NEIL AND ANNA RASMUSSEN FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- NEIL AND ANNA RASMUSSEN FOUNDATION (EIN 04-6771880)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201403189349101210
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T12:02:51-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 STATE STREET FLOOR 38 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02109 | 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 | 046771880 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEIL & ANNA RASMUSSEN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEIL | BusinessNameControlTxt |
| Phone | 9782870422 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 393 ESTABROOK ROAD | AddressLine1 |
| City | CONCORD | City |
| State | MA | State |
| ZIP Code | 017425604 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NEIL RASMUSSEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9782870422 | PhoneNum |
| Signature | 2014-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHELLE M MAGUIRE | PreparerPersonNm |
| PTIN | P00370057 | PTIN |
| Phone | 6177429666 | 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 | $49,182,515 | 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 | $4,215,921 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $983,482 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $983,482 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,909,631 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $46,934,276 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,909,631 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $13,109,034 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,893,113 | 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 | $22,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,375 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $273,716 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $273,712 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $62,294 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,794 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,645 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,645 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $365,405 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $306,526 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,375 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,902,980 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,902,980 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,268,385 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $306,526 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,914,355 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,840,649 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,586,587 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$4 | CashEOYAmt |
| Cash EOYFMV | -$4 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,149,837 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,663,831 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,663,831 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $5,503,746 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,473,844 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,520,504 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $25,833,359 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,309,770 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,906,456 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,869,779 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $941,106 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,091,728 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $738,360 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $35,356,721 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,126,907 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,182,515 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,237,500 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,237,500 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $34,119,221 | RetainedEarningBOYAmt |
| Retained Earning EOY | $44,889,407 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,356,721 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $46,126,907 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,356,721 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,126,907 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,356,721 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,840,649 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $46,197,370 | SubtotalAmt |
| Other Decreases | $70,463 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $46,126,907 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ST CAPITAL GAIN/LOSS | P | 2013-12-31 | $8,964,209 | $8,058,447 | $905,762 | $905,762 |
| LT CAPITAL GAIN/LOSS | P | 2013-12-31 | $33,987,665 | $28,300,481 | $5,687,184 | $5,687,184 |
| 28% CAPITAL GAIN/LOSS | P | 2013-12-31 | $3,820,372 | $2,665,717 | $1,154,655 | $1,154,655 |
| OTHER TRANSACTIONS | P | 2013-12-31 | $29,422 | $29,422 | $29,422 | |
| CAPITAL GAINS DIVIDENDS | P | $132,608 | $132,608 | $132,608 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,909,631 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,657,145 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $39,658,300 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041786 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,291,845 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $41,251,121 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055558 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,704,443 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $38,715,252 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044025 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,973,766 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $33,745,267 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058490 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,551,939 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $38,960,538 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039834 | DistributionYr5Rt |
| Total Distribution | 0.239693 | TotalDistributionRt |
| Average Distribution | 0.047939 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $41,449,181 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,987,032 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $85,866 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,072,898 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,914,355 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $171,732 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $171,732 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $171,732 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $123,630 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $100,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $223,630 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $4 | EsPenaltyAmt |
| Overpayment | $51,894 | OverpaymentAmt |
| Applied To ES Tax | $51,894 | 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 | MARCUM LLP | IndividualWithBooksNm |
| Phone | 6177429666 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 STATE STREET 38TH FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02109 | 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 |
|---|---|---|---|---|---|---|---|---|
| NEIL AND ANNA RASMUSSEN | ||||||||
| 393 ESTABROOK RD | CONCORD | MA | 01742 | TRUSTEES | 0.25 | $0 | $0 | $0 |
| SUSAN W WINTER | ||||||||
