUCTORS N.V. | $0 | $0 |
| OCCIDENTAL PETE CORP CAL | $5,204,680 | $5,070,750 |
| OCEANEERING INTL INC | $420,863 | $329,538 |
| OPEN TEXT CORP COM | $171,643 | $161,380 |
| OPPENHEIMER DEVELOPING | $12,854,797 | $12,469,953 |
| ORACLE CORP $0.01 DEL | $3,227,803 | $4,383,600 |
| ORANGE ADR | $0 | $0 |
| ORIENT OVERSEAS (INTERNA | $104,699 | $81,558 |
| OSAKA GAS 9532 FN | $124,021 | $111,428 |
| OTSUKA HOLDINGS CO LTD | $71,873 | $80,924 |
| OWENS CORNING INC | $356,459 | $384,282 |
| PACCAR INC | $0 | $0 |
| PACIRA PHARMACEUTICALS I | $0 | $0 |
| PALL CORP PV $0.10 | $0 | $0 |
| PANASONIC CORP | $84,656 | $85,415 |
| PAYCOM SOFTWARE INC | $207,579 | $207,304 |
| PDC ENERGY INC | $201,049 | $180,318 |
| PEARSON PLC ORD 25P | $155,088 | $85,839 |
| PEBBLEBROOK HOTEL TRUST | $218,859 | $218,360 |
| PEPSICO INC | $4,324,053 | $8,868,200 |
| PERSIMMON PLC-UNSPON | $198,378 | $302,971 |
| PETRLEO BRAS VTG SPD ADR | $0 | $0 |
| PETROFAC LTD | $66,920 | $58,720 |
| PFIZER INC | $4,219,196 | $7,908,600 |
| PHILPPNE LD TEL ADR | $200,020 | $147,274 |
| PING AN INS GROUP CO | $262,009 | $201,105 |
| PINNACLE ENTMT INC COM | $266,316 | $327,818 |
| PINNACLE FINL PARTNERS | $306,241 | $423,412 |
| PJSC LUKOIL SPONSORED | $560,590 | $341,320 |
| POLYONE CORP COM | $341,386 | $283,013 |
| POLYPORE INTL INC | $0 | $0 |
| POSCO SPN ADR | $0 | $0 |
| POWER INTEGRATIONS INC | $0 | $0 |
| PRADA S.P.A.-UNSP ADR | $200,020 | $83,183 |
| PRAXAIR INC | $241,337 | $236,237 |
| PRINCIPAL FINANCIAL GRP | $155,148 | $285,983 |
| PROSIEBEN SAT.1 MEDIA AG | $0 | $0 |
| PROSIEBENSAT.1 MEDIA AG | $0 | $0 |
| PROSIEBENSAT.1 MEDIA SE | $396,073 | $437,814 |
| PROSPERITY BANCSHARES | $0 | $0 |
| PRUDENTIAL PLC ADR | $415,859 | $588,925 |
| PT BANK RAKYAT ADR | $177,425 | $170,598 |
| PT INDOFOOD SUKSES (SL) | $48,878 | $31,457 |
| PUBLICIS GROUPE SPON ADR | $342,911 | $343,132 |
| QIWI PLC CL B ADR | $78,019 | $43,403 |
| QLIK TECHNOLOGIES INC | $329,820 | $468,758 |
| QTS RLTY TR INC COM CL A | $222,609 | $266,375 |
| QUALCOMM INC | $0 | $0 |
| RANDGOLD RESOURCES ADR | $113,809 | $79,518 |
| RBS CAP FDG TR VI | $250,000 | $251,799 |
| RECKITT BENCKISER GROUP | $155,411 | $171,820 |
| RED ELECTRICA CORP UNSPN | $199,076 | $252,955 |
| REDWOOD TRUST INC | $240,079 | $230,723 |
| REED ELSEVIER P L C | $0 | $0 |
| RELIANCE STL & ALUM CO | $0 | $0 |
| RELX PLC | $570,872 | $742,762 |
| RENAISSANCERE HLDGS LTD | $0 | $0 |
| REPSOL S.A. OPTION RIGHT | $0 | $0 |
| REPSOL SA | $123,020 | $51,284 |
| RESONA HOLDINGS INC | $72,922 | $68,385 |
| RESTORATION HARDWARE | $226,626 | $216,660 |
| REXAM PLC SHS ADR | $206,857 | $265,995 |
| REXEL SA, PARIS | $256,947 | $185,515 |
| REXNORD CORP NEW | $324,537 | $249,621 |
| RIO TINTO PLC | $157,672 | $103,691 |
| RIO TINTO PLC SPNSRD ADR | $444,337 | $244,550 |
