GORDON FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GORDON FAMILY FOUNDATION (EIN 13-7130595)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-12
- IRS object ID
- 201411329349100036
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-12T10:12:11-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALAN M FREEDMAN CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 RAILROAD AVENUE | AddressLine1 |
| City | ANDOVER | City |
| State | MA | State |
| ZIP Code | 01810 | 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 | 137130595 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORDON FAMILY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O MICHAEL S GORDON TRUSTEE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GORD | BusinessNameControlTxt |
| Phone | 6172625900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 BROOKLINE AVENUE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02215 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL S GORDON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172625900 | PhoneNum |
| Signature | 2014-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN M FREEDMAN | PreparerPersonNm |
| PTIN | P01204569 | PTIN |
| Phone | 9784701332 | PhoneNum |
| Preparation | 2014-05-08 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $34,232,298 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $30,556 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30,556 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,754,030 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,407,803 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,754,030 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,784,586 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,784,586 | 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 | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $57,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $70 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $60,070 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,103,188 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,103,188 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,163,258 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,103,188 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,621,328 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,784,586 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,307,198 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,232,298 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,232,298 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $17,653,773 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $31,960,971 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,232,298 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,232,298 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,229,958 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,229,958 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $30,731,013 | RetainedEarningBOYAmt |
| Retained Earning EOY | $33,002,340 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,960,971 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $34,232,298 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,960,971 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,232,298 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,960,971 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,621,328 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $34,582,299 | SubtotalAmt |
| Other Decreases | $350,001 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $34,232,298 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VINIK OFFSHORE FUND LTD SER.G1 MSG | P | 2004-01-01 | 2013-06-30 | $9,058,435 | $3,701,343 | $5,357,092 | $5,357,092 |
| VINIK OFFSHORE FUND LTD SER.D1 JNV | P | 2004-01-01 | 2013-06-30 | $5,912,587 | $5,952,430 | -$39,843 | -$39,843 |
| VINIK OFFSHORE FUND LTD CL A | P | 2012-07-01 | 2013-06-30 | $8,436,781 | $8,000,000 | $436,781 | $436,781 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,754,030 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,763,592 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $39,806,610 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.069425 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,655,401 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $41,350,819 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040033 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,958,577 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $27,726,698 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.070639 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,007,800 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $24,988,422 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040331 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,176,916 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $25,394,325 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046346 | DistributionYr5Rt |
| Total Distribution | 0.266774 | TotalDistributionRt |
| Average Distribution | 0.053355 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $54,840,906 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,926,037 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $57,846 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,983,883 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,103,188 | 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 | $57,846 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $57,846 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $57,846 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $57,692 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $57,692 | TotalPaymentsAndCreditsAmt |
| Tax Due | $154 | 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 | Yes (1) | 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 | MICHAEL S GORDON | IndividualWithBooksNm |
| Phone | 6172625900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 BROOKLINE AVENUE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02215 | 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL S GORDON | ||||||||
| 209 SARGENT ROAD | BROOKLINE | MA | 02445 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| CHRISTINA M GORDON | ||||||||
