THE BIERLY-BOASBERG FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE BIERLY-BOASBERG FOUNDATION (EIN 04-6903459)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-19
- IRS object ID
- 201432319349100603
- 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
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-19T10:18:02-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042929802 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RODMAN & RODMAN PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 NEWTON EXECUTIVE PARK | AddressLine1 |
| City | NEWTON | City |
| State | MA | State |
| ZIP Code | 024621433 | 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 | 046903459 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIERLY BOASBERG FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BIER | BusinessNameControlTxt |
| Phone | 6175722532 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 OTIS STREET | AddressLine1 |
| City | NEWTON | City |
| State | MA | State |
| ZIP Code | 02465 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER BIERLY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175722532 | PhoneNum |
| Signature | 2014-08-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS ASTORE | PreparerPersonNm |
| PTIN | P01391196 | PTIN |
| Phone | 6179655959 | PhoneNum |
| Preparation | 2014-08-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,169,467 | 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 | $384,515 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $59,034 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,034 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $126,963 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,011,763 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $126,963 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $570,512 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $185,997 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,510 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $755 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $755 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,780 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,780 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,336 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,336 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,626 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,871 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $755 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $177,430 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $177,430 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $205,056 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,871 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $178,185 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $365,456 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $159,126 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $60,663 | CashBOYAmt |
| Cash EOY | $94,005 | CashEOYAmt |
| Cash EOYFMV | $94,005 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $38,503 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $60,215 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $60,215 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $838,081 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,038,507 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,353,149 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,339,835 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,449,811 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,662,098 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,277,082 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,642,538 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,169,467 | 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 | $2,277,082 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,642,538 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,277,082 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,642,538 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,277,082 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,642,538 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,277,082 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $365,456 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,642,538 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,642,538 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 2012-12-01 | 2013-12-31 | $564,861 | $537,619 | $27,242 | $27,242 | |
| MORGAN STANLEY | 2012-12-31 | 2013-12-31 | $100,325 | $72,722 | $27,603 | $27,603 | |
| MORGAN STANLEY | 2012-12-31 | 2013-12-31 | $318,113 | $274,459 | $43,654 | $43,654 | |