| ROCHE HLDG LTD SPN ADR | $334,967 | $389,028 |
| ROCHE HOLDINGS GENUSH FN | $353,099 | $355,095 |
| ROGERS COMMUNICATIONS B | $0 | $0 |
| ROLLS ROYCE GRP SPN ADR | $0 | $0 |
| ROSETTA RESOURCES INC. | $0 | $0 |
| ROY DUT SHELL PLC A AMST | $0 | $0 |
| ROYAL DUTCH SHEL PLC | $362,402 | $254,923 |
| ROYAL DUTCH SHELL PLC | $797,864 | $568,025 |
| ROYAL KPN N V SP ADR | $144,553 | $170,895 |
| RPM INTERNATIONAL INC | $609,279 | $550,089 |
| RS GLOBAL NATURAL | $0 | $0 |
| RYANAIR HLDGS PLC | $75,869 | $180,356 |
| RYOHIN KEIKAKU CO LTD | $107,347 | $190,788 |
| SABMILLER PLC SPON ADR | $236,289 | $301,208 |
| SAGE GROUP PLC SHS | $53,995 | $78,844 |
| SAGE GROUP PLC SHS ADR | $0 | $0 |
| SALESFORCE COM INC | $890,444 | $7,056,000 |
| SALLY BEAUTY HLDGS INC | $1,431,373 | $1,672,703 |
| SAMPO PLC SHS | $205,171 | $323,447 |
| SAMSUNG ELECTR-GDR REG | $576,099 | $535,679 |
| SANDS CHINA LTD UNSP ADR | $0 | $0 |
| SANOFI | $255,924 | $226,521 |
| SANOFI ADR | $224,020 | $270,614 |
| SAP SE | $66,089 | $77,782 |
| SAP SE SHS | $354,372 | $356,978 |
| SASOL LTD SPONSORED ADR | $608,799 | $384,733 |
| SBERBANK SPONSORED ADR | $0 | $0 |
| SCHEIN (HENRY) INC COM | $637,305 | $1,301,587 |
| SCHLUMBERGER LTD | $4,084,806 | $4,185,000 |
| SCHNEIDER ELEC SE ADR | $393,377 | $305,895 |
| SCHOELLER BLECKMAN | $0 | $0 |
| SECOM CO LTD 9735 | $0 | $0 |
| SECTOR SPDR ENERGY | $1,403,404 | $1,809,600 |
| SEI INVT CO PA PV $0.01 | $738,058 | $1,534,010 |
| SEKISUI CHEMICAL 4204 | $0 | $0 |
| SEKISUI HOUSE LTD 1928 | $0 | $0 |
| SEMGROUP CORP | $335,108 | $164,675 |
| SEMPRA ENERGY | $280,470 | $350,469 |
| SEMTECH CORPORATION | $0 | $0 |
| SERVICEMASTER GLOBAL HLDGS | $592,429 | $634,864 |
| SES SA | $93,867 | $79,790 |
| SEVEN AND I HOLDINGS CO | $203,059 | $303,768 |
| SHIRE PLC | $0 | $0 |
| SHIRE PLC-ADR | $362,215 | $369,410 |
| SHOPRITE HOLDINGS LTD | $156,586 | $86,424 |
| SHOWA SHELL SEKIYU 5002 | $0 | $0 |
| SIEMENS AG ADR | $0 | $0 |
| SIEMENS AG GERM | $444,099 | $349,804 |
| SIGNATURE BANK | $284,612 | $529,893 |
| SIGNET JEWELERS LTD SHS | $100,532 | $169,950 |
| SILICON LABS INC | $408,080 | $394,824 |
| SILICON MOTION TECH ADR | $170,844 | $193,366 |
| SJM HOLDINGS LTD | $0 | $0 |
| SKY PLC | $700,323 | $830,944 |
| SLM CORP | $500,000 | $330,000 |
| SMITH-NPHW PLC SPADR NEW | $221,717 | $295,516 |
| SMURFIT KAPPA GROUP PLC | $178,240 | $200,736 |
| SOCIETE GENERALE A SH | $0 | $0 |
| SODEXHO | $74,253 | $73,243 |
| SOFTBANK CORP SHS | $480,490 | $323,955 |
| SOLARWINDS INC | $386,189 | $514,138 |
| SOLVAY & CIE SA BEARER | $168,649 | $162,311 |
| SONIC HEALTHCARE LTD | $93,011 | $79,698 |
| SONOVA HOLDING AG | $158,645 | $143,832 |
| SONY CORP ADR NEW | $219,819 | $202,343 |
| SOUTHERN COPPER CORP | $197,674 | $170,198 |
