JOHN AND JUDITH NELSON FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND JUDITH NELSON FAMILY FOUNDATION (EIN 04-6896202)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-06
- IRS object ID
- 201441269349100539
- 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
- Investments Corp Bonds Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-06T13:36:45-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 900751149 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COLONY GROUP LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 ATLANTIC AVENUE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | 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 | 046896202 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN AND JUDITH NELSON FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 6177238200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O THE COLONY GROUP 2 ATLANTIC | AddressLine1 |
| Address Line2 | AVENUE | AddressLine2 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN R NELSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6177238200 | PhoneNum |
| Signature | 2014-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHERYL L STELLJES | PreparerPersonNm |
| PTIN | P00472152 | PTIN |
| Phone | 6177238200 | PhoneNum |
| Preparation | 2014-05-05 | 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 | $532,923 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $32,177 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,470 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,142 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $231,015 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,142 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $37,319 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,612 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $2,842 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,842 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $81 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $81 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $179 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,534 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,534 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,636 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,457 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $169,435 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $169,435 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $174,071 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,457 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $169,435 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$136,752 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,155 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,706 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,497 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,497 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $680,102 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $539,848 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $524,425 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $687,808 | TotalAssetsBOYAmt |
| Total Assets EOY | $548,346 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $532,923 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $687,808 | CapitalStockBOYAmt |
| Capital Stock EOY | $548,346 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $687,808 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $548,346 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $687,808 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $548,346 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $687,808 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$136,752 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $551,056 | SubtotalAmt |
| Other Decreases | $2,710 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $548,346 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BARRICK GOLD 6.125% | P | 2009-11-05 | 2013-09-15 | $20,000 | $22,112 | -$2,112 | -$2,112 |
| CITIGROUP INC 4.75% | P | 2011-07-07 | 2013-01-07 | $53,813 | $53,337 | $476 | $476 |
| EMERSON ELECTRIC 4.5% | P | 2007-03-15 | 2013-03-28 | $10,028 | $9,682 | $346 | $346 |
| GOLDMAN SACHS GROUP 5.35% | P | 2007-05-08 | 2013-07-11 | $10,883 | $9,909 | $974 | $974 |
| GOLDMAN SACHS GROUP 5.35% | P | 2011-08-17 | 2013-07-11 | $43,530 | $42,679 | $851 | $851 |
| INTERNATIONAL PAPER 7.95% | P | 2011-06-09 | 2013-04-16 | $12,854 | $12,092 | $762 | $762 |
| INTERNATIONAL PAPER 7.95% | P | 2011-09-08 | 2013-04-16 | $51,414 | $47,706 | $3,708 | $3,708 |
| VALERO ENERGY 6.125% | P | 2011-09-13 | 2013-12-30 | $28,493 | $28,356 | $137 | $137 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,142 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $217,766 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $758,843 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.286971 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $120,565 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $835,056 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.144380 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $176,954 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $558,384 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.316904 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $217,059 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $638,777 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.339804 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $172,245 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,120,218 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.153760 | DistributionYr5Rt |
| Total Distribution | 1.241819 | TotalDistributionRt |
| Average Distribution | 0.248364 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $618,788 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $153,685 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $302 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $153,987 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $169,435 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $302 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $302 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $302 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $360 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $360 | TotalPaymentsAndCreditsAmt |
| Overpayment | $58 | OverpaymentAmt |
| Applied To ES Tax | $58 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | FL | 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 | STEPHEN T SADLER | IndividualWithBooksNm |
| Phone | 6177238200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THE COLONY GROUP 2 ATLANTIC AVENUE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN NELSON | ||||||||
| 1277 PLAYMOOR ROAD | PALM HARBOR | FL | 34683 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER NELSON | ||||||||
