TURNING LEAF FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- TURNING LEAF FOUNDATION INC (EIN 04-3397818)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-03
- IRS object ID
- 201420939349100202
- 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 Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-04-03T07:58:05-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464122151 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHOFER DILLBERG & COMPANY INC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 N MAIN STREET THIRD FLOOR | AddressLine1 |
| City | NATICK | City |
| State | MA | State |
| ZIP Code | 01760 | 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 | 043397818 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TURNING LEAF FOUNDATION INC | BusinessNameLine1 |
| Business Name Line2 | C/O SCHOFER DILLBERG & CO | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TURN | BusinessNameControlTxt |
| Phone | 5085458400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 NORTH MAIN STREET | AddressLine1 |
| City | NATICK | City |
| State | MA | State |
| ZIP Code | 01760 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL JACOBSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6174927104 | PhoneNum |
| Signature | 2014-04-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK SCHOFER | PreparerPersonNm |
| PTIN | P00423537 | PTIN |
| Phone | 5085458405 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,141,123 | 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 | $229,698 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $52 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $33 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,793 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,793 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $298,164 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,305,577 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $323,577 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $447 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $544,154 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $339,407 | 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 | $800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $10 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $10 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $357 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,167 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $410 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $133,008 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $133,008 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $134,175 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $410 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $133,008 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $409,979 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $338,997 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $150,204 | CashBOYAmt |
| Cash EOY | $961,940 | CashEOYAmt |
| Cash EOYFMV | $961,940 | CashEOYFMVAmt |
| Corporate Stock BOY | $587,084 | CorporateStockBOYAmt |
| Corporate Stock EOY | $176,981 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $169,183 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $7,500 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $744,788 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,148,921 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,141,123 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $744,788 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,148,921 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $744,788 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,148,921 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $744,788 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,148,921 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $744,788 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $409,979 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,154,767 | SubtotalAmt |
| Other Decreases | $5,846 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,148,921 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| FIDELITY | P | 2013-12-31 | $704,809 | $632,813 | $71,996 | $71,996 |
| FIDELITY | P | 2013-12-31 | $57,813 | $38,832 | $18,981 | $18,981 |
| FIDELITY | P | 2013-12-31 | $356,967 | $201,658 | $155,309 | $155,309 |
| FIDELITY | P | 2013-12-31 | $184,288 | $108,697 | $75,591 | $75,591 |
| ALLIANCEBERNSTEIN HOLDING LP | P | 2013-12-31 | $98 | $98 | $98 | |
| ALLIANCEBERNSTEIN HOLDING LP | P | 2013-12-31 | $128 | $128 | $128 | |
| ALLIANCEBERNSTEIN HOLDING LP | P | 2013-12-31 | $1,375 | $1,375 | $1,375 | |
| CAPITAL GAINS DIVIDENDS | P | $99 | $99 | $99 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $323,577 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $131,024 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $771,876 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.169747 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $141,492 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $817,821 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.173011 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $152,117 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $752,438 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.202165 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $102,385 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $669,233 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.152989 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $113,180 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,057,886 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.106987 | DistributionYr5Rt |
| Total Distribution | 0.804899 | TotalDistributionRt |
| Average Distribution | 0.160980 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $800,051 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $128,792 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,390 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $132,182 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $133,008 | 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 | $3,390 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,390 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,390 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Tax Due | $3,397 | 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 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5085458400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 NORTH MAIN STREET | AddressLine1 |
| City | NATICK | City |
| State | MA | State |
| ZIP Code | 01760 | 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 J JACOBSON | ||||||||
| 16 HIGHLAND AVE | CAMBRIDGE | MA | 02139 | PRESIDENT, SECRETARY & DIRECTOR | 0.00 | $0 | $0 | $0 |
| NANCY L JACOBSON | ||||||||
| 16 HIGHLAND AVE | CAMBRIDGE | MA | 02139 | TREASURER & DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO PROVIDE OPPORTUNITIES FOR POST SECONDARY EDUCATION TO STUDENTS FOR WHOM SUCH EDUCATION WOULD NOT OTHERWISE BE AVAILABLE | Description1Txt |
| Expenses1 | $42,500 | Expenses1Amt |
| Description2 | GRANTS TO 501(C)(3) OR EQUIVALENT ORGANIZATIONS | Description2Txt |
| Expenses2 | $90,508 | Expenses2Amt |
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 | $391,012 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $421,223 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $812,235 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $812,235 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,184 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $800,051 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,003 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,003 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,390 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,390 | TotalTaxAmt |
| Distributable Before Adj | $36,613 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $36,613 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $36,613 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $133,008 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $133,008 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,390 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $129,618 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,613 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $60,592 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $69,123 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $120,547 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $97,330 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $92,760 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $440,352 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $133,008 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $36,613 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $96,395 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $536,747 | 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 | $60,592 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $476,155 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $69,123 | ExcessFromYear4Amt |
| Excess From Year3 | $120,547 | ExcessFromYear3Amt |
| Excess From Year2 | $97,330 | ExcessFromYear2Amt |
| Excess From Year1 | $92,760 | ExcessFromYear1Amt |
| Excess From Current Year | $96,395 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL J JACOBSON | ContributingManagerNm |
| Contributing Manager | NANCY L JACOBSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| KAUKAUNA HIGH SCHOOL SCHOLARSHIP PROGRAM | ||||||
| 1701 COUNTY | KAUKAUNA | WI | 54130 | NC | EDUCATION | $42,500 |
| JOHN HAUF PROGRAMS - TANZANIA (ADDRESS INFORMATION AVIALABLE UPON REQUEST) | ||||||
| 16 HIGHLAND AVE | CAMBRIDGE | MA | 02139 | NC | EDUCATION | $40,508 |
| ROOM TO READ | ||||||
| 111 SUTTER STREET | SAN FRANCISCO | CA | 94104 | PC | EDUCATION | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $133,008 | 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 | $52 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,793 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $298,164 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALLIANCEBERNSTEIN HOLDING LP | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $443 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $443 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $314,013 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $314,456 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MICHAEL JACOBSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 HIGHLAND AVE | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 02139 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $229,698 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1160 SHARES ACTAVIS PLC 700 SHARES AIG | NoncashPropertyDesc |
| Fair Market Value | $229,698 | FairMarketValueAmt |
| Received | 2012-12-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $800 | Amt |
| Net Investment Income | $400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY | StockNm |
| EOY Book Value | $176,981 | EOYBookValueAmt |
| EOYFMV | $169,183 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM ADVANCES | Desc |
| BOY Book Value | $7,500 | BOYBookValueAmt |
| EOY Book Value | $10,000 | EOYBookValueAmt |
| EOYFMV | $10,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RETAINED EARNINGS ADJUSTMENT | Description |
| Amount | $5,846 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BUSINESS REGISTRATION | $50 | $0 | $0 |
| ALLIANCEBERNSTEIN NONDEDUCTIBLE | $307 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALLIANCEBERNSTEIN HOLDING LP | Desc |
| Revenue And Expenses Per Books | $447 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $447 | AdjustedNetIncomeAmt |
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