| SPIRIT AIRLS INC COM | $332,806 | $331,193 |
| SPROUTS FARMERS MARKETS | $0 | $0 |
| SSE PLC | $155,636 | $149,473 |
| ST MICROELEC SIC 1.04EUR | $137,772 | $111,493 |
| STANDARD CHARTERED ORD | $0 | $0 |
| STARBUCKS CORP | $3,997,489 | $10,445,220 |
| STARWOOD PPTY TR INC | $283,711 | $338,829 |
| STATE STREET CORP | $199,958 | $273,934 |
| STATOIL ASA | $0 | $0 |
| STATOIL ASA SHS | $0 | $0 |
| STD BANK GROUP LTD SHS | $129,032 | $78,583 |
| STERIS CORP | $0 | $0 |
| STORA ENSO OYJ 'R' FN | $0 | $0 |
| SUBSEA 7 SA | $0 | $0 |
| SULZER AG, WINTERTHUR | $73,392 | $66,073 |
| SUMITOMO CHEMICAL CO-UNS | $295,151 | $342,209 |
| SUMITOMO CORP 8053 FN | $87,136 | $75,516 |
| SUMITOMO ELEC IND 5802 | $54,859 | $52,281 |
| SUMITOMO METAL MINING CO | $225,035 | $169,447 |
| SUMITOMO METAL MNG 5713 | $83,700 | $75,392 |
| SUMITOMO MITSUI FIN 8316 | $159,387 | $132,940 |
| SUMITOMO MITSUI TR HLDGS | $160,093 | $118,598 |
| SUMITOMO MITSUI-UNSPONS | $347,242 | $406,505 |
| SUMMIT HOTEL PPTYS INC | $240,444 | $213,463 |
| SUMMIT MATLS INC | $284,570 | $229,799 |
| SUNCOR ENERGY INC NEW | $315,200 | $256,710 |
| SUNCORP GROUP LTD | $45,076 | $45,116 |
| SVENSKA C AKTI SPONS ADR | $79,170 | $159,381 |
| SVENSKA HANDELSBANKEN A | $0 | $0 |
| SWATCH GROUP AG UNSPOND | $187,212 | $150,286 |
| SWEDBANK A B ADR | $342,298 | $336,260 |
| SWEDBANK AB | $405,390 | $354,887 |
| SWIRE PAC LTD SHS A | $68,668 | $58,135 |
| SWISS RE AG NAMEN-AKT. | $95,749 | $96,679 |
| SX5E LIRN ISSUER RBC | $5,970,000 | $6,030,000 |
| SX5E STEPUP ISSUER BAC | $5,273,500 | $4,579,200 |
| SX5E STEPUP ISSUER CS | $0 | $0 |
| SX5E STEPUP ISSUER DB | $7,562,000 | $8,376,720 |
| SX5E STEPUP ISSUER HSBC | $6,965,000 | $6,811,000 |
| SYMETRA FINANCIAL CORP | $268,639 | $481,411 |
| SYNGENTA AG ADR | $313,619 | $303,977 |
| T AND D HOLDINGS INC SHS | $323,480 | $317,180 |
| TAIWAN S MANUFCTRING ADR | $787,204 | $1,046,727 |
| TALLGRASS ENERGY GP CL A | $219,847 | $109,203 |
| TARGA RESOURCES CORP | $0 | $0 |
| TATA MOTORS LTD ADR | $77,708 | $88,027 |
| TEAM HEALTH HOLDINGS INC | $139,177 | $231,915 |
| TECHNIP SP ADR | $0 | $0 |
| TELEFLEX INC | $800,967 | $937,633 |
| TELEKOMUNIKASI INDONESIA | $178,571 | $205,927 |
| TELENOR ASA ADR | $269,001 | $195,715 |
| TELENOR ASA ORD | $100,504 | $85,213 |
| TELESITES SAB | $0 | $10,073 |
| TELIASONERA AB | $441,395 | $330,099 |
| TELIASONERA AB SHS | $180,473 | $145,022 |
| TELSTRA COPRORATION LTD | $40,354 | $40,052 |
| TENCENT HOLDINGS LTD ADR | $200,446 | $547,987 |
| TEVA PHARMACTCL INDS ADR | $3,908,115 | $6,517,527 |
| TEXAS ROADHOUSE INC-CL A | $213,478 | $205,284 |
| THERMO FISHER SCIENTIFIC | $1,613,751 | $5,674,000 |
| THK CORP YEN FN 6481 | $89,666 | $79,380 |
| TIME WARNER CABLE INC | $174,790 | $396,791 |
| TOKIO MARINE HOLDINGS IN | $119,359 | $153,978 |
