CUMMINGS FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CUMMINGS FOUNDATION INC (EIN 04-3073023)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-13
- IRS object ID
- 201323179349101302
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-13T16:41:54-06:00 | 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 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 CLARENDON STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021165072 | 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 | 043073023 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cummings Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % WILLIAM F GRANT | InCareOfName |
| Name Control | CUMM | NameControl |
| Phone | 7819358000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 West Cummings Park | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Woburn | City |
| State | MA | State |
| ZIP Code | 01801 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Joel B Swets | Name |
| Title | Executive Director | Title |
| Date Signed | 2013-11-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172662000 | 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 | 978394250 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 5702 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 1183 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1183 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 1183 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 9406584 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 9406584 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 9406584 | DividendsAdjNetIncm |
| Gross Rents Rev And Expnss | 73795 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 73795 | GrossRentsNetInvstIncm |
| Gross Rents Adj Net Incm | 73795 | GrossRentsAdjNetIncm |
| Net Rental Income Or Loss | 55958 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | 8486932 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 122446621 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 8486932 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 1024471 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 118086544 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 45986829 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 118086544 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 136060740 | TotalRevenueAndExpenses |
| Total Net Investment Income | 63955323 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 128592577 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 424097 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 424097 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 33882951 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 33883571 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 772301 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 756241 | PensionEmplBnftDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 15976 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Dsbrs Chrtbl Prps | 30876 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1527329 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 305329 | TaxesNetInvstIncm |
| Deprec And Depletion Rev And Expnss | 255435 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Adj Net Incm | 255435 | DeprecAndDepletionAdjNetIncm |
| Occupancy Rev And Expnss | 3004809 | OccupancyRevAndExpnss |
| Occupancy Dsbrs Chrtbl Prps | 3031383 | OccupancyDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 30654572 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1225835 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 29434912 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 70537470 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1531164 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 255435 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 67561080 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 186737 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 186737 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 70724207 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1531164 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 255435 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 67747817 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 65336533 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 62424159 | NetInvestmentIncome |
| Adjusted Net Income | 128337142 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 115482 | CashBOY |
| Cash EOY | 179468 | CashEOY |
| Cash EOYFMV | 179469 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 14753302 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 26490048 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 26490050 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 13590060 | AccountsReceivable |
| Accounts Receivable BOY | 1089266 | AccountsReceivableBOY |
| Accounts Receivable EOY | 13590060 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 13590060 | AccountsReceivableEOYFMV |
| Inventories For Sale Or Use BOY | 33418 | InventoriesForSaleOrUseBOY |
| Inventories For Sale Or Use EOY | 33584 | InventoriesForSaleOrUseEOY |
| Inventories For Sale Or Use EOYFMV | 33584 | InventoriesForSaleOrUseEOYFMV |
| Prepaid Expenses BOY | 98961 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 123388 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 123388 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 312637609 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 337922274 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 412640093 | InvestmentsCorpStockEOYFMV |
| Investments Mortgage Loans BOY | 0 | InvestmentsMortgageLoansBOY |
| Investments Other BOY | 506401816 | InvestmentsOtherBOY |
| Investments Other EOY | 516870256 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 521616452 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 9792138 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 6070984 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 2669935 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 3721154 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 3721154 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 837799789 | TotalAssetsBOY |
| Total Assets EOY | 898930232 | TotalAssetsEOY |
| Total Assets EOYFMV | 978394250 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 818437 | AccountsPayableBOY |
| Accounts Payable EOY | 869923 | AccountsPayableEOY |
| Other Liabilities BOY | 24071951 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 23214425 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 24890388 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 24084348 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 812909401 | UnrestrictedBOY |
| Unrestricted EOY | 874845884 | UnrestrictedEOY |
| Total Net Assets BOY | 812909401 | TotalNetAssetsBOY |
| Total Net Assets EOY | 874845884 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 837799789 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 898930232 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 812909401 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 65336533 | ExcessOfRevenueOverExpenses |
| Subtotal | 878245934 | Subtotal |
| Other Decreases | 3400050 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 874845884 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - SHORT TERM | P | 54458753 | 53440461 | 1018292 | 1018292 |
| PUBLICLY TRADED SECURITIES - LONG TERM | 67968870 | 60519228 | 7449642 | 7449642 | |
| CAPITAL GAINS DISTRIBUTIONS - SHORT TERM | P | 6179 | 6179 | 6179 | |
| CAPITAL GAINS DISTRIBUTIONS - LONG TERM | P | 7269 | 7269 | 7269 | |
