WANG FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WANG FOUNDATION (EIN 22-2858458)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201411349349101326
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-14T14:15:36-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 041378465 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOODWIN PROCTER LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | EXCHANGE PLACE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021092881 | 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 | 222858458 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WANG FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O MARY KATHLEEN O'CONNELL TRUSTEE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WANG | BusinessNameControlTxt |
| Phone | 6175701391 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GOODWIN PROCTER LLP EXCHANGE PLACE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021092881 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY-KATHLEEN O'CONNELL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175701133 | PhoneNum |
| Signature | 2014-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBORA L POWELL | PreparerPersonNm |
| PTIN | P00710567 | PTIN |
| Phone | 6175701133 | 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 | $4,230,226 | 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 | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $124,757 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $124,757 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $483,092 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,414,796 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $483,092 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $607,859 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $607,859 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $23,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $11,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $28,362 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $28,362 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,576 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,356 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,646 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $70 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,576 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $63,584 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,288 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,076 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $625,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $625,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $689,484 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,288 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $640,976 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$81,625 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $565,571 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $204,106 | CashBOYAmt |
| Cash EOY | $29,178 | CashEOYAmt |
| Cash EOYFMV | $29,178 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $61,376 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $61,376 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $751,229 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,086,202 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,110,961 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,273,023 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,830,618 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,028,711 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,228,358 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,007,374 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,230,226 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,228,358 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,007,374 | 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 | $3,228,358 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,007,374 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,228,358 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,007,374 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,228,358 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$81,625 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,146,733 | SubtotalAmt |
| Other Decreases | $139,359 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,007,374 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 600 SHS AUTOMATIC DATA PROCESSING | P | 1998-12-31 | 2013-02-06 | $36,311 | $12,630 | $23,681 | $23,681 |
| 1000 SHS AUTOMATIC DATA PROCESSING INC | P | 1998-12-31 | 2013-08-09 | $72,429 | $21,050 | $51,379 | $51,379 |
