THE BIERLY-BOASBERG FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE BIERLY-BOASBERG FOUNDATION (EIN 04-6903459)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-06-20
- IRS object ID
- 201321719349100707
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-06-20T14:14:04-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050409384 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAHN LITWIN RENZA & CO LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SOUTH STREET SUITE 300 | AddressLine1 |
| City | WALTHAM | City |
| State | MA | State |
| ZIP Code | 02453 | 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 | 046903459 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIERLY BOASBERG FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BIER | NameControl |
| Phone | 6179653626 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 OTIS STREET | AddressLine1 |
| City | NEWTON | City |
| State | MA | State |
| ZIP Code | 02465 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARGARET BOASBERG | Name |
| Title | TRUSTEE | Title |
| Phone | 6179653626 | Phone |
| Date Signed | 2013-06-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RONALD R TULL | Name |
| PTIN | P01345032 | PTIN |
| Phone | 7815478800 | Phone |
| 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 | 2399315 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 500000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 37495 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 37495 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 2891 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 996621 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2891 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 540386 | TotalRevenueAndExpenses |
| Total Net Investment Income | 40386 | 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 |
| Accounting Fees Rev And Expnss | 1510 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 755 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 755 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 18980 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 18980 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 6800 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 3400 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 3400 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 183 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 183 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 27473 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 23135 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 4338 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 108190 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 108190 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 135663 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 23135 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 112528 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 404723 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 17251 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 17346 | CashBOY |
| Cash EOY | 60663 | CashEOY |
| Cash EOYFMV | 60663 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 62147 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 38503 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 38503 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1317243 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 838081 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 916028 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 475623 | InvestmentsOtherBOY |
| Investments Other EOY | 1339835 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1384121 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1872359 | TotalAssetsBOY |
| Total Assets EOY | 2277082 | TotalAssetsEOY |
| Total Assets EOYFMV | 2399315 | 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 | 1872359 | RetainedEarningsBOY |
| Retained Earnings EOY | 2277082 | RetainedEarningsEOY |
| Total Net Assets BOY | 1872359 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2277082 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1872359 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2277082 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1872359 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 404723 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2277082 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2277082 | 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 |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | P | 2012-12-31 | 2012-12-31 | 230445 | 223720 | 6725 | 6725 |
| MORGAN STANLEY | P | 2012-12-31 | 2012-12-31 | 757065 | 770010 | -12945 | -12945 |
| CAPITAL GAINS DIVIDENDS | P | 9111 | 9111 | 9111 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2891 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 115511 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1653637 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.069853 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 109455 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1261557 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.086762 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 125458 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 743632 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.168710 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 130620 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 770651 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.169493 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 83790 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 721412 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.116147 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.610965 | TotalDistributionRatio |
| Average Distribution Ratio | 0.122193 | AverageDistributionRatio |
| Net Noncharitable Assets | 2156920 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 263561 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 173 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 263734 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 112528 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 345 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 345 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 345 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2236 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2236 | TotalCreditsAndPayments |
| Overpayment | 1891 | Overpayment |
| Amount Credited To Next Year | 1891 | 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 | MARGARET BOASBERG | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6175722532 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 OTIS STREET | AddressLine1 |
| City | NEWTON | City |
| State | MA | State |
| ZIP Code | 02465 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER BIERLY | ||||||||