| OTHER ASSETS | P | 5550 | 5550 | 5550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 8486932 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 1024471 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 65050847 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 830930160 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.078287 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 62694136 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 735114956 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.085285 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 61619111 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 628440923 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.098051 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 63345965 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 701624746 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.090285 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 58823161 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 652455944 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.090157 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.442065 | TotalDistributionRatio |
| Average Distribution Ratio | 0.088413 | AverageDistributionRatio |
| Net Noncharitable Assets | 891631115 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 78831782 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 624242 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 79456024 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 69054472 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1248483 | InvestmentIncomeExciseTax |
| Subtotal | 1248483 | Subtotal |
| Tax Based On Investment Income | 1248483 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1310552 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1310552 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 62069 | Overpayment |
| Amount Credited To Next Year | 62069 | 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 |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| 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 | true | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | true | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | http://www.cummingsfoundation.org | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM F GRANT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7819358000 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WEST CUMMINGS PARK | AddressLine1 |
| City | WOBURN | City |
| State | MA | State |
| ZIP Code | 01801 | 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 | true | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | true | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| 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 (16 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 |
|---|---|---|---|---|---|---|---|---|
| Joyce M Cummings | ||||||||
| 200 West Cummings Park | Woburn | MA | 01801 | TRUSTEE & TREASURER | 1.0 | 0 | 0 | 0 |
| Patricia A Cummings PSY D | ||||||||
| 200 West Cummings Park | Woburn | MA | 01801 | TRUSTEE & Vice President | 1.0 | 0 | 0 | 0 |
| William S Cummings | ||||||||
| 200 West Cummings Park | Woburn | MA | 01801 | TRUSTEE & PRESIDENT | 50.0 | 0 | 0 | 0 |
| Robert O Connor | ||||||||
| 400 hemenway street | marlborough | MA | 01752 | TRUSTEE & EXEC DIR NHM | 50.0 | 180789 | 6371 | 18000 |
| Joseph Abate MD | ||||||||
| 200 West Cummings Park | Woburn | MA | 01801 | Trustee | 1.0 | 0 | 0 | 0 |
| Anthony P Monaco MD PHD | ||||||||
| Tufts University | Medford | MA | 02155 | Trustee | 1.0 | 0 | 0 | 0 |
| HON Margot Botsford | ||||||||
| supreme judicial court | boston | MA | 02108 | Trustee | 1.0 | 0 | 0 | 0 |
| Paul C Casey | ||||||||
| 200 West Cummings Park | Woburn | MA | 01801 | Trustee | 1.0 | 0 | 0 | 0 |
| Carol A Donovan | ||||||||
| 200 West Cummings Park | Woburn | MA | 01801 | Trustee | 1.0 | 0 | 0 | 0 |
| DEBORAH T KOCHEVAR DVM PHD | ||||||||
| cummings school of veterinary | north grafton | MA | 01536 | Trustee | 1.0 | 0 | 0 | 0 |
| Jason Z Morris PhD | ||||||||
| fordham university | bronx | NY | 10458 | Trustee | 1.0 | 0 | 0 | 0 |
| Marilyn Cummings Morris MD MPH | ||||||||
| Childrens Hospital | New York | NY | 10001 | Trustee | 1.0 | 0 | 0 | 0 |
| Richard C Ockerbloom | ||||||||
| 200 West Cummings Park | Woburn | MA | 01801 | Trustee | 1.0 | 0 | 0 | 0 |
| Joel B Swets | ||||||||
| 200 West Cummings Park | Woburn | MA | 01801 | EXEC DIR, CUMMINGS FND | 50.0 | 114769 | 5621 | |
| Michael P Pascavage | ||||||||
| 200 West Cummings Park | Woburn | MA | 01801 | TRUSTEE | 1.0 | 0 | 0 | 0 |
| Jed Geyerhahn | ||||||||
| 21 Warren Avenue | Woburn | MA | 01801 | Exec Dir, New Horizons Choate | 50.0 | 128539 | 13345 | 0 |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl (5 entries)
| NameName | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Average Hours Per WeekAverageHoursPerWeek | CompensationCompensation | Employee BenefitsEmployeeBenefits | Expense AccountExpenseAccount |
|---|---|---|---|---|---|---|---|---|---|
| JUSTIN MAGEE | 200 WEST CUMMINGS PARK | WOBURN | MA | 01801 | DIVISION MGR | 50.0 | 164831 | 6883 | 0 |
| RICHARD CURTIN | 200 WEST CUMMINGS PARK | WOBURN | MA | 01801 | ASSOC DIVISION MGR | 50.0 | 122083 | 11335 | 0 |
| MARK LYNCH | 200 WEST CUMMINGS PARK | WOBURN | MA | 01801 | CARPENTRY TEAM LEAD | 50.0 | 112579 | 12216 | 0 |
| MICHAEL DEPIERRO | 200 WEST CUMMINGS PARK | WOBURN | MA | 01801 | CARPENTRY TEAM LEAD | 50.0 | 103288 | 6941 | 0 |
| MICHAEL DONAGHEY | 200 WEST CUMMINGS PARK | WOBURN | MA | 01801 | ELECTRIC TEAM LEAD | 50.0 | 96986 | 12817 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Oth Empl Paid Over50k | 33 | TotNumberOfOthEmplPaidOver50k |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Type Of ServiceTypeOfService | CompensationCompensation |
|---|---|---|---|---|---|
| HEALTH CARE STAFFING INC | |||||
| PO Box 786 | WESTBOROUGH | MA | 01581 | Assisted Living Svcs | 1646452 |
| MERRILL LYNCH TRUST CO | |||||
| ONE FEDERAL STREET | BOSTON | MA | 02134 | INVESTMENT SVCS | 929814 |
| WINCHESTER HEALTHCARE ENTERPRISES INC | |||||
| PO BOX 5-0803 | WOBURN | MA | 01801 | ASSISTED LIVING SVCS | 682575 |
| COMMONFUND | |||||
| 15 Old Danbury Rd | WILTON | CT | 06897 | INVESTMENT SVCS | 423766 |
| ROBERT VISCO | |||||
| 30 OLD STOW ROAD | HUDSON | MA | 01749 | SALON SVCS | 55291 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE GENERAL EXPLANATION ATTACHMENT - NEW HORIZONS AT CHOATE | Description1 |
| Expenses1 | 3510821 | Expenses1 |
| Description2 | SEE GENERAL EXPLANATION ATTACHMENT - NEW HORIZONS AT MARLBOROUGH | Description2 |
| Expenses2 | 7740421 | Expenses2 |
| Description3 | SEE GENERAL EXPLANATION ATTACHMENT - CUMMINGS SCHOOL OF VETERINARY MEDICINE | Description3 |
| Expenses3 | 56309837 | Expenses3 |
| Description4 | SEE GENERAL EXPLANATION ATTACHMENT - INSTITUTE FOR WORLD JUSTICE, LLC | Description4 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 513347372 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 180959 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 391680923 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 905209254 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 905209254 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 13578139 | CashDeemedCharitable |
| Net Noncharitable Assets | 891631115 | NetNoncharitableAssets |
| Minimum Investment Return | 44581556 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 67747817 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 1306655 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 69054472 | QualifyingDistributions |
| Adj Qualifying Distributions | 69054472 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Applied To Year1 | 0 | AppliedToYear1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Of Ruling | 1990-04-27 | DateOfRuling |
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 44581556 | CurrentYear |
| Year1 | 41546508 | Year1 |
| Year2 | 36755748 | Year2 |
| Year3 | 31422046 | Year3 |