| TOLL HOLDINGS LTD | $0 | $0 |
| TORONTO DOMINION BANK | $159,451 | $311,010 |
| TOYOTA INDUST CORP 6201 | $62,835 | $71,437 |
| TOYOTA MOTOR CORP 7203 | $242,083 | $250,295 |
| TOYOTA MOTOR CORP ADR | $213,209 | $233,776 |
| TRANSDIGM GROUP INC | $0 | $0 |
| TRANSOCEAN LTD | $0 | $0 |
| TREASURY WINE ESTATES LT | $51,919 | $74,993 |
| TREEHOUSE FOODS INC COM | $0 | $0 |
| TREND MICRO 4704 | $0 | $0 |
| TURKIYE GRTI BK SPN ADR | $103,103 | $63,020 |
| TWENTY-FIRST CENTURY | $382,814 | $297,701 |
| UBIQUITI NETWORKS INC | $0 | $0 |
| UBS GROUP AG NAMEN-AKT | $272,872 | $302,133 |
| UBS GROUP AG NAMEN-AKT. | $173,952 | $183,479 |
| ULTA SALON COSMETICS & | $334,033 | $514,670 |
| UMPQUA HLDGS CORP ORE | $633,279 | $698,662 |
| UNILEVER NV NY REG SHS | $339,735 | $360,726 |
| UNILEVER PLC | $175,692 | $187,329 |
| UNILEVER PLC NEW ADR | $319,131 | $347,030 |
| UNION PACIFIC CORP | $1,502,245 | $3,753,600 |
| UNITED INDUSTRIAL CORP | $139,522 | $115,793 |
| UNITED NAT FOODS INC | $434,647 | $297,916 |
| UNITED TECHS CORP COM | $9,034,367 | $12,386,113 |
| UNTD OVERSEAS BK SPN ADR | $606,679 | $532,734 |
| UPM-KYMMENE OY CORP FN | $159,092 | $176,575 |
| VAIL RESORTS INC | $207,063 | $672,203 |
| VALE SA | $0 | $0 |
| VALEO SPONSORED ADR | $117,507 | $296,887 |
| VALIDUS HOLDINGS LTD | $240,893 | $254,040 |
| VANTIV INC CL A | $366,677 | $741,791 |
| VARIAN MEDICAL SYS INC | $557,247 | $682,598 |
| VERIZON COMMUNICATNS COM | $5,279,372 | $7,233,430 |
| VINCI SA ADR | $216,380 | $233,471 |
| VIVENDI SHS UNSP ADR | $240,917 | $192,577 |
| VODAFONE GROUP PLC SHS | $129,457 | $75,413 |
| VOEST-ALPINE AG | $0 | $0 |
| VOLKSWAGEN A G ADR | $226,300 | $180,649 |
| VORNADO REALTY TRUST | $375,000 | $381,900 |
| W R BERKLEY CORP | $329,351 | $433,740 |
| WAL-MART DE MEX SPNADR V | $190,150 | $186,915 |
| WAL-MART STORES INC | $2,746,674 | $3,340,850 |
| WATERS CORP | $220,215 | $344,929 |
| WEICHAI PWR CO LTD | $45,701 | $26,281 |
| WELLS FARGO & CO NEW DEL | $195,827 | $409,385 |
| WEST CORP SHS | $200,345 | $209,747 |
| WEST JAPAN RY CO ADR | $234,566 | $247,411 |
| WESTAMERICA BANCORP | $46,280 | $48,386 |
| WESTAR ENERGY INC | $227,161 | $249,201 |
| WESTERN REFNG INC | $0 | $0 |
| WESTPAC BANKING CORP FN | $0 | $0 |
| WEX INC | $408,312 | $509,803 |
| WH GROUP LTD ADR | $397,201 | $331,192 |
| WHITE MTNS INS GRP LTD | $324,678 | $532,025 |
| WHITING PETROLEUM CORP | $0 | $0 |
| WILLIAM HILL PLC | $118,588 | $127,004 |
| WINTRUST FINL CP ILL COM | $302,330 | $296,360 |
| WOLSELEY PLC SHS ADR | $239,128 | $268,836 |
| WOLTERS KLUWR NV SPN ADR | $228,470 | $266,036 |
| WOOLWORTHS LTD | $0 | $0 |
| WPP PLC NEW/ADR | $661,960 | $802,721 |
| X 5 RETLS GRP NV GDR REG | $50,027 | $54,879 |
| YAHOO JAPAN CORP SHS | $294,530 | $329,750 |
