POPPLESTONE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- POPPLESTONE FOUNDATION (EIN 04-3528004)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-06
- IRS object ID
- 201311269349100601
- 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
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-06T08:32:22-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042387531 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SULLIVAN & WORCESTER | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE POST OFFICE SQUARE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02109 | 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 | 043528004 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POPPLESTONE FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O SULLIVAN & WORCESTER LLP | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | POPP | NameControl |
| Phone | 6173382839 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE POST OFFICE SQUARE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02109 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALAN J DWORSKY | Name |
| Title | TRUSTEE | Title |
| Phone | 6173382839 | Phone |
| Date Signed | 2013-05-06 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTOPHER C CURTIS | Name |
| PTIN | P00492268 | PTIN |
| Phone | 6173382800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 48665298 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 499710 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 499710 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 246879 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 246879 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1012955 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 6063925 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1012955 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1759544 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1759544 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 4922 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 4922 | LegalFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 20443 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 76660 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 76374 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 250 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 102025 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 76374 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 5172 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2505453 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 2505453 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2607478 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 76374 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2510625 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -847934 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1683170 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -1 | CashBOY |
| Cash EOY | -2 | CashEOY |
| Cash EOYFMV | -2 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 7054429 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 356508 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 356508 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 10587615 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 11039951 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 14765621 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 12626062 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 18028590 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 18597988 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 11658925 | InvestmentsOtherBOY |
| Investments Other EOY | 11654299 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 14945183 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 41927030 | TotalAssetsBOY |
| Total Assets EOY | 41079346 | TotalAssetsEOY |
| Total Assets EOYFMV | 48665298 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 41927030 | RetainedEarningsBOY |
| Retained Earnings EOY | 41079346 | RetainedEarningsEOY |
| Total Net Assets BOY | 41927030 | TotalNetAssetsBOY |
| Total Net Assets EOY | 41079346 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 41927030 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 41079346 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 41927030 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -847934 | ExcessOfRevenueOverExpenses |
| Other Increases | 250 | OtherIncreases |
| Subtotal | 41079346 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 41079346 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 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 |
|---|---|---|---|---|---|---|---|
| 25,000 SHS. ABBOTT LABORATORIES COM | P | 2012-04-05 | 2012-12-05 | 1608801 | 1536980 | 71821 | 71821 |
| 20,500 SHS. ADVENT SOFTWARE INC. | P | 2006-05-04 | 2012-04-27 | 556696 | 358707 | 197989 | 197989 |
| 29,500 SHS. ADVENT SOFTWARE INC. | P | 2006-05-04 | 2012-04-30 | 798948 | 516188 | 282760 | 282760 |
| 20,000 SHS. ADVENT SOFTWARE INC. | P | 2001-06-11 | 2012-06-08 | 529222 | 671283 | -142061 | -142061 |
| 39,000 SHS. ADVENT SOFTWARE INC. | P | 2006-05-01 | 2012-08-10 | 896586 | 703053 | 193533 | 193533 |
| 50,000 SHS. ADVENT SOFTWARE INC. | P | 2006-05-01 | 2012-08-29 | 1188053 | 901350 | 286703 | 286703 |
| 20,000 SHS. ADVENT SOFTWARE INC. | P | 2006-05-01 | 2012-10-16 | 485619 | 360540 | 125079 | 125079 |
| BIOVENTURES INVESTORS LIMITED PARTNERSHIP II | P | 2869 | -2869 | -2869 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1012955 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 2459674 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 49569077 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.049621 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 2191443 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 49123273 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.044611 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 2711263 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 46104876 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.058806 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 3153609 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 57816119 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.054545 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 3230379 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 66255261 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.048757 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.256340 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051268 | AverageDistributionRatio |
