AKAMAI FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
AKAMAI FOUNDATION INC (EIN 04-3530777)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-03-15
IRS object ID
201320779349100457
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-03-15T15:08:51-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN042442519EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1EDELSTEIN AND COMPANY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1160 FEDERAL STREET 9TH FLOORAddressLine1
CityBOSTONCity
StateMAState
ZIP Code021101772ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN043530777EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1AKAMAI FOUNDATION INCBusinessNameLine1
Business Name Line2C/O AKAMAI TECHNOLOGIES INCBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlAKAMNameControl
Phone6174449748Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line18 CAMBRIDGE CENTERAddressLine1
CityCAMBRIDGECity
StateMAState
ZIP Code02142ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSOPHIA TSAKMAKLISName
TitlePRESIDENTTitle
Phone6174449748Phone
Date Signed2013-03-04DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameALFONSO PERILLOName
PTINP00950491PTIN
Phone6172276161Phone
Date Prepared2013-03-04DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY1911957FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss61745DividendsRevAndExpnss
Dividends Net Invst Incm61745DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss64306NetGainSaleAssetsRevAndExpnss
Gross Sales Price390593GrossSalesPrice
Capital Gain Net Incm Net Invst Incm64306CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses126051TotalRevenueAndExpenses
Total Net Investment Income126051TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss1925AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm481AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps1444AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss12549OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm3137OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps9412OtherProfFeesDsbrsChrtblPrps
Other Expenses Rev And Expnss35OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps35OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss14509TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm3618TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps10891TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss361230ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps361230ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss375739TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm3618TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps372121TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-249688ExcessOfRevenueOverExpenses
Net Investment Income122433NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY120886SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY42738SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV42738SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY1269277InvestmentsCorpStockBOY
Investments Corp Stock EOY495970InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV495970InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY646721InvestmentsCorpBondsBOY
Investments Corp Bonds EOY1373249InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV1373249InvestmentsCorpBondsEOYFMV
Total Assets BOY2036884TotalAssetsBOY
Total Assets EOY1911957TotalAssetsEOY
Total Assets EOYFMV1911957TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY2036884RetainedEarningsBOY
Retained Earnings EOY1911957RetainedEarningsEOY
Total Net Assets BOY2036884TotalNetAssetsBOY
Total Net Assets EOY1911957TotalNetAssetsEOY
Total Liabilities Net Assets BOY2036884TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1911957TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY2036884TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-249688ExcessOfRevenueOverExpenses
Other Increases124761OtherIncreases
Subtotal1911957Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY1911957TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAssetGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLossesHow AcquiredHowAcquired
SALE OF PUBLICLY TRADED SECURITIES3750003262874871348713
CAPITAL GAINS DIVIDENDS155931559315593P
FieldValueIRS element (for citing)
Capital Gain Net Income64306CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1401261QualifyingDistributionsYear1
Noncharitable Assets Year12163747NoncharitableAssetsYear1
Distribution Ratio Year10.185447DistributionRatioYear1
Qualifying Distributions Year2408061QualifyingDistributionsYear2
Noncharitable Assets Year22453165NoncharitableAssetsYear2
Distribution Ratio Year20.166341DistributionRatioYear2
Qualifying Distributions Year3245149QualifyingDistributionsYear3
Noncharitable Assets Year32225090NoncharitableAssetsYear3
Distribution Ratio Year30.110175DistributionRatioYear3
Qualifying Distributions Year4277166QualifyingDistributionsYear4
Noncharitable Assets Year42629177NoncharitableAssetsYear4
Distribution Ratio Year40.105419DistributionRatioYear4
Qualifying Distributions Year5235447QualifyingDistributionsYear5
Noncharitable Assets Year53442469NoncharitableAssetsYear5
Distribution Ratio Year50.068395DistributionRatioYear5
Total Distribution Ratio0.635777TotalDistributionRatio
Average Distribution Ratio0.127155AverageDistributionRatio
Net Noncharitable Assets1889374NetNoncharitableAssets
Adjusted Noncharitable Assets240243AdjustedNoncharitableAssets
One Percent Net Investment Income1224OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One241467AdjNonchrtblAssetsAndOnePct
Qualifying Distributions372121QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax1224InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal1224Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income1224TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment640EstTaxPaymentsAndOverpayment
Total Credits And Payments640TotalCreditsAndPayments
