DAVIS FAMILY FOUNDATION TR: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DAVIS FAMILY FOUNDATION TR (EIN 04-6907384)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-15
- IRS object ID
- 201301359349101730
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T13:42:41-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 331197384 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WTAS LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET 16TH FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046907384 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DAVIS FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DAVI | NameControl |
| Phone | 7812357055 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 WYNDEMERE DRIVE | AddressLine1 |
| City | SOUTHBOROUGH | City |
| State | MA | State |
| ZIP Code | 01722 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT J DAVIS | Name |
| Title | TRUSTEE | Title |
| Phone | 7812357055 | Phone |
| Date Signed | 2013-05-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL HOUGH | Name |
| PTIN | P00637150 | PTIN |
| Phone | 6172928400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1737018 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1501990 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 14 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 14 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 2777 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 2777 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 141577 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 457536 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 251140 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1646358 | TotalRevenueAndExpenses |
| Total Net Investment Income | 253931 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 4500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 205 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 205 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 125 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 125 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 4830 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 205 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 125 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 546020 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 546020 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 550850 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 205 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 546145 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1095508 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 253726 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 91480 | CashBOY |
| Cash EOY | 1957 | CashEOY |
| Cash EOYFMV | 1956 | CashEOYFMV |
| Investments Other BOY | 382516 | InvestmentsOtherBOY |
| Investments Other EOY | 1567547 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1735062 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 473996 | TotalAssetsBOY |
| Total Assets EOY | 1569504 | TotalAssetsEOY |
| Total Assets EOYFMV | 1737018 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 473996 | CapitalStockBOY |
| Capital Stock EOY | 1569504 | 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 | 473996 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1569504 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 473996 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1569504 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 473996 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1095508 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1569504 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1569504 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH 04275 - 0.116 SHARES OF BLACKROCK GLOBAL ALLOC | P | 2011-12-20 | 2012-03-21 | 2 | 2 | 0 | 0 |
| MERRILL LYNCH 04275 - 797 SHARES OF APPLE INC | P | 2010-09-07 | 2012-12-27 | 457151 | 206009 | 251142 | 251142 |
| MERRILL LYNCH 04275 - 21 SHARES OF BLACKROCK GLOBAL ALLOC | P | 2008-04-04 | 2012-03-21 | 383 | 385 | -2 | -2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 251140 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 349357 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 221791 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 1.575163 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 178035 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 495790 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.359094 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 221898 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 601540 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.368883 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 123850 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 988877 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.125243 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 78375 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1454372 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.053889 | DistributionRatioYear5 |
| Total Distribution Ratio | 2.482272 | TotalDistributionRatio |
| Average Distribution Ratio | 0.496454 | AverageDistributionRatio |
| Net Noncharitable Assets | 464125 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 230417 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2537 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 232954 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 546145 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2537 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2537 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2537 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2598 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2598 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 61 | Overpayment |
| Amount Credited To Next Year | 61 | 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 | 0 | UnrelatedBusIncomeOver1000 |