| Total | 154305858 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 37894323 | CurrentYear |
| Year1 | 35314532 | Year1 |
| Year2 | 31242386 | Year2 |
| Year3 | 26708739 | Year3 |
| Total | 131159980 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 69054472 | CurrentYear |
| Year1 | 35314532 | Year1 |
| Year2 | 62694136 | Year2 |
| Year3 | 62085600 | Year3 |
| Total | 229148740 | Total |
Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 186737 | CurrentYear |
| Year1 | 41940 | Year1 |
| Year2 | 35415 | Year2 |
| Year3 | 216700 | Year3 |
| Total | 480792 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 68867735 | CurrentYear |
| Year1 | 35272592 | Year1 |
| Year2 | 62658721 | Year2 |
| Year3 | 61868900 | Year3 |
| Total | 228667948 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 978394250 | CurrentYear |
| Year1 | 871158791 | Year1 |
| Year2 | 834371069 | Year2 |
| Year3 | 732896111 | Year3 |
| Total | 3416820221 | Total |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 387959769 | CurrentYear |
| Year1 | 388509769 | Year1 |
| Year2 | 386789769 | Year2 |
| Year3 | 380489769 | Year3 |
| Total | 1543749076 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 29721037 | CurrentYear |
| Year1 | 27697672 | Year1 |
| Year2 | 24503832 | Year2 |
| Year3 | 20948031 | Year3 |
| Total | 102870572 | Total |
Total Support TotalSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 72105417 | CurrentYear |
| Year1 | 89408199 | Year1 |
| Year2 | 75149716 | Year2 |
| Year3 | 66141190 | Year3 |
| Total | 302804522 | Total |
Public Support PublicSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 72105417 | CurrentYear |
| Year1 | 69149804 | Year1 |
| Year2 | 66649716 | Year2 |
| Year3 | 66141190 | Year3 |
| Total | 274046127 | Total |
Largest Support From EO LargestSupportFromEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Gross Investment Income GrossInvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 55393413 | CurrentYear |
| Year1 | 51337585 | Year1 |
| Year2 | 45975142 | Year2 |
| Year3 | 47204130 | Year3 |
| Total | 199910270 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM S CUMMINGS PATRICIA A CU | ContributingManager |
| Contributing Manager | JOYCE CUMMINGS AND JASON Z MORRIS | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (77 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 30 SPEEN STREET | FRAMINGHAM | MA | 01701 | NONE | 509(a)1 | Cancer Research Treatment | $50 |
| AMERICAN CANCER SOCIETY | |||||||
| 125 S HUNTINGTON AVENUE | JAMAICA PLAIN | MA | 02130 | NONE | 509(a)1 | Cancer Research Treatment | $1,000 |
| AMERICAN LIVER FOUNDATION | |||||||
| 88 WINCHESTER STREET | NEWTON | MA | 02461 | NONE | 509(a)1 | LIVER RESEARCH | $1,130 |
| ARTHRITIS FOUNDATION MA CHAPTER | |||||||
| 29 CRAFTS STREET SUITE 450 | NEWTON | MA | 02458 | NONE | 509(a)1 | HEALTH RESEARCH AND PROGRAMS | $100 |
| ASSABET VALLEY REGIONAL VOCATIONAL | |||||||
| 215 FITCHBURG STREET | MARLBOROUGH | MA | 01752 | NONE | 509(a)1 | YOUTH EDUCATION | $1,000 |
| BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 024673809 | NONE | 509(a)1 | EDUCATIONAL SCHOLARSHIPS | $10,000 |
| BOWDOIN COLLEGE | |||||||
| 5420 COLLEGE STATION | BRUNSWICK | ME | 040118445 | NONE | 509(a)1 | EDUCATIONAL PROGRAMMING | $10,000 |
| CARDINAL SPELLMAN HIGH SCHOOL | |||||||
| 738 COURT STREET | BROCKTON | MA | 02302 | NONE | 509(a)1 | EDUCATIONAL PROGRAMMING | $100 |
| CHRISTOPHER'S HAVEN | |||||||
| 1 EMERSON PLACE APT 2N | BOSTON | MA | 02108 | NONE | 509(a)2 | HEALTH WELLNESS ORGANIZATION | $100 |
| DANA FARBER CANCER INSTITUTE | |||||||
| 44 BINNEY STREET BP535B | BOSTON | MA | 02115 | NONE | 509(a)1 | CANCER RESEARCH TREATMENT | $50 |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | 509(a)1 | DISASTER EMERGENCY RELIEF | $200 |
| EVENING OF GIVING (SMOC) | |||||||
| 354 HOSMER STREET | MARLBOROUGH | MA | 01752 | NONE | 509(a)1 | COMMUNITY WELFARE PROGRAM | $600 |
| FENWAY COMMUNITY HEALTH CENTER INC | |||||||
| 1340 BOYLSTON STREET | BOSTON | MA | 02215 | NONE | 509(a)1 | COMMUNITY HEALTHCARE PROGRAM | $50 |
| FENWAY COMMUNITY HEALTH CENTER INC | |||||||
| 1340 BOYLSTON STREET | BOSTON | MA | 02215 | NONE | 509(a)1 | COMMUNITY HEALTHCARE PROGRAM | $50 |
| FOLK ARTS OF NEW ENGLAND | |||||||
| 10 FRANKLIN STREET | STONEHAM | MA | 02180 | NONE | 509(a)2 | CULTURAL ARTS PROGRAMMING | $52 |
| FORDHAM UNIVERSITY | |||||||
| 888 7TH AVENUE 7TH FLOOR | NEW YORK | NY | 10019 | NONE | 509(a)1 | EDUCATIONAL PROGRAMMING | $100 |
| FRIENDS OF COMMISSION ON GLBT YOUTH | |||||||
| 14 ROCKWOOD STREET | JAMAICA PLAIN | MA | 021302423 | NONE | 509(a)1 | GAY AND LESBIAN PROGRAMS | $100 |
| GREATER BOSTON FOOD BANK INC | |||||||
| 70 SOUTH BAY | BOSTON | MA | 02118 | NONE | 509(a)1 | COMMUNITY CHARITY DRIVE | $100 |
| GREATER BOSTON PFLAG | |||||||
| PO BOX 541619 | WALTHAM | MA | 02454 | NONE | 509(a)1 | COMMUNITY AWARENESS | $110 |
| GREATER BOSTON PFLAG | |||||||
| PO BOX 541619 | WALTHAM | MA | 02454 | NONE | 509(a)1 | COMMUNITY AWARENESS | $50 |
| JEWISH FAMILY SERVICE OF METROWEST | |||||||
| 475 FRANKLIN STREET | BOSTON | MA | 01702 | NONE | 509(a)1 | COMMUNITY WELFARE PROGRAM | $675 |
| KATHI GLAVIN HIGGINS SCHOLARSHIP | |||||||
| 674 BOSTON ROAD | BILLERICA | MA | 01821 | NONE | 509(a)1 | EDUCATIONAL SCHOLARSHIPS | $400 |
| LAZARUS HOUSE INC | |||||||
| PO BOX 408 | LAWRENCE | MA | 01842 | NONE | 509(a)1 | CIVIC RELIEF | $100 |
| LIONS CLUB INTERNATIONAL FOUNDATION | |||||||
| 300 WEST 22ND STREET | OAKBROOK | IL | 60523 | NONE | 509(a)1 | COMMUNITY WELFARE PROGRAM | $2,000 |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | NONE | 509(a)1 | COMMUNITY CHARITY DRIVE | $100 |
| MARLBOROUGH CITY SCHOLARSHIP | |||||||
| 140 MAIN STREET | MARLBOROUGH | MA | 01752 | NONE | 509(a)1 | EDUCATIONAL SCHOLARSHIPS | $5,000 |
| MARLBOROUGH CITY SCHOLARSHIP | |||||||
| 140 MAIN STREET | MARLBOROUGH | MA | 01752 | NONE | 509(a)1 | EDCUATIONAL SCHOLARSHIPS | $5,000 |
| MARLBOROUGH HIGH SCHOOL | |||||||
| 431 BOLTON STREET | MARLBOROUGH | MA | 01751 | NONE | 509(a)1 | EDUCATIONAL SCHOLARSHIPS | $500 |
| MARLBOROUGH ROTARY | |||||||
| PO BOX 186 | MARLBOROUGH | MA | 01752 | NONE | 509(a)2 | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| MAYOR'S CHARITY RELIEF FUND | |||||||
| PO BOX 374 | MARLBOROUGH | MA | 01752 | NONE | 509(a)1 | CIVIC FUNDRAISER | $5,000 |
| MAYOR'S SENIOR APPRECIATION DINNER | |||||||
| 10 COMMON STREET | WOBURN | MA | 01801 | NONE | 509(a)1 | ELDER SERVICES | $2,500 |
| MEDFORD JINGLE BELL FESTIVAL | |||||||
| PO BOX 560303 | MEDFORD | MA | 02156 | NONE | 509(a)1 | COMMUNITY HEALTHCARE PROGRAM | $1,000 |
| MISHAWUM CHORAL SOCIETY | |||||||
| 74 PEARL STREET | WOBURN | MA | 01801 | NONE | 509(a)1 | CULTURAL ARTS PROGRAMMING | $200 |
| MISSION OF DEEDS | |||||||
| 6 CHAPIN AVENUE | READING | MA | 01867 | NONE | 509(a)1 | COMMUNITY WELFARE PROGRAM | $250 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 101A FIRST AVENUE SUITE 6 | WALTHAM | MA | 02451 | NONE | 509(a)1 | HEALTH RESEARCH AND PROGRAMS | $50 |
| NEW COMMUNITIES SERVICES INC | |||||||
| 116 NORFOLK STREET | CAMBRIDGE | MA | 02139 | NONE | 509(a)1 | AFFORDABLE HOUSING PROGRAM | $250 |
| NEXTDOOR THEATER COMPANY | |||||||
| 40 CROSS STREET | WINCHESTER | MA | 01890 | NONE | 509(a)1 | COMMUNITY CULTURAL ARTS | $250 |
| NORTH SHORE MEDICAL CENTER | |||||||
| PO BOX 1010 | PEMBROKE | MA | 02359 | NONE | 509(a)1 | CANCER RESEARCH TREATMENT | $160 |
| NORTHEASTERN UNIVERSITY | |||||||
| 360 HUNTINGTON AVENUE SUITE 501 | BOSTON | MA | 02115 | NONE | 509(a)1 | EDUCATIONAL SCHOLARSHIPS | $200 |
| ONLY A CHILD INC | |||||||
| PO BOX 990885 | BOSTON | MA | 02199 | NONE | 509(a)1 | YOUTH WELFARE PROGRAM | $50 |
| ONLY A CHILD INC | |||||||
| PO BOX 990885 | BOSTON | MA | 02199 | NONE | 509(a)1 | YOUTH WELFARE PROGRAM | $50 |
