AKAMAI FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
AKAMAI FOUNDATION INC (EIN 04-3530777)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-07-29
IRS object ID
201512109349100016
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-07-29T12:40:50-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043530777EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Akamai Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% NOELLE FARIS AKAMAI TECH IInCareOfNm
Business Name ControlAKAMBusinessNameControlTxt
Phone6174444676PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 BroadwayAddressLine1Txt
Address Line2SuiteAddressLine2Txt
CityCambridgeCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02142ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Personnoelle farisPersonNm
Person TitlepresidentPersonTitleTxt
Phone6174444676PhoneNum
Signature2015-07-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,438,121FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$931ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$135InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$135InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$38,055DividendsRevAndExpnssAmt
Dividends Net Invst Incm$38,055DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$151,711NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$347,726GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$151,711CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$190,832TotalRevAndExpnssAmt
Total Net Invst Incm$189,901TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,168AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,168AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,125OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$781OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$2,344OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,787TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$6,320OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$6,320OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$15,400TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$781TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,832TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$403,917ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$403,917ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$419,317TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$781TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$414,749TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$228,485ExcessRevenueOverExpensesAmt
Net Investment Income$189,120NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$90,296SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$13,006SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$13,006SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$431,126CorporateStockBOYAmt
Corporate Stock EOY$920,288CorporateStockEOYAmt
Corporate Stock EOYFMV$1,425,115CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,152,667CorporateBondsBOYAmt
Total Assets BOY$1,674,089TotalAssetsBOYAmt
Total Assets EOY$933,294TotalAssetsEOYAmt
Total Assets EOYFMV$1,438,121TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,674,089RetainedEarningBOYAmt
Retained Earning EOY$933,294RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,674,089TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$933,294TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,674,089TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$933,294TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,674,089TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$228,485ExcessRevenueOverExpensesAmt
Subtotal$1,445,604SubtotalAmt
Other Decreases$512,310OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$933,294TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$347,726GrossSalesPriceAmt
Cost Or Other Basis$196,015CostOrOtherBasisAmt
Gain Or Loss$151,711GainOrLossAmt
Gains Minus Excess Or Losses$151,711GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$151,711CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$380,471AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,716,710NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.221628DistributionYr1Rt
Adjusted Qlfy Distri Yr2$370,897AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,889,374NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.196307DistributionYr2Rt
Adjusted Qlfy Distri Yr3$401,261AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,163,747NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.185447DistributionYr3Rt
Adjusted Qlfy Distri Yr4$408,061AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,453,165NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.166341DistributionYr4Rt
Adjusted Qlfy Distri Yr5$245,149AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,225,090NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.110175DistributionYr5Rt
Total Distribution0.879898TotalDistributionRt
Average Distribution0.17598AverageDistributionRt
Net Vl Noncharitable Assets$1,515,886NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$266,766AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,891NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$268,657AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$414,749QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,891InvestmentIncomeExciseTaxAmt
Subtotal$1,891SubtotalAmt
Tax Based On Investment Income$1,891TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,520EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,520TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$629OverpaymentAmt
Applied To ES Tax$629AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1NOELLE FARIS AKAMAI TECH INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6174444676PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1150 BROADWAYAddressLine1Txt
CityCambridgeCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02142ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
George Conrades
150 BroadwayCambridgeMA02142Dir1.0$0
Noelle Faris
150 BroadwayCambridgeMA02142Pres / Sec8.0$0
F Thomson Leighton
150 BroadwayCambridgeMA02142Dir1.0$0
Paul Sagan
150 BroadwayCambridgeMA02142Dir1.0$0
Jonathan Seelig
150 BroadwayCambridgeMA02142Dir / Treas1.0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,466,812AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$72,159AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,538,971TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,538,971AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$23,085CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,515,886NetVlNoncharitableAssetsAmt
Minimum Investment Return$75,794MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$75,794MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,891TaxBasedOnInvestmentIncomeAmt
Total Tax$1,891TotalTaxAmt
Distributable Before Adj$73,903DistributableBeforeAdjAmt
Distributable Before Ded$73,903DistributableBeforeDedAmt
Distributable As Adjusted$73,903DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$414,749ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$414,749QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,891PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$412,858AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$73,903DistributableAsAdjustedAmt
Prior Year12012PriorYear1Yr
Prior Year22011PriorYear2Yr
Prior Year32010PriorYear3Yr
Excess Distribution Cyov Yr5$144,446ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$293,905ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$294,346ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$278,876ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$299,649ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,311,222TotalExcessDistributionCyovAmt
Qualifying Distributions$414,749QualifyingDistributionsAmt
Applied To Current Year$73,903AppliedToCurrentYearAmt
Remaining Distri From Corpus$340,846RemainingDistriFromCorpusAmt
Total Corpus$1,652,068TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$144,446ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,507,622ExcessDistriCyovToNextYrAmt
Excess From Year4$293,905ExcessFromYear4Amt
Excess From Year3$294,346ExcessFromYear3Amt
Excess From Year2$278,876ExcessFromYear2Amt
Excess From Year1$299,649ExcessFromYear1Amt
Excess From Current Year$340,846ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonNoelle FarisRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1c/o Akamai Tech 150 BroadwayAddressLine1Txt
CityCambridgeCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02142ZIPCd
FieldValueIRS element (for citing)
Recipient Email Addressnfaris@akamai.comRecipientEmailAddressTxt
Form And Info And MaterialsA ONE PAGE PROPOSAL FOR FUNDING AND ANY ADDITIONAL MATERIAL THE APPLICANT DEEMS IMPORTANT TO REVIEWFormAndInfoAndMaterialsTxt
Submission DeadlinesAPPLICATIONS ARE ACCEPTED YEAR ROUND HOWEVER IT IS PREFERABLE TO SUBMIT BY JANUARY 31ST OF EACH YEARSubmissionDeadlinesTxt
Restrictions On AwardsTHE FOUNDATION FOCUSES ITS GRANTS ON MATHEMATICS AND ROBOTICSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADVANTAGE TESTING FOUNDATION INC
210 E 86TH STNEW YORKNY10028N/APCGeneral & Unrestricted$60,000
ART OF PROBLEM SOLVING FOUNDATION
PO BOX 4499NEW YORKNY10163N/APCGeneral & Unrestricted$25,000
CAMBRIDGE PUBLIC SCHOOLS
159 THORNDIKE STCAMBRIDGEMA02141N/APCFIRST Robotics Team 97 Program$5,000
CENTER FOR EXCELLENCE IN EDUCATION
8201 GREENSBORO DR STE 215MCLEANVA22102N/APCGeneral & Unrestricted$25,000
DIGITAL LITERACY PROJECT INC
447 MATHER MAIL CTRCAMBRIDGEMA02138N/APCGeneral & Unrestricted$5,417
GANN ACADEMY THE NEW JEWISH HS OF GREATER BOSTON
333 FOREST STWALTHAMMA02452N/APCFIRST Technology Challenge - Robotics Teams$5,000
GIRLS ANGLE INC
PO BOX 410038CAMBRIDGEMA02141N/APCGeneral & Unrestricted$25,000
MASSACHUSETTS INSTITUTE OF TECH
77 MASSACHUSETTS AVE NE49-3142CAMBRIDGEMA02139N/APCCharitable Event$2,500
MATH CIRCLE
175 BEDFORD ST STE 5LEXINGTONMA02420N/APCGeneral & Unrestricted$11,000
MATHEMATICAL ASSOCIATION OF AMERICA INCORPORATED
1529 18TH ST NWWASHINGTONDC20036N/APCGeneral & Unrestricted$170,000
THE MATCH SCHOOL FOUNDATION INC
215 FOREST HILLS STJAMAICA PLAINMA02130N/APCGeneral & Unrestricted$45,000
UNITED STATES NAVAL ACADEMY FOUNDATION INC
USNAF GIFT PROCESSING 291 WOOD RDANNAPOLISMD21402N/APCGeneral & Unrestricted$20,000
YOUNG PEOPLES PROJECT INC
99 BISHOP ALLEN DRCAMBRIDGEMA02139N/APCCharitable Event$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$403,917TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$135ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$38,055ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$151,711ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$189,901ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$189,901TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTax Return Preparation/ReviewCategoryTxt
Amt$2,168Amt
Disbursements Charitable Prps$2,168DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOYFMVEOYFMVAmtEOY Book ValueEOYBookValueAmt
AKAMAI TECH COM STK$305,356
LOOMIS SAYLES BOND FUND$208,334$161,672
PIMCO TOTAL RETURN FUND$396,628$382,970
SPARTAN TOTAL MARKET INDEX FUN$194,353$112,010
SPDR S&P 500 ETF TRUST$125,379$81,815
VANGUARD TOTAL BOND MARKET IND$195,065$181,821

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUST SECURITIES TO ACTUAL BOOK VALUEDesc
Amt$512,310Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$6,285$6,285
State or Local Filing Fees$35$35

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administration of Foundation$2,344$2,344
Investment Management Services$781$781

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2014$2,520
990-PF Excise Tax for 2013$1,267

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