WALSKE CHARITABLE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WALSKE CHARITABLE FOUNDATION (EIN 04-6818329)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-07
- IRS object ID
- 201412199349100406
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-07T10:51:55-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273396508 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORING WOLCOTT & COOLIDGE TRUST LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 CONGRESS STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021102437 | 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 | 046818329 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALSKE CHARITABLE FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | STEVEN C WALSKE ET AL TRUSTEES | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALS | BusinessNameControlTxt |
| Phone | 6175236531 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | LWC 230 CONGRESS STREET 12FL | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN C WALSKE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175236531 | PhoneNum |
| Signature | 2014-07-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD IZZO | PreparerPersonNm |
| PTIN | P00048280 | PTIN |
| Phone | 6175236531 | 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 | $6,059,961 | 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 | $887 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $887 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $141,882 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $136,078 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $70,165 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,179,269 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $70,165 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$497 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $212,437 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $207,130 | 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 | $7,515 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,515 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $37,336 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,336 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,575 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,542 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $439 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $358 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $70 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,865 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,751 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,070 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $256,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $256,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $310,865 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,751 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $258,070 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$98,428 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $158,379 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $233 | CashBOYAmt |
| Cash EOY | $169 | CashEOYAmt |
| Cash EOYFMV | $169 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $185,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,125,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,125,000 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,028,671 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,029,732 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,888,842 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,958,512 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,837,601 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $301,773 | CorporateBondsBOYAmt |
| Other Investments BOY | $1,868,906 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $33,974 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $67,459 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,244,754 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,146,326 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,059,961 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,291,641 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,277,844 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$46,887 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$131,518 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,244,754 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,146,326 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,244,754 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,146,326 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,244,754 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$98,428 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,146,326 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,146,326 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $4,179,234 | $4,109,104 | $70,130 | $70,130 |
