THE BIERLY-BOASBERG FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE BIERLY-BOASBERG FOUNDATION (EIN 04-6903459)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-15
- IRS object ID
- 201541669349100504
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-15T08:44:57-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042929802 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RODMAN & RODMAN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 NEWTON EXECUTIVE PARK | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024621433 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046903459 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIERLY BOASBERG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BIER | BusinessNameControlTxt |
| Phone | 6175722532 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 OTIS STREET | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02465 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER BIERLY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175722532 | PhoneNum |
| Signature | 2015-05-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS ASTORE | PreparerPersonNm |
| PTIN | P01391196 | PTIN |
| Phone | 6179655959 | PhoneNum |
| Preparation | 2015-05-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,671,555 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $400,877 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $58,683 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,683 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $241,128 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,762,381 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $241,128 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $700,688 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $299,811 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $30,384 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,384 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,195 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,758 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,579 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,142 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $194,625 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $194,625 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $228,204 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,142 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $194,625 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $472,484 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $267,669 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $94,005 | CashBOYAmt |
| Cash EOY | $91,128 | CashEOYAmt |
| Cash EOYFMV | $91,128 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $60,215 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $241,793 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $241,793 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,038,507 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,632,390 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,099,711 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,449,811 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,149,711 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,238,923 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,642,538 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,115,022 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,671,555 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,642,538 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,115,022 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,642,538 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,115,022 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,642,538 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,115,022 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,642,538 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $472,484 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,115,022 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,115,022 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY - ST COVERED | 2013-12-01 | 2014-12-31 | $610,479 | $600,219 | $10,260 | $10,260 | |
| MORGAN STANLEY - LT COVERED | 2010-01-01 | 2014-12-31 | $901,882 | $779,333 | $122,549 | $122,549 | |
| MORGAN STANLEY - LT NON COVERED | 2010-01-01 | 2014-12-31 | $190,054 | $141,701 | $48,353 | $48,353 | |
