ARZAK FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ARZAK FOUNDATION (EIN 87-0760799)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201401339349101915
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-13T13:11:28-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042233412 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROPES & GRAY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 BOYLSTON ST 36TH FL | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021993600 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 870760799 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ARZAK FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARZA | BusinessNameControlTxt |
| Phone | 6179517209 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ROPES GRAY LLP 800 BOYLSTON ST | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021993600 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | L DENNIS SHAPIRO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172776886 | PhoneNum |
| Signature | 2014-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANN M ROCCO | PreparerPersonNm |
| PTIN | P00745014 | PTIN |
| Phone | 6179517000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,642,172 | 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 | $11,077 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $72,060 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,060 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $83,142 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $72,065 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,142 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,571 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,571 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $9,142 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,571 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,571 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $498,613 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $498,613 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $507,755 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,571 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $503,184 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$424,613 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,494 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $74,004 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $82,031 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $82,031 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $52,418 | CorporateStockBOYAmt |
| Corporate Stock EOY | $52,418 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $69,010 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $8,201,006 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,768,365 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,491,131 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,327,428 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,902,814 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,642,172 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $8,327,428 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,902,814 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,327,428 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,902,814 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,327,428 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,902,814 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,327,428 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$424,613 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,902,815 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,902,814 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $549,122 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,405,484 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.065329 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $387,385 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,869,591 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043676 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $453,847 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,249,071 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049069 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $425,079 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,685,377 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043889 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $485,743 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,951,007 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048813 | DistributionYr5Rt |
| Total Distribution | 0.250776 | TotalDistributionRt |
| Average Distribution | 0.050155 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,308,068 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $416,691 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $675 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $417,366 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $503,184 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $675 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $675 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $675 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,099 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,099 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,424 | OverpaymentAmt |
| Applied To ES Tax | $4,424 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | L DENNIS SHAPIRO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172776886 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 ESSEX ROAD | AddressLine1 |
| City | CHESTNUT HILL | City |
| State | MA | State |
| ZIP Code | 024671317 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| L DENNIS SHAPIRO | ||||||||