| CAPITAL GAINS DIVIDENDS | P | $35 | $35 | $35 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $70,165 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $219,820 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,528,430 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039762 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $249,795 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,478,509 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045595 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $164,270 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,305,206 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.030964 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $211,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,699,659 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045003 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $223,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,034,251 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044396 | DistributionYr5Rt |
| Total Distribution | 0.205720 | TotalDistributionRt |
| Average Distribution | 0.041144 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,791,932 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $238,303 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,584 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $239,887 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $258,070 | 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 | $1,584 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,584 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,584 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,720 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,720 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,136 | OverpaymentAmt |
| Applied To ES Tax | $800 | AppliedToESTaxAmt |
| Refund | $1,336 | 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 | 0 | 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 | LORING WOLCOTT COOLIDGE TRUST LL | IndividualWithBooksNm |
| Phone | 6175236531 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 CONGRESS STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | 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 |
|---|---|---|---|---|---|---|---|---|
| STEVEN C WALSKE | ||||||||
| 2118 VALLEJO STREET | SAN FRANCISCO | CA | 941234815 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JENNIFER M WALSKE | ||||||||
| 2118 VALLEJO STREET | SAN FRANCISCO | CA | 941234815 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $5,566,914 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $313,220 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,880,134 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,880,134 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $88,202 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,791,932 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $289,597 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $289,597 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,584 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,584 | TotalTaxAmt |
| Distributable Before Adj | $288,013 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $288,013 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $288,013 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $258,070 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $258,070 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,584 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $256,486 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $288,013 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $137,551 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $258,070 | QualifyingDistributionsAmt |
| Applied To Year1 | $137,551 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $120,519 | 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 | $167,494 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEVE WALSKE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2118 VALLEJO STREET | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94123 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4157769005 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIAL FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOSTON BALLET | |||||||
| 19 CLAREDON STREET | BOSTON | MA | 02116 | NONE | PC | GENERAL | $2,500 |
| DE YOUNG MUSEUM | |||||||
| 50 HAGIWARA TEA GARDEN DRIVE | SAN FRANCISCO | CA | 94118 | NONE | PC | GENERAL | $2,500 |
| HAMLIN SCHOOL | |||||||
| 2120 BROADWAY STREET | SAN FRANCISCO | CA | 94115 | NONE | PC | GENERAL | $30,000 |
| HOBART AND WILLIAM SMITH COLLEGES | |||||||
| 615 MAIN STREET | GENEVA | NY | 14456 | NONE | PC | GENERAL | $10,000 |
| ISABELLA STEWART GARDNER MUSEUM | |||||||
| 2 PALACE ROAD | BOSTON | MA | 02115 | NONE | PC | GENERAL | $2,500 |
| PRINCETON UNIVERSITY | |||||||
| PO BOX 5357 | PRINCETON | NJ | 085435357 | NONE | PC | GENERAL | $5,000 |
| SAN FRANCISCO BALLET ASSOCIATION | |||||||
| 455 FRANKLIN ST | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL | $70,000 |
| UC BERKELEY | |||||||
| 2220 PIEDMONT AVENUE | BERKELEY | CA | 94720 | NONE | PC | GLOBAL SOCIAL VENTURE COMPETITION | $25,000 |
| WGBH | |||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | NONE | PC | GENERAL | $10,000 |
| UNIV OF CA SAN FRANCISCO SCHOOL OF MEDICINE | |||||||
| BOX 0248 | SAN FRANCISCO | CA | 941430248 | NONE | PC | UCSF MEDICAL CENTER AT MISSION BAY | $50,000 |
| NET IMPACT | |||||||
| 150 SPEAR ST STE 500 | SAN FRANCISCO | CA | 94105 | NONE | PC | GENERAL | $13,500 |
| EDUCATE | |||||||
| PO BOX 12302 | DENVER | CO | 80212 | NONE | PC | GENERAL | $5,000 |
| IMPACT ASSETS INC | |||||||
| 7315 WISCONSIN AVE STE 1100W | BETHESDA | MD | 20814 | NONE | PC | GENERAL | $25,000 |
| ROOM TO READ | |||||||
