GORDON FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- GORDON FAMILY FOUNDATION (EIN 13-7130595)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201201359349101580
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T12:26:56-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALAN M FREEDMAN CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 RAILROAD AVENUE | AddressLine1 |
| City | ANDOVER | City |
| State | MA | State |
| ZIP Code | 01810 | 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 | 137130595 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORDON FAMILY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O MICHAEL S GORDON TRUSTEE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GORD | NameControl |
| Phone | 6172045400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 FRANKLIN STREET NO 1900 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL S GORDON | Name |
| Title | TRUSTEE | Title |
| Phone | 6172045400 | Phone |
| Date Signed | 2012-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALAN M FREEDMAN | Name |
| PTIN | P01204569 | PTIN |
| Phone | 9784701332 | Phone |
| Date Prepared | 2012-05-09 | DatePrepared |
| Self Employed | X | SelfEmployed |
| 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 | 40458297 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 21716 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 21716 | InterestOnSavingsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 5795877 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 9800000 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 5795877 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 5817593 | TotalRevenueAndExpenses |
| Total Net Investment Income | 5817593 | 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 | 5000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 6573 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1555 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 13128 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1655401 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1655401 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1668529 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1655401 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 4149064 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 5817593 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 23679506 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 16803593 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 16803593 | SavingsAndTempCashInvstEOYFMV |
| Receivables From Officers EOY | 17000 | ReceivablesFromOfficersEOY |
| Receivables From Officers EOYFMV | 17000 | ReceivablesFromOfficersEOYFMV |
| Investments Other BOY | 6657896 | InvestmentsOtherBOY |
| Investments Other EOY | 17653773 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 23637704 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 30337402 | TotalAssetsBOY |
| Total Assets EOY | 34474366 | TotalAssetsEOY |
| Total Assets EOYFMV | 40458297 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1229958 | CapitalStockBOY |
| Capital Stock EOY | 1229958 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 29107444 | RetainedEarningsBOY |
| Retained Earnings EOY | 33244408 | RetainedEarningsEOY |
| Total Net Assets BOY | 30337402 | TotalNetAssetsBOY |
| Total Net Assets EOY | 34474366 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 30337402 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 34474366 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 30337402 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 4149064 | ExcessOfRevenueOverExpenses |
| Other Increases | 16000 | OtherIncreases |
| Subtotal | 34502466 | Subtotal |
| Other Decreases | 28100 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 34474366 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| SHS MSG OVERSEAS FUND LTD | P | 2004-01-01 | 2011-01-01 | 1000000 | 256591 | 743409 | 743409 |
| SHS MSG OVERSEAS FUND LTD | P | 2004-01-01 | 2011-12-31 | 6000000 | 1867844 | 4132156 | 4132156 |
| SHS JNV OVERSEAS FUND LTD | P | 2006-01-01 | 2011-12-31 | 1746549 | 832118 | 914431 | 914431 |