| 209 SARGENT ROAD | BROOKLINE | MA | 02445 | TRUSTEE | 5.00 | $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 | N/A | 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 | $24,108,204 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,567,843 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $55,676,047 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $55,676,047 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $835,141 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $54,840,906 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,742,045 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,742,045 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $57,846 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $57,846 | TotalTaxAmt |
| Distributable Before Adj | $2,684,199 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,684,199 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,684,199 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,103,188 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,103,188 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $57,846 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,045,342 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,684,199 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $405,100 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $773,877 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,178,977 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,103,188 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,684,199 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $418,989 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,597,966 | 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 | $1,597,966 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $405,100 | ExcessFromYear3Amt |
| Excess From Year1 | $773,877 | ExcessFromYear1Amt |
| Excess From Current Year | $418,989 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BELMONT HILL SCHOOL | ||||||
| 350 PROSPECT STREET | BELMONT | MA | 02478 | PUBLIC | UNRESTRICTED | $452,500 |
| BROOKLINE TEEN CENTER | ||||||
| 40 WEBSTER PLACE | BROOKLINE | MA | 02445 | PUBLIC | UNRESTRICTED | $300,000 |
| BOSTON RED SOX FOUNDATION | ||||||
| 4 YAWKEY WAY | BOSTON | MA | 02215 | PUBLIC | UNRESTRICTED | $83,438 |
| BOSTON RED SOX | ||||||
| 4 YAWKEY WAY | BOSTON | MA | 02215 | PUBLIC | UNRESTRICTED | $16,500 |
| MOVEMBER FOUNDATION | ||||||
| PO BOX 1595 | CULVER CITY | CA | 90232 | PUBLIC | UNRESTRICTED | $1,000 |
| CHILDREN'S HOSPITAL TRUST | ||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | PUBLIC | UNRESTRICTED | $275,000 |
| COMBINED JEWISH PHILANTHROPIES | ||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | PUBLIC | UNRESTRICTED | $200,000 |
| FESSENDON SCHOOL | ||||||
| 250 WALTHAM STREET | WEST NEWTON | MA | 02465 | PUBLIC | UNRESTRICTED | $220,000 |
| GATEWAY ARTS | ||||||
| 60-62 HARVARD STREET | BROOKLINE | MA | 02445 | PUBLIC | UNRESTRICTED | $10,000 |
| CYSTIC FIBROSIS FOUNDATION | ||||||
| 6931 ARLINGTON ROAD | BETHESDA | MD | 20814 | PUBLIC | UNRESTRICTED | $25,000 |
| JOEY FUND | ||||||
| 220 N MAIN STREET | NATICK | MA | 01760 | PUBLIC | UNRESTRICTED | $25,000 |
| LAKE TANGANYIKA FLOATING HEALTH CLINIC | ||||||
| 1646 N LEAVITT STREET | CHICAGO | IL | 60647 | PUBLIC | UNRESTRICTED | $50,000 |
| MARIN ROWING | ||||||
| 50 DRAKES LANDING ROAD | GREENBRAE | CA | 94904 | PUBLIC | UNRESTRICTED | $500 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||
| 101A FIRST AVE SUITE 6 | WALTHAM | MA | 02451 | PUBLIC | UNRESTRICTED | $500 |
| SPCIAL OLYMPICS | ||||||
| 512 FOREST STREET | MALBOROUGH | MA | 01752 | PUBLIC | UNRESTRICTED | $10,000 |
| AMERICAN DIABETES ASSOCIATION | ||||||
| 10 SPEEN STREET | FRAMINGHAM | MA | 01701 | PUBLIC | UNRESTRICTED | $500 |
| ROSIE'S PLACE | ||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | PUBLIC | UNRESTRICTED | $160,000 |
| SOLOMON SCHECTER DAY SCHOOL | ||||||
| 110 TURNPIKE ROAD | WESTBOROUGH | MA | 01581 | PUBLIC | UNRESTRICTED | $500,000 |
| TEMPLE OHABEI SHALOM | ||||||
| 1187 BEACON STREET | BOSTON | MA | 02446 | PUBLIC | UNRESTRICTED | $10,250 |
| TENACITY | ||||||
| 38 EVERETT STREET | ALLSTON | MA | 02134 | PUBLIC | UNRESTRICTED | $5,000 |
| THE GRAND AVENUE CLUB | ||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | PUBLIC | UNRESTRICTED | $10,000 |
| THE JIMMY FUND | ||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | PUBLIC | UNRESTRICTED | $130,500 |
| THE RON BURTON TRAINING VILLAGE | ||||||
| PO BOX 2 | HUBBARDSTON | MA | 01452 | PUBLIC | UNRESTRICTED | $10,000 |
| THE WINDSOR SCHOOL ANNUAL FUND | ||||||
| PO BOX 540024 | WALTHAM | MA | 02454 | PUBLIC | UNRESTRICTED | $300,000 |
| TRUSTEES OF TUFTS COLLEGE | ||||||
| PO BOX 3306 | BOSTON | MA | 02241 | PUBLIC | UNRESTRICTED | $250,000 |
| TEAM IMPACT | ||||||
| 3 BATTERYMARCH PARK | QUINCY | MA | 02171 | PUBLIC | UNRESTRICTED | $5,000 |
| WBUR | ||||||
| 890 COMMNWEALTH AVE | BOSTON | MA | 02215 | PUBLIC | UNRESTRICTED | $2,500 |
| MASS GENERAL HOSPITAL CANCER CENTER | ||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | PUBLIC | UNRESTRICTED | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,103,188 | 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 | $30,556 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,754,030 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,784,586 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,784,586 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VINIK OFFSHORE FUND LTD SERIES G1 MSG | FMV | $0 | $0 |
| VINIK OFFSHORE FUND LTD SERIES D1 JNV | FMV | $0 | $0 |
| VINIK OFFSHORE FUND LTD 0712 | FMV | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OUTSTANDING CHECKS AND ROUNDING | Description |
| Amount | $350,001 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $70 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL GORDON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 209 SARGENT ROAD | AddressLine1 |
| City | BROOKLINE | City |
| State | MA | State |
| ZIP Code | 02445 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2013 ESTIMATED FEDERAL TAX PAYMENTS | CategoryTxt |
| Amt | $57,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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