BETA

A M FUND: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
A M FUND (EIN 04-6956130)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-08-08
IRS object ID
201422209349100402
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)
Return2014-08-08T08:28:27-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263753134PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ TOFIASBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 BOYLSTON STREETAddressLine1
CityBOSTONCity
StateMAState
ZIP Code02116ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046956130EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE AM FUNDBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlAMFUBusinessNameControlTxt
Phone6175744032PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 ATLANTIC AVEAddressLine1
CityBOSTONCity
StateMAState
ZIP Code02110ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonARNOLD HIATTPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6175744032PhoneNum
Signature2014-08-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAY WEBBERPreparerPersonNm
PTINP00316609PTIN
Phone6177610600PhoneNum
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$2,987,508FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$833,666ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$37,753DividendsRevAndExpnssAmt
Dividends Net Invst Incm$37,753DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$577,145NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,160,510GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,020,852CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$318OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$318OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,448,882TotalRevAndExpnssAmt
Total Net Invst Incm$1,058,923TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$80,000OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$80,000OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$24,132PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$24,132PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$14,795AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$14,795AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$20,273OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$20,273OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$14,992TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,040TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$6,013TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$23,122OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$23,122OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$7,616TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$7,616TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,752OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$5,752OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$190,682TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$36,108TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$146,635TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$504,738ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$504,738ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$695,420TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$36,108TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$651,373TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$753,462ExcessRevenueOverExpensesAmt
Net Investment Income$1,022,815NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,726CashBOYAmt
Cash EOY$106,243CashEOYAmt
Cash EOYFMV$106,243CashEOYFMVAmt
Other Investments BOY$2,200,103OtherInvestmentsBOYAmt
Other Investments EOY$2,765,442OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,881,265OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$3,272LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,272LandBldgEquipAccumDeprecAmt
Total Assets BOY$2,203,829TotalAssetsBOYAmt
Total Assets EOY$2,871,685TotalAssetsEOYAmt
Total Assets EOYFMV$2,987,508TotalAssetsEOYFMVAmt
Accounts Payable BOY$85,906AccountsPayableBOYAmt
Accounts Payable EOY$27AccountsPayableEOYAmt
Total Liabilities BOY$85,906TotalLiabilitiesBOYAmt
Total Liabilities EOY$27TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$85,886CapitalStockBOYAmt
Capital Stock EOY$85,886CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,032,037RetainedEarningBOYAmt
Retained Earning EOY$2,785,772RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,117,923TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,871,658TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,203,829TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,871,685TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,117,923TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$753,462ExcessRevenueOverExpensesAmt
Other Increases$273OtherIncreasesAmt
Subtotal$2,871,658SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,871,658TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$3,298,810$2,756,900$541,910$541,910
PUBLICLY TRADED SECURITIESD$835,543$382,758$452,785$452,785
CAPITAL GAINS DIVIDENDSP$26,157$26,157$26,157
FieldValueIRS element (for citing)
Capital Gain Net Income$1,020,852CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$810,095AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,322,587NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.348790DistributionYr1Rt
Adjusted Qlfy Distri Yr2$614,422AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,720,301NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.357160DistributionYr2Rt
Adjusted Qlfy Distri Yr3$728,340AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$556,000NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.309964DistributionYr3Rt
Adjusted Qlfy Distri Yr4$775,187AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$879,386NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.881509DistributionYr4Rt
Adjusted Qlfy Distri Yr5$633,001AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,345,980NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.269824DistributionYr5Rt
Total Distribution3.167247TotalDistributionRt
Average Distribution0.633449AverageDistributionRt
Net Vl Noncharitable Assets$2,626,060NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,663,475AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$10,228NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,673,703AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$651,373QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$20,456InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$20,456SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$20,456TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,040EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$19,000AppliedToEsTaxAmt
Total Payments And Credits$26,040TotalPaymentsAndCreditsAmt
Overpayment$5,584OverpaymentAmt
Applied To ES Tax$5,584AppliedToESTaxAmt
Refund$0RefundAmt