| PAN MASSACHUSETTS CHALLENGE | |||||||
| 77 FOURTH AVENUE | NEEDHAM | MA | 02494 | NONE | 509(a)1 | HEALTH RESEARCH AND PROGRAMS | $100 |
| PARTNERS IN HEALTH | |||||||
| 888 COMMONWEALTH AVENUE | BOSTON | MA | 02284 | NONE | 509(a)1 | POVERTY ASSISTANCE THIRD WORLD | $200 |
| PINE STREET INN INC | |||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | 509(a)1 | COMMUNITY HOMELESS | $100 |
| PROJECT BREAD | |||||||
| 145 BORDER STREET | BOSTON | MA | 02128 | NONE | 509(a)1 | COMMUNITY WELFARE PROGRAM | $100 |
| SALEM ACADEMY CHARTER SCHOOL | |||||||
| 45 CONGRESS STREET | SALEM | MA | 01970 | NONE | 509(a)1 | EDUCATIONAL PROGRAMMING | $250 |
| ST FRANCIS HOUSE | |||||||
| 39 BOYLSTON STREET | BOSTON | MA | 02116 | NONE | 509(a)1 | COMMUNITY WELFARE PROGRAM | $125 |
| STONEHILL COLLEGE | |||||||
| 320 WASHINGTON STREET | EASTON | MA | 023575620 | NONE | 509(a)1 | EDUCATIONAL SCHOLARSHIPS | $10,000 |
| SUPPORTIVE LIVING INC | |||||||
| 400 WEST CUMMINGS PARK SUITE 6100 | WOBURN | MA | 01801 | NONE | 509(a)1 | BRAIN INJURY RESIDENCE | $150 |
| SUPPORTIVE LIVING INC | |||||||
| 400 WEST CUMMINGS PARK SUITE 6100 | WOBURN | MA | 01801 | NONE | 509(a)1 | BRAIN INJURY RESIDENCE | $100,000 |
| SUPPORTIVE LIVING INC | |||||||
| 400 WEST CUMMINGS PARK SUITE 6100 | WOBURN | MA | 01801 | NONE | 509(a)1 | BRAIN INJURY RESIDENCE | $5,000 |
| THE HOME FOR LITTLE WANDERERS | |||||||
| 271 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | 509(a)1 | AT RISK YOUTH HOUSING | $100 |
| THE SALVATION ARMY | |||||||
| 25 SHAWMUT ROAD | CANTON | MA | 02021 | NONE | 509(a)1 | COMMUNITY CHARITY DRIVE | $150 |
| THE SEAN C ELMORE MEMORIAL FUND | |||||||
| 8 FILLMORE DRIVE | BILLERICA | MA | 01821 | NONE | 509(a)2 | COMMUNITY OUTREACH | $60 |
| THE SMILE TRAIN | |||||||
| 41 MADISON AVENUE 28TH FLOOR | NEW YORK | NY | 10010 | NONE | 509(a)1 | HEALTH RESEARCH AND PROGRAMS | $125 |
| THE WINTON CLUB | |||||||
| 41 HIGHLAND AVENUE | WINCHESTER | MA | 01890 | NONE | 509(a)2 | HEALTH RESEARCH AND PROGRAMS | $50 |
| TIC NETWORK | |||||||
| 130 ENTERPRISE DRIVE | MARSHFIELD | MA | 02050 | NONE | 509(a)1 | COMMUNITY ENRICHMENT PROGRAMS | $100 |
| TRUSTEES OF BOSTON UNIVERSITY | |||||||
| 890 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | 509(a)1 | EDUCATIONAL PROGRAMMING | $350 |
| UNITED STATES HOLOCAUST | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 200242126 | NONE | 509(a)1 | EDUCATIONAL PROGRAMMING | $5,000 |
| UNITED WAY OF MASSACHUSETTS BAY | |||||||
| 51 SLEEPER STREET | BOSTON | MA | 022101276 | NONE | 509(a)1 | COMMUNITY WELFARE PROGRAM | $10,000 |
| UNIV OF MASSACHUSETTS- DARTMOUTH | |||||||
| 285 OLD WESTPORT ROAD | DARTMOUTH | MA | 027472300 | NONE | 509(a)2 | EDUCATIONAL SCHOLARSHIPS | $1,000 |
| VNA HOSPICE CARE | |||||||
| 100 SYLVAN ROAD SUITE G500 | WOBURN | MA | 01801 | NONE | 509(a)1 | COMMUNITY HEALTHCARE PROGRAM | $100 |
| VNA OF MIDDLESEX EAST HOSPICE | |||||||
| 607 NORTH AVENUE SUITE 17 | WAKEFIELD | MA | 01880 | NONE | 509(a)1 | COMMUNITY HEALTHCARE PROGRAM | $500 |
| WGBH | |||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | NONE | 509(a)1 | EDUCATIONAL PROGRAMMING | $200 |
| WINCHESTER ABC HOUSE | |||||||
| PO BOX 94 | WINCHESTER | MA | 01890 | NONE | 509(a)1 | EDUCATIONAL PROGRAMMING | $100 |
| WINCHESTER COMMUNITY MUSIC SCHOOL | |||||||
| 407 HIGHLAND AVENUE | WINCHESTER | MA | 01890 | NONE | 509(a)1 | COMMUNITY CULTURAL ARTS | $500 |
| WINCHESTER FOUNDATION FOR EDUCATION | |||||||
| PO BOX 1005 | WINCHESTER | MA | 01890 | NONE | 509(a)1 | EDUCATIONAL PROGRAMMING | $100 |
| WINCHESTER GOT LUNCH INC | |||||||
| PO BOX 322 | WINCHESTER | MA | 01890 | NONE | 509(a)1 | YOUTH WELFARE PROGRAM | $100 |
| WINCHESTER HISTORICAL SOCIETY | |||||||
| 15 HIGH STREET | WINCHESTER | MA | 01890 | NONE | 509(a)1 | CULTURAL ENRICHMENT PROGRAM | $100 |
| WINCHESTER HISTORICAL SOCIETY | |||||||
| 15 HIGH STREET | WINCHESTER | MA | 01890 | NONE | 509(a)1 | CULTURAL ENRICHMENT PROGRAM | $1,000 |
| WINCHESTER HOSPITAL FOUNDATION | |||||||
| 611 MAIN STREET | WINCHESTER | MA | 01890 | NONE | 509(a)1 | HEALTH RESEARCH AND PROGRAMS | $500 |
| WINCHESTER MULTICULTURAL | |||||||
| PO BOX 346 | WINCHESTER | MA | 01890 | NONE | 509(a)1 | COMMUNITY AWARENESS | $125 |
| WINCHESTER SCHOLARSHIP FOUNDATION | |||||||
| PO BOX 174 | WINCHESTER | MA | 01890 | NONE | 509(a)1 | EDUCATIONAL SCHOLARSHIPS | $100 |
| WINCHESTER SENIORS ASSOCIATION | |||||||
| 109 SKILLINGS ROAD | WINCHESTER | MA | 01890 | NONE | 509(a)2 | ELDER SERVICES | $100 |
| WOBURN MEMORIAL HIGH SCHOOL | |||||||
| 88 MONTVALE AVENUE | WOBURN | MA | 01801 | NONE | 509(a)1 | EDUCATIONAL PROGRAMMING | $250 |
| WRIGHT-LOCKE FARM CONSERVANCY INC | |||||||
| PO BOX 813 | WINCHESTER | MA | 01890 | NONE | 509(a)1 | CONSERVATION PROGRAMS | $125 |
| YMCA CAMP BELKNAP FIC | |||||||
| PO BOX 1546 | WOLFEBORO | NH | 038940000 | NONE | 509(a)2 | YOUTH ENRICHMENT PROGRAM | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 186737 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Program Service Revenue Part VII ProgramServiceRevenuePartVII (3 entries)
| DescriptionDescription | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|
| SENIOR FACILITY REVENUE | 16070813 |
| HOME HEALTH CARE REVENUE | 2230713 |
| VET SCHOOL REVENUE | 53766881 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,183 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $9,406,584 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | $55,958 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $45,986,829 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $8,486,932 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC. REVENUE | Description |
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $31,308 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $63,968,794 | ExclusionAmount |
| Related Or Exempt Function Income | 72068407 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 136037201 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (3 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 1a | Part of the primary exempt purpose of Cummings Foundation is to operate two not-for profit residential independent and assisted living facilities for seniors. Senior facility revenue is income from the operation of such facilities. |
| 1b | Part of the primary exempt purpose of Cummings Foundation is to provide home health care to seniors. Home health care revenue is income from the provision of such care to seniors. |
| 1c | Cummings Foundation has entered into a long-term agreement with Tufts University to operate its veterinary school through a subsidiary called Veterinary School at Tufts, LLC. Cummings Foundation will contribute at least $50 million to support the newly-renamed Cummings School of Veterinary Medicine over the next 15-20 years. The IRS issued a private letter ruling on May 6, 2004, confirming that the distributions directed to Tufts University and the expenses Cummings Foundation incurs in operating the Cummings School constitute qualified distributions directly for the active conduct of Cummings Foundations exempt purposes. |
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 | true | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
Transfer Schedule TransferSchedule (2 entries)
| Line NumberLineNumber | Amount InvolvedAmountInvolved | Description Of Transfers EtcDescriptionOfTransfersEtc |
|---|---|---|
| HEM REALTY INC | ||
| 1b(3) | 0 | SEE ATTACHED |
| NHC REALTY INC | ||
| 1b(3) | 0 | SEE ATTACHED |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Noncharitable E Os | true | RelationshipsNoncharitableEOs |
Relationship Schedule RelationshipSchedule (2 entries)
| Type Of OrganizationTypeOfOrganization | Description Of RelationshipDescriptionOfRelationship |
|---|---|
| HEM REALTY INC | |
| 501(C)(2) | A DIVISION OF CFI |
| NHC REALTY INC | |