Tax Due584TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithMAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressWWW.AKAMAI.COM/HTML/ABOUT/FOUNDATION.HTMLWebsiteAddress
Books In Care Of Person NameFIDELITY PRIVATE FOUNDATION SERVICEBooksInCareOfPersonName
Books In Care Of Phone Number8003344438BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1200 SEAPORT BOULEVARDAddressLine1
CityBOSTONCity
StateMAState
ZIP Code02210ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
SOPHIA TSAKMAKLIS
8 CAMBRIDGE CENTERCAMBRIDGEMA02142PRESIDENT8.00000
JONATHAN SEELIG
8 CAMBRIDGE CENTERCAMBRIDGEMA02142TREASURER/DIRECTOR8.00000
NOELLE FARIS
8 CAMBRIDGE CENTERCAMBRIDGEMA02142SECRETARY8.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities1868266AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances49880AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets1918146TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets1918146AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable28772CashDeemedCharitable
Net Noncharitable Assets1889374NetNoncharitableAssets
Minimum Investment Return94469MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return94469MinimumInvestmentReturn
Tax Based On Investment Income1224TaxBasedOnInvestmentIncome
Total Tax1224TotalTax
Distributable Amount Before Adj93245DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded93245DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted93245DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions372121ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions372121QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm1224OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions370897AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted93245DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year565630ExcessDistriCarryoverYear5
Excess Distri Carryover Year4146735ExcessDistriCarryoverYear4
Excess Distri Carryover Year3144446ExcessDistriCarryoverYear3
Excess Distri Carryover Year2293905ExcessDistriCarryoverYear2
Excess Distri Carryover Year1294346ExcessDistriCarryoverYear1
Total Excess Distri Carryover945062TotalExcessDistriCarryover
Qualifying Distributions372121QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year93245AppliedToCurrentYear
Remaining Distri From Corpus278876RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus1223938TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year565630ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year1158308ExcessDistriCyovToNextYear
Excess From Year4146735ExcessFromYear4
Excess From Year3144446ExcessFromYear3
Excess From Year2293905ExcessFromYear2
Excess From Year1294346ExcessFromYear1
Excess From Current Year278876ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameSOPHIA TSAKMAKLISRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1C/O AKAMAI TECHNOLOGIES 8 CAMBRIDGEAddressLine1
Address Line2CENTERAddressLine2
CityCAMBRIDGECity
StateMAState
ZIP Code02142ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number6174449748RecipientPhoneNumber
Recipient Email AddressSTSAKMAK@AKAMAI.COMRecipientEmailAddress
Form And Info And MaterialsA ONE PAGE PROPOSAL FOR FUNDING AND ANY ADDITIONAL MATERIAL THE APPLICANT DEEMS IMPORTANT TO REVIEW.FormAndInfoAndMaterials
Submission DeadlinesAPPLICATIONS ARE ACCEPTED YEAR ROUND HOWEVER IT IS PREFERABLE TO SUBMIT BY JANUARY 31ST OF EACH YEARSubmissionDeadlines
Restrictions On AwardsTHE FOUNDATION FOCUSES ITS GRANTS ON MATHEMATICS AND ROBOTICS.RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
ADVANTAGE TESTING FOUNDATION
210 EAST 86TH STREETNEW YORKNY10028N/A509(A)EDUCATION$60,000
BOYS AND GIRLS CLUB OF MIDDLESEX COUNTY INC
PO BOX 269SOMERVILLEMA02143N/A509(A)EDUCATION$25,000
CENTER FOR EXCELLENCE IN EDUCATION
8201 GREENSBORO DR STE 215MCLEANVA22102N/A509(A)EDUCATION$25,000
COMMUNITY CHARTER SCHOOL OF CAMBRIDGE
245 BENT STREETCAMBRIDGEMA02141N/ASCHOOLEDUCATION$8,000
GANN ACADEMY
333 FOREST STREETWALTHAMMA02452N/ASCHOOLEDUCATION$13,000
MATHEMATICAL ASSOCIATION OF AMERICA INC
1529 18TH STREET NWWASHINGTONDC20036N/A509(A)EDUCATION$147,500
THE MATCH SCHOOL FOUNDATION INC
1001 COMMONWEALTH AVENUEBOSTONMA02215N/A509(A)EDUCATION$40,000
THE MATH CIRCLE
27 EAST CIRCLESOUTHAMPTONMA01073N/A509(A)EDUCATION$11,000
MATHEMATICAL SCIENCES RESEARCH INSTITUTE
17 GAUSS WAYBERKELEYCA94720N/A509(A)EDUCATION$26,230
SOMERVILLE MATH FUND
244 SUMMER STREETSOMERVILLEMA02143N/A509(A)EDUCATION$500
CITY OF CAMBRIDGE
459 BROADWAYCAMBRIDGEMA02138N/AGOVERNMENTEDUCATION$5,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year361230TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$61,745ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$64,306ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$126,051ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA126051TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategory
Amount$1,925Amount
Net Investment Income481NetInvestmentIncome
Disbursements Charitable Prps1444DisbursementsCharitablePrps

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

FieldValueIRS element (for citing)
Name Of BondFIDELITY INVESTMENTS-BOND FUNDSNameOfBond
EOY Book Value1373249EOYBookValue
EOYFMV1373249EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockFIDELITY INVESTMENTSNameOfStock
EOY Book Value495970EOYBookValue
EOYFMV495970EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionSTATE FILING FEESDescription
Revenue And Expenses Per Books35RevenueAndExpensesPerBooks
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps35DisbursementsCharitablePrps

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (2 entries)

DescriptionDescriptionAmountAmount
UNREALIZED GAINS ON INVESTMENTS$121,637
REFUND OF 2011 FEDERAL EXCISE TAX$3,124

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryFPFS FEESCategory
Amount$12,549Amount
Net Investment Income3137NetInvestmentIncome
Disbursements Charitable Prps9412DisbursementsCharitablePrps

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