| 128 NIMROD DRIVE | CONCORD | MA | 01742 | TRUSTEE | 0.25 | $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 | $39,328,805 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,751,582 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $42,080,387 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $42,080,387 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $631,206 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $41,449,181 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,072,459 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,072,459 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $171,732 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $171,732 | TotalTaxAmt |
| Distributable Before Adj | $1,900,727 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,900,727 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,900,727 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,914,355 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,914,355 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,914,355 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,900,727 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,848,003 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,914,355 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,848,003 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $66,352 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,834,375 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NEIL AND ANNA RASMUSSEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY OF PERFORMING ARTS | |||||||
| PO BOX 1843 | ORLEANS | MA | 02653 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $2,500 |
| AMERICAN CHESTNUT FOUNDATION | |||||||
| 469 MAIN STREET SUITE 1 PO BOX 4044 | BENNINGTON | VT | 05201 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 |
| BROWN UNIVERSITY | |||||||
| BOX 1877 | PROVIDENCE | RI | 02912 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $100,000 |
| CAPE COD MUSEUM OF NATURAL HISTORY | |||||||
| 869 ROUTE 6A | BREWSTER | MA | 02631 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $2,000 |
| CHILDREN'S HOSPITAL CTR FOR IBD | |||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $300,000 |
| CONCORD ACADEMY | |||||||
| 166 MAIN ST | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $80,000 |
| CONCORD FREE PUBLIC LIBRARY | |||||||
| 129 MAIN STREET | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 |
| CONCORD LAND CONSERVATION TRUST | |||||||
| PO BOX 141 | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $10,000 |
| CONCORD MUSEUM | |||||||
| 200 LEXINGTON RD | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $95,280 |
| EMERSON HEALTH CARE FOUNDATION | |||||||
| 133 OLD ROAD | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $71,200 |
| FIRST PARISH OF CONCORD | |||||||
| 20 LEXINGTON RD | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 |
| FRIENDS FOR TOMORROW | |||||||
| 131 WESTON ROAD | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $1,000 |
| FRIENDS OF MINUTEMAN NATIONAL PARK | |||||||
| 174 LIBERTY ST | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $10,000 |
| FRIENDS OF SLEEPY HOLLOW | |||||||
| PO BOX 2711 | PLAINFIELD | NJ | 07062 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $1,000 |
| HARWICH CONSERVATION TRUST | |||||||
| PO BOX 101 | SOUTH HARWICH | MA | 02661 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $210,000 |
| HISTORIC DEERFIELD | |||||||
| PO BOX 321 | DEERFIELD | MA | 01342 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 |
| LOUISA MAY ALCOTT ASSOCIATION | |||||||
| 3000 IVYSIDE PARK | ALTOONA | PA | 16601 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $185,000 |
| MICROBIOME HEALTH RESEARCH INSTITUTE | |||||||
| 406 WOBURN ST | WILMINGTON | MA | 01887 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $125,000 |
| MIT | |||||||
| 600 MEMORIAL DRIVE | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $400,000 |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | |||||||
| 1785 MASS AVE NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $10,000 |
| NATIONAL TRUST LEGAL DEFENSE FUND | |||||||
| 1785 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $10,000 |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 WEST 20TH ST | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $10,000 |
| NORTH BENNET STREET SCHOOL | |||||||
| 39 NORTH BENNET STREET | BOSTON | MA | 02113 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $2,500 |
| PLANNED PARENTHOOD FEDERATION | |||||||
| 1055 COMMONWEALTH AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $10,000 |
| RACHEL'S NETWORK | |||||||
| 1200 8TH STREET NW SUITE 801 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 |
| RESTORE THE NORTH WOODS | |||||||
| PO BOX 1099 | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 |
| SARAH LAWRENCE COLLEGE | |||||||
| 1 MEAD WAY | BRONXVILLE | NY | 10708 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 |
| THE FOOD PROJECT | |||||||
| 555 DUDLEY STREET | DORCHESTER | MA | 02125 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $2,500 |
| THOREAU FARM TRUST | |||||||
| PO BOX 454 | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 |
| THOREAU SOCIETY | |||||||
| 915 WALDEN STREET | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 |
| TOWN OF CONCORD | |||||||
| 22 MONUMENT SQUARE | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 |
| TRUSTEES OF RESERVATIONS | |||||||
| 464 ABBOTT AVE | LEOMINSTER | MA | 01453 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 |
| WALDEN WOODS PROJECT | |||||||
| 44 BAKER FARM | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $100,000 |
| WAYSIDE INN | |||||||
| 72 WAYSIDE INN ROAD | SUDBURY | MA | 01776 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $100,000 |
| WBUR | |||||||
| 890 COMMONWEALTH AVE 3RD FLOOR | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 |
| WGBH | |||||||
| PO BOX 200 | BOSTON | MA | 02134 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,902,980 | 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 | $983,482 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,909,631 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,893,113 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,893,113 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| NEIL ANNA RASMUSSEN | |||||||
| 1 | 393 ESTABROOK ROAD | CONCORD | MA | 01742 | $4,215,821 | Yes (X) | |
| NEIL ANNA RASMUSSEN | |||||||
| 2 | 393 ESTABROOK ROAD | CONCORD | MA | 01742 | $100 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 60722 SHARES OF SPDR GOLD ETF | NoncashPropertyDesc |
| Fair Market Value | $6,972,100 | FairMarketValueAmt |
| Received | 2013-12-20 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $22,750 | Amt |
| Net Investment Income | $11,375 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,375 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $941,106 | EOYBookValueAmt |
| EOYFMV | $1,091,728 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $25,309,770 | EOYBookValueAmt |
| EOYFMV | $28,906,456 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,473,844 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,520,504 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET CAPITAL GAIN PROCEEDS RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $738,360 | EOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TIMING DIFFERENCE | Description |
| Amount | $70,463 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $115 | $115 | $0 |
| AMORTIZATION | $3,422 | $3,422 | $0 |
| CERT IF FEES | $2,158 | $2,158 | $0 |
| DEPOSITARY SERVICES FEES | $950 | $950 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $273,716 | Amt |
| Net Investment Income | $273,712 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $14,794 | $14,794 | $0 |
| FEDERAL TAXES | $47,500 | $0 | $0 |
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