| 199 OTIS STREET | NEWTON | MA | 02465 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| MARGARET BOASBERG | ||||||||
| 199 OTIS STREET | NEWTON | MA | 02465 | TRUSTEE | 2.00 | 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 | 1982467 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 207300 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2189767 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2189767 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 32847 | CashDeemedCharitable |
| Net Noncharitable Assets | 2156920 | NetNoncharitableAssets |
| Minimum Investment Return | 107846 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 107846 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 345 | TaxBasedOnInvestmentIncome |
| Total Tax | 345 | TotalTax |
| Distributable Amount Before Adj | 107501 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 107501 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 107501 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 112528 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 112528 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 112528 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 107501 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 49037 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 92863 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 88491 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 48256 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 39632 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 318279 | TotalExcessDistriCarryover |
| Qualifying Distributions | 112528 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 107501 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 5027 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 323306 | 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 | 49037 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 274269 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 92863 | ExcessFromYear4 |
| Excess From Year3 | 88491 | ExcessFromYear3 |
| Excess From Year2 | 48256 | ExcessFromYear2 |
| Excess From Year1 | 39632 | ExcessFromYear1 |
| Excess From Current Year | 5027 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHRISTOPHER BIERLY | ContributingManager |
| Contributing Manager | MARGARET BOASBERG | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MARGARET BOASBERG | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 OTIS STREET | AddressLine1 |
| City | NEWTON | City |
| State | MA | State |
| ZIP Code | 02465 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 6179653626 | RecipientPhoneNumber |
| Form And Info And Materials | NOT APPLICABLE | FormAndInfoAndMaterials |
| Submission Deadlines | NOT APPLICABLE | SubmissionDeadlines |
| Restrictions On Awards | THE FOUNDATION MAKES CHARITABLE CONTRIBUTIONS ONLY FOR CHARITABLE, EDUCATIONAL OR SCIENTIFIC PURPOSES DEFINED BY SEC 501 (C)(3) OF THE INTERNAL REVENUE CODE. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BAIN CAPITAL'S CHILDREN'S CHARITIES | |||||||
| 111 HUNTINGTON AVENUE | BOSTON | MA | 02199 | NONE | PUBLIC CHARITY | GENERAL DONATION | $15,000 |
| CAMP HOLIDAY TRAILS | |||||||
| 400 HOLIDAY TRAILS LANE | CHARLOTTESVILLE | VA | 22903 | NONE | PUBLIC CHARITY | GENERAL DONATION | $5,000 |
| DIANE FOSSEY GORILLA FUND | |||||||
| 800 CHEROKEE AVE SE | ATLANTA | GA | 30315 | NONE | PUBLIC CHARITY | GENERAL DONATION | $5,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL DONATION | $1,000 |
| ENDEAVOR GLOBAL | |||||||
| 900 BROADWAY | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | GENERAL DONATION | $5,000 |
| FOOD ALLERGY AND ANAPHYLAXIS NETWORK | |||||||
| 11781 LEE JACKSON HWY SUITE 160 | FAIRFAX | VA | 22033 | NONE | PUBLIC CHARITY | GENERAL DONATION | $500 |
| FRIENDS OF THE NICU - BRIGHAM AND WOMEN'S HOSPITAL | |||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | NONE | HOSPITAL | GENERAL DONATION | $10,000 |
| JIMMY FUND | |||||||
| 44 BINNEY STREET | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | GENERAL DONATION | $1,000 |
| LA POLICE FOUNDATION | |||||||
| 515 SOUTH FLOWER STREET 1680 | LOS ANGELES | CA | 90071 | NONE | PUBLIC CHARITY | GENERAL DONATION | $5,500 |
| NANTUCKET CONSERVATION FOUNDATION | |||||||
| 118 CLIFF ROAD | NANTUCKET | MA | 02554 | NONE | NATURE CONSERVATION | GENERAL DONATION | $1,000 |
| PALS CHILDREN'S CHORUS | |||||||
| PO BOX 470411 | BROOKLINE | MA | 02447 | NONE | PUBLIC CHARITY | GENERAL DONATION | $500 |
| PENCILS OF PROMISE | |||||||
| 37 WEST 28TH STREET 3RD FLOOR | NEW YORK | NY | 10001 | NONE | EDUCATIONAL ORGANIZA | GENERAL DONATION | $1,000 |
| ROGER BROWN MEMORIAL SCHOLARSHIP FUND | |||||||
| 86 SEMINARY DRIVE | CASTLETON | VT | 05735 | NONE | EDUCATIONAL ORGANIZA | GENERAL DONATION | $1,000 |
| THE CAMERON AND HAYDEN LORD FOUNDATION | |||||||
| 110 RIVERSIDE DRIVE 12C | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | GENERAL DONATION | $1,000 |
| THE UNITED WAY OF MASSACHUSETTS BAY | |||||||
| 51 SLEEPER STREET | BOSTON | MA | 02210 | NONE | PUBLIC CHARITY | GENERAL DONATION | $50,000 |
| UNIVERSITY OF VIRGINIA | |||||||
| 1300 JEFFERSON PARK AVE | CHARLOTTESVILLE | VA | 22903 | NONE | EDUCATIONAL ORGANIZA | GENERAL DONATION | $5,000 |
| YALE UNIVERSITY | |||||||
| 206 ELM ST | NEW HAVEN | CT | 06520 | NONE | EDUCATIONAL ORGANIZA | GENERAL DONATION | $690 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 108190 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $37,495 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $2,891 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $40,386 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 40386 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | CHRISTOPHER BIERLY AND MARGARET BOA | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 OTIS STREET | AddressLine1 |
| City | NEWTON | City |
| State | MA | State |
| ZIP Code | 02465 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 500000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KAHN, LITWIN, RENZA, & CO., LTD | Category |
| Amount | $1,510 | Amount |
| Net Investment Income | 755 | NetInvestmentIncome |
| Disbursements Charitable Prps | 755 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | MORGAN STANLEY - CORPORATE STOCK | NameOfStock |
| EOY Book Value | 838081 | EOYBookValue |
| EOYFMV | 916028 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MORGAN STANLEY - MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 1339835 | BookValue |
| EOYFMV | 1384121 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK FEES | 58 | 0 | 58 |
| FILING FEES | 125 | 0 | 125 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $18,980 | Amount |
| Net Investment Income | 18980 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2011 FORM 990-PF EXTENSION PAYMENT | Category |
| Amount | $6,800 | Amount |
| Net Investment Income | 3400 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3400 | DisbursementsCharitablePrps |
Comments