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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksARNOLD HIATTIndividualWithBooksNm
Phone6175744032PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1400 ATLANTIC AVEAddressLine1
CityBOSTONCity
StateMAState
ZIP Code02110ZIPCode
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 (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ARNOLD S HIATT
400 ATLANTIC AVENUEBOSTONMA02110TRUSTEE5.00$0$0$0
AMY R HIATT
31 FLETCHER AVENUE UNIT 8LEXINGTONMA02420TRUSTEE5.00$0$0$0
MATTHEW T HIATT
6 CARBERRY LANEMILTONMA02186TRUSTEE5.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,431,478AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$234,573AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,666,051TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,666,051AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$39,991CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,626,060NetVlNoncharitableAssetsAmt
Minimum Investment Return$131,303MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$131,303MinimumInvestmentReturnAmt
Tax Based On Investment Income$20,456TaxBasedOnInvestmentIncomeAmt
Total Tax$20,456TotalTaxAmt
Distributable Before Adj$110,847DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$110,847DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$110,847DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$651,373ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$651,373QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$651,373AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$110,847DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$515,702ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$731,622ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$705,402ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$534,505ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$700,985ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,188,216TotalExcessDistributionCyovAmt
Qualifying Distributions$651,373QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$110,847AppliedToCurrentYearAmt
Remaining Distri From Corpus$540,526RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,728,742TotalCorpusAmt
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$515,702ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,213,040ExcessDistriCyovToNextYrAmt
Excess From Year4$731,622ExcessFromYear4Amt
Excess From Year3$705,402ExcessFromYear3Amt
Excess From Year2$534,505ExcessFromYear2Amt
Excess From Year1$700,985ExcessFromYear1Amt
Excess From Current Year$540,526ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerARNOLD S HIATTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALLIANCE FOR JUSTICE
ELEVEN DUPONT CIRCLE NW 2ND FLOORWASHINGTONDC20036501(C)(3)GENERAL FUNDING$5,000
ANTHONY QUINN FOUNDATION
PO BOX 539BRISTOLRI02809501(C)(3)GENERAL FUNDING$1,000
BEND THE ARC
330 SEVENTH AVENEW YORKNY10001501(C)(3)GENERAL FUNDING$25,000
BOSTON CLASSICAL ORCHESTRA
PO BOX 152NEWTONMA02468501(C)(3)GENERAL FUNDING$28,938
BOSTON WORKMEN'S CIRCLE
1762 BEACON STREETBROOKLINEMA02445501(C)(3)GENERAL FUNDING$2,500
BLITHEWOLD MANSIONS GARDENS ARBORETUM
101 FERRY ROADBRISTOLRI02809501(C)(3)GENERAL FUNDING$10,000
BOSTON CHILDREN'S CHORUS
112 SHAWMUT AVE SUITE 5BBOSTONMA02118501(C)(3)GENERAL FUNDING$1,000
BRAZELTON TOUCHPOINTS FOUNDATION
1295 BOYLSTON STREET SUITE 320BOSTONMA02215501(C)(3)GENERAL FUNDING$1,000
CATHOLIC SCHOOLS FOUNDATION
260 FRANKLIN STREET SUITE 630BOSTONMA02110501(C)(3)GENERAL FUNDING$5,000
CENTER FOR JUSTICE & ACCOUNTABILITY
870 MARKET ST SUITE 688SAN FRANCISCOCA94102501(C)(3)GENERAL FUNDING$10,000
CHARITABLE IRISH SOCIETY
ONE LEWIS WHARFBOSTONMA02110501(C)(3)GENERAL FUNDING$15,000
CITIZENS FOR RESPONSIBILITIES AND ETHICS IN WASHINGTON
1400 EYE STREET NW SUITE 450WASHINGTONDC20005501(C)(3)GENERAL FUNDING$25,000
COGGESHALL FARM MUSEUM
1 COLT DRIVEBRISTOLRI02809501(C)(3)GENERAL FUNDING$250
ECOLOGIC DEVELOPMENT FUND
25 MOUNT AUBURN ST SUITE 203CAMBRIDGEMA02138501(C)(3)GENERAL FUNDING$1,000
ESPLANADE ASSOCIATION
376 BOYLSTON ST SUITE 503BOSTONMA02116501(C)(3)GENERAL FUNDING$25,000
HEBREW SENIOR LIFE
1200 CENTRE STREETROSLINDALEMA02131501(C)(3)GENERAL FUNDING$1,000
FRIENDS OF ASHOKA
1700 NORTH MOORE ST SUITE 2000ARLINGTONVA22209501(C)(3)GENERAL FUNDING$15,000
FRIENDS OF WRENTHAM
PO BOX 865WRENTHAMMA02093501(C)(3)GENERAL FUNDING$500
FUND FOR THE REPUBLIC
175 ANDOVER ST SUITE 101DANVERSMA01923501(C)(3)GENERAL FUNDING$25,000
INSTITUTE FOR JUSTICE AND DEMOCRACY IN HAITI
666 DORCHESTER AVEBOSTONMA02027501(C)(3)GENERAL FUNDING$5,000
ISABELLA STEWART GARDNER MUSEUM
280 THE FENWAYBOSTONMA02215501(C)(3)GENERAL FUNDING$15,000
J STREET EDUCATION FUND INC
PO BOX 66073WASHINGTONDC20035501(C)(3)GENERAL FUNDING$50,000
MASSACHUSETTS BUDGET AND POLICY CENTER
15 COURT STREET SUITE 700BOSTONMA02108501(C)(3)GENERAL FUNDING$7,500
MASSACHUSETTS HISTORICAL SOCIETY
1154 BOYLSTON STREETBOSTONMA02215501(C)(3)GENERAL FUNDING$250
MAY INSTITUTE
41 PACELLA PARK DRRANDOLPHMA02368501(C)(3)GENERAL FUNDING$1,500
MEDIA MATTERS FOR AMERICA
455 MASSACHUSETTS AVE NW 600WASHINGTONDC20001501(C)(3)GENERAL FUNDING$25,000
MIL MILAGROS
400 ATLANTIC AVENUEBOSTONMA02110501(C)(3)GENERAL FUNDING$30,000
NEIGHBOR TO NEIGHBOR
262 WASHINGTON ST 6TH FLOORBOSTONMA02108501(C)(3)GENERAL FUNDING$20,000
NEW ISRAEL FUND
2100 M ST NW SUITE 619WASHINGTONDC20037501(C)(3)GENERAL FUNDING$75,000
PETRA FOUNDATION
115 SOUTH OXFORD STREE SUITE 575BROOKLYNNY11217501(C)(3)GENERAL FUNDING$7,500
PHILLIPS BROOKS HOUSE ASSOCIATION
HARVARD UNIVERSITYCAMBRIDGEMA02138501(C)(3)GENERAL FUNDING$1,500
STRATEGIES FOR CHILDREN INC
400 ATLANTIC AVEBOSTONMA02110501(C)(3)GENERAL FUNDING$20,000
STRIVE
651 WASHINGTON STDORCHESTERMA02124501(C)(3)GENERAL FUNDING$1,000
STRONG WOMEN STRONG GIRLS INC
262 WASHINGTON ST 6TH FLOORBOSTONMA02108501(C)(3)GENERAL FUNDING$5,000
THE FAMILY CENTER
366 SOMERVILLE AVESOMERVILLEMA02143501(C)(3)GENERAL FUNDING$20,000
UASPIRE
31 ST JAMES AVE SUTIE 520BOSTONMA02116501(C)(3)GENERAL FUNDING$7,500
UNITED FOR A FAIR ECONOMY
37 TEMPLE PLACEBOSTONMA02111501(C)(3)GENERAL FUNDING$2,500
UNITED NATIONS ASSOC OF GREATER BOSTON
10 WINTER PLACEBOSTONMA02108501(C)(3)GENERAL FUNDING$2,500
VILLAGE HEALTH WORKS
12 EAST 33RD STREET 4TH FLOORNEW YORKNY10016501(C)(3)GENERAL FUNDING$5,000
WGBH
PO BOX 55875BOSTONMA02205501(C)(3)GENERAL FUNDING$2,500
WRENTHAM FAMILY ASSOCIATION
PO BOX 144WRENTHAMMA02093501(C)(3)GENERAL FUNDING$300
WRITE BOSTON
7 PALMER STREET 2ND FLOORROXBURYMA02119501(C)(3)GENERAL FUNDING$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$504,738TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$37,753ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$577,145ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Exclusion01ExclusionCd
Exclusion$318ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$615,216ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$615,216TotalIncomeProducingActyAmt

