HEARTHSTONE FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
HEARTHSTONE FOUNDATION (EIN 46-6419865)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-04-11
IRS object ID
201421019349100012
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-04-11T15:05:34-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910189318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSS ADAMS LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1975 OAK STREET SUITE 500AddressLine1
CityEUGENECity
StateORState
ZIP Code97401ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN466419865EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HEARTHSTONE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlHEARBusinessNameControlTxt
Phone6178322925PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1220 NEHOIDEN STREETAddressLine1
CityNEEDHAMCity
StateMAState
ZIP Code024921948ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSCOTT R JONESPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6178322925PhoneNum
Signature2014-04-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES L WORKMANPreparerPersonNm
PTINP00361917PTIN
Phone5416861040PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,086,977FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,200,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$920InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$920InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$26,405DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,405DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$34,065NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$404,166GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$34,065CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,261,390TotalRevAndExpnssAmt
Total Net Invst Incm$61,390TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$6,665LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,339AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,670AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,047TaxesRevAndExpnssAmt
Taxes Net Invst Incm$797TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$14,533OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$13,683OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$25,584TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,150TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$98,900ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$98,900ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$124,484TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,150TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$98,900TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,136,906ExcessRevenueOverExpensesAmt
Net Investment Income$45,240NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$800,018CashBOYAmt
Cash EOY$798,839CashEOYAmt
Cash EOYFMV$798,839CashEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$1,137,927OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,288,138OtherInvestmentsEOYFMVAmt
Total Assets BOY$800,018TotalAssetsBOYAmt
Total Assets EOY$1,936,766TotalAssetsEOYAmt
Total Assets EOYFMV$2,086,977TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$800,018RetainedEarningBOYAmt
Retained Earning EOY$1,936,766RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$800,018TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,936,766TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$800,018TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,936,766TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$800,018TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,136,906ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,936,924SubtotalAmt
Other Decreases$158OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,936,766TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
865 SHS ISHARES MSCI EAFE EFTP2013-01-102013-09-03$52,063$50,049$2,014$2,014
883 SHS ISHARES MSCI EAFE ETFP2012-12-312013-09-03$53,147$49,969$3,178$3,178
1644 SHS ISHARES MSCI EAFE ETFP2013-02-212013-09-03$98,951$94,888$4,063$4,063
26 SHS ISHARES MSCI EMERGING MKTS ETFP2013-01-102013-09-20$1,098$1,164-$66-$66
566 SHS ISHARES MSCI EMERGING MKTS ETFP2012-12-312013-09-20$23,902$24,986-$1,084-$1,084
629 SHS ISHARES RUSSELL 1000 GROWTH ETFP2012-12-312013-09-20$49,992$40,862$9,130$9,130
566 SHS ISHARES RUSSELL 1000 VALUEP2012-12-312013-09-20$49,954$40,801$9,153$9,153
398 SHS SPDR EURO STOXX 50 FD ETFP2013-03-112013-09-20$15,382$13,856$1,526$1,526
446 SHS SPDR EURO STOXX 50 FD ETFP2013-02-212013-09-20$17,238$14,969$2,269$2,269
1096 SHS SPDR EURO STOXX 50 FD ETFP2013-01-102013-09-20$42,360$38,557$3,803$3,803
CAPITAL GAINS DIVIDENDSP$79$79$79
FieldValueIRS element (for citing)
Capital Gain Net Income$34,065CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$0AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$32,833NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Total Distribution0.000000TotalDistributionRt
Average Distribution0.000000AverageDistributionRt
