NEIL AND ANNA RASMUSSEN FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: NEIL AND ANNA RASMUSSEN FOUNDATION (EIN 04-6771880)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-11-15
IRS object ID: 201323199349100027
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 Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-11-15T08:56:42-06:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	111986323	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MARCUM LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	53 STATE STREET FLOOR 38	AddressLine1
City	BOSTON	City
State	MA	State
ZIP Code	02109	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	046771880	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	NEIL & ANNA RASMUSSEN FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	NEIL	NameControl
Phone	9782870422	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	393 ESTABROOK ROAD	AddressLine1
City	CONCORD	City
State	MA	State
ZIP Code	017425604	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	NEIL RASMUSSEN	Name
Title	TRUSTEE	Title
Phone	9782870422	Phone
Date Signed	2013-11-14	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	RICHELLE M MAGUIRE	Name
PTIN	P00370057	PTIN
Phone	6177429666	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	40630689	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	200000	ContriReceivedRevAndExpnss
Dividends Rev And Expnss	1064693	DividendsRevAndExpnss
Dividends Net Invst Incm	1064693	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	663633	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	12060841	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	663633	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	439	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	439	OtherIncomeNetInvstIncm
Total Revenue And Expenses	1928765	TotalRevenueAndExpenses
Total Net Investment Income	1728765	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	8350	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	4175	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	4175	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	300896	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	300896	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	0	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	19437	TaxesRevAndExpnss
Taxes Net Invst Incm	9437	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	61380	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	60880	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	500	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	390063	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	375388	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	4675	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	1652470	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	1652470	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	2042533	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	375388	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	1657145	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-113768	ExcessOfRevenueOverExpenses
Net Investment Income	1353377	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	743099	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	1149837	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	1149837	SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig BOY	8683936	InvestmentsGovtObligBOY
Investments Govt Oblig EOY	5503746	InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV	5590080	InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY	25437304	InvestmentsCorpStockBOY
Investments Corp Stock EOY	25833359	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	31040209	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	605834	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	2869779	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	2850563	InvestmentsCorpBondsEOYFMV
Total Assets BOY	35470173	TotalAssetsBOY
Total Assets EOY	35356721	TotalAssetsEOY
Total Assets EOYFMV	40630689	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	1237500	CapitalStockBOY
Capital Stock EOY	1237500	CapitalStockEOY
Paid In Or Capital Surplus BOY	0	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	0	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	34232673	RetainedEarningsBOY
Retained Earnings EOY	34119221	RetainedEarningsEOY
Total Net Assets BOY	35470173	TotalNetAssetsBOY
Total Net Assets EOY	35356721	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	35470173	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	35356721	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	35470173	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-113768	ExcessOfRevenueOverExpenses
Other Increases	316	OtherIncreases
Subtotal	35356721	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	35356721	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (22 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
MERRILL LYNCH 04K59 - LT	P	1000000	994453	5547	5547
MERRILL LYNCH 04252 - ST	P	96338	135523	-39185	-39185
MERRILL LYNCH 04252 - LT	P	1356988	1261243	95745	95745
MERRILL LYNCH 04K69 - ST	P	24	23	1	1
MERRILL LYNCH 04K69 - LT	P	3724482	3722499	3770	3770
MERRILL LYNCH 04322 - ST	P	168328	166353	1975	1975
MERRILL LYNCH 04322 - LT	P	196842	185457	11385	11385
MERRILL LYNCH 04K62 - ST	P	40009	45179	-5059	-5059
MERRILL LYNCH 04K62 - LT	P	177077	152914	24163	24163
MERRILL LYNCH 04K63 - ST	P	367852	363308	4544	4544
MERRILL LYNCH 04K63 - LT	P	697920	488707	209213	209213
MERRILL LYNCH 04K61 - ST	P	957303	974569	-17124	-17124
MERRILL LYNCH 04K61 - LT	P	1512649	1218968	293681	293681
MERRILL LYNCH 04N22 - ST	P	273755	272212	1543	1543
MERRILL LYNCH 04N22 - LT	P	424671	398340	26331	26331
MERRILL LYNCH 04N21 - ST	P	105077	122341	-17264	-17264
MERRILL LYNCH 04N21 - LT	P	361638	336576	25062	25062
MERRILL LYNCH 04255 - ST	P	323379	334427	-10669	-10669
MERRILL LYNCH 04255 - LT	P	239825	217405	22420	22420
MERRILL LYNCH 04K69 SUPPLEMENTAL ST	P	375	409	-34	-34
MERRILL LYNCH 04K69 SUPPLEMENTAL LT	P	18426	8721	9705	9705
CAPITAL GAINS DIVIDENDS	P	17883		17883	17883