| 24 ESSEX ROAD | CHESTNUT HILL | MA | 02467 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SUSAN R SHAPIRO SEE FOOTNOTE | ||||||||
| 24 ESSEX ROAD | CHESTNUT HILL | MA | 02467 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ARZAK FOUNDATION IS A PRIVATE FOUNDATION WHICH DISTRIBUTES INVESTMENT INCOME TO CHARITABLE ORGANIZATIONS QUALIFYING UNDER IRC SEC 501(C)(3). | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,391,365 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,222 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,434,587 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,434,587 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $126,519 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,308,068 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $415,403 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $415,403 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $675 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $675 | TotalTaxAmt |
| Distributable Before Adj | $414,728 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $414,728 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $414,728 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $503,184 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $503,184 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $675 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $502,509 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $414,728 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $55,684 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $503,184 | QualifyingDistributionsAmt |
| Applied To Year1 | $55,684 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $414,728 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $32,772 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $32,772 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $32,772 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $32,772 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | L DENNIS SHAPIRO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU | |||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| ACONE SCHOLARSHIP FUND | |||||||
| P O BOX 183 | BOSTON | MA | 02128 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| ALAMEDA COUNTY COMM FOOD BANK | |||||||
| P O BOX 2599 | OAKLAND | CA | 94614 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 |
| AMERICAN RED CROSS | |||||||
| 1033 MASS AVE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 1701 NORTH BEAUREGARD STREET | ALEXANDRIA | VA | 22311 | NONE | PUBLIC CHARITY | CHARITABLE | $412 |
| AMERICAN JEWISH WORLD SERVICE | |||||||
| 45 WEST 36TH ST | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | CHARITABLE | $3,000 |
| ARRL FOUNDATION | |||||||
| 225 MAIN ST | NEWINGTON | CT | 061111494 | NONE | PUBLIC CHARITY | CHARITABLE | $10,003 |
| BAY AREA OUTREACH | |||||||
| 600 BANCROFT WAY | BERKELEY | CA | 94710 | NONE | PUBLIC CHARITY | CHARITABLE | $100 |
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | CHARITABLE | $1,502 |
| AZRA | |||||||
| 633 THIRD AVE 7TH FL | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | CHARITABLE | $1,800 |
| DISABILITY RIGHTS EDUCATION AND DEFENSE FUND | |||||||
| 3075 ADELINE ST STE 210 | BERKELEY | CA | 94703 | NONE | PUBLIC CHARITY | CHARITABLE | $200 |
| BOSTON LYRIC OPERA | |||||||
| 45 FRANKLIN ST | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | CHARITABLE | $76,000 |
| EQUALITY CALIFORNIA | |||||||
| 8350 SANTA MONICA BLVD STE 200 | W HOLLYWOOD | CA | 90069 | NONE | PUBLIC CHARITY | CHARITABLE | $1,250 |
| GLOBAL FUND FOR WOMEN | |||||||
| 222 SUTTER ST STE 500 | SAN FRANCISCO | CA | 94108 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| CAMERA | |||||||
| PO BOX 34040 | BOSTON | MA | 02135 | NONE | PUBLIC CHARITY | CHARITABLE | $1,003 |
| COMBINED JEWISH PHILANTHROPIES | |||||||
| 126 HIGH ST | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | CHARITABLE | $72,003 |
| HARKHAM HILLEL HEBREW ACADEMY | |||||||
| 9120 W OLYMPIC BLVD | BEVERLY HILLS | CA | 90212 | NONE | PUBLIC CHARITY | CHARITABLE | $270 |
| KALW 917 FM | |||||||
| 500 MANSELL ST | SAN FRANCISCO | CA | 94134 | NONE | PUBLIC CHARITY | CHARITABLE | $200 |
| KCSM 911 FM | |||||||
| 1700 WEST HILLSDALE BLVD | SAN MATEO | CA | 94402 | NONE | PUBLIC CHARITY | CHARITABLE | $100 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| MAXON CHARITABLE FOUNDATION INC | |||||||
| 201 E 18TH STREET | MUNCIE | IN | 47302 | NONE | PUBLIC CHARITY | CHARITABLE | $100 |
| EGAN MARITIME INSTITUTE | |||||||
| 4 WATER ST | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | CHARITABLE | $1,500 |
| MISSSEY | |||||||
| 436 14TH ST STE1201 | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | CHARITABLE | $100 |
| FACING HISTORY AND OURSELVES | |||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITY | CHARITABLE | $1,003 |
| MIT CLUB OF BOSTON | |||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 |
| GOLDEN GATE NAT PKS | |||||||
| BUILDING 201 FORT MASON | SAN FRANCISCO | CA | 94123 | NONE | PUBLIC CHARITY | CHARITABLE | $200 |
| MUSEUM OF FINE ARTS | |||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | CHARITABLE | $3,000 |
| HARVARD LAW SCHOOL | |||||||
| 1563 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 200242126 | NONE | PUBLIC CHARITY | CHARITABLE | $30,002 |
| HUC-JIR IJSO | |||||||
| 1 WEST 4TH ST | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | CHARITABLE | $5,720 |
| HUNTINGTON LIBRARY | |||||||
| 1151 OXFORD RD | SAN MARINO | CA | 91108 | NONE | PUBLIC CHARITY | CHARITABLE | $5,004 |
| IEEE | |||||||
| 445 HOES LANE | PISCATAWAY | NJ | 08854 | NONE | PUBLIC CHARITY | CHARITABLE | $7,500 |
