GIVING GROUSBECK FAZZALARI: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- GIVING GROUSBECK FAZZALARI (EIN 30-6284986)
- Tax period
- 2012-12-01 to 2013-11-30
- Filed
- 2014-06-30
- IRS object ID
- 201431819349100108
- Schema version
- 2012v2.1
- 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
- General Explanation Attachment
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-06-30T14:22:52-05:00 | Timestamp |
| Tax Period End Date | 2013-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042206126 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Raphael and Raphael LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 730 | AddressLine1 |
| City | Point Pleasant | City |
| State | NJ | State |
| ZIP Code | 087420730 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 306284986 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grousbeck Trust dated April 20 2011 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GROU | NameControl |
| Phone | 7322951000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o RR LLP PO Box 730 | AddressLine1 |
| City | Point Pleasant | City |
| State | NJ | State |
| ZIP Code | 087420730 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Wycliffe K Grousbeck | Name |
| Title | Trustee | Title |
| Phone | 7322951000 | Phone |
| Date Signed | 2014-06-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Mary C Buletza | Name |
| PTIN | P00546079 | PTIN |
| Phone | 7322951000 | Phone |
| Date Prepared | 2014-06-26 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 42956250 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 41 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 41 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 139433 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 122688 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1076680 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1076680 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 974651 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 38351 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 18455 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 1254505 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1115835 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Interest Rev And Expnss | 6048 | InterestRevAndExpnss |
| Interest Net Invst Incm | 2708 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 53155 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 5350 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 157173 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 149910 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 216376 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 157968 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2429522 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 2429522 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2645898 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 157968 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2429522 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -1391393 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 957867 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 175541 | CashEOY |
| Cash EOYFMV | 175541 | CashEOYFMV |
| Other Assets BOY | 40548038 | OtherAssetsBOY |
| Other Assets EOY | 38981104 | OtherAssetsEOY |
| Other Assets EOYFMV | 42780709 | OtherAssetsEOYFMV |
| Total Assets BOY | 40548038 | TotalAssetsBOY |
| Total Assets EOY | 39156645 | TotalAssetsEOY |
| Total Assets EOYFMV | 42956250 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 40548038 | CapitalStockBOY |
| Capital Stock EOY | 39156645 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 40548038 | TotalNetAssetsBOY |
| Total Net Assets EOY | 39156645 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 40548038 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 39156645 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 40548038 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -1391393 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 39156645 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 39156645 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|---|
| K-1 STCG | P | 2012-12-01 | 2013-11-30 | 97831 | 97831 | 97831 | |
| K-1 LTCG | P | 2012-11-30 | 2013-11-30 | 819456 | 819456 | 819456 | |
| K-1 1231 | P | 2012-11-30 | 2013-11-30 | 57364 | 57364 | 57364 | |
| K-1 LTCG UBI | P | 14214 | 0 | 0 | 14214 | ||
| K-1 1231 UBI | P | 87815 | 0 | 0 | 87815 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 974651 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 0 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 9850000 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.000000 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 15150196 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 185562757 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.081645 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 14830145 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 178633363 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.083020 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 11670011 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 164592975 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.070902 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 12481363 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 185408766 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.067318 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.302885 | TotalDistributionRatio |
| Average Distribution Ratio | 0.060577 | AverageDistributionRatio |