Field	Value	IRS element (for citing)
Capital Gain Net Income	663633	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	2291845	QualifyingDistributionsYear1
Noncharitable Assets Year1	41251121	NoncharitableAssetsYear1
Distribution Ratio Year1	0.055558	DistributionRatioYear1
Qualifying Distributions Year2	1704443	QualifyingDistributionsYear2
Noncharitable Assets Year2	38715252	NoncharitableAssetsYear2
Distribution Ratio Year2	0.044025	DistributionRatioYear2
Qualifying Distributions Year3	1973766	QualifyingDistributionsYear3
Noncharitable Assets Year3	33745267	NoncharitableAssetsYear3
Distribution Ratio Year3	0.058490	DistributionRatioYear3
Qualifying Distributions Year4	1551939	QualifyingDistributionsYear4
Noncharitable Assets Year4	38960538	NoncharitableAssetsYear4
Distribution Ratio Year4	0.039834	DistributionRatioYear4
Qualifying Distributions Year5	771147	QualifyingDistributionsYear5
Noncharitable Assets Year5	42926275	NoncharitableAssetsYear5
Distribution Ratio Year5	0.017964	DistributionRatioYear5
Total Distribution Ratio	0.215871	TotalDistributionRatio
Average Distribution Ratio	0.043174	AverageDistributionRatio
Net Noncharitable Assets	39658300	NetNoncharitableAssets
Adjusted Noncharitable Assets	1712207	AdjustedNoncharitableAssets
One Percent Net Investment Income	13534	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	1725741	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	1657145	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	27068	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	27068	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	27068	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	13500	EstTaxPaymentsAndOverpayment
Tax Paid With Extension	27500	TaxPaidWithExtension
Total Credits And Payments	41000	TotalCreditsAndPayments
Form2220 Attached	X	Form2220Attached
Penalty For Underpayment	302	PenaltyForUnderpayment
Overpayment	13630	Overpayment
Amount Credited To Next Year	13630	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	MARCUM LLP	BooksInCareOfPersonName
Books In Care Of Phone Number	6177429666	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	53 STATE STREET 38TH FLOOR	AddressLine1
City	BOSTON	City
State	MA	State
ZIP Code	02109	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
NEIL AND ANNA RASMUSSEN
393 ESTABROOK RD	CONCORD	MA	01742	TRUSTEES	0.25	0	0	0
SUSAN W WINTER
128 NIMROD DRIVE	CONCORD	MA	01742	TRUSTEE	0.25	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	38843580	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	1418654	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	40262234	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	40262234	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	603934	CashDeemedCharitable
Net Noncharitable Assets	39658300	NetNoncharitableAssets
Minimum Investment Return	1982915	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	1982915	MinimumInvestmentReturn
Tax Based On Investment Income	27068	TaxBasedOnInvestmentIncome
Total Tax	27068	TotalTax
Distributable Amount Before Adj	1955847	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	1955847	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	1955847	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	1657145	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	1657145	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	1657145	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	1955847	DistributableAmountAsAdjusted
Undistributed Income Prior Year	1549301	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Total Excess Distri Carryover	0	TotalExcessDistriCarryover
Qualifying Distributions	1657145	QualifyingDistributions
Applied To Year1	1549301	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	107844	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	0	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	1848003	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	0	ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	NEIL AND ANNA RASMUSSEN	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (39 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
ACADEMY OF PERFORMING ARTS
PO BOX 1843	ORLEANS	MA	02653	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$2,500
AMERICAN CANCER SOCIETY
250 WILLIAMS STREET NW	ATLANTA	GA	30303	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$1,000
AMERICAN CHESTNUT FOUNDATION
469 MAIN STREET SUITE 1 PO BOX 4044	BENNINGTON	VT	05201	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$5,000
CAPE COD MUSEUM OF NATURAL HISTORY
869 ROUTE 6A	BREWSTER	MA	02631	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$2,000
CHATHAM YACHT CLUB
PO BOX 531	NORTH CHATHAM	MA	02650	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$1,000
CHILDREN'S HOSPITAL
300 LONGWOOD AVE	BOSTON	MA	02115	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$250,000
CONCORD ACADEMY
166 MAIN ST	CONCORD	MA	01742	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$85,000
CONCORD FREE PUBLIC LIBRARY
129 MAIN STREET	CONCORD	MA	01742	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$1,000
CONCORD LAND CONSERVATION TRUST
PO BOX 141	CONCORD	MA	01742	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$10,000
CONCORD MUSEUM
200 LEXINGTON RD	CONCORD	MA	01742	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$95,320
EMERSON HEALTH CARE FOUNDATION
133 OLD ROAD	CONCORD	MA	01742	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$10,000
FIRST PARISH OF CONCORD
20 LEXINGTON RD	CONCORD	MA	01742	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$5,000
FRIENDS FOR TOMORROW
131 WESTON ROAD	LINCOLN	MA	01773	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$1,000
FRIENDS OF MINUTEMAN NATIONAL PARK
174 LIBERTY ST	CONCORD	MA	01742	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$10,000
FRIENDS OF PLEASANT BAY
PO BOX 1243	HARWICH	MA	02645	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$1,000
FRIENDS OF SLEEPY HOLLOW
PO BOX 2711	PLAINFIELD	NJ	07062	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$2,500
HARWICH CONSERVATION TRUST
PO BOX 101	SOUTH HARWICH	MA	02661	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$10,000
HISTORIC DEERFIELD
PO BOX 321	DEERFIELD	MA	01342	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$5,000
LONGFELLOW'S WAYSIDE INN
72 WAYSIDE INN ROAD	SUDBURY	MA	01776	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$2,500
LOUISA MAY ALCOTT ASSOCIATION
3000 IVYSIDE PARK	ALTOONA	PA	16601	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$108,650
MIT
600 MEMORIAL DRIVE	CAMBRIDGE	MA	02139	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$450,000
NASHOBA BROOKS SCHOOL OF CONCORD INC
200 STRAWBERRY HILL RD	CONCORD	MA	01742	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$250,000
NATIONAL TRUST FOR HISTORIC PRESERVATION
1785 MASS AVE NW	WASHINGTON	DC	20036	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$10,000
NATURAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH ST	NEW YORK	NY	10011	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$10,000
NORTH BENNET STREET SCHOOL
39 NORTH BENNET STREET	BOSTON	MA	02113	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$2,500
PLANNED PARENTHOOD FEDERATION
1055 COMMONWEALTH AVENUE	BOSTON	MA	02115	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$10,000
RACHEL'S NETWORK
1200 8TH STREET NW SUITE 801	WASHINGTON	DC	20036	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$5,000
RESTORE THE NORTH WOODS
PO BOX 1099	CONCORD	MA	01742	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$2,500
SARAH LAWRENCE COLLEGE
1 MEAD WAY	BRONXVILLE	NY	10708	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$2,500
SOCIETY FOR THE PROTECTION OF NEW HAMPSHIRE
166 MAIN ST	CONCORD	MA	01742	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$10,000
THE DALAI LAMA CENTER FOR ETHICS AND TRANSFORMATIVE VALUES
77 MASSACHUSETTS AVENUE	CAMBRIDGE	MA	02139	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$15,000
THE FOOD PROJECT
555 DUDLEY STREET	DORCHESTER	MA	02125	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$2,500
THE THOREAU SOCIETY
915 WALDEN STREET	CONCORD	MA	01742	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$5,000
THE WALDEN WOODS PROJECT
44 BAKER FARM	LINCOLN	MA	01773	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$248,000
THOREAU FARM TRUST
PO BOX 454	CONCORD	MA	01742	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$5,000
TOWN OF CONCORD
22 MONUMENT SQUARE	CONCORD	MA	01742	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$1,000
TRUSTEES OF RESERVATIONS
464 ABBOTT AVE	LEOMINSTER	MA	01453	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$5,000
WBUR
890 COMMONWEALTH AVE 3RD FLOOR	BOSTON	MA	02215	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$5,000
WGBH
PO BOX 200	BOSTON	MA	02134	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$5,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	1652470	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	$1,064,693	ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$439	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$663,633	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$1,728,765	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	1728765	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	NEIL ANNA RASMUSSEN	ContributorNameIndividual

