THE JAKET FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE JAKET FOUNDATION (EIN 04-6878795)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-12-17
- IRS object ID
- 201303519349100400
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-12-17T09:02:44-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Howland Capital Management LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 Federal Street Suite 1100 | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 021101911 | 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 | 046878795 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PHILLIP AND ELIZABETH GROSS FAMILY FDN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % HOWLAND CAPITAL MGMT | InCareOfName |
| Name Control | PHIL | NameControl |
| Phone | 6173579110 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O HOWLAND CAPITAL LLC | AddressLine1 |
| Address Line2 | 75 FEDERAL STREET Suite 1100 | AddressLine2 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS V QUIRK | Name |
| Title | TRUSTEE | Title |
| Phone | 6173579110 | Phone |
| Date Signed | 2013-11-06 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAROLYN BEATTY CPA | Name |
| Phone | 6173579110 | Phone |
| Date Prepared | 2013-11-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 41557953 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 17000000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 277439 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 771971 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 20600 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 300015 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 47285 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 347817 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 354189 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 17645856 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1173445 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 5500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 5500 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 23300 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 195034 | OtherProfFeesNetInvstIncm |
| Interest Net Invst Incm | 158478 | InterestNetInvstIncm |
| Taxes Rev And Expnss | 30643 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 4523 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 411 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 47434 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 59854 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 410969 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 3515685 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 3515685 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 3575539 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 410969 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 3515685 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 14070317 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 762476 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 2990 | CashBOY |
| Cash EOY | 6555 | CashEOY |
| Cash EOYFMV | 6555 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 2227777 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 6672435 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 6672435 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 3670695 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3429828 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3428077 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 16941940 | OtherAssetsBOY |
| Other Assets EOY | 23804900 | OtherAssetsEOY |
| Other Assets EOYFMV | 31450886 | OtherAssetsEOYFMV |
| Total Assets BOY | 22843402 | TotalAssetsBOY |
| Total Assets EOY | 33913718 | TotalAssetsEOY |
| Total Assets EOYFMV | 41557953 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 19843402 | CapitalStockBOY |
| Capital Stock EOY | 33913718 | CapitalStockEOY |
| Total Net Assets BOY | 19843402 | TotalNetAssetsBOY |
| Total Net Assets EOY | 33913718 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 19843402 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 33913718 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 19843402 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 14070317 | ExcessOfRevenueOverExpenses |
| Subtotal | 33913719 | Subtotal |
| Other Decreases | 1 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 33913718 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 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 |
|---|---|---|---|---|---|---|---|
| 25000 SH OF HSBC FIN CORP 3/11/10 | P | 2010-03-04 | 2012-07-20 | 256749 | 249653 | 7096 | 7096 |
| 188.75 SH MAP PHARM | P | 2007-11-01 | 2012-03-27 | 3123 | 1519 | 1604 | 1604 |
| 158.42 SH MAP PHARM | P | 2009-08-06 | 2012-10-31 | 2408 | 1275 | 1133 | 1133 |
| 266.67 SPLUNK INC. | P | 2006-01-17 | 2012-10-31 | 7513 | 111 | 7402 | 7402 |
| 22.08 SH TANGOE INC. | P | 2005-08-01 | 2012-03-14 | 390 | 62 | 328 | 328 |
| 44.17 SH TANGOE INC. | P | 2002-11-08 | 2012-08-09 | 944 | 110 | 834 | 834 |