| 1000 SHS AUTOMATIC DATA PROCESSING INC | P | 1998-12-31 | 2013-12-06 | $79,264 | $21,050 | $58,214 | $58,214 |
| 1400 SHS COCA COLA CO | P | 2001-02-18 | 2013-08-09 | $20,045 | $10,330 | $9,715 | $9,715 |
| 500 SHS COCA COLA CO | P | 2001-12-27 | 2013-02-06 | $53,689 | $33,467 | $20,222 | $20,222 |
| 500 SHS COLGATE PALMOLIVE CO | P | 2003-12-30 | 2013-02-06 | $54,424 | $25,035 | $29,389 | $29,389 |
| 300 SHS COLGATE PALMOLIVE CO | P | 2003-12-30 | 2013-12-06 | $19,632 | $7,510 | $12,122 | $12,122 |
| 1500 SHS EMERSON ELEC CO | P | 2001-08-16 | 2013-12-06 | $100,460 | $41,842 | $58,618 | $58,618 |
| 200 SHS FISERV INC | P | 2004-08-06 | 2013-12-06 | $21,978 | $6,512 | $15,466 | $15,466 |
| 600 SHS JOHNSON & JOHNSON | P | 1998-12-31 | 2013-12-06 | $65,726 | $17,861 | $47,865 | $47,865 |
| 200 SHS JOHNSON & JOHNSON | P | 1998-12-31 | 2013-02-06 | $44,801 | $15,310 | $29,491 | $29,491 |
| 700 SHS JOHNSON & JOHNSON | P | 1998-12-31 | 2013-08-09 | $18,474 | $5,103 | $13,371 | $13,371 |
| 1000 SHS MERCK & CO | P | 2003-12-30 | 2013-12-06 | $49,219 | $45,650 | $3,569 | $3,569 |
| 1500 SHS MICROSOFT CORP | P | 1999-07-22 | 2013-02-06 | $41,084 | $65,326 | -$24,242 | -$24,242 |
| 1500 SHS MICROSOFT CORP | P | 2001-01-10 | 2013-08-09 | $48,854 | $48,319 | $535 | $535 |
| 300 SHS PRAXAIR INC | P | 2006-08-08 | 2013-02-06 | $33,164 | $16,453 | $16,711 | $16,711 |
| 800 SHS PROCTER & GAMBLE CO | P | 2000-08-17 | 2013-02-06 | $60,111 | $24,789 | $35,322 | $35,322 |
| 300 SHS PROCTER & GAMBLE CO | P | 2000-08-17 | 2013-08-09 | $24,474 | $9,296 | $15,178 | $15,178 |
| 1700 SHS SYSCO CORP | P | 1998-12-31 | 2013-08-09 | $59,333 | $16,235 | $43,098 | $43,098 |
| 600 SHS UNILEVER PLC SPONS ADR | P | 2005-08-08 | 2013-02-06 | $23,886 | $13,627 | $10,259 | $10,259 |
| 30M US TREAS NTS 4.250% 11/15/13 | P | 2005-08-10 | 2013-11-15 | $30,000 | $29,850 | $150 | $150 |
| 50M US TREAS BDS 2.000% 11/30/13 | P | 2012-07-16 | 2013-01-03 | $50,813 | $51,328 | -$515 | -$515 |
| 25M US TREAS BDS 2.000% 11/30/13 | P | 2012-07-16 | 2013-09-10 | $25,086 | $25,664 | -$578 | -$578 |
| 325M US TREAS BDS 2.000% 11/30/13 | P | 2013-02-11 | 2013-11-30 | $325,000 | $332,188 | -$7,188 | -$7,188 |
| 1000 SHS WALGREEN CO | P | 2008-04-14 | 2013-12-06 | $56,539 | $35,279 | $21,260 | $21,260 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $483,092 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $656,040 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,563,940 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.143744 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $696,952 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,067,028 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.137547 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $921,869 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,534,301 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.166574 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $889,660 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,767,997 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.154241 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $772,896 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,290,742 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.106011 | DistributionYr5Rt |
| Total Distribution | 0.708117 | TotalDistributionRt |
| Average Distribution | 0.141623 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,323,962 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $612,372 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,656 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $618,028 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $640,976 | 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 | $5,656 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,656 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,656 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,656 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARY-KATHLEEN O'CONNELL ESQ | IndividualWithBooksNm |
| Phone | 6175701391 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GOODWIN PROCTER LLP EXCHANGE PLACE | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| LORRAINE C WANG | ||||||||
| 100 BEDFORD STREET | LINCOLN | MA | 01773 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| FREDERICK A WANG | ||||||||
| 118 HUNTINGTON AVENUE APT601 | BOSTON | MA | 02116 | TRUSTEE | 3.00 | $20,000 | $0 | $0 |
| COURTNEY S WANG | ||||||||
| 14114 DALLAS PARKWAY SUITE 300 | DALLAS | TX | 75240 | TRUSTEE | 1.00 | $3,000 | $0 | $0 |
| JULIETTTE W COOMBS | ||||||||
| 138 WESTWOOD ROAD | WEST FALMOUTH | MA | 02556 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARY KATHLEEN O'CONNELLESQ | ||||||||
| GOODWIN PROCTER LLP EXCHANGE PLACE | BOSTON | MA | 021092881 | TRUSTEE | 2.00 | $28,362 | $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 | $4,317,155 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $72,654 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,389,809 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,389,809 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,847 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,323,962 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $216,198 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $216,198 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,656 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,656 | TotalTaxAmt |
| Distributable Before Adj | $210,542 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $210,542 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $210,542 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $640,976 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $640,976 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,656 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $635,320 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $210,542 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $235,888 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $604,836 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $647,834 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $447,113 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $435,803 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,371,474 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $640,976 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $210,542 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $430,434 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,801,908 | 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 | $235,888 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,566,020 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $604,836 | ExcessFromYear4Amt |
| Excess From Year3 | $647,834 | ExcessFromYear3Amt |
| Excess From Year2 | $447,113 | ExcessFromYear2Amt |
| Excess From Year1 | $435,803 | ExcessFromYear1Amt |
| Excess From Current Year | $430,434 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | OPEN NOTES PROJECT | $20,000 |
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02115 | PUBLIC CHARITY | CURRENT YEAR SUPPORT | $8,000 | |
| BOSTON CHINATOWN NEIGHBORHOOD CENTER | |||||||
| 38 ASH STREET | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | CURRENT YEAR PROGRAMS | $25,000 |
| BROWN ALUMNI MONTHLY | |||||||
| 71 GEORGE ST | PROVIDENCE | RI | 02912 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $100 |
| BROWN UNIVERSITY - CAMPAIGN FOR ACADEMIC EXCELLANCE | |||||||
| 71 GEORGE ST | PROVIDENCE | RI | 02912 | NONE | PUBLIC CHARITY | ACADEMIC EXCELLANCE | $30,000 |
| CHILDREN'S TRUST FUND | |||||||
| 294 WASHINGTON ST SUITE 640 | BOSTON | MA | 02109 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $1,000 |
| CHILDRENS HOSPITAL - BOSTON | |||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | CURRENT YEAR SUPPORT | $1,000 |
| CITI PERFORMING ARTS CENTER | |||||||
| 270 TREMONT STREET | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | CURRENT YEAR PROGRAMS | $140,000 |
| CRYSTAL CHARITY BALL | |||||||
| 30 HIGHLAND PARK VILLAGE | DALLAS | TX | 75205 | NONE | PUBLIC CHARITY | CRYSTAL CHARITY BALL | $30,000 |
| DANA FARBER CANCER INSTITUTE | |||||||
| 225 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | MARATHON CHALLENGE | $5,000 |
| ENVIRONMENTAL LEAGUE OF MASSACHUSETTS | |||||||
| 14 BEACON ST SUITE 714 | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | CURRENT YEAR EXPENSES | $1,500 |
| FIRST PARISH CHURCH OF LINCOLN | |||||||
| PO BOX 6218 | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | ANNUAL PLEDGE | $2,500 |
| GIVE THE KIDS THE WORLD FOUNDATION | |||||||
| 210 SOUTH BASS ROAD | KISSIMMEE | FL | 34746 | NONE | PUBLIC CHARITY | CURRENT YEAR PROGRAMS | $1,000 |
| GREATER BOSTON CHINESE GOLDEN AGE CENTER | |||||||
| 75 KNEELAND ST | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | CURRENT YEAR PROGRAMS | $15,000 |
| HOSPICE OF THE GOOD SHEPARD | |||||||
| 125 WESTERN AVE | BOSTON | MA | 02134 | NONE | PUBLIC CHARITY | GIFT IN MEMORY OF EVELYN O'CONNOR | $250 |
| KWONG KOW SCHOOL | |||||||
| 87 TYLER STREET | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | CURRENT YEAR PROGRAMS | $10,000 |
| LINCOLN OLD TOWN HALL | |||||||
| PO BOX 6044 | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $100 |
| MASS AUDUBON SOCIETY | |||||||