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	393 ESTABROOK ROAD	AddressLine1
City	CONCORD	City
State	MA	State
ZIP Code	01742	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	200000	AggregateContributions
Person Contribution Type	X	PersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	Category
Amount	$8,350	Amount
Net Investment Income	4175	NetInvestmentIncome
Disbursements Charitable Prps	4175	DisbursementsCharitablePrps

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Field	Value	IRS element (for citing)
Name Of Bond	MERRILL LYNCH - BONDS	NameOfBond
EOY Book Value	2869779	EOYBookValue
EOYFMV	2850563	EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	MERRILL LYNCH - EQUITIES	NameOfStock
EOY Book Value	25833359	EOYBookValue
EOYFMV	31040209	EOYFMV

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Securities EOY Book Value	5503746	USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV	5590080	USGovtSecuritiesEOYFMV
State Local Securities EOY Book Val	0	StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV	0	StateLocalSecuritiesEOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
MA FILING FEE FOR ANNUAL REPORT	500	0	500
AMORTIZATION	58806	58806	0
CERT IF FEES	2074	2074	0

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	OTHER INCOME	Description
Revenue And Expenses Per Books	439	RevenueAndExpensesPerBooks
Net Investment Income	439	NetInvestmentIncome
Adjusted Net Income	439	AdjustedNetIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Field	Value	IRS element (for citing)
Description	TIMING DIFFERENCE	Description
Amount	$316	Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	Category
Amount	$300,896	Amount
Net Investment Income	300896	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
FOREIGN TAXES WITHHELD	$9,437	9437	0
FEDERAL TAXES	$10,000	0	0

NEIL AND ANNA RASMUSSEN FOUNDATION: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (22 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (39 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Other Investment Income Part VII OtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Contributor Address US ContributorAddressUS

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

Comments