| CAPITAL GAIN DIVIDENDS | P | 2203 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 47285 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 3002113 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 26752295 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.112219 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1983151 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 19721197 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.100559 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 2453457 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 13536477 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.181248 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 2920501 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 17126696 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.170523 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 2451784 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 13647911 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.179645 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.744194 | TotalDistributionRatio |
| Average Distribution Ratio | 0.148839 | AverageDistributionRatio |
| Net Noncharitable Assets | 36008843 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 5359520 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 7625 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 5367145 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 3515685 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 15250 | InvestmentIncomeExciseTax |
| Subtotal | 15250 | Subtotal |
| Tax Based On Investment Income | 15250 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 16900 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 16900 | TotalCreditsAndPayments |
| Overpayment | 1650 | Overpayment |
| Amount Credited To Next Year | 1650 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWLAND CAPITAL MGMT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6173579110 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL ST STE 1100 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| PHILLIP GROSS | ||||||
| C/O HOWLAND CAPITAL MANAGEMENT INC | BOSTON | MA | 021101911 | TRUSTEE | 0 | 0 |
| ELIZABETH GROSS | ||||||
| C/O HOWLAND CAPITAL MANAGEMENT INC | BOSTON | MA | 021101911 | TRUSTEE | 0 | 0 |
| THOMAS QUIRK | ||||||
| c/o HOWLAND CAPITAL MANAGEMENTINC | BOSTON | MA | 021101911 | TRUSTEE | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 13480474 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2001837 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 21074890 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 36557201 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 36557201 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 548358 | CashDeemedCharitable |
| Net Noncharitable Assets | 36008843 | NetNoncharitableAssets |
| Minimum Investment Return | 1800442 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1800442 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 15250 | TaxBasedOnInvestmentIncome |
| Total Tax | 15250 | TotalTax |
| Distributable Amount Before Adj | 1785192 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1785192 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1785192 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 3515685 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 3515685 | QualifyingDistributions |
| Adj Qualifying Distributions | 3515685 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1785192 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 1806304 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 2067812 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1776690 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 1001566 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1681467 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 8333839 | TotalExcessDistriCarryover |
| Qualifying Distributions | 3515685 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 1785192 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1730493 | RemainingDistriFromCorpus |
| Total Corpus | 10064332 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 1806304 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 8258028 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 2067812 | ExcessFromYear4 |
| Excess From Year3 | 1776690 | ExcessFromYear3 |
| Excess From Year2 | 1001566 | ExcessFromYear2 |
| Excess From Year1 | 1681467 | ExcessFromYear1 |
| Excess From Current Year | 1730493 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PHILLIP GROSS | ContributingManager |
| Contributing Manager | ELIZABETH GROSS | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (22 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| BOSTON CELTICS SHAMROCK FOUNDATION | ||||||||
| 226 CAUSEWAY STREET | BOSTON | MA | 02114 | NONE | PUBLIC | 2012 GIFT | $49,280 | |
| STRATEGIC GRANT PARTNERS | ||||||||
| 20 NEWBURY STREET 2ND FLOOR | BOSTON | MA | 02116 | NONE | PUBLIC | GENERAL FUND | $383,265 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 30 SPEEN STREET | FRAMINGHAM | MA | 017019376 | NONE | PUBLIC | ANNUAL PLEDGE SUPPORTING HOPE LODGE | $50,000 | |
| EMERSON UMBRELLA CENTER FOR THE ARTS | ||||||||
| 40 STOW STREET | CONCORD | MA | 01742 | NONE | PUBLIC | 2012 GIFT | $212,252 | |
| YOUTH ENRICHMENT SERVICES | ||||||||
| 412 MASSACHUSETTS AVENUE | BOSTON | MA | 021183505 | NONE | PUBLIC | 2012 GIFT | $225,560 | |
| CONCORD MUSEUM | ||||||||
| PO Box 146 | CONCORD | MA | 01742 | NONE | PUBLIC | 2012 GIFT | $2,000 | |
| CONCORD FREE PUBLIC LIBRARY | ||||||||
| 129 Main Street | CONCORD | MA | 01742 | NONE | PUBLIC | Annual Gift | $2,000 | |
| MOUNT HOLYOKE COLLEGE | ||||||||
| Office of Development | SOUTH HADLEY | MA | 01075 | NONE | PUBLIC | ANNUAL FUND | $5,000 | 50 College Street |
| THE FENN SCHOOL | ||||||||
| 516 Monument Street | CONCORD | MA | 01742 | NONE | PUBLIC | ANNUAL FUND | $10,000 | |
| CONCORD CARLISLE COMMUNITY CHEST | ||||||||
| 111 ORNAC | CONCORD | MA | 01742 | NONE | PUBLIC | 2012 GIFT | $30,000 | |
| KILLINGTON MOUNTAIN SCHOOL | ||||||||
| 2708 Killington Road | KILLINGTON | VT | 05751 | NONE | PUBLIC | 2012 GIFT | $39,000 | |
| WVBBTSSEF | ||||||||
| PO Box 277 | Waterville Valley | NH | 03215 | NONE | PUBLIC | 2012 GIFT | $99,228 | |
| THE GRAND CENTER FOR ARTS & CULTURE | ||||||||
| 210 N Minnesota Street | NEW ULM | MN | 56073 | NONE | PUBLIC | 2012 GIFT | $700,000 | |
| TRUSTEE OF TUFTS UNIVERSITY | ||||||||
| Friedman School of Nutrition Scienc | BOSTON | MA | 02111 | NONE | PUBLIC | $10K for the Tufts Friedman School Annual Fund $400K for the Tufts Friedman Bacow Endowed Scholar Fund, $800K for Tufts Gershoff Endowed Scholar Fund | $1,210,000 | 150 Harrison Avenue Room 240 |
| From The Top Inc | ||||||||
| 295 Huntington Avenue Suite 201 | BOSTON | MA | 02115 | NONE | GENERAL PURPOSES | $25,000 | ||
| Big Brothers Big Sisters of Mass Bay | ||||||||
| 75 Federal Street | Boston | MA | 02111 | NONE | PUBLIC | 2012 GIFT | $325,000 | |
| BostonGives Inc | ||||||||
| 24 Federal Street | BOSTON | MA | 02110 | NONE | PUBLIC | 2012 GIFT | $10,000 | |
| Concord Education Fund | ||||||||
| PO Box 202 | CONCORD | MA | 01742 | NONE | PUBLIC | 2012 GIFT | $10,000 | |
| Gaining Ground | ||||||||
| PO Box 374 | CONCORD | MA | 01742 | NONE | PUBLIC | 2012 GIFT | $1,000 | |
| The Leukemia & Lymphoma Society Inc | ||||||||
| 14 Commerce Drive Suite 301 | CRANFORD | NJ | 07016 | NONE | PUBLIC | 2012 GIFT | $95,000 | |
| Tony Williams Dance Center | ||||||||
| 284 Amory Street | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC | 2012 GIFT | $7,100 | |
| Turtle Ridge Foundation | ||||||||
| 392 Streeter Pond Road | SUGAR HILL | NH | 03586 | NONE | PUBLIC | 2012 GIFT | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 3515685 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $277,439 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $347,817 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $20,600 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $645,856 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 645856 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c | X | Organization501c |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (3 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | PHILLIP ELIZABETH GROSS | 75 FEDERAL STREET SUITE 1100 | BOSTON | MA | 02110 | 5000000 | X |
| 2 | PHILLIP ELIZABETH GROSS | 75 FEDERAL STREET SUITE 1100 | BOSTON | MA | 02110 | 6000000 | X |
| 3 | PHILLIP ELIZABETH GROSS | 75 FEDERAL STREET SUITE 1100 | BOSTON | MA | 02110 | 6000000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HCM TAX PREPARATION | Category |
| Amount | $5,500 | Amount |
| Net Investment Income | 5500 | NetInvestmentIncome |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | HOWLAND CAPITAL MGMT. ACCOUNT | NameOfStock |
| EOY Book Value | 3429828 | EOYBookValue |
| EOYFMV | 3428077 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| VENTURE CAPITAL PARTNERSHIPS | 13941940 | 20804900 | 20157586 |
| HIGHFIELDS CAPITAL LTD | 3000000 | 3000000 | 11293300 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROUNDING | Description |
| Amount | $1 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (10 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| THROUGH ALTIMETER | ||
| THROUGH ADAGE CAPITAL | ||
| NATCO WIRE FEES | 411 | 411 |
| THROUGH AXIA CAPITAL | 8551 | |
| THROUGH SKYLINE | ||
| THROUGH LONGWOOD FUND | ||
| THROUGH HCM VENTURES | 1802 | |
| THROUGH ARTEMIS | 58 | |
| THROUGH LONE STAR REAL ESTATE | ||
| THROUGH ADAGE | 36612 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| PARTNERSHIP K-1 ADJUSTMENTS | 347196 | 347196 |
| HCM VF IV | 1310 | |
| ADAGE CAPITAL PARTNERS | 2679 | |
| HCM VF VI | 718 | |
| FEDERAL TAX REFUND | 621 | |
| LONE STAR REAL ESTATE RECOVERY | 2287 | |
| DAVIS INVESTMENT | -1 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (12 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| MANAGEMENT FEE HOWLAND CAPITAL | $23,300 | 23300 |
| MANAGEMENT FEE SKYLINE | 22778 | |
| MANAGEMENT FEE ALTIMETER INV. | 10724 | |
| MANAGEMENT FEE LONGWOOD FOUND | 34144 | |
| MANAGEMENT FEE AXIA CAPITAL | 4434 | |
| MANAGEMENT FEE ONSET VI | 25966 | |
| MANAGEMENT FEE ADAGE CAPITAL | 22471 | |
| MANAGEMENT FEE HCM VF IV | 7519 | |
| MANAGEMENT FEE HCM VF VI | 7880 | |
| MANAGEMENT FEE LONE STAR TRUST | 12499 | |
| MANAGEMENT FEE DAVIS | 13247 | |
| MANAGEMENT FEE ARTEMIS | 10072 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | PHILLIP ELIZABETH GROSS | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL STREET SUITE 1100 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| MASS FORM PC FILING FEE | $500 | 500 |
| FOREIGN TAXES WITHHELD | $243 | 243 |
| FOREIGN TAXES WH - VENTURES | 3780 | |
| FEDERAL EXCISE & ESTIMATES | $29,900 |
Comments