| 37 ANNIE MOORE ROAD | BOLTON | MA | 01740 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SCOTT NELSON | ||||||||
| 30 SHEDD LANE | CHELMSFORD | MA | 01824 | TRUSTEE | 1.00 | $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 | $590,704 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,507 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $628,211 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $628,211 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,423 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $618,788 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,939 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,939 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $302 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $302 | TotalTaxAmt |
| Distributable Before Adj | $30,637 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $30,637 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $30,637 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $169,435 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $169,435 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $302 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $169,133 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,637 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $116,565 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $185,302 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $149,517 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $91,033 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $180,502 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $722,919 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $169,435 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,637 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $138,798 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $861,717 | 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 | $116,565 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $745,152 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $185,302 | ExcessFromYear4Amt |
| Excess From Year3 | $149,517 | ExcessFromYear3Amt |
| Excess From Year2 | $91,033 | ExcessFromYear2Amt |
| Excess From Year1 | $180,502 | ExcessFromYear1Amt |
| Excess From Current Year | $138,798 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN NELSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN INSTITUTE FOR CANCER RESEARCH | ||||||
| 1759 R STREET NW | WASHINGTON | DC | 20009 | PUBLIC | GENERAL PURPOSE | $50 |
| ANDREW'S HELPFUL HANDS | ||||||
| PO BOX 751 | HUDSON | MA | 01749 | PUBLIC | GENERAL PURPOSE | $1,250 |
| BOLTON PUBLIC LIBRARY | ||||||
| 738 MAIN STREET | BOLTON | MA | 01740 | PUBLIC | GENERAL PURPOSE | $500 |
| CHEETAH CONSERVATION FUND | ||||||
| 2210 MT VERNON AVENUE | ALEXANDRIA | VA | 22301 | PUBLIC | GENERAL PURPOSE | $300 |
| CHILDREN'S HOSPITAL | ||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | PUBLIC | GENERAL PURPOSE | $22,385 |
| DREAM DAY ON CAPE COD | ||||||
| 165 NAN-KE-RAFE PATH | BREWSTER | MA | 02631 | PUBLIC | GENERAL PURPOSE | $500 |
| FISHER HOUSE FOUNDATION | ||||||
| 111 ROCKVILLE PIKE | ROCKVILLE | MD | 20850 | PUBLIC | GENERAL PURPOSE | $1,000 |
| LAHEY CLINIC | ||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | PUBLIC | GENERAL PURPOSE | $10,000 |
| LIONS CLUB OF BOLTON | ||||||
| PO BOX 392 | BOLTON | MA | 01740 | PUBLIC | GENERAL PURPOSE | $1,000 |
| MAKE-A-WISH FOUNDATION | ||||||
| ONE BULFINCH PLACE | BOSTON | MA | 02114 | PUBLIC | GENERAL PURPOSE | $74,150 |
| MUSEUM OF SCIENCE | ||||||
| 1 SCIENCE PARK | BOSTON | MA | 02114 | PUBLIC | GENERAL PURPOSE | $23,000 |
| NEW ENGLAND DISABLED SPORTS | ||||||
| PO BOX 26 | LINCOLN | NH | 03251 | PUBLIC | GENERAL PURPOSE | $1,500 |
| PAN MASS CHALLENGE | ||||||
| 77 FOURTH AVENUE | NEEDHAM | MA | 02494 | PUBLIC | GENERAL PURPOSE | $1,500 |
| RESOURCES FIRST FOUNDATION | ||||||
| 189 MAIN STREET | YARMOUTH | ME | 04096 | PUBLIC | GENERAL PURPOSE | $1,000 |
| SMILE TRAIN | ||||||
| 41 MADISON AVENUE | NEW YORK | NY | 10010 | PUBLIC | GENERAL PURPOSE | $1,250 |
| SPECIAL OLYMPICS | ||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 20036 | PUBLIC | GENERAL PURPOSE | $2,000 |
| ST JUDE'S HOSPITAL | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PUBLIC | GENERAL PURPOSE | $25,000 |
| WILDLIFE CONSERVATION NETWORK | ||||||
| 209 MISSISSIPPI STREET | SAN FRANCISCO | CA | 94107 | PUBLIC | GENERAL PURPOSE | $200 |
| WORCESTER COUNTY FOOD BANK | ||||||
| 474 BOSTON TURNPIKE | SHREWSBURY | MA | 01545 | PUBLIC | GENERAL PURPOSE | $100 |
| WOUNDED WARRIORS | ||||||
| HILL AVENUE | MCB QUANTICO | VA | 22134 | PUBLIC | GENERAL PURPOSE | $2,000 |
| ZACHS GOAL ORGANIZATION | ||||||
| 16 MOORELAND AVENUE | LEOMINSTER | MA | 01453 | PUBLIC | GENERAL PURPOSE | $750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $169,435 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,177 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,142 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $37,319 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,319 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (25 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UNITED TECHNOLOGIES CORP | $25,354 | $28,492 |
| EMERSON ELECTRIC CO | $0 | $0 |
| CON EDISON OF NY | $10,154 | $10,874 |
| GOLDMAN SACHS GROUP INC | $0 | $0 |
| LEHMAN BROS HOLDINGS INC | $21,335 | $5,250 |
| BARRICK GOLD FINANCE CO | $0 | $0 |
| BHP BILLITON FIN USA | $27,654 | $25,288 |
| JP MORGAN CHASE & CO | $53,468 | $52,293 |
| WEATHORFORD INTL INC | $26,647 | $28,347 |
| AT&T INC | $21,626 | $23,112 |
| CONOCOPHILLIPS | $11,826 | $11,229 |
| CITIGROUP INC | $0 | $0 |
| ALCOA INC | $26,700 | $27,098 |
| POTASH CORP | $26,079 | $26,098 |
| VERIZON COMMUNICATIONS | $28,539 | $28,262 |
| INTERNATIONAL PAPER | $0 | $0 |
| VALERO ENERGY | $28,356 | $28,539 |
| LIFE TECHNOLOGIES CORP | $27,557 | $28,745 |
| CORNING INC | $26,619 | $26,384 |
| APPLIED MATERIALS INC | $52,953 | $51,378 |
| GENERAL ELECTRIC CAP CORP | $24,964 | $24,132 |
| RENSSELAER POLY | $11,690 | $10,775 |
| BANK OF AMERICA | $21,570 | $21,343 |
| GOLDMAN SACHS GROUP INC | $56,490 | $56,854 |
| TECK RESOURCES | $10,267 | $9,932 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| REDUCTION IN LEHMAN BOOK VALUE FOR LIQUIDATION DISTRIBUTIONS | $2,707 |
| ROUNDING | $3 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST PAID ON PURCHASE OF BONDS | Desc |
| Revenue And Expenses Per Books | $1,534 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,534 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEE - THE COLONY GROUP | CategoryTxt |
| Amt | $2,842 | Amt |
| Net Investment Income | $2,842 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2013 FEDERAL ESTIMATED TAX PAYMENT | CategoryTxt |
| Amt | $179 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments