BETA

TURNING LEAF FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
TURNING LEAF FOUNDATION INC (EIN 04-3397818)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-03-04
IRS object ID
201520639349100202
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)
Return2015-03-04T12:50:03-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN464122151PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHOFER DILLBERG & COMPANY INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1190 N MAIN STREET THIRD FLOORAddressLine1Txt
CityNATICKCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01760ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043397818EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TURNING LEAF FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O SCHOFER DILLBERG & COBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlTURNBusinessNameControlTxt
Phone5085458400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1190 NORTH MAIN STREETAddressLine1Txt
CityNATICKCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01760ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL JACOBSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6174927104PhoneNum
Signature2015-03-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK SCHOFERPreparerPersonNm
PTINP00423537PTIN
Phone5085458405PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,481,493FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$314,958ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$68InterestOnSavRevAndExpnssAmt
Dividends Rev And Expnss$38,998DividendsRevAndExpnssAmt
Dividends Net Invst Incm$38,998DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$45,828NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,962,576GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$224,090CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$308,196TotalRevAndExpnssAmt
Total Net Invst Incm$263,088TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$375AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,397OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$85OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,232TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$375TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$96,098ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$96,098ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$100,330TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$375TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$96,098TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$207,866ExcessRevenueOverExpensesAmt
Net Investment Income$262,713NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$961,940CashBOYAmt
Cash EOY$1,287,813CashEOYAmt
Cash EOYFMV$1,287,813CashEOYFMVAmt
Corporate Stock BOY$176,981CorporateStockBOYAmt
Corporate Stock EOY$58,974CorporateStockEOYAmt
Corporate Stock EOYFMV$93,680CorporateStockEOYFMVAmt
Other Assets BOY$10,000OtherAssetsBOYAmt
Other Assets EOY$10,000OtherAssetsEOYAmt
Other Assets EOYFMV$100,000OtherAssetsEOYFMVAmt
Total Assets BOY$1,148,921TotalAssetsBOYAmt
Total Assets EOY$1,356,787TotalAssetsEOYAmt
Total Assets EOYFMV$1,481,493TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,148,921RetainedEarningBOYAmt
Retained Earning EOY$1,356,787RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,148,921TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,356,787TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,148,921TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,356,787TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,148,921TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$207,866ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,356,787SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,356,787TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITYP$1,468,318$1,525,446-$57,128-$57,128
FIDELITYP$494,181$213,040$281,141$281,141
CAPITAL GAINS DIVIDENDSP$77$77$77
FieldValueIRS element (for citing)
Capital Gain Net Income$224,090CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$129,618AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$800,051NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.162012DistributionYr1Rt
Adjusted Qlfy Distri Yr2$131,024AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$771,876NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.169747DistributionYr2Rt
Adjusted Qlfy Distri Yr3$141,492AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$817,821NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.173011DistributionYr3Rt
Adjusted Qlfy Distri Yr4$152,117AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$752,438NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.202165DistributionYr4Rt
Adjusted Qlfy Distri Yr5$102,385AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$669,233NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.152989DistributionYr5Rt
Total Distribution0.859924TotalDistributionRt
Average Distribution0.171985AverageDistributionRt
Net Vl Noncharitable Assets$1,237,464NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$212,825AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,627NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$215,452AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$96,098QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,254InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,254SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,254TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$76EsPenaltyAmt
Tax Due$5,330TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5085458400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1190 NORTH MAIN STREETAddressLine1Txt
CityNATICKCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01760ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHAEL J JACOBSON
16 HIGHLAND AVECAMBRIDGEMA02139PRESIDENT, SECRETARY & DIR0.00$0$0$0
NANCY L JACOBSON
16 HIGHLAND AVECAMBRIDGEMA02139TREASURER & DIRECTOR0.00$0$0$0
JOSEPH C JACOBSON
N191 HANK DRIVEAPPLETONWI54915DIRECTOR0.00$0$0$0
THOMAS M VAUBEL
626 ILLINOIS AVEGREEN LAKEWI54941DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1TO PROVIDE OPPORTUNITIES FOR POST SECONDARY EDUCATION TO STUDENTS FOR WHOM SUCH EDUCATION WOULD NOT OTHERWISE BE AVAILABLEDescription1Txt
Expenses1$40,600Expenses1Amt
Description2GRANTS TO 501(C)(3) OR EQUIVALENT ORGANIZATIONSDescription2Txt
Expenses2$55,498Expenses2Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$131,432AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,124,877AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,256,309TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,256,309AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,845CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,237,464NetVlNoncharitableAssetsAmt
Minimum Investment Return$61,873MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$61,873MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,254TaxBasedOnInvestmentIncomeAmt
Total Tax$5,254TotalTaxAmt
Distributable Before Adj$56,619DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$56,619DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$56,619DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$96,098ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$96,098QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$96,098AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$56,619DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$69,123ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$120,547ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$97,330ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$92,760ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$96,395ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$476,155TotalExcessDistributionCyovAmt
Qualifying Distributions$96,098QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$56,619AppliedToCurrentYearAmt
Remaining Distri From Corpus$39,479RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$515,634TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$69,123ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$446,511ExcessDistriCyovToNextYrAmt
Excess From Year4$120,547ExcessFromYear4Amt
Excess From Year3$97,330ExcessFromYear3Amt
Excess From Year2$92,760ExcessFromYear2Amt
Excess From Year1$96,395ExcessFromYear1Amt
Excess From Current Year$39,479ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMICHAEL J JACOBSONContributingManagerNm
Contributing ManagerNANCY L JACOBSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
TIM CORFIELD PRGMS- TANZANIA (ADDRESS INFORMATION AVIALABLE UPON REQUEST)
16 HIGHLAND AVECAMBRIDGEMA02139NCEDUCATION$5,498
KAUKAUNA HIGH SCHOOL SCHOLARSHIP PROGRAM
1701 COUNTYKAUKAUNAWI54130NCEDUCATION$40,600
ROOM TO READ
111 SUTTER STREETSAN FRANCISCOCA94104PCEDUCATION$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$96,098TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$68ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$38,998ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$45,828ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$6,762ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$6,762TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMICHAEL JACOBSONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line116 HIGHLAND AVEAddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02139ZIPCd
FieldValueIRS element (for citing)
Total Contributions$314,958TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property5700 SHARES SEAGATE TECHNOLOGY (3000 SHARES CONTRIBUTED IN MARCH, 2700 SHARES CONTRIBUTED IN JULY)NoncashPropertyDesc
Fair Market Value$314,958FairMarketValueAmt
Received2014-07-15ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategoryTxt
Amt$750Amt
Net Investment Income$375NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIDELITYStockNm
EOY Book Value$58,974EOYBookValueAmt
EOYFMV$93,680EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPROGRAM ADVANCESDesc
BOY Book Value$10,000BOYBookValueAmt
EOY Book Value$10,000EOYBookValueAmt
EOYFMV$100,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBUSINESS REGISTRATIONDesc
Revenue And Expenses Per Books$85RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONTRACT SERVICESCategoryTxt
Amt$3,397Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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