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 (6 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1CityContributorUSAddress/CityStateContributorUSAddress/StateZIP CodeContributorUSAddress/ZIPCodeTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
ARNOLD HIATT
1400 ATLANTIC AVENUEBOSTONMA02110$515,964Yes (X)
STRIDE RITE CHARITABLE FOUNDATION
2400 ATLANTIC AVENUEBOSTONMA02110$1,568Yes (X)
STRIDE RITE CHARITABLE FOUNDATION
3400 ATLANTIC AVENUEBOSTONMA02110$5,632Yes (X)
ARNOLD HIATT
4400 ATLANTIC AVENUEBOSTONMA02110$187,700Yes (X)
ARNOLD HIATT
5400 ATLANTIC AVENUEBOSTONMA02110$101,284Yes (X)
ARNOLD HIATT
6400 ATLANTIC AVENUEBOSTONMA02110$21,518Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
150,000 SHS CHRISTOPHER & BANKS, 550 SHS ONYX, 300 SHS PRECISION CASTPARTS, 1,262 SHS LAM RESEARCH$515,9642013-08-08
42,150 SHS GANNETT, 450 SHS KANSAS CITY, 1,650 SHS SINCLAIR BROADCAST, 600 SHS HELMERICH$187,7002013-08-08
51,300 SHS ISIS PHARMACEUTICALS, 1,150 SHS TW TELECOM, 700 SHS VIVUS, 650 SHS RTI INTERNATIONAL$101,2842013-08-08
61,500 BELO CORP$21,5182013-08-08

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$14,795Amt
Net Investment Income$14,795NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSCHWAB ACCT 0526CategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$2,765,442BookValueAmt
EOYFMV$2,881,265EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL FEES$3,491$0$3,491
OFFICE EXPENSES$1,956$0$1,956
BANK FEES$78$0$78
MEALS$227$0$227

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Revenue And Expenses Per Books$318RevenueAndExpensesPerBooksAmt
Net Investment Income$318NetInvestmentIncomeAmt
Adjusted Net Income$318AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionPRIOR YEAR INCREASEDescription
Amount$273Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MGMT FEESCategoryTxt
Amt$20,273Amt
Net Investment Income$20,273NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MASSACHUSETTS FILING FEE$250$0$250
PAYROLL TAXES$5,763$0$5,763
FEDERAL TAXES$7,939$0$0
FOREIGN TAXES$1,040$1,040$0

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