| Net Noncharitable Assets | 40173192 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2433571 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 9579 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2443150 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2429522 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 19157 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 19157 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 19157 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 27000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 27000 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 7843 | Overpayment |
| Amount Credited To Next Year | 7843 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 1 | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | 1 | Form990TFiled |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | Wycliffe K Grousbeck | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6178543005 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 226 Causeway Street 4th Floor | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| Wycliffe K Grousbeck | ||||||||
| 226 Causeway Street 4th Floor | Boston | MA | 02114 | Trustee | 1.00 | 0 | 0 | 0 |
| Corinne B Grousbeck | ||||||||
| 226 Causeway Street 4th Floor | Boston | MA | 02114 | Trustee | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 40429943 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 355023 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 40784966 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 40784966 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 611774 | CashDeemedCharitable |
| Net Noncharitable Assets | 40173192 | NetNoncharitableAssets |
| Minimum Investment Return | 2008660 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 2008660 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 19157 | TaxBasedOnInvestmentIncome |
| Income Tax For This Year | 6274 | IncomeTaxForThisYear |
| Total Tax | 25431 | TotalTax |
| Distributable Amount Before Adj | 1983229 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1983229 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1983229 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2429522 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 2429522 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 2429522 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1983229 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 1044551 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 651217 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1301244 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 1355238 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 4352250 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2429522 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1983229 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 446293 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 4798543 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 1044551 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 3753992 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 651217 | ExcessFromYear4 |
| Excess From Year3 | 1301244 | ExcessFromYear3 |
| Excess From Year2 | 1355238 | ExcessFromYear2 |
| Excess From Current Year | 446293 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | Wycliffe K Grousbeck | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 226 Causeway Street 4th Floor | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 6178543005 | RecipientPhoneNumber |
| Recipient Email Address | GrousbeckTrust@gmail.com | RecipientEmailAddress |
| Form And Info And Materials | No formal procedures have been established at this time. | FormAndInfoAndMaterials |
| Submission Deadlines | No deadlines have been established at this time. | SubmissionDeadlines |
| Restrictions On Awards | Grants are limited to IRC Section 501(c)(3) defined purposes and charities. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (41 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AIDS Action Committee of MA | |||||||
| 75 Amory Street | Boston | MA | 02119 | N/A | Public charities | General | $10,000 |
| Anti-Defamation League | |||||||
| 605 Third Avenue | New York | NY | 101583560 | N/A | Public charities | General | $11,000 |
| Bill Russell Legacy Project | |||||||
| 226 Causeway Street 4th Floor | Boston | MA | 02114 | N/A | Public charities | General | $50,000 |
| Boston Arts Academy | |||||||
| 174 Ipswich Street | Boston | MA | 02215 | N/A | Public charities | General | $1,000 |
| Boston Celtics Charitable Foundation | |||||||
| 226 Causeway Street 4th Floor | Boston | MA | 02114 | N/A | Public charities | General | $65,000 |
| Boston Children's Hospital | |||||||
| 300 Longwood Avenue | Boston | MA | 02115 | N/A | Public charities | General | $450,000 |
| Boston Foundation Inc | |||||||
| 75 Arlington Street Suite 1000 | Boston | MA | 02116 | N/A | Public charities | General | $10,000 |
| Boston Medical Center | |||||||
| 715 Albany Street | Boston | MA | 02118 | N/A | Public charities | General | $8,000 |
| Boys and Girls Club of Boston | |||||||
| 50 Congress Street | Boston | MA | 02109 | N/A | Public charities | General | $100,000 |
| Boys and Girls Club of Dorchester | |||||||
| 1135 Dorchester Avenue | Dorchester | MA | 02125 | N/A | Public charities | General | $5,000 |
| Breast Cancer Research Foundation | |||||||
| 60 E 56th Street 8th Floor | New York | NY | 10022 | N/A | Public charities | General | $5,000 |
| Bridge Over Trouble Waters | |||||||
| 222 Forbes Road Suite 207 | Braintree | MA | 02184 | N/A | Public charities | General | $5,000 |
| Chicago Lighthouse | |||||||
| 1850 W Roosevelt Road | Chicago | IL | 606081228 | N/A | Public charities | General | $25,000 |
| Combined Jewish Philantropics | |||||||
| 126 High Street | Boston | MA | 02110 | N/A | Public charities | General | $10,000 |
| Cradles to Crayons | |||||||
| 155 North Beacon Street | Brighton | MA | 02135 | N/A | Public charities | General | $10,000 |
| Design Corps | |||||||
| 2243 The Circle | Raleigh | NC | 27608 | N/A | Public charities | General | $5,000 |
| Foundation of Mass Eye & Ear Inc | |||||||