| YAMADA DENKI 9831 | $76,737 | $74,170 |
| YANDEX N V CL A | $170,697 | $102,542 |
| YANGZIJIANG SHIPBUILDING | $137,140 | $114,780 |
| YARA INTERNATIONAL ASA | $0 | $0 |
| YOKOHAMA RUBBER CO 5101 | $42,092 | $37,577 |
| YUE YUEN INDUSTRIAL(NEW) | $73,609 | $70,857 |
| ZURICH INSURANCE GROUP | $204,820 | $309,371 |
| ZURICH INSURANCE GRP AG | $577,046 | $561,717 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (74 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 60W | $4,600,000 | $4,600,000 |
| 050 | $6,600,000 | $6,600,000 |
| 038 | $2,250,000 | $2,250,000 |
| 041 | $3,700,000 | $3,700,000 |
| 092 | $14,400,000 | $14,400,000 |
| MHA | $7,409,869 | $7,409,869 |
| 175 | $3,700,000 | $3,700,000 |
| 165 | $3,700,000 | $3,700,000 |
| 155 | $3,800,000 | $3,800,000 |
| RBS | $456,200 | $456,200 |
| 34A | $1,600,000 | $1,600,000 |
| 34C | $10,500,000 | $10,500,000 |
| 142 | $12,000,000 | $12,000,000 |
| 18C | $8,600,000 | $8,600,000 |
| 10C | $9,000,000 | $9,000,000 |
| 101 | $2,800,000 | $2,800,000 |
| 340 | $2,100,000 | $2,100,000 |
| 260 | $4,700,000 | $4,700,000 |
| MED | $27,200,000 | $27,200,000 |
| 196 | $5,700,000 | $5,700,000 |
| MER | $1,000,000 | $1,000,000 |
| 475 | $2,200,000 | $2,200,000 |
| 10R | $3,800,000 | $3,800,000 |
| 025 | $2,900,000 | $2,900,000 |
| 021 | $2,600,000 | $2,600,000 |
| 150 | $3,600,000 | $3,600,000 |
| 10H | $1,400,000 | $1,400,000 |
| 02H | $6,200,000 | $6,200,000 |
| 800 | $16,700,000 | $16,700,000 |
| 500 | $11,300,000 | $11,300,000 |
| 066 | $2,700,000 | $2,700,000 |
| 1CP | $8,700,000 | $8,700,000 |
| 2CP | $9,400,000 | $9,400,000 |
| 3CP | $5,500,000 | $5,500,000 |
| TOP | $10,800,000 | $10,800,000 |
| 299 | $2,900,000 | $2,900,000 |
| 444 | $3,400,000 | $3,400,000 |
| 200 | $14,100,000 | $14,100,000 |
| 300 | $2,200,000 | $2,200,000 |
| 400 | $14,900,000 | $14,900,000 |
| 600 | $13,200,000 | $13,200,000 |
| SSH | $283,700 | $283,700 |
| 30S | $3,300,000 | $3,300,000 |
| 1GS | $2,100,000 | $2,100,000 |
| 2GS | $4,800,000 | $4,800,000 |
| 6GS | $3,300,000 | $3,300,000 |
| 4GS | $3,500,000 | $3,500,000 |
| 14G | $4,500,000 | $4,500,000 |
| 3GS | $3,700,000 | $3,700,000 |
| 12C | $4,900,000 | $4,900,000 |
| 078 | $7,200,000 | $7,200,000 |
| 08C | $6,700,000 | $6,700,000 |
| 10G | $8,300,000 | $8,300,000 |
| 12G | $18,200,000 | $18,200,000 |
| CRF | $2,195,130 | $2,195,130 |
| 64 | $2,400,000 | $2,400,000 |
| IQ ABSOLUTE RETURN | $0 | $0 |
| CQS DIRECTIONAL | $2,850,000 | $2,764,115 |
| MESIROW ABSOLUTE | $3,588,922 | $4,101,764 |
| OAK V DISTRESSED | $3,428,278 | $3,301,457 |
| PAULSON RECOVERY | $0 | $0 |
| RELATIVE VALUE OPPOT | $8,304,240 | $8,556,689 |
| EMERGING MARKETS OPPOT | $0 | $0 |
| EQUITY LONG SHORT HEDGE ACCESS | $3,457,143 | $4,280,583 |
| EVENT DRIVN CREDIT HEDGE | $6,730,000 | $7,787,945 |
