2014-08-12T13:58:58-05:00 2013-12-31 MARCUM LLP 750 THIRD AVENUE NEW YORK NY 10017 990PF 2013-01-01 208451379 GUTTAG FAMILY FOUNDATION % JOHN GUTTAG GUTT 2124855500 C/O John Guttag 273 Emerson Road Suite Lexington MA 02420 JOHN GUTTAG PRESIDENT 2124855500 2014-07-19 true JANIS COWHEY 2124855500 2013 2015-12-30 17:16:21Z X 5646221 X 0 X 39 39 39685 39685 59470 1244414 59470 99194 99194 0 14000 7000 0 7000 1980 1380 17998 17033 965 33978 25413 0 7965 258800 258800 292778 25413 0 266765 -193584 73781 47735 193928 193928 4757728 4417496 5451838 455 455 4805463 4611879 5646221 0 X 4805463 4611879 4805463 4611879 4805463 4611879 4805463 -193584 4611879 4611879 NAT'L FINANCIAL SVCS #9130-SEE ATTACHED P 155790 154780 1010 1010 STATE STREET #0026 - SEE ATTACHED P 23983 23608 375 375 43 SHS VANGUARD FTSE EMERGING MARKETS P 2013-06-28 2013-10-08 1660 1648 12 12 2,680 SHS VANGUARD FTSE EMERGING MARKETS P 2011-12-30 2013-06-26 100682 102513 -1831 -1831 635 SHS VANGUARD FTSE EMERGING MARKETS P 2012-03-20 2013-06-26 23856 27628 -3772 -3772 2,160 SHS ISHARES TR RUSSEL 3000 INDEX FD P 2011-10-10 2013-04-23 202151 151173 50978 50978 2,892.676 SHS FIDELITY GOVERNMENT INCOME P 2013-04-12 30605 30060 545 545 66,740.533 SHS FIDELITY GOVERNMENT INCOME P 705404 693534 11870 11870 CAPITAL GAIN DIVIDENDS P 283 59470 false 279456 5233831 0.053394 256881 5436788 0.047249 253168 5308599 0.04769 277921 4969976 0.05592 122786 5574113 0.022028 0.226281 0.045256 5426232 245570 738 246308 266765 X 738 738 738 1283 1700 2983 2245 2245 false false false false false false false true true DE MA true false false false false true JOHN GUTTAG 2124855500 273 EMERSON RD LEXINGTON MA 024201936 false false false false false false false false false false false false false false false false false false false false JOHN GUTTAG 273 EMERSON RD LEXINGTON MA 024201936 PRESIDENT 5.0 0 0 0 5154815 354050 0 5508865 0 5508865 82633 5426232 271312 271312 738 738 270574 270574 270574 266765 0 0 0 0 266765 738 266027 270574 250302 2011 2010 2009 0 0 266765 250302 16463 0 0 0 0 254111 0 0 JOHN GUTTAG JOHN GUTTAG 273 EMERSON ROAD LEXINGTON MA 02420 2124855500 NONE NO NO SEE ATTACHED SCHEDULE 750 THIRD AVENUE NEW YORK NY 10017 NONE PUBLIC CHARITIES GENERAL SUPPORT 258800 258800 14 39 14 39685 18 59470 99194 99194 false false false false false false false false false false ACCOUNTING FEES 14000 7000 7000 INVESTMENT IN SR PRIVATE EQUTY AT COST 379427 447469 INVESTMENT IN SR SELECT EQUITY AT COST 370000 747280 INVESTMENT IN SR HEDGED EQUITY AT COST 636844 671436 INVESTMENT IN SR DIVRSFD STRTG AT COST 770281 893115 INVESTMENT IN SR STRATEGIC FI AT COST 401620 587437 INVESTMENT IN NATURAL RESOURCE AT COST 53251 25750 ISHARES TR MSCI ACWI INDEX FD AT COST 43849 48574 STATE ST #0026 - PER ATTACHED AT COST 375157 387591 SANFORD C. BERNSTEIN IMMEDIATE AT COST 390626 370966 SANFORD C. BERNSTEIN SHORT DUR AT COST 207427 206067 UBS #31625 POWERSHARES AT COST 154113 172320 UBS #31625 ISHARES MSCI EAFE I AT COST 236038 305618 UBS #31625 ISHARES TRUST RUSSE AT COST 398863 588215 DIVIDENDS RECEIVABLE 455 455 INVESTMENT FEES 17033 17033 OTHER EXPENSES 716 716 NATIONAL REGISTERED AGENTS 249 249 DUE TO CASH OVERDRAFT ACCOUNT FOREIGN TAXES PAID 1380 1380 FEDERAL EXCISE TAXES PAID 600