| 111 SUTTER ST 16TH FLR | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $256,000 | 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 | $887 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $141,882 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $70,165 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| 2012 FED EXCISE TAX REFUND | 01 | $4 |
| ORDINARY BUSINESS LOSS FROM PARTNERSHIP | 01 | -$501 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $212,437 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $212,437 | 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 | LORING, WOLCOTT & COOLIDGE TRUST LLC | CategoryTxt |
| Amt | $7,515 | Amt |
| Net Investment Income | $7,515 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| OFFICERS, DIRECTORS, TRUSTEES, FOUNDATION MANAGERS-COMPENSATION & HRS SPENT | 990PF PART VIII | 990PF STATEMENTPART VIII OFFICERS, DIRECTORS, TRUSTEES, FOUNDATION MANAGERSAND THEIR COMPENSATION AND HOURS SPENT PER WEEK:HOURS SPENT:THE TIME SPENT BY THE OFFICER/S MANAGING THE AFFAIRS OF THEFOUNDATION VARIES FROM WEEK TO WEEK AND YEAR TO YEAR. FOR990PF REPORTING PURPOSES, AN ESTIMATE OF .5 TO 1 HOURS PERWEEK HAS BEEN INDICATED. THE OFFICER/SEMPLOY ACCOUNTING, SUPPORT AND TAXCOMPLIANCE STAFF TO ASSIST WITH THE ADMINISTRATION OF SAIDRELATIONSHIPS. THE .5 TO 1 HOUR TIME NOTED REFLECTS ANESTIMATE OF THE TIME SPENT BY THE NAMED OFFICER/S ASWELL AS THEIR AGENTS OR EMPLOYS. THE ACTUAL TIME SPENT MAYDIFFER FROM THE ESTIMATE IN ANY GIVEN WEEK/YEAR. |
| 990PF | ORDINARY BUSINESS LOSS FROM 2010 BUCKEYE PARTNERS LP.THIS IS A PTP AND LOSS IS DISALLOWED ON 990PF -1,389WILL CARRY FORWARD.ORDINARY BUSINESS LOSS FROM 2011 BUCKEYE PARTNERS LP.THIS IS A PTP AND LOSS IS DISALLOWED ON 990PF -894WILL CARRY FORWARD.ORDINARY BUSINESS LOSS FROM 2012 BUCKEYE PARTNERS LP.THIS IS A PTP AND LOSS IS DISALLOWED ON 990PF -968WILL CARRY FORWARD.ORDINARY BUSINESS LOSS FROM 2013 BUCKEYE PARTNERS LP.THIS IS A PTP AND LOSS IS DISALLOWED ON 990PF -501WILL CARRY FORWARD. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (43 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 9,000 HSBC HODINGS PLC 6.2 | $225,000 | $222,300 |
| 2,450 AT&T INC | $60,170 | $86,142 |
| 1,775 ABBOTT LABORATORIES | $38,497 | $68,036 |
| 800 AIR PRODUCTS & CHEMICALS INC | $72,291 | $89,424 |
| 1,625 AUTOMATIC DATA PROCESSING | $60,534 | $131,298 |
| 2,700 COCA COLA CO | $69,536 | $111,537 |
| 1550 COLGATE PALMOLIVE CO | $49,661 | $101,076 |
| 725 ECOLAB INC | $37,795 | $75,596 |
| 1,775 EMERSON ELECTRIC CO | $91,254 | $124,570 |
| 600 EXXON MOBILE CORP | $50,928 | $60,720 |
| 900 LILLY (ELI) & CO | $29,574 | $45,900 |
| 1,925 LINEAR TECHNOLOGY | $50,192 | $87,684 |
| 800 MCDONALDS CORP | $51,166 | $77,624 |
| 2,225 PAYCHEX INC | $60,056 | $101,304 |
| 1,500 STRYKER CORP | $100,393 | $112,710 |
| 3,125 SYSCO CORP | $80,601 | $112,812 |
| 1,025 UNITED TECHNOLOGIES | $74,276 | $116,645 |
| 3,050 ABB LTD | $99,744 | $81,008 |
| 1,100 ENERPLUS CORP | $41,014 | $19,998 |
| 1,462 NESTLE SA SPONS ADR | $65,004 | $107,346 |
| 2,025 PENN WEST PETROLEUM LTD | $53,105 | $16,929 |
| 2,666 PEMBINA PIPLINE CORP | $49,246 | $93,923 |
| 2,150 JARDINE MATHESON HOLDINGS LTD | $72,563 | $112,466 |
| 1,750 RECKITT BENCKISER GROUP | $90,772 | $138,923 |
| 2,675 STANDARD CHARTERED PLC | $58,380 | $60,255 |
| 2,275 HEINEKEN HOLDINGS NV | $115,976 | $144,155 |
| 2,200 CSL LIMITED | $70,809 | $135,729 |
| 8,250 AMBEV(COMPANHIA DE BEBIDAS)ADR | $40,987 | $60,637 |
| 9,400 DAIRY FARM INTL HOLDINGS LTS | $68,614 | $89,300 |
| 7,575 COCA COLA AMATIL | $92,083 | $81,527 |
| 2,150 WOOLWORTHS LIMITED | $47,454 | $65,110 |
| 600 OCCIDENTAL PETROLEUM CORP | $48,900 | $57,060 |
| 1,950 ENCANA CORP | $61,210 | $35,197 |
| 1,375 NOVARTIS AG ADR | $80,295 | $110,522 |
| 2,675 TELEFONICA S A ADR | $59,867 | $43,709 |
| 3,475 UNILEVER PLC SPONSORED ADR | $110,335 | $143,170 |
| 1,475 VODAFONE GROUP | $40,385 | $57,982 |
| 2,950 BIDVEST GROUP LTD | $69,755 | $75,583 |
| 2,275 HEALTHCARE SERVICES GROUP INC | $50,381 | $64,542 |
| 4,050 INTEL CORP | $100,033 | $105,118 |
| 1,150 ROCHE HOLDINGS LTD SPONS ADR | $49,830 | $80,559 |
| 1,150 MEREDITH CORP | $49,763 | $59,570 |
| 1,400 SABMILLER PLC | $70,083 | $71,905 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,028,671 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,029,732 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 950 BUCKEYE PARTNERS L P | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $33,974 | BookValueAmt |
| EOYFMV | $67,459 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AGENT FEE | $357 | $357 | $0 |
| MASS PC ANNUAL FILING | $70 | $0 | $70 |
| BUCKEYE PARTNERS LP NON DEDUCTIBLE | $11 | $0 | $0 |
| BUCKEYE PARTNERS LP DEDUCTIBLE | $1 | $1 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| 2012 FED EXCISE TAX REFUND | $4 | $4 |
| ORDINARY BUSINESS LOSS FROM PARTNERSHIP | -$501 | -$501 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LWC FIDUCIARY ADVISORS | $35,336 | $35,336 | $0 |
| LORING, WOLCOTT & COOLIDGE TRUST TAX PREP FEE | $2,000 | $0 | $2,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES EXCISE TAX 2013 | $3,716 | $0 | $0 |
| FEDERAL EXCISE TAX 2012 OP APPLIED 2013 | $4 | $0 | $0 |
| FOREIGN TAXES | $5,615 | $5,542 | $0 |
| FEDERA EXCISE TAX EXT 12/31/12 | $240 | $0 | $0 |
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