| GLOBAL MACRO OPPOT | $7,000,718 | $7,633,448 |
| COMMONFUND | $198,220,138 | $204,449,726 |
| ORBIMED HEALTHCARE | $5,519,501 | $7,340,540 |
| CLOUGH ACCESS LTD | $1,909,000 | $1,922,561 |
| SIRIOS ACCESS LTD | $2,000,000 | $2,266,224 |
| AG MORTGAGE VALUE | $1,700,000 | $1,886,096 |
| ESG CROSS BORDER EQUITY | $4,300,000 | $3,652,153 |
| ML WINTON FUTURESACCESS | $4,540,519 | $4,538,550 |
| SCP (OFFSHORE) FUND | $319,702 | $340,268 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTERCOMPANY BALANCES | Desc |
| EOY Book Value | $5,697 | EOYBookValueAmt |
| EOYFMV | $5,697 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRANSFER TO ONE WORLD BOSTON, INC. | Desc |
| Amt | $29,662,751 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| VET MATERIALS, SUPPLIES & SRVC | $31,490,512 | $31,439,649 | ||
| INVESTMENT EXPENSE | $4,234,689 | $4,234,689 | ||
| CONTRACT SERVICES | $2,326,506 | $2,326,506 | ||
| SUPPLIES | $1,658,586 | $1,649,807 | ||
| REPAIR & MAINTENANCE | $511,308 | $515,001 | $4,815 | |
| ACTIVITIES & SERVICE | $159,242 | $123,166 | ||
| INSURANCE | $105,983 | $104,529 | $1,455 | |
| ADVERTISING | $86,917 | $86,590 | ||
| TELEPHONE | $74,892 | $76,703 | ||
| MISCELLANEOUS | $180,130 | $179,161 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| VETERINARY SCHOOL INCOME | $62,730,152 | $62,730,152 | |
| OTHER NET INV INC FRM DISREGARDED ENT | $50,996,640 | $50,996,640 | $50,996,640 |
| PROGRAM SERVICE REVENUE | $16,750,973 | $16,750,973 | |
| OTHER NET INV INC FROM OTHER K-1'S | $9,436,953 | $9,436,953 | $9,436,953 |
| CONTRACT REVENUE | $2,310,352 | $2,310,352 | |
| MISCELLANEOUS INCOME | $33,945 | $33,945 | |
| UNRELATED BUSINESS INCOME FROM K-1'S | -$696,014 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCREASE TO FMV | Desc |
| Amt | $22,275,130 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS & PREPAYMENTS | Desc |
| BOY Book Value | $26,046,766 | BOYBookValueAmt |
| EOY Book Value | $24,424,546 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $7,426 | Amt |
| Disbursements Charitable Prps | $6,238 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAXES PAID | $1,975,000 | |
| STATE TAXES PAID | $2,000 | |
| FOREIGN TAXES PAID | $357,949 | $357,949 |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | DescDesc | AmtAmt |
|---|---|---|---|---|---|---|
| NHC REALTY INC | ||||||
| 200 WEST CUMMINGS PARK | WOBURN | MA | 01801 | 300553218 | No transfers were made in 2015 | $0 |
| HEM REALTY INC | ||||||
| 200 WEST CUMMINGS PARK | WOBURN | MA | 01801 | 300553220 | No transfers were made in 2015 | $0 |
| One World Boston Inc | ||||||
| 200 West Cummings Park | Woburn | MA | 01801 | 800681389 | Transfer to endowment fund for OWB | $29,662,751 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,662,751 | TotalAmt |
Comments