TURNING LEAF FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- TURNING LEAF FOUNDATION INC (EIN 04-3397818)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-03-26
- IRS object ID
- 201200869349100050
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-26T07:09:59-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050409384 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAHN LITWIN RENZA & CO LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SOUTH STREET SUITE 300 | AddressLine1 |
| City | WALTHAM | City |
| State | MA | State |
| ZIP Code | 02453 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043397818 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TURNING LEAF FOUNDATION INC | BusinessNameLine1 |
| Business Name Line2 | C/O KAHN LITWIN RENZA & CO LTD | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TURN | NameControl |
| Phone | 6174927104 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SOUTH STREET NO 300 | AddressLine1 |
| City | WALTHAM | City |
| State | MA | State |
| ZIP Code | 02453 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL JACOBSON | Name |
| Title | PRESIDENT | Title |
| Phone | 6174927104 | Phone |
| Date Signed | 2012-03-24 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK C SCHOFER | Name |
| PTIN | P00423537 | PTIN |
| Phone | 7815478800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 789214 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 107838 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 10532 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 10495 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 55030 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 437069 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 162868 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 173400 | TotalRevenueAndExpenses |
| Total Net Investment Income | 173363 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 721 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 955 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 477 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3029 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 50 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 4755 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 477 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 136492 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 136492 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 141247 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 477 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 136492 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 32153 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 172886 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 728670 | CashBOY |
| Cash EOY | 207002 | CashEOY |
| Cash EOYFMV | 207002 | CashEOYFMV |
| Investments Corp Stock BOY | 83027 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 636848 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 577212 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 5000 | OtherAssetsBOY |
| Other Assets EOY | 5000 | OtherAssetsEOY |
| Other Assets EOYFMV | 5000 | OtherAssetsEOYFMV |
| Total Assets BOY | 816697 | TotalAssetsBOY |
| Total Assets EOY | 848850 | TotalAssetsEOY |
| Total Assets EOYFMV | 789214 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 816697 | RetainedEarningsBOY |
| Retained Earnings EOY | 848850 | RetainedEarningsEOY |
| Total Net Assets BOY | 816697 | TotalNetAssetsBOY |
| Total Net Assets EOY | 848850 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 816697 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 848850 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 816697 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 32153 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 848850 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 848850 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| AMERICAN CAP LTD COM | P | 54129 | 16557 | 37572 | 37572 |
| CAPSTEAD MTG CORP COM | P | 60843 | 68106 | -7263 | -7263 |
| DOMINOS PIZZA INC COM | D | 108155 | 108155 | 108155 | |
| PFIZER INC | P | 103548 | 98154 | 5394 | 5394 |
| VERTEX PARMACEUTC | P | 109490 | 91384 | 18106 | 18106 |
| CAPITAL GAINS DIVIDENDS | P | 904 | 904 | 904 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 162868 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 152117 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 752438 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.202165 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 102385 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 669233 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.152989 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 113180 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1057886 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.106987 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 135946 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1442198 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.094263 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 52053 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1425897 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.036505 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.592909 | TotalDistributionRatio |
| Average Distribution Ratio | 0.118582 | AverageDistributionRatio |
| Net Noncharitable Assets | 817821 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 96979 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1729 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 98708 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 136492 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1729 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1729 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1729 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 41 | PenaltyForUnderpayment |
| Tax Due | 1770 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | MICHAEL J JACOBSON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6174927107 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 HIGHLAND AVENUE | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 02139 | 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL J JACOBSON | ||||||||
| 16 HIGHLAND AVENUE | CAMBRIDGE | MA | 02139 | PRESIDENT, SECRETARY & DIR | 0.00 | 0 | 0 | 0 |
| NANCY L JACOBSON | ||||||||
| 16 HIGHLAND AVENUE | CAMBRIDGE | MA | 02139 | TREASURER & DIRECTOR | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO PROVIDE OPPORTUNITIES FOR POST-SECONDARY EDUCATION TO STUDENTS FOR WHOM SUCH EDUCATION WOULD NOT OTHERWISE BE AVAILABLE. | Description1 |
| Expenses1 | 106492 | Expenses1 |
| Description2 | GRANTS TO 501(C)(3) OR EQUIVALENT ORGANIZATIONS | Description2 |
| Expenses2 | 30000 | Expenses2 |
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 | 359937 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 470338 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 830275 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 830275 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 12454 | CashDeemedCharitable |
| Net Noncharitable Assets | 817821 | NetNoncharitableAssets |
| Minimum Investment Return | 40891 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 40891 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1729 | TaxBasedOnInvestmentIncome |
| Total Tax | 1729 | TotalTax |
| Distributable Amount Before Adj | 39162 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 39162 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 39162 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 136492 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 136492 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1729 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 134763 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 39162 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 5267 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 60592 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 69123 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 120547 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 255529 | TotalExcessDistriCarryover |
| Qualifying Distributions | 136492 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 39162 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 97330 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 352859 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 352859 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 5267 | ExcessFromYear4 |
| Excess From Year3 | 60592 | ExcessFromYear3 |
| Excess From Year2 | 69123 | ExcessFromYear2 |
| Excess From Year1 | 120547 | ExcessFromYear1 |
| Excess From Current Year | 97330 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL J JACOBSON | ContributingManager |
| Contributing Manager | NANCY L JACOBSON | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)
| Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode |
|---|---|---|---|---|---|---|---|---|---|---|
| ANGUILLA YOUTH SAILING ASSOCIATION | ||||||||||
| PO BOX 1197 | THE VALLEY | BRITISH WEST INDIES | AV | UNRELATED | EDUCATION | $10,000 | ||||
| SCHOLARSHIP FOR ATTENDEE OF BERKLEE SCHOOL OF MUSIC | ||||||||||
| UNRELATED | EDUCATION | $22,000 | 1140 BOYLSTON STREET | BOSTON | MA | 02115 | ||||
| SCHOLARSHIP PROGRAM FOR KAUKAUNA HIGH SCHOOL | ||||||||||
| UNRELATED | EDUCATION | $56,505 | 1701 COUNTY | KAUKAUNA | WI | 54130 | ||||
| TANZANIA PROGRAM | ||||||||||
| AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | TANZANIA | TZ | UNRELATED | EDUCATION | $27,987 | ||||
| THE NANTUCKET DREAMLAND FOUNDATION | ||||||||||
| UNRELATED | EDUCATION | $20,000 | 12 OAK STREET | NANTUCKET | MA | 02554 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 136492 | 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 | $10,532 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $55,030 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $65,562 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 65562 | 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 | MICHAEL AND NANCY JACOBSON | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 HIGHLAND AVENUE | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 02139 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 107838 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 5,991 SHS DOMINOS PIZZA INC | NoncashPropertyDescription |
| Fair Market Value | 107838 | FairMarketValue |
| Date Received | 2011-03-21 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | Category |
| Amount | $955 | Amount |
| Net Investment Income | 477 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | FIDELITY INVESTMENT | NameOfStock |
| EOY Book Value | 636848 | EOYBookValue |
| EOYFMV | 577212 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEE | Category |
| Amount | $721 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADVANCE GRANT | Description |
| BOY Book Value | 5000 | BOYBookValue |
| EOY Book Value | 5000 | EOYBookValue |
| EOYFMV | 5000 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANNUAL REPORT FEES | Description |
| Revenue And Expenses Per Books | 50 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | Category |
| Amount | $3,029 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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