| 501(C)(2) | A DIVISION OF CFI |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Attachment to Form 990-PF | Part VII-A, Question 11; Part III, Line 5; and Part VII-B, Question 5c | During 2012, Cummings Foundation, Inc. transferred $2,850,050 to OneWorld Boston, Inc. This transfer is a partial distribution pursuant to a larger plan to transfer substantial assets of the Cummings Foundation under 507(b)(2) for the creation of an endowment in support of OneWorld Boston. Expenditure Responsibility Statement for the year 2012 Pursuant to IRC Regulation Sec. 53.4945-5(d)(2), Cummings Foundation, Inc. (Cummings Foundation) provides the following information: (i) Controlled Entity: OneWorld Boston, Inc. (OneWorld Boston) 200 West Cummings Park Woburn, MA 01801 (ii) Amount of Transfers: $225,000 March 6, 2012 $100,000 April 10, 2012 $600,000 May 2, 2012 $1,500,000 June 14, 2012 $200,050 July 11, 2012 $200,000 August 2, 2012 $25,000 September 12, 2012 __________ $2,850,050 TOTAL IN 2012 (iii) Purpose of Transfers: Endowment in support of OneWorld Boston (EIN 80-0681389), a grant-making private foundation qualified under IRC sec. 501(c)(3), and a controlled entity of Cummings Foundation, within the meaning of IRC sec. 512(b)(13). (iv/vi) Reports: OneWorld Boston submitted a full and complete report of its expenditure of the 2012 year transfers on October 28, 2013. The report reflected that of the $2,850,050 received during the year, $2,676,664 was expended on grants to public charities, $135 was expended on fees, and $173,251 was retained for addition to an endowment or the payment of future OneWorld Boston grants. (v) Diversions: To the knowledge of transferor Cummings Foundation, no funds have been diverted to any activity other than the activity for which the transfer was originally made. (vii) Verification: Cummings Foundation has no reason to doubt the accuracy or reliability of the report from OneWorld Boston; therefore, no independent verification of the report was made. |
| SUMMARY OF DIRECT CHARITABLE ACTIVITIES | FORM 990-PF, PART IX-A | New Horizons at Choate - $3,510,821. Established in 1990 and accommodates 125 seniors. The facility is located in Woburn, MA. Formerly the Choate Memorial Hospital property. This property was converted to a retirement community which includes suites for independent living and assisted living units. New Horizons at Marlborough - $7,740,421. Established in 1993 and accommodates approximately 500 residents at its Marlborough, Massachusetts campus. Both facilities have the ability to accommodate active and independent seniors, seniors requiring assistance with activities of daily living (assisted living residents) and seniors suffering from Alzheimer's disease. Cummings School of Veterinary Medicine - $56,309,837. Cummings Foundation has entered into a long-term agreement with Tufts University to operate its veterinary school through a subsidiary called Veterinary School at Tufts, LLC. Cummings Foundation will contribute at least $50 million to support the Cummings School of Veterinary Medicine over the next 15-20 years. The IRS issued a Private Letter Ruling on May 6, 2004, confirming that the distributions to Tufts University and the expenses Cummings Foundation incurs in operating the Cummings School constitute qualified distributions directly for the active conduct of Cummings Foundation's exempt purposes. Institute for World Justice, LLC ("IWJ") (EIN 80-0690363) - $0. The principal purpose of IWJ is to promote more serious study of the holocaust, genocides, and injustices of all kinds in a core group of New England schools. IWJ expects to serve as an active coordinating organizaton that makes programming available to participating schools, and assists each such school in tailoring a program to that schools particular needs. Organized as a single-member LLC (and disregarded entity of Cummings Foundation, Inc.) On February 18, 2011, IWJ had no revenues or expenditures, nor did it acquire any assets or incur any liabilities in 2012. The IRS issued a determination letter on December 9, 2011, confirming IWJ was likely to qualify as a private operating foundation described in section 4942(j)(3) of the internal revenue code. |
| DESCRIPTION OF RENTAL OF FACILITIES | FORM 990-PF, PART XVII, LINE 1D | Reporting Organization has a division called New Horizons at Marlborough, LLC (EIN: 75-3031923) ("NHM"). NHM is lessee of real property from HEM Realty, Inc. (EIN: 30-0553220) ("HEM Realty"), which it uses in operations. HEM Realty is a 501(c)(2) title holding company that is related to Reporting Organization. Because HEM Realty holds title for Reporting Organization, and consistent with its purposes would turn over any rent it collects to Reporting Organization, HEM Realty waives payment of rent from Reporting Organization's division, NHM. Reporting Organization has a division called New Horizons at Choate, LLC (EIN: 75-3031909) ("NHC"). NHC is lessee of real property from NHC Realty, Inc. (EIN: 30-0553218) ("NHC Realty"), which it uses in operations. NHC Realty is a 501 (c)(2) title holding company that is related to Reporting Organization. Because NHC Realty holds title for Reporting Organization, and consistent with its purposes would turn over any rent it collects to Reporting Organization, NHC Realty waives payment of rent from Reporting Organization's division, NHC. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (501 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 3M CPMPANY | 185875 | 210584 |
| AARON'S INC SHS A | 301551 | 338200 |
| ACUITY BRANDS INC | 360620 | 453859 |
| ADIDAS AG SPONSORED ADR | 255996 | 309478 |
| AEON COMPANY LTD ADR | 293428 | 267011 |
| AERCAP HOLDINGS N.V. SHS | 262007 | 291550 |
| AFFILIATED MANAGERS GRP | 529264 | 781420 |
| AFLAC INC COM | 4294845 | 5312000 |
| AGCO CORP COM | 174147 | 261220 |
| AGRICULTURAL BANK OF CH | 106466 | 126403 |
| AGRIUM INC | 294940 | 415665 |
| AIR METHODS CRP COM$0.06 | 136274 | 549774 |
| AIRGAS INC COM | 217143 | 227038 |
| ALBEMARLE CORP COM | 272165 | 397381 |
| ALLIANZ SE SPD ADR | 264237 | 295748 |
| ALLIED WORLD ASSURANCE | 157969 | 256415 |
| AMERICA MOVIL SAB DE CV | 254276 | 236537 |
| AMERICAN EAGLE OUTFITTERS | 268574 | 368298 |
| AMETEK INC NEW | 345751 | 508585 |
| AMGEN INC COM PV $ .0001 | 103112 | 154298 |
| ANHEUSER-BUSCH INBEV ADR | 856216 | 928032 |
| ANSYS INC COM | 420200 | 549225 |
| APPLE INC | 4962651 | 8313605 |
| APPLIED MICRO CIRCUITS | 133691 | 164274 |
| APTARGROUP INC | 399293 | 453722 |
| ARCHER DANIELS MIDLD | 186561 | 174063 |
| ARM HLDGS PLC SPD ADR | 51554 | 189528 |
| ASCENA RETAIL GROUP INC | 255319 | 226497 |
| ASML HLDG N.V. NEW YORK | 165743 | 243974 |
| ASSA ABLOY AB ADR | 368474 | 376216 |
| ASTRAZENECA PLC SPND ADR | 698350 | 728241 |
| AT&T INC | 5005570 | 6404900 |
| AUST NW Z B G ADR | 231661 | 353356 |
| AUTOMATIC DATA PROC | 3665984 | 5693000 |
| AXIS CAPITAL HOLDINGS | 253863 | 319034 |
| BAE SYS PLC SPN ADR | 615501 | 627338 |
| BAIDU INC SPON ADR | 343272 | 280110 |
| BAKER HUGHES INC | 217820 | 170008 |
| BANCO BRADESCO S A ADR | 307219 | 287334 |
| BANCOLOMBIA S.A. SPDS ADR | 98552 | 98871 |
| BANK OF THE OZARKS INC | 122459 | 275257 |
| BARCLAYS PLC ADR | 149362 | 183159 |
| BASKET CLIRN ISSURER BAC | 7960000 | 8048000 |
| BAXTER INTERNTL INC | 3038447 | 3999600 |
| BAYER AG SP ADR | 584398 | 654270 |
| BECTON DICKINSON & CO | 2631966 | 3127600 |
| BECTON DICKINSON CO | 182159 | 192347 |
| BG GROUP PLC SP | 136849 | 100076 |
| BG GROUP PLC SPON ADR | 333923 | 303621 |
| BG GROUP PLC SPON ADR | 52248 | 40588 |
| BIO RAD LABS CL A | 499065 | 558341 |
| BIO REFERNCE LABS0.01 NEW | 338620 | 476371 |
| BLACK HILLS CORP | 159743 | 174250 |
| BLACKBAUD INC | 412420 | 460527 |
| BLACKROCK INC | 7443292 | 8764504 |
| BLUE NILE INC | 208124 | 197210 |
| BOEING COMPANY | 5267172 | 6028800 |