| CAPITAL GAINS DIVIDENDS | $28,464 | $28,464 | $28,464 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $126,963 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $27,242 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $112,528 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,156,920 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052171 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $115,511 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,653,637 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.069853 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $109,455 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,261,557 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.086762 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $125,458 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $743,632 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.168710 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $130,620 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $770,651 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.169493 | DistributionYr5Rt |
| Total Distribution | 0.546989 | TotalDistributionRt |
| Average Distribution | 0.109398 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,665,639 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $291,616 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,591 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $293,207 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $178,185 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,183 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,183 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,183 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,891 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,891 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $20 | EsPenaltyAmt |
| Tax Due | $312 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARGARET BOASBERG | IndividualWithBooksNm |
| Phone | 6175722532 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 OTIS STREET | AddressLine1 |
| City | NEWTON | City |
| State | MA | State |
| ZIP Code | 02465 | 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER BIERLY | ||||||||
| 199 OTIS STREET | NEWTON | MA | 02465 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARGARET BOASBERG | ||||||||
| 199 OTIS STREET | NEWTON | MA | 02465 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,678,041 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,191 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,706,232 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,706,232 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,593 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,665,639 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $133,282 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $133,282 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,183 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,183 | TotalTaxAmt |
| Distributable Before Adj | $130,099 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $130,099 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $130,099 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $178,185 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $178,185 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $178,185 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $130,099 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $92,863 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $88,491 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $48,256 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $39,632 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,027 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $274,269 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $178,185 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $130,099 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $48,086 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $322,355 | 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 | $92,863 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $229,492 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $88,491 | ExcessFromYear4Amt |
| Excess From Year3 | $48,256 | ExcessFromYear3Amt |
| Excess From Year2 | $39,632 | ExcessFromYear2Amt |
| Excess From Year1 | $5,027 | ExcessFromYear1Amt |
| Excess From Current Year | $48,086 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHRISTOPHER BIERLY | ContributingManagerNm |
| Contributing Manager | MARGARET BOASBERG | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARGARET BOASBERG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 OTIS STREET | AddressLine1 |
| City | NEWTON | City |
| State | MA | State |