| SHS JNV OVERSEAS FUND LTD | P | 2011-01-01 | 2011-12-31 | 1053451 | 1047570 | 5881 | 5881 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 5795877 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1958577 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 27726698 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.070639 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1007800 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 24988422 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.040331 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1176916 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 25394325 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.046346 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 885150 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 21596846 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.040985 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 661886 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 17549973 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.037714 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.236015 | TotalDistributionRatio |
| Average Distribution Ratio | 0.047203 | AverageDistributionRatio |
| Net Noncharitable Assets | 41350819 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1951883 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 58176 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2010059 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1655401 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 116352 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 116352 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 116352 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 8000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 8000 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Tax Due | 108352 | 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 | 1 | 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 S GORDON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6172045400 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 FRANKLIN STREET SUITE 1900 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | 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 S GORDON | ||||||||
| 209 SARGENT ROAD | BROOKLINE | MA | 02445 | TRUSTEE | 5.00 | 0 | 0 | 0 |
| CHRISTINA M GORDON | ||||||||
| 209 SARGENT ROAD | BROOKLINE | MA | 02445 | TRUSTEE | 5.00 | 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 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
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 | 31699102 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 10281425 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 41980527 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 41980527 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 629708 | CashDeemedCharitable |
| Net Noncharitable Assets | 41350819 | NetNoncharitableAssets |
| Minimum Investment Return | 2067541 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 2067541 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 116352 | TaxBasedOnInvestmentIncome |
| Total Tax | 116352 | TotalTax |
| Distributable Amount Before Adj | 1951189 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1951189 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1951189 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1655401 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1655401 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1655401 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1951189 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year1 | 700888 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 700888 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1655401 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1655401 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 295788 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 295788 | ExcessDistriCyovAppliedCY |
| Total Corpus | 405100 | 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 | 405100 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 405100 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (35 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| A FOUNDATION TO BE NAMED LATER | ||||||
| 4 YAWKEY WAY | BOSTON | MA | 02215 | PUBLIC | UNRESTRICTED | $10,000 |
| ASC NEWTON | ||||||
| PO BOX 600631 | NEWTONVILLE | MA | 02460 | PUBLIC | UNRESTRICTED | $10,000 |
| BELMONT HILL SCHOOL | ||||||
| 350 PROSPECT STREET | BELMONT | MA | 02478 | PUBLIC | UNRESTRICTED | $400,000 |
| BEST BUDDIES | ||||||
| 45 BROMFIELD STREET 301 | BOSTON | MA | 02108 | PUBLIC | UNRESTRICTED | $500 |
| BE THE CHANGE | ||||||
| 112 WATER STREET SUITE 500 | BOSTON | MA | 02109 | PUBLIC | UNRESTRICTED | $25,000 |
| BOYS AND GIRLS CLUB OF BOSTON | ||||||
| 50 CONGRESS STREET | BOSTON | MA | 02109 | PUBLIC | UNRESTRICTED | $35,000 |
| BROOKLINE TEEN CENTER | ||||||
| 40 WEBSTER PLACE | BROOKLINE | MA | 02445 | PUBLIC | UNRESTRICTED | $100,000 |