| BRAZIL STARS ISSUER BAC | 4987500 | 4530000 |
| BRITISH AMN TOBACO SPADR | 473003 | 455625 |
| BRUKER CORP | 230026 | 223936 |
| BUFFALO WILD WINGS INC | 163279 | 181103 |
| BURBERRY GROP PLC-SP ADR | 142356 | 149418 |
| CANADIAN NATL RAILWAY CO | 424795 | 588744 |
| CANON INC ADR REP5SH | 196108 | 211734 |
| CAP GEMINI SP ADR | 135145 | 159120 |
| CARLISLE COS INC | 389058 | 512035 |
| CARLSBERG AS SPONSOREDAD | 311722 | 357457 |
| CARMAX INC | 228230 | 362862 |
| CARNIVAL CORP PAIRED SHS | 348189 | 358765 |
| CARRIZO OIL & GAS INC | 277247 | 219409 |
| CAVIUM INC | 340483 | 487719 |
| CENTENE CORP | 357716 | 415412 |
| CEPHEID INC CALIF COM | 166733 | 151320 |
| CGI GROUP INC | 178908 | 254291 |
| CHECK POINT SOFTWRE TECH | 423955 | 477210 |
| CHEESECAKE FACTORY INC | 271382 | 427356 |
| CHEVRON CORP | 205725 | 207953 |
| CHICAGO BRDG & IRON CO NV | 149490 | 330197 |
| CHIMERA INVESTMENT CORP | 258584 | 239447 |
| CHINA MOBILE LTD SPN ADR | 298841 | 374046 |
| CHINA PETE CHEM SPN ADR | 320663 | 367284 |
| CHINA PETE CHEM SPN ADR | 222768 | 269602 |
| CHUNGHWA TELECOM CO LTD | 70352 | 67655 |
| CHURCH & DWIGHT CO INC | 433357 | 560556 |
| CIA BRA DIS PAO ADS REGS | 59040 | 68938 |
| CIELO S A SPONSORED ADR | 102516 | 130892 |
| CISCO SYSTEMS | 2502574 | 2554422 |
| CISCO SYSTEMS INC COM | 211013 | 229839 |
| CITY NATIONAL CORP | 417836 | 443798 |
| CLARCOR INC | 456295 | 474694 |
| CNOOC LTD ADR | 427161 | 552860 |
| COCA COLA COM | 2468165 | 3625000 |
| COGENT COMMUNICATIONS | 250884 | 263258 |
| COLUMBIA SPORTSWEAR CO | 198101 | 225233 |
| COMCAST CORP | 3544640 | 5604000 |
| COMCAST CORP NEW CL A | 1646405 | 3736000 |
| COMMVAULT SYS INC | 89809 | 484363 |
| COMP DE BEBIDAS SPN ADR | 91561 | 110560 |
| COMPANHIA D SNMNTO BSCO D | 242832 | 519805 |
| COMPANHIA ENERG DE ADR | 232935 | 156091 |
| COMPASS MINERALS INTL | 237746 | 230406 |
| COPA HOLDINGS S A CL A | 267648 | 318439 |
| COPART INC | 154865 | 219480 |
| COPEL PARANA ADR PREF B | 600563 | 461713 |
| CORPORATE EXEC BOARD CO | 153134 | 310293 |
| CREDICORP LTD COM PV $5 | 83799 | 110506 |
| CREDICORP LTD COM PV $6 | 13989 | 15535 |
| CULLEN FRST BKRS PV$0.01 | 234066 | 222670 |
| CVS CAREMARK CORP | 4607921 | 5802000 |
| D R HORTON INC | 86712 | 144394 |
| DAIHATSU MOTOR UNSPOND | 189873 | 201111 |
| DAITO TR CONSTRUCTION CO | 261608 | 251771 |
| DANAHER | 5729307 | 6596200 |
| DARLING INTERNATIONAL INC | 197667 | 195030 |
| DASSAULT SYS SA SPN ADR | 108953 | 200282 |
| DEAN FOODS CO NEW | 249755 | 250193 |
| DENTSPLY INTL INC | 593266 | 664418 |
| DEUTSCHE BK AG REG SHS | 162391 | 157230 |
| DEUTSCHE BOERSE AG SHS | 322336 | 357111 |
| DEVON ENERGY CORP NEW | 210481 | 167257 |
| DIAGEO PLC SPSD ADR NEW | 208447 | 382965 |
| DIAGEO PLC SPSD ADR NEW | 203404 | 288769 |
| DJIA STEPUPEN ISSUER BAC | 3000000 | 3318000 |
| DOMTAR CORP SHS | 228247 | 270772 |
| DR REDDY'S LAB LTD ADR | 93814 | 104331 |
| DRESSER RAND GROUP INC | 292931 | 327184 |
| DRIL QUIP | 215643 | 228573 |
| DRILL QUIP | 291118 | 297460 |
| DUPONT EI DE NEMOURS | 261009 | 248506 |
| EATON CORP PLC | 211513 | 220946 |
| EATON VANCE CORP N | 317138 | 382073 |
| ECOPETROL SA SPON ADR | 85771 | 119758 |
| ELDORADO GOLD CORP NEW | 91427 | 64580 |
| ELEKTA B SHS UNSPOND ADR | 160206 | 164723 |
| ELI LILLY & CO | 2518359 | 3205800 |
| EMBRAER S A SPONSRD ADR | 267818 | 329804 |
| EMC CORPORATION MASS | 2921621 | 3036000 |
| ENERGIZER HOLDINGS INC COM | 195165 | 220345 |
| ENERGY XXI LTD NEW COM | 247047 | 257167 |
| ENERSIS S A SPON ADR | 315957 | 262623 |
| ENI SPA SPNSORED ADR | 206835 | 219902 |
| EQUIFAX INC | 382681 | 502667 |
| EURASIA DRILG CO GDR REG | 56178 | 69758 |
| EXPRESS INC | 474980 | 419955 |
| EXXON MOBIL CORP COM | 5669515 | 7576414 |
| FACTSET RESH SYS INC | 272853 | 324765 |
| FAIR ISAAC CORPORATION | 400754 | 565640 |
| FANUC LTD-UNSP | 354376 | 528842 |
| FEDEX CORP DELAWARE COM | 179404 | 201509 |
| FIRST REP BK SAN FRNCISC | 317413 | 398375 |
| FLEXTRONICS INTL LTD | 276809 | 236887 |
| FLIR SYSTEMS INC | 310659 | 296464 |
| FLSMIDTH AND CO A/S ADR | 174207 | 147972 |
| FOCUS MEDIA HLDG LTD ADR | 36473 | 43921 |
| FORD MOTOR CO | 201071 | 234045 |
| FOREST CITY ENTRPRS CLA | 232330 | 335484 |
| FRAC KINDER MORGAN MGMT | 80 | 0 |
| FRANCE TELECOM ADR | 486411 | 258161 |
| FRESENIUS MEDICAL CARE | 262871 | 335934 |
| FRONTIER COMMUNICATIONS | 260048 | 239975 |
| FUJI HEAVY INDS LTD ADR | 210582 | 382486 |
| GARTNER INC | 228183 | 270966 |
| GENERAL ELECTRIC | 148640 | 191702 |
| GENERAL MILLS | 209955 | 216328 |
| GENL DYNAMICS CORP CON | 5294434 | 5749410 |
| GENTEX CORP | 540752 | 462541 |
| GILEAD SCIENCES INC COM | 125703 | 229458 |
| GOLDEN AGRI-RES LTD ADR | 153312 | 161841 |
| GOOGLE INC | 4637290 | 7073800 |
| GOOGLE INC CL A | 225330 | 262438 |
| GRACO INC | 224961 | 332419 |
| GREAT LAKES DREDGE DOCK | 272831 | 328129 |
| GRUPO FIN BANORTE-SPON | 66164 | 107771 |
| GRUPO TELEVISA SA ADR | 83018 | 108393 |
| HAIN CELESTIAL GROUP INC | 132901 | 127959 |
| HANG LUNG PROPERTIES ADR | 202110 | 225458 |
| HCC INS HOLDING INC | 628702 | 732702 |
| HDFC BANK LTD | 49638 | 65478 |
| HENNES AND MAURITZ AB- | 313962 | 357054 |
| HERBALIFE LTD | 177228 | 234796 |
| HERSHA HOSPTLTY TR A SBI | 304361 | 277170 |
| HITACHI LTD 10 NEW | 238802 | 262474 |
| HITACHI LTD 10 NEW ADR | 324997 | 340851 |
| HITTITE MICROWAVE CORP | 291160 | 300370 |
| HON HAI PRECISIONS GDR | 84932 | 94754 |
| HONG KONG EXCHANGES AND | 228078 | 203599 |
| HUMANA INC | 2303750 | 3431500 |
| HUNT JB TRANS SVCS INC | 320436 | 403819 |
| HYUNDAI MTR GDR REGS | 94735 | 102199 |
| ICICI BANK LTD SPD ADR | 85721 | 111031 |
| IDEX CORP DELAWARE COM | 650908 | 864527 |
| IMPERIAL TOB GRP SPS ADR | 255646 | 277802 |
| INDUSTRL AND COMMRCL BNK | 473098 | 489438 |
| INFORMA PLC UNSP ADR | 254299 | 268223 |
| ING GP NV SPSD ADR | 286546 | 290157 |
| INSULET CORP | 313398 | 336486 |
| INTERPID POTASH INC | 254431 | 243409 |
| INT'L BUSINESS MACHINES | 233353 | 238480 |
| INTREPID POTASH INC | 21920 | 15925 |
| INTUIT INC COM | 184968 | 205785 |
| ISRAEL CHEMICALS-UNSPON | 210152 | 241501 |
| ITAU UNIBANCO BANCO HOLD | 387948 | 323900 |
| ITC HLDGS CORP | 300643 | 323099 |
| JACK HENRY & ASSOC INC | 237850 | 337165 |
| JACOBS ENGN GRP INC DELA | 441543 | 450050 |
| JP MORGAN CHASE & CO | 196537 | 254317 |
| JPMORGAN CHASE & CO | 6809489 | 7606654 |
| KDDI CORP SHS | 467212 | 508302 |
| KIMBERLY CLARK DE MX SAB | 79039 | 116526 |
| KINGFISHER PLC SP ADR | 294255 | 307858 |
| KINGFISHER PLC SP ADR | 300959 | 387415 |
| KIRBY CORP COM | 665753 | 856310 |
| KOC HLDG AS-UNSPON | 140077 | 185448 |
| KOMATSU NEW SPNSDADR | 454236 | 515665 |
| KOMATSU NEW NEW SPNSDADR | 219370 | 244888 |
| KORN/FERRY INT'L PV $.10 | 135628 | 132796 |
| KRAFT FOODS INC VA CL A | 2219949 | 3031303 |
| LABORATORY CP AMER HLDGS | 196103 | 201305 |
| LAS VEGAS SANDS CORP | 241441 | 252634 |
| LI & FUNG LTD-UNSP ADR | 217728 | 217034 |
| LKQ CORP | 533437 | 800028 |
| LUKOIL SPONSORED ADR | 266498 | 299970 |
| LVMH MOET HENNESSY ADR | 494089 | 679174 |
| MAGNA INTL INC CL A VTG | 133477 | 172419 |
| MAGNIT OJSC | 42968 | 81082 |
| MAHINDRA & MAHINDRA GDR | 61808 | 70984 |
| MANULIFE FINANCIAL CORP | 342040 | 311388 |
| MARATHON OIL CORP | 152959 | 169734 |
| MARATHON OIL CORP. | 4053475 | 5365500 |
| MARATHON PETROLEUM CORP | 792416 | 2205000 |
| MARKEL CORP COM | 761690 | 907148 |
| MARKS & SPENCER GP ADR | 163207 | 171014 |
| MC GRAW HILL COMPANIES | 191090 | 244430 |
| MCDONALDS CORP CON | 3864215 | 6174700 |
| MCEWEN MINING INC. | 205962 | 212316 |
| MERCADOLIBRE INC | 168008 | 205251 |
| MERCK KGAA | 325559 | 317539 |
| METTLER-TOLEDO INTL INC | 193699 | 282605 |
| MFA FINANCIAL INC | 328943 | 385558 |
| MICROS SYSTEMS INC | 257266 | 227860 |
| MICROSOFT | 4070592 | 4246842 |
| MINDRAY MED INTL SPN ADR | 104319 | 122625 |