| 208 SOUTH GREAT RD | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $1,000 |
| MASSACHUSETTS GENERAL HOSPITAL CHAIR IN GERIATRIC MEDICINE | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | CURRENT YEAR PROGRAMS | $2,000 |
| MOUNT HOLYOKE COLLEGE | |||||||
| 50 COLLEGE ST | SOUTH HADLEY | MA | 01075 | NONE | PUBLIC CHARITY | GIFT TO THE CLASS OF 1978 | $1,000 |
| PINE STREET INN | |||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | CURRENT YEAR PROGRAMS | $250 |
| PRIMARY SOURCE | |||||||
| 101 WALNUT STREET | WATERTOWN | MA | 02472 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $30,000 |
| SHADY HILL SCHOOL | |||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL FOR ALLISON | $100 |
| SHADY HILL SCHOOL | |||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL FOR ANDREA | $100 |
| SHADY HILL SCHOOL - BLUEPRINTS CAMPAIGN | |||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | BLUE PRINTS CAMPAIGN | $100,000 |
| SHADY HILL SCHOOL ANNUAL FUND | |||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $7,500 |
| SHADY HILL SCHOOL - FA WANG SCHOLARSHIP FUND | |||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT YEAR | $5,000 |
| THE HOCKADAY SCHOOL | |||||||
| 14114 DALLAS PARKWAY | DALLAS | TX | 75254 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL & SCHOLARSHIPS | $41,000 |
| THE WANG CENTER FOR THE PERFORMING ARTS | |||||||
| 265 TREMONT STREET | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $6,000 |
| THE YMCA OF GREATER BOSTON | |||||||
| 316 TREMONT ST | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | YMCA HEALTHY FAMILIES & HEALTHY COMMUNITIES CAMPAIGN | $50,000 |
| THE YMCA OF GREATER BOSTON - ANNUAL FUND | |||||||
| 316 TREMONT ST | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $15,000 |
| TUFTS UNIVERSITY | |||||||
| 650 FOREST ST | MEDFORD | MA | 02149 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $72,000 |
| WELLESLEY COLLEGE | |||||||
| 106 CENTRAL ST | WELLESLEY | MA | 02481 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $2,500 |
| WGBH | |||||||
| 125 WESTERN AVE | BOSTON | MA | 02134 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $625,900 | 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 | $10 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $124,757 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $483,092 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $607,859 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $607,859 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 600 SHS ABB LTD SPONS ADR | $13,560 | $15,936 |
| 400 SHS ABBVIE INC | $17,874 | $21,124 |
| 1000 SHS ADP | $21,050 | $80,799 |
| 2500 SHS EXXON/MOBIL CORP | $62,401 | $253,000 |
| 10000 SHS GENERAL ELECTRIC | $242,620 | $280,300 |
| 1500 SHS JOHNSON & JOHNSON | $38,274 | $137,385 |
| 3000 SHS MERCK & CO | $116,972 | $150,150 |
| 1900 SHS PROCTER & GAMBLE | $51,638 | $154,679 |
| 4500 SHS SYSCO CORP | $42,976 | $162,450 |
| 5600 SHS CISCO SYSTEMS INC | $141,308 | $125,608 |
| 4200 SHS INTEL CORP | $123,624 | $109,011 |
| 1000 SHS MICROSOFT | $26,544 | $37,410 |
| 1500 SHS EMERSON ELECTRIC CO | $41,842 | $105,270 |
| 3500 SHS COCA COLA | $72,310 | $144,585 |
| 1000 SHS SOUTHERN CO | $28,189 | $41,110 |
| 700 SHS COLGATE-PALMOLIVE | $17,525 | $45,647 |
| 800 SHS FISERV INC | $13,024 | $47,240 |
| 2600 SHS NOVARTIS AG SPOMSORED ADR | $141,164 | $208,988 |
| 3500 SHS UNILEVER PLC SPONSORED ADR | $79,442 | $144,200 |
| 900 SHS BHP BILLITON LTD SPON ADR | $37,949 | $61,380 |
| 4000 SHS WESTERN UNION CO | $53,982 | $69,000 |
| 400 SHS PRAXAIR INC | $21,937 | $52,012 |
| 1500 SHS SIGMA ALDRICH CORP | $67,177 | $141,015 |
| 1000 SHS PEPSICO INC | $71,285 | $82,940 |
| 1000 SHS WALGREEN CO | $35,279 | $57,440 |
| 150 SHS CATERPILLAR INC | $5,440 | $13,622 |
| 1000 SHS ISHARES MSCI EAFE INDEX FD | $78,756 | $67,095 |
| 2300 SHS NORTHERN TR CORP | $108,665 | $142,347 |
| 1200 SHS VERIZON COMM | $38,976 | $58,968 |
| 500 SHS KINDER MORGAN INC | $18,835 | $18,000 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,086,202 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,110,961 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GOODWIN PROCTER LLP | CategoryTxt |
| Legal Fees | $28,362 | LegalFeesAmt |
| Net Investment Income | $28,362 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOOK VALUE ADJUSTMENT | Description |
| Amount | $139,359 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRUSTEE EXPENSES | $3,576 | $0 | $3,576 |
| FILING FEE | $70 | $70 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INTERNAL REVENUE SERVICE | $6,220 | $0 | $0 |
| FOREIGN TAXES | $2,356 | $2,356 | $0 |
Comments