| INDIAN LAW RESOURCE CENTER | |||||||
| 602 NORTH EWING ST | HELENA | MT | 59601 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 |
| JEWISH COMM FED GREAT | |||||||
| 121 STEUART ST | SAN FRANCISCO | CA | 94105 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 |
| JEWISH COMMUNITY HOUSING FOR THE ELDERLY | |||||||
| 30 WALLINGFORD RD | BRIGHTON | MA | 02135 | NONE | PUBLIC CHARITY | CHARITABLE | $1,803 |
| JEWISH FAMILY AND CHILDREN'S SERVICES | |||||||
| 1430 MAIN ST | SAN FRANCISCO | CA | 94134 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 |
| JEWISH FEDERATION OF GREATER LOS ANGELES | |||||||
| 6505 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | CHARITABLE | $10,003 |
| KENYON COLLEGE | |||||||
| NA | GAMBIER | OH | 43022 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| KQED | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | NONE | PUBLIC CHARITY | CHARITABLE | $100 |
| LIBERTY HILL FOUNDATION | |||||||
| 6420 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | CHARITABLE | $125 |
| LIBRARY OF CONGRESS | |||||||
| 101 INDEPENDENCE AVE SE | WASHINGTON | DC | 20540 | NONE | PUBLIC CHARITY | CHARITABLE | $50,001 |
| LOS ANGELES OPERA | |||||||
| FIRESTONE PARK | LOS ANGELES | CA | 90001 | NONE | PUBLIC CHARITY | CHARITABLE | $5,003 |
| MANUSCRIPT SOCIETY | |||||||
| P O BOX 84686 | BATON ROUGE | LA | 70884 | NONE | PUBLIC CHARITY | CHARITABLE | $2,503 |
| MARIA MITCHELL ASSOCIATION | |||||||
| 4 VESTAL ST | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | CHARITABLE | $800 |
| MASSACHUSETTS HISTORICAL SOCIETY | |||||||
| 1154 BOYLSTON ST | BOSTON | MA | 022153695 | NONE | PUBLIC CHARITY | CHARITABLE | $10,006 |
| MIT ALUMNI FUND | |||||||
| 600 MEMORIAL DRIVE | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | CHARITABLE | $15,003 |
| NANTUCKET ATHENEUM | |||||||
| 1 INDIA ST | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | CHARITABLE | $2,100 |
| NANTUCKET COMMUNITY SAILING | |||||||
| 4 BATHING BEACH RD | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | CHARITABLE | $5,900 |
| NANTUCKET CONSERVATION FOUNDATION | |||||||
| 118 CLIFF RD | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | CHARITABLE | $27,502 |
| NANTUCKET COTTAGE HOSPITAL | |||||||
| 57 PROSPECT ST | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | CHARITABLE | $5,175 |
| NANTUCKET HISTORICAL ASSOCIATION | |||||||
| P O BOX 1016 | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | CHARITABLE | $38,263 |
| VICTORY INSTITUTE | |||||||
| 1133 15TH ST NW SUITE 350 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| SUSTAINABLE SOUTH BRONX | |||||||
| 1231 LAFAYETTE AVE 4TH FL | BRONX | NY | 10474 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| NANTUCKET YACHT CLUB FOUNDATION | |||||||
| SOUTH BEACH STREET | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| VILNA SHUL | |||||||
| 18 PHILLIPS ST | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | CHARITABLE | $560 |
| NANTUCKET LAND COUNCIL | |||||||
| 6 ASH LANE | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | CHARITABLE | $250 |
| NEW ISRAEL FUND | |||||||
| 1101 14TH ST NW | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 |
| ONE VOICE | |||||||
| 1228 15TH ST SUITE C | SANTA MONICA | CA | 90404 | NONE | PUBLIC CHARITY | CHARITABLE | $6,500 |
| PLANNED PARENTHOOD | |||||||
| 434 W 33RD ST | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 |
| SHIRAT HAYAM CONGREGATION | |||||||
| 84 SKYLINE DR | NANTUCKET | MA | 02554 | NONE | PUBLIC CHARITY | CHARITABLE | $4,000 |
| SOUTHERN POVERTY LAW | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| STAND WITH US | |||||||
| P O BOX 341069 | LOS ANGELES | CA | 00000 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| TEMPLE AKIBA | |||||||
| 5249 SEPULVEDA BLVD | CULVER CITY | CA | 90230 | NONE | PUBLIC CHARITY | CHARITABLE | $60,892 |
| TEMPLE ISRAEL | |||||||
| 477 LONGWOOD AVE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | CHARITABLE | $4,146 |
| TEMPLE ISRAEL HOLLYWOOD | |||||||
| 7300 HOLLYWOOD BLVD | LOS ANGELES | CA | 90046 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| TRUSTEES OF RESERVATIONS | |||||||
| 572 ESSEX ST | BEVERLY | MA | 019151530 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| WGBH | |||||||
| P O BOX 55785 | BOSTON | MA | 022055875 | NONE | PUBLIC CHARITY | CHARITABLE | $1,503 |
| WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH | |||||||
| 9 CAMBRIDGE CTR | CAMBRIDGE | MA | 02142 | NONE | PUBLIC CHARITY | CHARITABLE | $1,003 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $498,613 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,060 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $72,065 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $72,065 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| RACHEL SHAPIRO | ||||||
| 1 | C/O ROPES GRAY LLP 800 BOYLSTON ST | BOSTON | MA | 02199 | $320 | Yes (X) |
| ALISON SHAPIRO | ||||||
| 2 | C/O ROPES GRAY LLP 800 BOYLSTON ST | BOSTON | MA | 02199 | $4,000 | Yes (X) |
| ZACHARY SHAPIRO | ||||||
| 3 | C/O ROPES GRAY LLP 800 BOYLSTON ST | BOSTON | MA | 02199 | $6,757 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,142 | Amt |
| Net Investment Income | $4,571 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,571 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | DUKE ENERGY | StockNm |
| EOY Book Value | $52,418 | EOYBookValueAmt |
| EOYFMV | $69,010 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY INSTITUTIONAL MMKT PORT CL I | AT COST | $4,703,348 | $4,703,348 |
| VANGUARD 500 INDEX FD INVESTOR SHS | AT COST | $3,065,017 | $3,787,783 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROUNDING | Description |
| Amount | $1 | Amount |