Net Vl Noncharitable Assets$1,977,173NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$452NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$452AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$98,900QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$452InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$452SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$452TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$452TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSCOTT R JONESIndividualWithBooksNm
Phone6178322925PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1220 NEHOIDEN STREETAddressLine1
CityNEEDHAMCity
StateMAState
ZIP Code024921948ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SCOTT R JONES
220 NEHOIDEN STREETNEEDHAMMA024921948TRUSTEE5.00$0$0$0
BARBARA B JONES
220 NEHOIDEN STREETNEEDHAMMA024921948TRUSTEE5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,079,814AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$927,468AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,007,282TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,007,282AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,109CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,977,173NetVlNoncharitableAssetsAmt
Minimum Investment Return$98,859MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$98,859MinimumInvestmentReturnAmt
Tax Based On Investment Income$452TaxBasedOnInvestmentIncomeAmt
Total Tax$452TotalTaxAmt
Distributable Before Adj$98,407DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$98,407DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$98,407DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$98,900ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$98,900QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$452PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$98,448AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$98,407DistributableAsAdjustedAmt
Undistributed Income PY$99UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$98,900QualifyingDistributionsAmt
Applied To Year1$99AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$98,407AppliedToCurrentYearAmt
Remaining Distri From Corpus$394RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$394TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$394ExcessDistriCyovToNextYrAmt
Excess From Current Year$394ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSCOTT R JONESContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WELLESLEY FRIENDS MEETING
26 BENVENUE STREETWELLESLEYMA02482PCQUAKER PROGRAMS$9,500
WGBH
1 GUEST STREETBOSTONMA02135PCPUBLIC TV/RADIO$250
DUKE UNIVERSITY
324 BLACKWELL ST STE 850DURHAMNC27701PCSUPPORT OF FOREST ECON STUDIES$28,000
MEDFORD FRIENDS MEETING
14 UNION STREETMEDFORDNJ08055PCQUAKER PROGRAMS$3,000
CHRIST CHURCH
1132 HIGHLAND AVENUENEEDHAMMA02492PCCHURH WORK$10,000
CIRLCE OF HOPE
PO BOX 920724NEEDHAMMA02492SO ICANCER PATIENT SUPPORT$1,000
NEEDHAM HISTORICAL SOCIETY
1147 CENTRAL AVENUENEEDHAMMA02492PCHISTORICAL SUPPORT$1,000
NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVENUEBOSTONMA02115PCUNIVERSITY ANNUAL FUND$150
ELIZABETHTOWN COLLEGE
1 ALPHA DRIVEELIZABETHTOWNPA17022PCANNUAL FUND, SCHOLARSHIP SUPPORT AND BUILDING FUND$35,000
WESTPORT LAND CONSERVATION TRUST
PO BOX 3975WESTPORTMA02790PCLAND CONSERVATION$500
WESTPORT HISTORICAL SOCIETY
25 DRIFT ROADWESTPORTMA02790PCHISTORICAL SUPPORT$500
BAY COLONY RAIL TRAIL
23 MACKINTOSH AVENEEDHAMMA02492PCRAILROAD TRAIL RECLAMATION PROJECT$2,500
CRADLES TO CRAYONS
155 NORTH BEACON STREETBRIGHTONMA02135PCSUPPORT OF FAMILIES IN POVERTY$2,500
NEEDHAM COMMUNITY COUNCIL
570 HILLSIDE AVENUENEEDHAMMA02494PCSUPPORT OF NEEDHAM COMMUNITY$2,500
OLD NEWSBOYS GOODFELLOW FUND OF DETROIT
PO BOX 44444DETROITMI48244PCSUPPORT OF DETROIT AREA FAMILIES IN NEED$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$98,900TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$920ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,405ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$34,065ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$61,390ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$61,390TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonSCOTT R JONESContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1220 NEHOIDEN STREETAddressLine1
CityNEEDHAMCity
StateMAState
ZIP Code024921948ZIPCode
FieldValueIRS element (for citing)
Total Contributions$1,200,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,339Amt
Net Investment Income$1,670NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
PUBLICLY TRADED SECURITIESAT COST$967,579$1,122,824
FIXED SECURITIESAT COST$170,348$165,314

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryATTORNEY FEESCategoryTxt
Legal Fees$6,665LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescriptionBOOK/TAX TIMING DIFFERENCESDescription
Amount$158Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MISCELLANEOUS FEES$850$0$0
BANK MANAGEMENT FEES$13,683$13,683$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonSCOTT R JONESPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1220 NEHOIDEN STREETAddressLine1
CityNEEDHAMCity
StateMAState
ZIP Code024921948ZIPCode

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE TAXES$250$0$0
FOREIGN TAXES$797$797$0

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