| 243 Charles Street | Boston | MA | 021143002 | N/A | Public charities | General | $5,000 |
| Isabella Stewart Gardner Museum | |||||||
| 280 The Fenway | Boston | MA | 02115 | N/A | Public charities | General | $100,000 |
| K-1 allocation | |||||||
| 655 Knight Way | Stanford | CA | 943057216 | N/A | Public charities | General | $22 |
| Lovelane Special Needs Horseback Programs | |||||||
| 40 Baker Bridge Road | Lincoln | MA | 01773 | N/A | Public charities | General | $80,000 |
| Mass Challenge Inc | |||||||
| One Marina Park Drive | Boston | MA | 02210 | N/A | Public charities | General | $6,000 |
| Massachusetts Eye and Ear Infirmary | |||||||
| 325 Cambridge Street 2nd Floor | Boston | MA | 02114 | N/A | Public charities | General | $25,000 |
| Michigan State University | |||||||
| D208 Veterinary Medical Center | East Lansing | MI | 488241314 | N/A | Public charities | General | $75,000 |
| Morgan Memorial Goodwill Industries | |||||||
| 1010 Harrison Avenue | Boston | MA | 02119 | N/A | Public charities | General | $2,500 |
| MSPCC | |||||||
| 99 Summer Street 6th Floor | Boston | MA | 02110 | N/A | Public charities | General | $50,000 |
| MVCPC Inc-Camp Jabbeewocky | |||||||
| PO Box 1357 | Vineyard Haven | MA | 02568 | N/A | Public charities | General | $25,000 |
| National Braille Press | |||||||
| 88 St Stephen St | Boston | MA | 02115 | N/A | Public charities | General | $25,000 |
| Noble and Greenough School | |||||||
| 10 Campus Drive | Dedham | MA | 02026 | N/A | Public charities | General | $10,000 |
| Oregon Health and Science University | |||||||
| 3375 SW Terwilliger Blvd | Portland | OR | 972394197 | N/A | Public charities | General | $25,000 |
| Perkins School for the Blind | |||||||
| 175 North Beacon Street | Watertown | MA | 02172 | N/A | Public charities | General | $100,000 |
| Princeton Univeristy Rowing Association | |||||||
| Crew Office Dillon Gym | Princeton | NJ | 08544 | N/A | Public charities | General | $5,000 |
| Scheie Eye Institute-Jean Bennett | |||||||
| 51 N 39th Street | Philadelphia | PA | 19104 | N/A | Public charities | General | $150,000 |
| Scheie Eye Institute-SG Jacobson & Artur V Cideciyan | |||||||
| 51 N 39th Street | Philadelphia | PA | 19104 | N/A | Public charities | General | $75,000 |
| Stanford Athletics | |||||||
| 326 Galvez Street | Stanford | CA | 943055018 | N/A | Public charities | General | $25,000 |
| Stanford University | |||||||
| 326 Galvez Street | Stanford | CA | 943055018 | N/A | Public charities | General | $25,000 |
| The Italian Home for Children | |||||||
| 1125 Centre Street | Jamaica Plain | MA | 02130 | N/A | Public charities | General | $5,000 |
| The Joey Fund | |||||||
| 220 N Main Street Suite 104 | Natick | MA | 01760 | N/A | Public charities | General | $25,000 |
| The Truth on Health | |||||||
| 1 Presidental Way Suite 103 | Woburn | MA | 01801 | N/A | Public charities | General | $10,000 |
| Three Point Foundation | |||||||
| 1270 Soliders Field Road | Brighton | MA | 02135 | N/A | Public charities | General | $10,000 |
| University of Iowa Foundation | |||||||
| PO Box 4550 | Iowa City | IA | 522444550 | N/A | Public charities | General | $800,000 |
| Womens Lunch Place Inc | |||||||
| 67 Newbury Street | Boston | MA | 02116 | N/A | Public charities | General | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 2429522 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $41 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 900099 | BusinessCode |
| Unrelated Business Income | $8,260 | UnrelatedBusinessIncomeAmount |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $131,173 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 900099 | BusinessCode |
| Unrelated Business Income | $19,896 | UnrelatedBusinessIncomeAmount |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $18,455 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 900099 | BusinessCode |
| Unrelated Business Income | $102,029 | UnrelatedBusinessIncomeAmount |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $974,651 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $130,185 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,124,320 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1254505 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | TWO FORMS 8886 REPORTABLE TRANSACTION DISCLOSURESTATEMENTS WERE FILED FOR CURRENT YEAR LOSS TRANSACTIONSGREATER THAN $2 MILLION DOLLARS EACH AND TRANSACTIONSWITH CUMULATIVE LOSSES GREATER THAN $4 MILLIONEACH AS REQUIRED BY REG. SEC. 1.6011-4. THE PARTNER'SSHARE OF EACH TRANSACTION LOSS WAS LESS THAN $2MILLION FOR THE CURRENT YEAR, AND LESS THAN $4 MILLIONCUMULATIVELY UNLESS OTHERWISE NOTED. THIS IS BELOWTHE MINIMUM THRESHOLD FOR FILING OF FORM 8886 BY THE PARTNER. | Explanation |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Investment in diversified investment partnerships | Description |
| BOY Book Value | 40548038 | BOYBookValue |
| EOY Book Value | 38981104 | EOYBookValue |
| EOYFMV | 42780709 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Massachussett filing fees | 0 | 0 | 0 |
| K-1 alloc non-ded exp | 100 | 0 | 0 |
| K-1 alloc deductions - portfolio | 63268 | 56105 | 0 |
| K-1 alloc deductions - portfolio (other)-CA filing fees | 360 | 360 | 0 |
| K-1 portfolio losses | 93445 | 93445 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| K-1 Pship Portfolio income | -19896 | -19896 | -19896 |
| K-1 Pship Other income | 255 | 255 | 255 |
| K-1 Pship Other income UBI | 19896 | 0 | 19896 |
| K-1 Pship COD income | 9905 | 9905 | 9905 |
| K-1 Pship Ordinary income | 32007 | 32007 | 32007 |
| K-1 Pship Net Rental RE income | -3816 | -3816 | -3816 |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Federal 990 PF tax payments | $27,000 | 0 | 0 |
| Federal 990 T tax payments | $18,000 | 0 | 0 |
| Foreign tax withheld | $6,218 | 3413 | 0 |
| K-1 alloc state tax expense | $1,937 | 1937 | 0 |
Comments