| CAPITAL GAINS DIVIDENDS | $59,966 | $59,966 | $59,966 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $241,128 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $10,260 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $178,185 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,665,639 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066845 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $112,528 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,156,920 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052171 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $115,511 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,653,637 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.069853 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $109,455 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,261,557 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.086762 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $125,458 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $743,632 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.168710 | DistributionYr5Rt |
| Total Distribution | 0.444341 | TotalDistributionRt |
| Average Distribution | 0.088868 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,173,395 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $282,013 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,677 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $284,690 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $194,625 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,353 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,353 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,353 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $5,425 | AppliedToEsTaxAmt |
| Total Payments And Credits | $5,425 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $72 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARGARET BOASBERG | IndividualWithBooksNm |
| Phone | 6175722532 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 OTIS STREET | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02465 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER BIERLY | ||||||||
| 199 OTIS STREET | NEWTON | MA | 02465 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARGARET BOASBERG | ||||||||
| 199 OTIS STREET | NEWTON | MA | 02465 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,177,501 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,220 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,221,721 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,221,721 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,326 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,173,395 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $158,670 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $158,670 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,353 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,353 | TotalTaxAmt |
| Distributable Before Adj | $153,317 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $153,317 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $153,317 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $194,625 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $194,625 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $194,625 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $153,317 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $88,491 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $48,256 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $39,632 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,027 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $48,086 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $229,492 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $194,625 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $153,317 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $41,308 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $270,800 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $88,491 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $182,309 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $48,256 | ExcessFromYear4Amt |
| Excess From Year3 | $39,632 | ExcessFromYear3Amt |
| Excess From Year2 | $5,027 | ExcessFromYear2Amt |
| Excess From Year1 | $48,086 | ExcessFromYear1Amt |
| Excess From Current Year | $41,308 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHRISTOPHER BIERLY | ContributingManagerNm |
| Contributing Manager | MARGARET BOASBERG | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARGARET BOASBERG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 OTIS STREET | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02456 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6179653626 | RecipientPhoneNum |