| ZIP Code | 02456 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6179653626 | RecipientPhoneNum |
| Form And Info And Materials | NOT APPLICABLE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOT APPLICABLE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION MAKES CHARITABLE CONTRIBUTIONS ONLY FOR CHARITABLE, EDUCATIONAL OR SCIENTIFIC PURPOSES DEFINED BY SEC 501 (C) (3) OF THE INTERNAL REVENUE CODE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| BAIN CAPITAL'S CHILDREN'S CHARITIES | ||||||||
| 111 HUNTINGTON AVENUE | BOSTON | MA | 02199 | NONE | PC | GENERAL DONATION | $15,000 | |
| BOYS AND GIRLS CLUB OF BOSTON | ||||||||
| 50 CONGRESS STREET SUITE 730 | BOSTON | MA | 02109 | NONE | PC | GENERAL DONATION | $2,500 | |
| BRIDGESPAN CHARITABLE AUCTION | ||||||||
| 2 COPLEY PLACE 7TH FLOOR SUITE | BOSTON | MA | 02116 | NONE | PC | GENERAL DONATION | $180 | 3700B |
| CAMERON AND HAYDEN LORD FOUNDATION | ||||||||
| 110 RIVERSIDE DRIVE 12C | NEW YORK | NY | 10024 | NONE | PC | GENERAL DONATION | $1,000 | |
| CAMP HOLIDAY TRAILS | ||||||||
| 400 HOLIDAY TRAILS LANE | CHARLOTTESVILLE | VA | 22903 | NONE | PC | GENERAL DONATION | $5,000 | |
| CHILDRENS HOSPITAL | ||||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | NONE | PC | GENERAL DONATION | $10,000 | |
| CRADLES TO CRAYONS | ||||||||
| 155 N BEACON ST | BRIGHTON | MA | 02115 | NONE | PC | GENERAL DONATION | $2,500 | |
| CULTURAL LANDSCAPE FOUNDATION | ||||||||
| 1711 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20009 | NONE | PC | GENERAL DONATION | $1,000 | 200 |
| DIAN FOSSEY GORILLA FUND | ||||||||
| SUITE 200 | ATLANTA | GA | 30315 | NONE | PC | GENERAL DONATION | $5,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL DONATION | $1,000 | |
| ENDEAVOR GLOBAL | ||||||||
| 900 BROADWAY | NEW YORK | NY | 10003 | NONE | PC | GENERAL DONATION | $8,000 | |
| FOOD ALLERGY AND ANAPHYLAXIS NETWORK | ||||||||
| 11781 LEE JACKSON HWY SUITE 160 | FAIRFAX | VA | 22033 | NONE | PC | GENERAL DONATION | $1,000 | |
| FRIENDS OF THE NICU (BRIGHAM AND WOMEN'S HOSPITAL) | ||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | NONE | SO II | GENERAL DONATION | $10,000 | |
| MAKE A WISH FOUNDATION | ||||||||
| 1 BULFINCH PL 201 | BOSTON | MA | 02114 | NONE | PC | GENERAL DONATION | $6,000 | |
| NANTUCKET ATHENEUM | ||||||||
| PO BOX 808 1 INDIA STREET | NANTUCKET | MA | 02554 | NONE | PC | GENERAL DONATION | $500 | |
| NANTUCKET CONSERVATION FOUNDATION | ||||||||
| 118 CLIFF ROAD | NANTUCKET | MA | 02554 | NONE | PC | GENERAL DONATION | $1,000 | |
| NANTUCKET DREAMLAND FOUNDATION | ||||||||
| 17 SOUTH WATER STREET | NANTUCKET | MA | 02554 | NONE | PC | GENERAL DONATION | $2,500 | |
| NANTUCKET DREAMLAND FOUNDATION | ||||||||
| 17 SOUTH WATER STREET | NANTUCKET | MA | 02554 | NONE | PC | GENERAL DONATION | $4,400 | |
| NANTUCKET DREAMLAND FOUNDATION | ||||||||
| 17 SOUTH WATER STREET | NANTUCKET | MA | 02554 | NONE | PC | GENERAL DONATION | $1,100 | |
| NATIONAL CATHEDRAL SCHOOL | ||||||||
| 3612 WOODLEY RD NW | WASHINGTON | DC | 20016 | NONE | PC | GENERAL DONATION | $250 | |
| NATIONAL CATHEDRAL SCHOOL | ||||||||
| 3612 WOODLEY RD NW | WASHINGTON | DC | 20016 | NONE | PC | GENERAL DONATION | $250 | |
| NORWOOD DRAMA | ||||||||
| 245 NICHOLS ST | NORWOOD | MA | 02062 | NONE | PC | GENERAL DONATION | $500 | |
| PALS CHILDREN'S CHORUS | ||||||||
| PO BOX 470411 | BROOKLINE | MA | 02447 | NONE | PC | GENERAL DONATION | $5,000 | |
| PARK SCHOOL | ||||||||
| 171 GODDARD AVE | BROOKLINE | MA | 02445 | NONE | PC | GENERAL DONATION | $25,000 | |
| PARTNERS IN HEALTH | ||||||||
| 3RD FLOOR 888 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PC | GENERAL DONATION | $5,000 | |
| STAND FOR CHILDREN | ||||||||
| 38 CHAUNCY ST 700 | BOSTON | MA | 02110 | NONE | PC | GENERAL DONATION | $5,000 | |
| STANFORD GSB | ||||||||
| 655 KNIGHT WAY STANFORD | CALIFORNIA | CA | 94305 | NONE | PC | GENERAL DONATION | $250 | |
| UNITED WAY OF MASS BAY | ||||||||
| 51 SLEEPER STREET | BOSTON | MA | 02210 | NONE | PC | GENERAL DONATION | $50,000 | |
| UNIVERSITY OF VIRGINIA | ||||||||
| 1300 JEFFERSON PARK AVE | CHARLOTTESVILLE | VA | 22903 | NONE | PC | GENERAL DONATION | $5,000 | |
| UNIVERSITY OF VIRGINIA - FUND FOR THE ARTSUNIVERSITY OF VIRGINIA - FUND F | ||||||||
| 1300 JEFFERSON PARK AVE | CHARLOTTESVILLE | VA | 22903 | NONE | PC | GENERAL DONATION | $2,500 | |
| YALE UNIVERSITY - CLASS DUES | ||||||||
| 206 ELM ST | NEW HAVEN | CT | 06520 | NONE | PC | GENERAL DONATION | $50 | |
| YALE UNIVERSITY - CLASS DUES | ||||||||
| 206 ELM ST | NEW HAVEN | CT | 06520 | NONE | PC | GENERAL DONATION | $50 | |
| YALE UNIVERSITY- ALUMNI FUND | ||||||||
| 206 ELM ST | NEW HAVEN | CT | 06520 | NONE | PC | GENERAL DONATION | $500 | |
| YOUTH VILLAGES MA | ||||||||