| MITSUBISHI UFJ FINL GRP | 238493 | 237423 |
| MITSUI CO ADR | 573975 | 502436 |
| MIZUHO FINL GROUP INC | 329437 | 360821 |
| MOBILE MINI INC | 230720 | 305375 |
| MORGAN STANLEY | 171282 | 194661 |
| MORNINGSTAR INC | 658590 | 774757 |
| MTN GROUP LTD-SPONS ADR | 59069 | 71064 |
| MWI VETERINARY SUPPLY IN | 118841 | 356510 |
| NESTLE S A REP RG SH ADR | 199785 | 322592 |
| NETEASE.COM INC ADR | 68480 | 62944 |
| NETGEAR INC | 177005 | 323799 |
| NEW ORIENTAL EDUCATIO | 50224 | 45194 |
| NII HLDGS INC CL B | 366523 | 306062 |
| NIPPON TELG&TEL SPDN ADR | 256351 | 256924 |
| NITTO DENKO CORP ADR | 256629 | 310872 |
| NOVARTIS ADR | 769838 | 890631 |
| NOVO NORDISK A S ADR | 192226 | 430874 |
| NTELOS HOLDINGS CORP | 133723 | 138386 |
| OAO GAZPROM SPON ADR | 296722 | 172075 |
| OCEANEERING INTL INC | 226311 | 341567 |
| OJSC OC ROSNFT SP GDR RE | 82059 | 109727 |
| ORACLE CORP $0.01 DEL | 5969942 | 7663600 |
| O'REILLY AUTOMOTIVE INC | 346959 | 440125 |
| PACCAR INC | 209216 | 218093 |
| PALL CORP PV $0.10 | 206246 | 223685 |
| PEARSON SPONSORED ADR | 223123 | 230924 |
| PEPSICO | 4117050 | 5850765 |
| PEPSICO INC | 207002 | 222603 |
| PETRLEO BRAS VTG SPD ADR | 102996 | 90866 |
| PETRLEO BRAS VTG SPD | 120310 | 75193 |
| PETROFAC LTD | 289482 | 287223 |
| PFIZER INC | 2067994 | 2758723 |
| PFIZER INC DEL PV$0.05 | 3186965 | 5015860 |
| PHILPPNE L D TEL ADR | 65533 | 71855 |
| PIER 1 IMPORTS INC DEL | 244860 | 308200 |
| POSCO SPN ADR | 317289 | 307652 |
| POTASH CORP SASKATCHEWAN | 428725 | 439004 |
| POWER INTEGRATIONS | 326684 | 375928 |
| PRAXAIR INC | 206516 | 221527 |
| PRINCIPAL FINANCIAL GRP | 182939 | 213729 |
| PROTECTIVE LIFE CORP COM | 244145 | 409094 |
| PT UNITED TRACTORS TBK | 44715 | 32740 |
| PUBLICIS GROUPE SPON ADR | 218056 | 288192 |
| PVH CORP | 118978 | 437046 |
| QLIK TECHNOLOGIES INC | 309930 | 306469 |
| QUALCOMM INC | 223193 | 246139 |
| RANDGOLD RESOURCES ADR | 39551 | 36907 |
| RBC BEARINGS INC | 174814 | 347936 |
| RECKITT BENCKISER GROUP | 275359 | 360345 |
| REDWOOD TRUST INC | 148785 | 244500 |
| REED ELSEVIER N V | 321712 | 353806 |
| RELIANCE STL & ALUM CO | 389543 | 446126 |
| RENAISSANCERE HLDGS LTD PER | 131143 | 184541 |
| RIO TINTO PLC SPNSRD ADR | 574005 | 608667 |
| ROGERS COMMUNICATIONS B | 228128 | 229876 |
| ROSETTA RESOURCES INC. | 402749 | 451342 |
| ROYAL DUTCH SHELL PLC | 650288 | 715012 |
| RYANAIR HLDGS PLC | 206372 | 199681 |
| SABMILLER PLC SPON DR | 107683 | 186832 |
| SAGE GROUP PLC UNSP ADR | 134205 | 168633 |
| SALESFORCE COM INC | 1187259 | 5043000 |
| SALLY BEAUTY HLDGS INC | 515768 | 621918 |
| SANOFI ADR | 284053 | 379230 |
| SANOFI AVENTIS SPON ADR | 508799 | 640767 |
| SAP AG SHS | 759804 | 911107 |
| SASOL LTD SPONSORED ADR | 522796 | 500562 |
| SBA COMMUNICATIONS | 254726 | 679137 |
| SBERBANK SPONSORED ADR | 236785 | 270279 |
| SCHEIN (HENRY) INC COM | 462615 | 608136 |
| SCHLUMBERGER LTD | 6398989 | 6611987 |
| SEADRILL LTD | 158704 | 172040 |
| SEI INVT CO PA PV $0.01 | 316192 | 401331 |
| SEMPRA ENERGY | 114941 | 151315 |
| SEVEN AND I HOLDINGS CO | 161722 | 164993 |
| SHINHAN FINL GRP SP ADR | 104350 | 101346 |
| SHOPRITE HOLDINGS LTD | 107761 | 153487 |
| SIEMENS AG ADR | 266408 | 254189 |
| SIEMENS AG | 293093 | 386867 |
| SIGNET JEWELERS LTD SHS | 171607 | 293433 |
| SILICONWARE PRECSN SPADR | 70800 | 80671 |
| SK TELECOM ADR | 452302 | 395196 |
| SK TELECOM ADR | 266765 | 260150 |
| SOCIEDAD Q&M CHLE SPDADR | 75443 | 75508 |
| SOFTBANK CORP SHS | 165344 | 164258 |
| SOHU COM INC | 36470 | 33659 |
| SOLERA HOLDINGS INC | 278471 | 282215 |
| SOUTHERN COPPER CORP | 105160 | 125014 |
| STARBUCKS CORP | 4594815 | 5363000 |
| STARWOOD PPTY TR INC | 443262 | 520664 |
| STATE STREET CORP | 208257 | 239281 |
| STATOIL ASA SHS | 511194 | 543694 |
| SUMITOMO MITSUI-UNSPONS | 347242 | 393116 |
| SVENSKA C AKTI SPONS ADR | 114450 | 192611 |
| SWATCH GROUP AG UNSPOND | 364669 | 434137 |
| SWEDBANK A B ADR | 157098 | 162855 |
| TAIWAN MANUFCTRING ADR | 103193 | 131549 |
| TAIWAN S MANUFCTRING ADR | 396022 | 524238 |
| TATA MOTORS LTD ADR | 504340 | 560902 |
| TEAM HEALTH HOLDINGS INC | 198740 | 217616 |
| TECHNIP SP ADR | 210660 | 212184 |
| TELEFONICA BRASIL SP ADR | 219789 | 245412 |
| TELEKOMUNIKASI INDONESIA | 62253 | 69909 |
| TELSTRA CORP ADR | 149854 | 149581 |
| TELSTRA CORP ADR | 110094 | 164278 |
| TENCENT HOLDINGS LTD ADR | 295721 | 464022 |
| TEVA PHARMACTCL INDS | 507744 | 420560 |
| TEVA PHARMACTCL INDS ADR | 7696534 | 7048971 |
| THERMO/FISHER SCIENTIFIC | 2257345 | 3826800 |
| TIME WARNER CABLE INC | 121665 | 193214 |
| TORONTO DOMINION BANK | 159451 | 334790 |
| TOYOTA MOTOR CORP ADR | 382469 | 430629 |
| TRANSDIGM GROUP INC | 211754 | 232630 |
| TULLOW OIL PLC SHS | 382790 | 396398 |
| TURKIYE GRTI BK SPN ADR | 224464 | 278382 |
| TW TELECOM INC | 302948 | 518824 |
| UMPQUA HLDGS CORP ORE | 350159 | 329189 |
| UNILEVER PLC NEW ADR | 525268 | 524656 |
| UNION PACIFIC CORP | 3096738 | 6286000 |
| UNITED NAT FOODS I | 154712 | 303748 |
| UNITED TECHS CORP COM | 226837 | 240125 |
| UNITED TECHS CORP COM | 3825713 | 6150750 |
| UNIVERSAL HEALTH SVCS B | 264607 | 433264 |
| UNTD OVERSEAS BK SPN ADR | 566774 | 624676 |
| VAIL RESORTS INC | 293398 | 401456 |
| VALE SA | 593941 | 511235 |
| VALEO SPONSORED ADR | 493181 | 474782 |
| VALIDUS HOLDINGS LTD | 251383 | 263396 |
| VARIAN MEDICAL SYS INC | 253922 | 330830 |
| VERISK ANALYTICS INC | 271591 | 345118 |
| VERIZON | 5942783 | 7658790 |
| VERIZON COMMUNICATIONS COM | 80718 | 93939 |
| VODAFONE GROP PLC SP ADR | 145295 | 137739 |
| VOLKSWAGEN A G SPONS ADR | 188955 | 290162 |
| W R BERKLEY CORP | 244357 | 250556 |
| WADDELL & REED FINL A | 242380 | 281972 |
| WAL-MART DE MEX SPNADR V | 124720 | 200482 |
| WAL-MART STORES INC. | 4031185 | 5458400 |
| WASTE CONNECTIONS | 243075 | 387605 |
| WATERS CORP | 103176 | 113256 |
| WELLS FARGO & CO NEW DEL | 195827 | 257410 |
| WHITE MTNS INS GRP LTD | 374107 | 570105 |
| WILEY JOHN & SONS CL A | 625926 | 652506 |
| WINTRUST FINL CP ILL COM | 312336 | 311767 |
| WOORI FIN HLDGS CO S ADR | 148026 | 130198 |
| WUXI PHARMATECH CAYMAN | 252567 | 250016 |
| YAMANA GOLD INC | 234497 | 337609 |
| YANDEX N V CL A | 282264 | 221043 |
| YANZHOU COAL MNG SPD ADR | 115955 | 92266 |
| YUM BRANDS INC | 227253 | 225760 |
| ANNALY MTG MGMT INC. | 500000 | 508200 |
| BANK OF AMERICA 6% - BAC VIII | 1000000 | 1004400 |
| BB&T CORPORATION | 1000000 | 1039200 |
| BCF CAPITAL TRUST II | 1000000 | 1050000 |
| CITIGROUP CAP IX 6% | 300000 | 299640 |
| CITIGROUP CAP X 6.1% | 750000 | 746097 |
| CITIGROUP CAP XI 6% | 1000000 | 994000 |
| CORP BK TRST 7% PFD | 121504 | 127700 |
| COUNTRYWIDE CAPITAL IV | 275000 | 273020 |
| COUSINS PROPERTIES CO | 375000 | 375300 |
| DUKE REALTY CORP | 375000 | 376290 |
| FINL SECURITY ASSUR HLGS | 250000 | 242500 |
| FORD MOTOR | 375004 | 388500 |
| GECC STEP UP PINES - GEP | 1000000 | 1011200 |
| GENERAL ELECT CAP CORP -6.625% | 43000 | 43034 |
| GECC 6.1% PINES - GEC | 250000 | 248000 |
| GMAC 7.375% - GOM | 1000000 | 995600 |
| GOLDMAN SACHS GRP 6.2% | 1000000 | 1006000 |
| GOLDMAN SACHS GRP 6.5%, 11/1/ | 250000 | 267800 |
| HSBC FINANCE CORP 6.2% | 1000000 | 1002400 |
| HSBC FINANCE CORP 6.36% | 1000000 | 1001200 |
| ING GROUP N V PERP 6.2% | 375000 | 366300 |
| ING GROUP N V PERP 6.2% | 300000 | 300120 |
| ING GROUP N V PERP 7.2% | 250000 | 250800 |
| JP MORGAN CAP XVI 6.35% | 250000 | 252800 |
| JP MORGAN CHASE CAP XI 5.875% | 250000 | 251700 |
| KILROY REALTY CORP. | 375000 | 388650 |
| MORGAN STANLEY CAP IV 6.25% | 500000 | 499800 |
| MORGANSTANLEY 6.6% TR PFD CAP | 1000000 | 1008000 |
| MORGANSTANLEY TRV 5.75% | 500000 | 493200 |
| NPB CAPITAL TRUST | 40000 | 41328 |
| RBS CAP FDG TR VI | 250000 | 209900 |
| SLM CORP 6% PFD | 500000 | 479800 |
| VORNADO REALTY TR 6.625% | 375000 | 375900 |
| MANAGERS CADENCE CAPITAL | 939854 | 1018842 |