| Net Noncharitable Assets | 50326949 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2580162 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 16832 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2596994 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2510625 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 33663 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 33663 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 33663 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 12600 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 12600 | TotalCreditsAndPayments |
| Tax Due | 21063 | TaxDue |
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 | CHRISTOPHER C CURTIS ESQ | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6173382800 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SULLIVAN WORCESTER LLP 1 POST | AddressLine1 |
| Address Line2 | OFFICE SQUARE | AddressLine2 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02138 | 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 |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ALAN J DWORSKY | ||||||||
| 8 MERCER CIRCLE | CAMBRIDGE | MA | 02138 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| SUZANNE E WERBER | ||||||||
| 8 MERCER CIRCLE | CAMBRIDGE | MA | 02138 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| SALLY L RUBIN | ||||||||
| 83 KIRKSTALL ROAD | NEWTON | MA | 02460 | TRUSTEE | 0.00 | 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 |
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 | 46823721 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 4269628 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 51093349 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 51093349 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 766400 | CashDeemedCharitable |
| Net Noncharitable Assets | 50326949 | NetNoncharitableAssets |
| Minimum Investment Return | 2516347 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 2516347 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 33663 | TaxBasedOnInvestmentIncome |
| Total Tax | 33663 | TotalTax |
| Distributable Amount Before Adj | 2482684 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 2482684 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 2482684 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2510625 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 2510625 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 2510625 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 2482684 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 2467001 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | PriorYear1 |
| Total For Prior Years | 21114 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2510625 | QualifyingDistributions |
| Applied To Year1 | 2467001 | AppliedToYear1 |
| Applied To Prior Years | 21114 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 22510 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 2460174 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| BOSTON CHILDREN'S CHORUS | |||||
| 112 SHAWMUT AVENUE SUITE 5B | BOSTON | MA | 02118 | GENERAL USE | $60,000 |
| BOSTON CITY SINGERS | |||||
| 17 WALDECK STREET | DORCHESTER | MA | 021242109 | GENERAL USE | $50,000 |
| COMMUNICATIONS CONSORTIUM | |||||
| 401 NINTH ST NW | WASHINGTON | DC | 200042142 | GENERAL USE | $50,000 |
| BROWN UNIVERSITY | |||||
| BOX 1877 | PROVIDENCE | RI | 02912 | GENERAL USE | $12,000 |
| CAMBRIDGE PUBLIC SCHOOLS | |||||
| 159 THORNDIKE STREET | CAMBRIDGE | MA | 02141 | GENERAL USE | $148,453 |
| CENTER ON BUDGET AND POLICY PRIORITIES | |||||
| 820 FIRST STREET NE | WASHINGTON | DC | 20002 | GENERAL USE | $250,000 |
| CHORUS AMERICA | |||||
| P O BOX 2646 | ARLINGTON | VA | 222020646 | GENERAL USE | $160,000 |
| ENVIRONMENTAL WORKING GROUP | |||||
| 1436 U STREET NW SUITE 100 | WASHINGTON | DC | 200093987 | GENERAL USE | $350,000 |
| FAMILIES AND WORK INSTITUTE | |||||
| 267 FIFTH AVENUE 2ND FLOOR | NEW YORK | NY | 10016 | GENERAL USE | $230,000 |
| FIDELITY CHARITABLE GIFT FUND | |||||
| P O BOX 770001 | CINCINNATI | OH | 452770053 | GENERAL USE | $160,000 |
| INSTITUTE ON TAXATION AND ECONOMIC POLICY | |||||
| 1616 P STREET NW SUITE 200 | WASHINGTON | DC | 20036 | GENERAL USE | $200,000 |
| METROPOLITAN OPERA GUILD | |||||
| LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | GENERAL USE | $200,000 |
| NATIONAL CENTER FOR COMMUNITY | |||||
| 520 8TH AVENUE SUITE 302 | NEW YORK | NY | 10018 | GENERAL USE | $135,000 |
| NATIONAL PARK FOUNDATION | |||||
| 1201 EYE STREET NW SUITE 550B | WASHINGTON | DC | 20005 | GENERAL USE | $150,000 |
| THE AMERICAN PROSPECT | |||||
| 1710 RHODE ISLAND AVENUE NW | WASHINGTON | DC | 20036 | GENERAL USE | $150,000 |
| THE URBAN INSTITUTE | |||||
| 2100 M STREET NW | WASHINGTON | DC | 20037 | GENERAL USE | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 2505453 | 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 | $499,710 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $246,879 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,012,955 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,759,544 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1759544 | TotalPartXVIA |
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 |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION IS MAKING AN ELECTION UNDER SECTION 53.4942(A) - 3(D)(2) TO APPLY EXCESS QUALIFYING DISTRIBUTIONS MADE DURING 2011 TO UNDISTRIBUTED INCOME FOR 2009. ________________________________________ALAN J. DWORSKY, TRUSTEE | Election |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (6 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ADVENT SOFTWARE | 5755518 | 4724980 |
| ZALICUS (FORMERLY COMBINATORX) | 75079 | 7368 |
| WHOLE FOODS MARKET | 3284344 | 5013800 |
| ABBOTT LABORATORIES | 2457232 | 2620000 |
| AMAZON.COM | 2998256 | 3010440 |
| GARTNER, INC. | 3458161 | 3221400 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 11039951 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 14765621 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| BIOVENTURES INVESTORS, LPII | AT COST | 1654299 | 2957490 |
| COVALENT CAPITAL PARTNERS | AT COST | 10000000 | 11987693 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SULLIVAN & WORCESTER LLP | Category |
| Amount | $4,922 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 4922 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| CUSTODIAL FEE (FIDUCIARY TRUST CO.) | 9934 | 9934 | 0 |
| CUSTODIAL FEE (FIDUCIARY TRUST CO. - TSY) | 8496 | 8460 | 0 |
| BIOVENTURES INVESTORS LIMITED PARTNERSHIP II (PORTFOLIO DEDUCTIONS) | 1757 | 1757 | 0 |
| 2011 MA FORM PC FILING FEE | 250 | 0 | 250 |
| TAX RETURN SVC. (FIDUCIARY TR CO.) | 490 | 490 | 0 |
| TAX RETURN SVC. (FIDUCIARY TR CO. - TSY)) | 490 | 490 | 0 |
| INVESTMENT ADVISOR - HOISINGTON - TSY | 55243 | 55243 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| BOOK ADJUSTMENT (DREYFUS DIVIDEND TIMING) | $222 |
| BOOK ADJUSTMENT (ACCRUED INTEREST 2011) | $28 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| 2011 FORM 990-PF | $1,509 | 0 | 0 |
| 2011 FORM 4720 | $6,334 | 0 | 0 |
| 2012 ESTIMATED TAX PAYMENTS | $12,600 | 0 | 0 |
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