WILSON FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WILSON FAMILY CHARITABLE FOUNDATION (EIN 04-6773530)
- Tax period
- 2013-05-01 to 2014-04-30
- Filed
- 2014-08-30
- IRS object ID
- 201402429349100000
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-30T04:58:19-05:00 | ReturnTs |
| Tax Period End | 2014-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202577763 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORTIS MANAGEMENT GROUP LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SOUTH STREET SUITE 255 | AddressLine1 |
| City | WALTHAM | City |
| State | MA | State |
| ZIP Code | 02453 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046773530 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILSON FAMILY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O FORTIS MANAGEMENT GROUP LLC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILS | BusinessNameControlTxt |
| Phone | 7818994350 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SOUTH STREET NO 255 | AddressLine1 |
| City | WALTHAM | City |
| State | MA | State |
| ZIP Code | 02453 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES WILSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7818994350 | PhoneNum |
| Signature | 2014-08-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FORTIS MANAGEMENT GROUP LLC | PreparerPersonNm |
| PTIN | P00392990 | PTIN |
| Phone | 7818994350 | 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 | $6,829 | 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 | $5,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $135 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $135 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $135 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,081 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,081 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,081 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,504 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $23,504 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $29,720 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,720 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,216 | 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 | $3,801 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,801 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $3,801 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $219 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $219 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $219 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $20 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $35 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,075 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,075 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,075 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $112,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $112,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $116,125 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,075 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,075 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $112,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$86,405 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,645 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $878 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,829 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,829 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $92,356 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $93,234 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,829 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,829 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,572,546 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,572,546 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,479,312 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,565,717 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $93,234 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,829 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $93,234 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,829 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $93,234 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$86,405 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,829 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,829 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| K-1 MCP FUND | P | $6,904 | $6,904 |
| K-1 MCP FUND | P | -$1,513 | -$1,513 |
| K-1 MCP FUND (SEC 1256) | P | $16,945 | $16,945 |
| K-1 MCP FUND (SEC 1256) | P | -$2,269 | -$2,269 |
| GAIN ON LIQUIDATION - MCP FUND | P | $3,437 | $3,437 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,504 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $23,849 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $108,480 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $121,734 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.891123 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $488,821 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $463,521 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.054582 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $531,729 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $938,293 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.566698 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $529,822 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,362,178 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.388952 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $217,598 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,762,534 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.123457 | DistributionYr5Rt |
| Total Distribution | 3.024812 | TotalDistributionRt |
| Average Distribution | 0.604962 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $27,408 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $16,581 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $206 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $16,787 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $112,050 | 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 | $206 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $206 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $206 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $456 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $456 | TotalPaymentsAndCreditsAmt |
| Overpayment | $250 | OverpaymentAmt |
| Applied To ES Tax | $250 | 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 |
| Individual With Books | FORTIS MANAGEMENT GROUP LLC | IndividualWithBooksNm |
| Phone | 7818994350 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SOUTH STREET SUITE 255 | AddressLine1 |
| City | WALTHAM | City |
| State | MA | State |
| ZIP Code | 02453 | 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES M WILSON | ||||||||
| 65 UPLAND ROAD | BROOKLINE | MA | 02445 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| M JANE WILSON | ||||||||
| 65 UPLAND ROAD | BROOKLINE | MA | 02445 | TRUSTEE | 0.00 | $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 | $13,564 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,261 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,825 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,825 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $417 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,408 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,370 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,370 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $206 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $206 | TotalTaxAmt |
| Distributable Before Adj | $1,164 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,164 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,164 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $112,050 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $112,050 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $206 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $111,844 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,164 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $130,358 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $461,961 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $485,078 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $467,113 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $103,007 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,647,517 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $112,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,164 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $110,886 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,758,403 | 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 | $130,358 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,628,045 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $461,961 | ExcessFromYear4Amt |
| Excess From Year3 | $485,078 | ExcessFromYear3Amt |
| Excess From Year2 | $467,113 | ExcessFromYear2Amt |
| Excess From Year1 | $103,007 | ExcessFromYear1Amt |
| Excess From Current Year | $110,886 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES M WILSON | ContributingManagerNm |
| Contributing Manager | M JANE WILSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| BOSTON BALLET | ||||||||
| 19 CLARENDON STREET | BOSTON | MA | 02116 | NONE | CHARITABLE | PROMOTE CHARITABLE ACTIVITIES | $7,050 | |
| BROOKLINE HIGH SCHOOL 21ST CENTURY FUND | ||||||||
| 115 GREENOUGH STREET | BROOKLINE | MA | 02445 | NONE | CHARITABLE | PROMOTE CHARITABLE ACTIVITIES | $10,000 | |
| CONCORD ACADEMY | ||||||||
| 166 MAIN STREET | CONCORD | MA | 01742 | NONE | CHARITABLE | PROMOTE CHARITABLE ACTIVITIES | $25,000 | |
| HANDEL AND HAYDN | ||||||||
| 300 MASSACHUSETTS AVE | BOSTON | MA | 02115 | NONE | CHARITABLE | PROMOTE CHARITABLE ACTIVITIES | $31,000 | |
| ISLAND INSTITUTE S PARKMAN SHAW SCHOLARSHIP FUND | ||||||||
| PO BOX 648 386 MAIN STREET | ROCKLAND | ME | 04841 | NONE | CHARITABLE | PROMOTE CHARITABLE ACTIVITIES | $5,000 | |
| NORTH BENNET STREET SCHOOL | ||||||||
| 39 NORTH BENNET STREET | BOSTON | MA | 02113 | NONE | CHARITABLE | PROMOTE CHARITABLE ACTIVITIES | $10,000 | |
| SALVATION ARMY | ||||||||
| 25 SHAWMUT ROAD | CANTON | MA | 02021 | NONE | CHARITABLE | PROMOTE CHARITABLE ACTIVITIES | $2,000 | |
| THE COLLEGE FOUNDATION OF UNIVERSITY OF VIRGINIA | ||||||||
| PO BOX 400801 2410 OLD IVY ROAD | CHARLOTTESVILLE | VA | 22904 | NONE | CHARITABLE | PROMOTE CHARITABLE ACTIVITIES | $22,000 | SUITE 100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $112,050 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $135 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,081 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $23,504 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $24,720 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,720 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3,4, | THE FOUNDATION ACCOMPLISHES ITS CHARITABLE PURPOSE BY MAKING DIRECT |
| 7,8 | GIFTS. THE SOURCE OF THESE GIFTS IS THE INCOME AND/OR PRINCIPAL OF ITS INVESTMENT PORTFOLIO. THE INTEREST, DIVIDENDS, CAPITAL GAINS AND OTHER INCOME ON LINES 3, 4, 7 AND 8 ARE THE INCOME GENERATED FROM THIS PORTFOLIO. |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JAMES JANE WILSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 UPLAND ROAD | AddressLine1 |
| City | BROOKLINE | City |
| State | MA | State |
| ZIP Code | 02445 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LIMITED PARTNERSHIPS - MCP FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEES | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $35 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $35 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FINANCIAL ADVISORY AND ACCOUNTING | $3,199 | $3,199 | $3,199 | $0 |
| INVESTMENT MANAGEMENT FEES | $602 | $602 | $602 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $20 | Amt |
| Net Investment Income | $20 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $20 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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