| 30 CAPITAL DR | WEST SPRINGFIELD | MA | 01089 | NONE | PC | GENERAL DONATION | $400 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $177,430 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $59,034 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $126,963 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $185,997 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $185,997 | 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 (19 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| CHRISTOPHER BIERLY AND MARGARET BOA | |||||||
| 1 | 199 OTIS STREET | NEWTON | MA | 02465 | $340,000 | Yes (X) | |
| CHRISTOPHER BIERLY AND MARGARET BOA | |||||||
| 2 | 199 OTIS STREET | NEWTON | MA | 02465 | $938 | Yes (X) | Yes (X) |
| CHRISTOPHER BIERLY AND MARGARET BOA | |||||||
| 3 | 199 OTIS STREET | NEWTON | MA | 02465 | $3,792 | Yes (X) | Yes (X) |
| CHRISTOPHER BIERLY AND MARGARET BOA | |||||||
| 4 | 199 OTIS STREET | NEWTON | MA | 02465 | $1,767 | Yes (X) | Yes (X) |
| CHRISTOPHER BIERLY AND MARGARET BOA | |||||||
| 5 | 199 OTIS STREET | NEWTON | MA | 02465 | $1,682 | Yes (X) | Yes (X) |
| CHRISTOPHER BIERLY AND MARGARET BOA | |||||||
| 6 | 199 OTIS STREET | NEWTON | MA | 02465 | $3,210 | Yes (X) | Yes (X) |
| CHRISTOPHER BIERLY AND MARGARET BOA | |||||||
| 7 | 199 OTIS STREET | NEWTON | MA | 02465 | $1,742 | Yes (X) | Yes (X) |
| CHRISTOPHER BIERLY AND MARGARET BOA | |||||||
| 8 | 199 OTIS STREET | NEWTON | MA | 02465 | $2,802 | Yes (X) | Yes (X) |
| CHRISTOPHER BIERLY AND MARGARET BOA | |||||||
| 9 | 199 OTIS STREET | NEWTON | MA | 02465 | $5,030 | Yes (X) | Yes (X) |
| CHRISTOPHER BIERLY AND MARGARET BOA | |||||||
| 10 | 199 OTIS STREET | NEWTON | MA | 02465 | $1,499 | Yes (X) | Yes (X) |
| CHRISTOPHER BIERLY AND MARGARET BOA | |||||||
| 11 | 199 OTIS STREET | NEWTON | MA | 02465 | $2,737 | Yes (X) | Yes (X) |
| CHRISTOPHER BIERLY AND MARGARET BOA | |||||||
| 12 | 199 OTIS STREET | NEWTON | MA | 02465 | $1,839 | Yes (X) | Yes (X) |
| CHRISTOPHER BIERLY AND MARGARET BOA | |||||||
| 13 | 199 OTIS STREET | NEWTON | MA | 02465 | $2,220 | Yes (X) | Yes (X) |
| CHRISTOPHER BIERLY AND MARGARET BOA | |||||||
| 14 | 199 OTIS STREET | NEWTON | MA | 02465 | $5,901 | Yes (X) | Yes (X) |
| CHRISTOPHER BIERLY AND MARGARET BOA | |||||||
| 15 | 199 OTIS STREET | NEWTON | MA | 02465 | $1,220 | Yes (X) | Yes (X) |
| CHRISTOPHER BIERLY AND MARGARET BOA | |||||||
| 16 | 199 OTIS STREET | NEWTON | MA | 02465 | $3,835 | Yes (X) | Yes (X) |
| CHRISTOPHER BIERLY AND MARGARET BOA | |||||||
| 17 | 199 OTIS STREET | NEWTON | MA | 02465 | $1,385 | Yes (X) | Yes (X) |
| CHRISTOPHER BIERLY AND MARGARET BOA | |||||||
| 18 | 199 OTIS STREET | NEWTON | MA | 02465 | $1,997 | Yes (X) | Yes (X) |
| CHRISTOPHER BIERLY AND MARGARET BOA | |||||||
| 19 | 199 OTIS STREET | NEWTON | MA | 02465 | $919 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (18 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 10 SHARES ULTA SALON COS & FRAGR INC | $938 | 2013-12-06 |
| 3 | 5 SHARES MASTERCARD INC CL A | $3,792 | 2013-12-06 |
| 4 | 30 SHARES CBS CORP NEW CL B SHRS | $1,767 | 2013-12-06 |
| 5 | 30 SHARES JPMORGAN CHASE & CO | $1,682 | 2013-12-06 |
| 6 | 3 SHARES GOOGLE INC-CL A | $3,210 | 2013-12-06 |
| 7 | 20 SHARES SBA COMMUNICATIONS CORP | $1,742 | 2013-12-06 |
| 8 | 52 SHARES SALESFORCE.COM, INC | $2,802 | 2013-12-06 |
| 9 | 13 SHARES AMAZON COM INC | $5,030 | 2013-12-06 |
| 10 | 14 SHARES BORG WARNER INC | $1,499 | 2013-12-06 |
| 11 | 41 SHARES CVS CAREMARK CORP | $2,737 | 2013-12-06 |
| 12 | 23 SHARES STARBUCKS CORP WASHINGTON | $1,839 | 2013-12-06 |
| 13 | 30 SHARES GILEAD SCIENCE | $2,220 | 2013-12-06 |
| 14 | 5 SHARES PRICELINE.COM INC | $5,901 | 2013-12-06 |
| 15 | 10 SHARES COSTCO WHOLESALE CORP | $1,220 | 2013-12-06 |
| 16 | 19 SHARES VISA INC CL A | $3,835 | 2013-12-06 |
| 17 | 23 SHARES DOLLAR GEN CORP NEW COM | $1,385 | 2013-12-06 |
| 18 | 12 SHARES CELGENE CORP | $1,997 | 2013-12-06 |
| 19 | 16 SHARES CERNER CORP | $919 | 2013-12-06 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,510 | Amt |
| Net Investment Income | $755 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $755 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY - CORPORATE STOCK | StockNm |
| EOY Book Value | $1,038,507 | EOYBookValueAmt |
| EOYFMV | $1,353,149 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MORGAN STANLEY - MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,449,811 | BookValueAmt |
| EOYFMV | $1,662,098 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $24,780 | Amt |
| Net Investment Income | $24,780 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,336 | Amt |
| Net Investment Income | $1,336 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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