| 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 | ROBERT J DAVIS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7812357055 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 WYNDEMERE DRIVE | AddressLine1 |
| City | SOUTHBOROUGH | City |
| State | MA | State |
| ZIP Code | 01722 | 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 |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT J DAVIS | ||||||||
| 7 WYNDEMERE DRIVE | SOUTHBOROUGH | MA | 01772 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| RITA M DAVIS | ||||||||
| 7 WYNDEMERE DRIVE | SOUTHBOROUGH | MA | 01772 | 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Expenses1 | 0 | Expenses1 |
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 | 445895 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 25298 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 471193 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 471193 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 7068 | CashDeemedCharitable |
| Net Noncharitable Assets | 464125 | NetNoncharitableAssets |
| Minimum Investment Return | 23206 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 23206 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2537 | TaxBasedOnInvestmentIncome |
| Total Tax | 2537 | TotalTax |
| Distributable Amount Before Adj | 20669 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 20669 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 20669 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 546145 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 546145 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2537 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 543608 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 20669 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 6232 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 77742 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 197263 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 153511 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 338363 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 773111 | TotalExcessDistriCarryover |
| Qualifying Distributions | 546145 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 20669 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 525476 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1298587 | 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 | 6232 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1292355 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 77742 | ExcessFromYear4 |
| Excess From Year3 | 197263 | ExcessFromYear3 |
| Excess From Year2 | 153511 | ExcessFromYear2 |
| Excess From Year1 | 338363 | ExcessFromYear1 |
| Excess From Current Year | 525476 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (18 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| PARTNERS IN HEALTH | |||||||
| COMMONWEALTH AVE | BOSTON | MA | 02215 | N/A | 501(C)(3) | GENERAL | $50,000 |
| NEW ENGLAND PATRIOTS CHARITABLE FOUNDATION | |||||||
| ONE PATRIOT PLACE | FOXBOROUGH | MA | 02035 | N/A | 501(C)(3) | GENERAL | $5,000 |
| THE RIVERS SCHOOL | |||||||
| 333 WINTER STREET | WESTON | MA | 02493 | N/A | 501(C)(3) | GENERAL | $125,000 |
| YOGA REACHES OUT | |||||||
| PO BOX 5352 | WAYLAND | MA | 01778 | N/A | 501(C)(3) | GENERAL | $10,000 |
| BOSTON SCHOLAR ATHLETES | |||||||
| 65 ALLERTON STREET | BOSTON | MA | 02119 | N/A | 501(C)(3) | GENERAL | $10,000 |
| JUNIOR ACHIEVEMENT | |||||||
| 400 5TH AVE 300 | WALTHAM | MA | 02451 | N/A | 501(C)(3) | GENERAL | $1,000 |
| THE RIVERS SCHOOL | |||||||
| 333 WINTER STREET | WESTON | MA | 02493 | N/A | 501(C)(3) | GENERAL | $1,000 |
| GEORGETOWN UNIVERSITY | |||||||
| 1201 NEW YORK AVE WEST | WASHINGTON | DC | 20057 | N/A | 501(C)(3) | GENERAL | $30,000 |
| CAMP HARBORVIEW | |||||||
| 200 CLARENDON STREET | BOSTON | MA | 02116 | N/A | 501(C)(3) | GENERAL | $5,000 |
| BRIDGE OVER TROUBLED WATERS | |||||||
| 47 WEST STREET | BOSTON | MA | 02111 | N/A | 501(C)(3) | GENERAL | $35,020 |
| BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | N/A | 501(C)(3) | GENERAL | $25,000 |
| NEW ENGLAND PATRIOTS CHARITABLE FOUNDATION | |||||||
| ONE PATRIOT PLACE | FOXBOROUGH | MA | 02035 | N/A | 501(C)(3) | GENERAL | $2,500 |
| TEAM IMPACT | |||||||
| 3 BATTERYMARCH PARK 5TH FLOOR | QUINCY | MA | 02169 | N/A | 501(C)(3) | GENERAL | $5,000 |
| MEEI | |||||||
| 243 CHARLES ST | BOSTON | MA | 02114 | N/A | 501(C)(3) | GENERAL | $1,000 |
| CHILDREN'S HOSPITAL BOSTON | |||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | N/A | 501(C)(3) | GENERAL | $100,000 |
| NAAF | |||||||
| 14 MITCHELL BOULEVARD | SAN RAFAEL | CA | 94903 | N/A | 501(C)(3) | GENERAL | $500 |
| THE RIVERS SCHOOL | |||||||
| 333 WINTER STREET | WESTON | MA | 02493 | N/A | 501(C)(3) | GENERAL | $125,000 |
| BRIDGE OVER TROUBLED WATERS | |||||||
| 47 WEST STREET | BOSTON | MA | 02111 | N/A | 501(C)(3) | GENERAL | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 546020 | 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 | $14 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,777 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Related Or Exempt Function Income | 141577 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $2,791 | ExclusionAmount |
| Related Or Exempt Function Income | 141577 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 144368 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumber |
| Relationship Statement | NOT APPLICABLE | RelationshipStatement |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $4,500 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MERRILL LYNCH - OTHER SECURITIES | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 1567547 | BookValue |
| EOYFMV | 1735062 | EOYFMV |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEE | Category |
| Amount | $205 | Amount |
| Net Investment Income | 205 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2011 MA FILING FEE | Category |
| Amount | $125 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 125 | DisbursementsCharitablePrps |