| Form And Info And Materials | NOT APPLICABLE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOT APPLICABLE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION MAKES CHARITABLE CONTRIBUTIONS ONLY FOR CHARITABLE, EDUCATIONAL OR SCIENTIFIC PURPOSES DEFINED BY SEC 501 (C) (3) OF THE INTERNAL REVENUE CODE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BAIN CAPITAL'S CHILDREN'S CHARITIES | ||||||||
| 111 HUNTINGTON AVENUE | BOSTON | MA | 02199 | NONE | PC | GENERAL DONATION | $12,500 | |
| BOYS AND GIRLS CLUB OF BOSTON | ||||||||
| 50 CONGRESS STREET SUITE 730 | BOSTON | MA | 02109 | NONE | PC | GENERAL DONATION | $2,500 | |
| CAMERON AND HAYDEN LORD FOUNDATION | ||||||||
| 110 RIVERSIDE DRIVE 12C | NEW YORK | NY | 10024 | NONE | PC | GENERAL DONATION | $1,000 | |
| CAMP HOLIDAY TRAILS | ||||||||
| 400 HOLIDAY TRAILS LANE | CHARLOTTESVILLE | VA | 22903 | NONE | PC | GENERAL DONATION | $5,000 | |
| CHILDRENS HOSPITAL | ||||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | NONE | PC | GENERAL DONATION | $5,000 | |
| CITY YEAR | ||||||||
| 287 COLUMBUS AVENUE | BOSTON | MA | 02116 | NONE | PC | GENERAL DONATION | $2,000 | |
| CRADLES TO CRAYONS | ||||||||
| 155 N BEACON ST | BRIGHTON | MA | 02115 | NONE | PC | GENERAL DONATION | $500 | |
| CULTURAL LANDSCAPE FOUNDATION | ||||||||
| 1711 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20009 | NONE | PC | GENERAL DONATION | $1,000 | 200 |
| DIAN FOSSEY GORILLA FUND | ||||||||
| SUITE 200 | ATLANTA | GA | 30315 | NONE | PC | GENERAL DONATION | $5,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL DONATION | $5,000 | |
| ENDEAVOR GLOBAL | ||||||||
| 900 BROADWAY | NEW YORK | NY | 10003 | NONE | PC | GENERAL DONATION | $7,500 | |
| FOUNDATION FIGHTING BLINDNESS | ||||||||
| 7168 COLUMBIA GATEWAY DRIVE SUITE | COLUMBIA | MD | 21046 | NONE | PC | GENERAL DONATION | $1,500 | 100 |
| FRIENDS OF THE NICU (BRIGHAM AND WOMEN'S HOSPITAL) | ||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | NONE | SO II | GENERAL DONATION | $10,000 | |
| JUMPSTART | ||||||||
| 308 CONGRESS ST 6TH FLOOR | BOSTON | MA | 02210 | NONE | PC | GENERAL DONATION | $1,500 | |
| NANTUCKET CONSERVATION FOUNDATION | ||||||||
| 118 CLIFF ROAD | NANTUCKET | MA | 02554 | NONE | PC | GENERAL DONATION | $1,000 | |
| NANTUCKET COTTAGE HOSPITAL | ||||||||
| 57 PROSPECT ST UNIT 1 | NANTUCKET | MA | 02554 | NONE | PC | GENERAL DONATION | $2,500 | |
| NANTUCKET DREAMLAND FOUNDATION | ||||||||
| 17 SOUTH WATER STREET | NANTUCKET | MA | 02554 | NONE | PC | GENERAL DONATION | $5,000 | |
| NANTUCKET DREAMLAND FOUNDATION | ||||||||
| 17 SOUTH WATER STREET | NANTUCKET | MA | 02554 | NONE | PC | GENERAL DONATION | $10,000 | |
| NEWTON COMMUNITY SERVICE CENTER | ||||||||
| 492 WALTHAM ST | WEST NEWTON | MA | 02465 | NONE | PC | GENERAL DONATION | $500 | |
| NEWTON-WELLESLEY HOSPITAL CHARITABLE FOUNDATION | ||||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | NONE | PC | GENERAL DONATION | $300 | |
| PARK SCHOOL | ||||||||
| 171 GODDARD AVE | BROOKLINE | MA | 02445 | NONE | PC | GENERAL DONATION | $50,000 | |
| PARTNERS IN HEALTH | ||||||||
| 3RD FLOOR 888 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PC | GENERAL DONATION | $5,000 | |
| PENCILS FOR PROMISE | ||||||||
| 37 WEST 28TH STREET 3RD FL | NEW YORK | NY | 10001 | NONE | PC | GENERAL DONATION | $2,000 | |
| SECOND STEP (THE) | ||||||||
| PO BOX 600213 | NEWTONVILLE | MA | 02460 | NONE | PC | GENERAL DONATION | $250 | |
| STANFORD GSB | ||||||||
| 655 KNIGHT WAY STANFORD | CALIFORNIA | CA | 94305 | NONE | PC | GENERAL DONATION | $250 | |
| UNITED WAY OF MASS BAY | ||||||||
| 51 SLEEPER STREET | BOSTON | MA | 02210 | NONE | PC | GENERAL DONATION | $50,000 | |
| UNIVERSITY OF VIRGINIA | ||||||||
| 1300 JEFFERSON PARK AVE | CHARLOTTESVILLE | VA | 22903 | NONE | PC | GENERAL DONATION | $5,000 | |
| UNIVERSITY OF VIRGINIA - FUND FOR THE ARTS | ||||||||
| 1300 JEFFERSON PARK AVE | CHARLOTTESVILLE | VA | 22903 | NONE | PC | GENERAL DONATION | $2,500 | |
| YALE UNIVERSITY - CLASS DUES | ||||||||
| 206 ELM ST | NEW HAVEN | CT | 06520 | NONE | PC | GENERAL DONATION | $75 | |
| YALE UNIVERSITY- ALUMNI FUND | ||||||||
| 206 ELM ST | NEW HAVEN | CT | 06520 | NONE | PC | GENERAL DONATION | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $194,625 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,683 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $241,128 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $299,811 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $299,811 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (20 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| CHRISTOPHER BIERLY AND MARGARET BOA | |||||||
| 1 | 199 OTIS STREET | NEWTON | MA | 02465 | $64,000 | Yes (X) | |
| CHRISTOPHER BIERLY AND MARGARET BOA | |||||||
| 2 | 199 OTIS STREET | NEWTON | MA | 02465 | $100,097 | Yes (X) | Yes (X) |
| CHRISTOPHER BIERLY AND MARGARET BOA | |||||||
| 3 | 199 OTIS STREET | NEWTON | MA | 02465 | $99,869 | Yes (X) | Yes (X) |
| CHRISTOPHER BIERLY AND MARGARET BOA | |||||||
| 4 | 199 OTIS STREET | NEWTON | MA | 02465 | $4,421 | Yes (X) | Yes (X) |
| CHRISTOPHER BIERLY AND MARGARET BOA | |||||||
| 5 | 199 OTIS STREET | NEWTON | MA | 02465 | $6,829 | Yes (X) | Yes (X) |
| CHRISTOPHER BIERLY AND MARGARET BOA | |||||||
| 6 | 199 OTIS STREET | NEWTON | MA | 02465 | $11,208 | Yes (X) | Yes (X) |
| CHRISTOPHER BIERLY AND MARGARET BOA | |||||||
| 7 | 199 OTIS STREET | NEWTON | MA | 02465 | $5,940 | Yes (X) | Yes (X) |
| CHRISTOPHER BIERLY AND MARGARET BOA | |||||||
| 8 | 199 OTIS STREET | NEWTON | MA | 02465 | $8,700 | Yes (X) | Yes (X) |
| CHRISTOPHER BIERLY AND MARGARET BOA | |||||||
| 9 | 199 OTIS STREET | NEWTON | MA | 02465 | $5,708 | Yes (X) | Yes (X) |
| CHRISTOPHER BIERLY AND MARGARET BOA | |||||||
| 10 | 199 OTIS STREET | NEWTON | MA | 02465 | $8,009 | Yes (X) | Yes (X) |
| CHRISTOPHER BIERLY AND MARGARET BOA | |||||||
| 11 | 199 OTIS STREET | NEWTON | MA | 02465 | $7,108 | Yes (X) | Yes (X) |
| CHRISTOPHER BIERLY AND MARGARET BOA | |||||||
| 12 | 199 OTIS STREET | NEWTON | MA | 02465 | $9,562 | Yes (X) | Yes (X) |
| CHRISTOPHER BIERLY AND MARGARET BOA | |||||||
| 13 | 199 OTIS STREET | NEWTON | MA | 02465 | $6,126 | Yes (X) | Yes (X) |
| CHRISTOPHER BIERLY AND MARGARET BOA | |||||||
| 14 | 199 OTIS STREET | NEWTON | MA | 02465 | $7,220 | Yes (X) | Yes (X) |
| CHRISTOPHER BIERLY AND MARGARET BOA | |||||||
| 15 | 199 OTIS STREET | NEWTON | MA | 02465 | $6,602 | Yes (X) | Yes (X) |
| CHRISTOPHER BIERLY AND MARGARET BOA | |||||||
| 16 | 199 OTIS STREET | NEWTON | MA | 02465 | $8,136 | Yes (X) | Yes (X) |
| CHRISTOPHER BIERLY AND MARGARET BOA | |||||||
| 17 | 199 OTIS STREET | NEWTON | MA | 02465 | $15,416 | Yes (X) | Yes (X) |
| CHRISTOPHER BIERLY AND MARGARET BOA | |||||||
| 18 | 199 OTIS STREET | NEWTON | MA | 02465 | $6,971 | Yes (X) | Yes (X) |
| CHRISTOPHER BIERLY AND MARGARET BOA | |||||||
| 19 | 199 OTIS STREET | NEWTON | MA | 02465 | $11,673 | Yes (X) | Yes (X) |
| CHRISTOPHER BIERLY AND MARGARET BOA | |||||||
| 20 | 199 OTIS STREET | NEWTON | MA | 02465 | $7,282 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (19 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 648 SHARES ISHARES RUSSELL MID-CAP ETF | $100,097 | 2014-04-22 |
| 3 | 507 SHARES SPDR TRUST SERIES 1 | $99,869 | 2014-07-30 |
| 4 | 23 SHARES ALEXION PHARM INC | $4,421 | 2014-10-28 |
| 5 | 108 SHARES ALLSTATE CORP | $6,829 | 2014-10-28 |
| 6 | 105 SHARES APPLE INC | $11,208 | 2014-10-28 |
| 7 | 130 SHARES ARCHER DANIELS MIDLAND | $5,940 | 2014-10-28 |
| 8 | 38 SHARES BAIDU INC ADS | $8,700 | 2014-10-28 |
| 9 | 54 SHARES CELGENE CORP | $5,708 | 2014-10-28 |
| 10 | 94 SHARES CVS HEALTH CORP COM | $8,009 | 2014-10-28 |
| 11 | 88 SHARES FACEBOOK INC CL-A | $7,108 | 2014-10-28 |
| 12 | 70 SHARES GENL DYNAMICS CORP | $9,562 | 2014-10-28 |
| 13 | 54 SHARES GILEAD SCIENCE | $6,126 | 2014-10-28 |
| 14 | 214 SHARES INTEL CORP | $7,220 | 2014-10-28 |
| 15 | 63 SHARES JOHNSON & JOHNSON | $6,602 | 2014-10-28 |
| 16 | 175 SHARES MICROSOFT CORP | $8,136 | 2014-10-28 |
| 17 | 418 SHARES ROCHE HOLDINGS ADR | $15,416 | 2014-10-28 |
| 18 | 60 SHARES UNION PACIFIC CORP | $6,971 | 2014-10-28 |
| 19 | 126 SHARES UNITEDHEALTH GP INC | $11,673 | 2014-10-28 |
| 20 | 108 SHARES V F CORPORATION | $7,282 | 2014-10-28 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY - CORPORATE STOCK | StockNm |
| EOY Book Value | $1,632,390 | EOYBookValueAmt |
| EOYFMV | $2,099,711 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MORGAN STANLEY - MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,149,711 | BookValueAmt |
| EOYFMV | $1,238,923 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $30,384 | Amt |
| Net Investment Income | $30,384 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $1,758 | $1,758 | $0 | $0 |
| 2013 TAXES PAID - IRS | $1,312 | $0 | $0 | $0 |
| 2013 TAXES PAID - MA | $125 | $0 | $0 | $0 |
Comments