| OPPENHEIMER DEVELOPING | 11570001 | 12828297 |
| OPPENHEIMER DEVELOPING MKTS | 5000000 | 6411664 |
| RS GLOBAL NATURAL | 5000000 | 5219618 |
| SECTOR SPDR TR SBI ENERGY | 1403404 | 2142600 |
| ASML HLDG NV NY REG SHS | 146567 | 161748 |
| ACCENTURE PLC SHS | 186640 | 210273 |
| AIA GROUP LTD | 308374 | 322251 |
| ASSOC BRIT FOODS ADR NEW | 141737 | 148862 |
| ATLANTIA SPA SHS | 259190 | 273383 |
| AVAGO TECHNOLOGIES LTD | 252087 | 253017 |
| BANK MANDIRI TBK-UNSPON | 77372 | 84704 |
| BANK OF MONTREAL | 254436 | 270149 |
| BANK OF NOVA SCOTIA | 277406 | 285869 |
| BAYERISCHE MOTORENWERKE | 221397 | 242055 |
| BHP BILLITON LTD ADR | 415496 | 479146 |
| BIDVEST GROUP LTD ADR | 57364 | 72712 |
| BNP PARIBAS SPONSORD ADR | 304935 | 309626 |
| BOK FINCL CORP NEW | 298200 | 283138 |
| BONANZA CREEK ENERGY INC | 186623 | 216401 |
| BRITISH SKY BDCT SPD ADR | 142215 | 143612 |
| BT GROUP PLC ADR | 260818 | 272789 |
| CIE GENERALE DES | 190973 | 250717 |
| CINEMARK HLDGS INC | 210577 | 210854 |
| COGNIZANT TECH SOLUTNS A | 83663 | 89841 |
| COLONY FINANCIAL INC | 206214 | 209313 |
| COMPASS GROUP PLC ADR | 162980 | 163263 |
| DSW INC | 260888 | 269395 |
| DU PONT E I DE NEMOURS | 4518605 | 4497850 |
| EEM STARS ISSUER BARC | 4987500 | 5320000 |
| ENSCO PLC SHS CL A | 184729 | 217024 |
| EXPERIAN PLC SP ADR | 165228 | 157388 |
| EXPRESS SCRIPTS HLDG CO | 5236797 | 5371002 |
| FACEBOOK INC | 190000 | 133099 |
| FORTINET INC | 159008 | 171733 |
| GETINGE AB SHS | 242734 | 249288 |
| HANG SENG BK LTD SPN ADR | 154831 | 172992 |
| HARRIS TEETER | 326809 | 387567 |
| HSBC HLDG PLC SP ADR | 282762 | 326381 |
| HSBC HLDG PLC SP ADR | 551888 | 646976 |
| LARSEN&TOUBRO REG S GDR | 52456 | 59029 |
| LIXIL GROUP CORPORATION | 219555 | 227001 |
| LLOYDS BANKING GROUP PLC | 139831 | 147283 |
| MATTRESS FIRM HLDG CORP | 294896 | 251408 |
| MONDELEZ INTERNATIONAL | 4106532 | 5090640 |
| NETEASE.COM INC ADR | 250472 | 170545 |
| OAO NOVATEK | 64900 | 55108 |
| ORICA LTD-UNSP ADR | 144810 | 151594 |
| PETROLEUM GEO SVS SP ADR | 136757 | 141892 |
| POLYPORE INTL INC | 236218 | 286533 |
| PROSPERITY BANCSHARES | 310590 | 313908 |
| PRUDENTIAL PLC ADR | 624261 | 692052 |
| RED ELECTRICA CORP SUSPN T | 103194 | 109699 |
| REXAM PLC-NEW NEW ADR | 547750 | 576844 |
| REXNORD CORP NEW | 195430 | 214342 |
| ROYAL BK SCOTLAND GR ADR | 158997 | 168022 |
| ROYAL DUTCH SHEL PLC | 304925 | 311999 |
| SABMILLER PLC SPON ADR | 84457 | 98774 |
| SAMPO PLC SHS | 257843 | 257682 |
| SAMSUNG ELECTR-GDR REG | 152082 | 226756 |
| SANDS CHINA LTD UNSP ADR | 141649 | 151200 |
| SANDVIK AB ADR | 170878 | 180880 |
| SEGA SAMMY HOLDINGS INC | 150784 | 118081 |
| SIGNATURE BANK | 258220 | 273518 |
| SINA CORPORATION | 40447 | 40578 |
| SYNGENTA AG ADR | 160690 | 190526 |
| TAIWAN MANIFACTURING ADR | 75680 | 96988 |
| TAIWAN S MANUFACTURING ADR | 69615 | 80772 |
| TELEDYNE TECH INC | 242713 | 252016 |
| WEX INC | 319413 | 557210 |
| WOLSELEY PLC SHS ADR | 239129 | 239560 |
| WOODWARD INC | 352610 | 330358 |
| YAHOO JAPAN CORP SHS | 180358 | 171891 |
| ZURICH INSURANCE GROUP | 347370 | 494380 |
| ASSA ABLOY AB ADR | 239012 | 326165 |
| BANCO BRADESCO SA ADR | 91612 | 97185 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (72 entries)
| Category Or ItemCategoryOrItem | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|
| 60W | 5200000 | 5200000 |
| 050 | 3860000 | 3860000 |
| 038 | 1600000 | 1600000 |
| 041 | 2250000 | 2250000 |
| 092 | 11440000 | 11440000 |
| MHA | 7409869 | 7409869 |
| 175 | 5000000 | 5000000 |
| 165 | 4600000 | 4600000 |
| 155 | 5300000 | 5300000 |
| RBS | 456200 | 456200 |
| 34A | 2900000 | 2900000 |
| 34C | 6600000 | 6600000 |
| 142 | 7300000 | 7300000 |
| 18C | 10200000 | 10200000 |
| 10C | 14100000 | 14100000 |
| 101 | 3300000 | 3300000 |
| 340 | 2600000 | 2600000 |
| 260 | 5600000 | 5600000 |
| MED | 33700000 | 33700000 |
| 196 | 4100000 | 4100000 |
| MER | 940000 | 940000 |
| 475 | 2600000 | 2600000 |
| 10R | 6300000 | 6300000 |
| 025 | 5800000 | 5800000 |
| 021 | 4200000 | 4200000 |
| 150 | 4600000 | 4600000 |
| 10H | 2500000 | 2500000 |
| 02H | 6000000 | 6000000 |
| 800 | 21000000 | 21000000 |
| 500 | 20600000 | 20600000 |
| 066 | 5300000 | 5300000 |
| 1CP | 12300000 | 12300000 |
| 2CP | 11300000 | 11300000 |
| 3CP | 8900000 | 8900000 |
| TOP | 11900000 | 11900000 |
| 299 | 2800000 | 2800000 |
| 444 | 5700000 | 5700000 |
| 200 | 16300000 | 16300000 |
| 300 | 4600000 | 4600000 |
| 400 | 18900000 | 18900000 |
| 600 | 17000000 | 17000000 |
| SSH | 283700 | 283700 |
| 30S | 1910000 | 1910000 |
| 1GS | 1770000 | 1770000 |
| 2GS | 3780000 | 3780000 |
| 6GS | 3460000 | 3460000 |
| 4GS | 2500000 | 2500000 |
| 14G | 3650000 | 3650000 |
| 3GS | 2870000 | 2870000 |
| 12C | 3900000 | 3900000 |
| 078 | 4000000 | 4000000 |
| 08C | 8400000 | 8400000 |
| 10G | 4000000 | 4000000 |
| 12G | 16000000 | 16000000 |
| CRF | 2500000 | 2500000 |
| 64 | 1880000 | 1880000 |
| IQ ABSOLUTE RETURN | 148990 | 181105 |
| IQ GLOBAL LONG SHORT | 3344956 | 3998779 |
| MESIROW ABSOLUTE | 5499922 | 5477918 |
| ML SYSTEMATIC | 2355783 | 2490175 |
| OAK V DISTRESSED | 3525000 | 3567300 |
| PAULSON RECOVERY | 2000000 | 2049195 |
| RELATIVE VALUE OPPOT | 10000000 | 10023000 |
| BLACKROCK HEALTH SCIENCE | 1328910 | 1494732 |
| EMERGING MARKETS OPPOT | 992227 | 891957 |
| EMERGING MARKETS OPPOT | 1670000 | 1570633 |
| EQUITY LONG SHORT HEDGE ACCESS | 3296676 | 3406945 |
| EQUITY LONG SHORT HEDGE ACCESS | 0 | 40522 |
| EVENT DRIVN CREDIT HEDGE | 5179999 | 5450339 |
| EVENT DRIVN CREDIT HEDGE | 1550000 | 1579878 |
| GLOBAL MACRO OPPOT | 5175000 | 5208574 |
| COMMONFUND | 82843024 | 86225631 |
Land Etc Schedule2 LandEtcSchedule2
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| TRANSFER TO OWB | $2,850,050 |
| OTHER DECREASE TO FMV | $550,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (10 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| SUPPLIES | 1534956 | 1506590 | |
| REPAIR & MAINTENANCE | 440112 | 444345 | |
| INSURANCE | 95461 | 95460 | |
| TELEPHONE | 62143 | 63603 | |
| ADVERTISING | 73645 | 71417 | |
| MISCELLANEOUS | 123760 | 128701 | |
| CONTRACT SERVICES | 2350160 | 2350160 | |
| ACTIVITIES & SERVICE | 156096 | 139776 | |
| INVESTMENT EXPENSE | 1225835 | 1225835 | |
| VET MATERIALS, SUPPLIES $ SRVC | 24592404 | 24634860 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| OTHER NET INV INC FROM OTHER K-1'S | -789258 | -789258 | -789258 |
| OTHER NET INV INC FRM DISREGARDED ENT | 46776087 | 46776087 | 46776087 |
| PROGRAM SERVICE REVENUE | 16070813 | 16070813 | |
| CONTRACT REVENUE | 2230713 | 2230713 | |
| VETERINARY SCHOOL INCOME | 53766881 | 53766881 | |
| MISCELLANEOUS INCOME | 31308 | 31308 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEPOSITS & PREPAYMENTS | Description |
| BOY Book Value | 24071951 | BOYBookValue |
| EOY Book Value | 23214425 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | Category |
| Amount | $15,976 | Amount |
| Disbursements Charitable Prps | 30876 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FEDERAL TAXES PAID | $1,220,000 | |
| STATE TAXES PAID | $2,000 | |
| FOREIGN TAXES PAID | $305,329 | 305329 |
Transfers To Controlled Entities TransfersToControlledEntities
To Controlled Entity ToControlledEntity (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | DescriptionDescription | AmountAmount |
|---|---|---|---|---|---|---|
| NHC REALTY INC | ||||||
| 200 WEST CUMMINGS PARK | WOBURN | MA | 01801 | 300553218 | No transfers were made in 2012 | $0 |
| HEM REALTY INC | ||||||
| 200 WEST CUMMINGS PARK | WOBURN | MA | 01801 | 300553220 | No transfers were made in 2012 | $0 |
| One World Boston Inc | ||||||
| 200 West Cummings Park | Woburn | MA | 01801 | 800681389 | Partially Liquidating distribution for endowment & general support. | $2,850,050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2850050 | Total |
Comments