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | PUBLIC | UNRESTRICTED | $10,000 |
| BROOKLINE SOCCOR CLUB | ||||||
| PO BOX 566 | BROOKLINE | MA | 02446 | PUBLIC | UNRESTRICTED | $25,000 |
| CHAI LIFELINE | ||||||
| 151 WEST 30TH STREET | NEW YORK | NY | 10001 | PUBLIC | UNRESTRICTED | $1,000 |
| CHARITY WATER | ||||||
| 200 VARICK STREET SUITE 201 | NEW YORK | NY | 10014 | PUBLIC | UNRESTRICTED | $25,000 |
| CYSTIC FIBROSIS FOUNDATION | ||||||
| 6931 ARLINGTON ROAD | BETHESDA | MD | 20814 | PUBLIC | UNRESTRICTED | $25,000 |
| DANA FARBER CANCER INSTITUTE | ||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | PUBLIC | UNRESTRICTED | $130,000 |
| JOEY FUND | ||||||
| 220 N MAIN STREET | NATICK | MA | 01760 | PUBLIC | UNRESTRICTED | $25,000 |
| GRAND AVENUE CLUB | ||||||
| 210 EAST MICHIGAN STREET | MILWAUKEE | WI | 53202 | PUBLIC | UNRESTRICTED | $10,000 |
| LAKE TANGANYIKA FLOATING HEALTH CLINIC | ||||||
| 1646 N LEAVITT STREET | CHICAGO | IL | 60647 | PUBLIC | UNRESTRICTED | $95,000 |
| MASS MENTORING | ||||||
| 105 CHAUNCY STREET STE 300 | BOSTON | MA | 02111 | PUBLIC | UNRESTRICTED | $15,000 |
| MYRA KRAFT GIVING BACK SCHOLARSHIP BOYS & GIRLS CLUB | ||||||
| 50 CONGRESS STREET | BOSTON | MA | 02109 | PUBLIC | UNRESTRICTED | $100,000 |
| PAN MASS CHALLENGE | ||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | PUBLIC | UNRESTRICTED | $3,300 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||
| 101A FIRST AVE SUITE 6 | WALTHAM | MA | 02451 | PUBLIC | UNRESTRICTED | $500 |
| RED SOX FOUNDATION | ||||||
| 4 YAWKEY WAY | BOSTON | MA | 02215 | PUBLIC | UNRESTRICTED | $53,000 |
| ROSIE'S PLACE | ||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | PUBLIC | UNRESTRICTED | $160,650 |
| TEMPLE OHABEI SHALOM | ||||||
| 1187 BEACON STREET | BOSTON | MA | 02446 | PUBLIC | UNRESTRICTED | $250 |
| NEW ENGLAND HOLOCAUST MEMORIAL | ||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | PUBLIC | UNRESTRICTED | $5,000 |
| TRUSTEES OF TUFTS COLLEGE | ||||||
| PO BOX 3306 | BOSTON | MA | 02241 | PUBLIC | UNRESTRICTED | $320,000 |
| NEW ENGAND WHEELCHAIR TENNIS | ||||||
| 110 TURNPIKE ROAD | WESTBOROUGH | MA | 01581 | PUBLIC | UNRESTRICTED | $6,000 |
| VALEO FUTBOL CLUB | ||||||
| 0 GOVERNORS AVE B4 | MEDFORD | MA | 02155 | PUBLIC | UNRESTRICTED | $6,000 |
| REACH | ||||||
| PO BOX 540024 | WALTHAM | MA | 02454 | PUBLIC | UNRESTRICTED | $10,000 |
| REACH OUT AND READ | ||||||
| 56 ROLAND STREET SUITE 100D | BOSTON | MA | 02129 | PUBLIC | UNRESTRICTED | $100 |
| SPECIAL OLYMPICS | ||||||
| 512 FOREST STREET | MARLBOROUGH | MA | 01752 | PUBLIC | UNRESTRICTED | $13,600 |
| SUSAN G KOMAN FOR THE CURE | ||||||
| 5005 LBJ FREEWAY SUITE 250 | DALLAS | TX | 75244 | PUBLIC | UNRESTRICTED | $501 |
| TENACITY | ||||||
| 38 EVERETT STREET | ALLSTON | MA | 02134 | PUBLIC | UNRESTRICTED | $5,000 |
| THE RON BURTON TRAINING VILLAGE | ||||||
| PO BOX 2 | HUBBARDSTON | MA | 01452 | PUBLIC | UNRESTRICTED | $10,000 |
| TRINITY BOSTON FOUNDATION | ||||||
| 206 CLARENDON STREET | BOSTON | MA | 02116 | PUBLIC | UNRESTRICTED | $10,000 |
| TRUSTEES OF COOPER-UNION | ||||||
| 30 COOPER SQUARE | NEW YORK | NY | 10003 | PUBLIC | UNRESTRICTED | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1655401 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $21,716 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $5,795,877 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $5,817,593 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 5817593 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | Category |
| Amount | $5,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (5 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MSG OVERSEAS FUND LTD CLASS G | FMV | 3701343 | 9313412 |
| JNV OVERSEAS FUND LTD CLASS G | FMV | 5952430 | 5985838 |
| JH OVERSEAS FUND LTD CLASS D | FMV | 3000000 | 3193927 |
| DG OVERSEAS FUND LTD CLASS E | FMV | 3000000 | 3138849 |
| DJ OVERSEAS FUND LTD CLASS E | FMV | 2000000 | 2005678 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OUTSTANDING CHECKS PRIOR YEAR END | Description |
| Amount | $28,100 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| STATE FILING FEE | 500 | 0 | 0 |
| MISC ADMN EXPENSES | 1055 | 0 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OUTSTANDING CHECKS AT YEAR END | Description |
| Amount | $16,000 | Amount |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | MICHAEL GORDON | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 209 SARGENT ROAD | AddressLine1 |
| City | BROOKLINE | City |
| State | MA | State |
| ZIP Code | 02445 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2010 PREPAID TAX ON INVESTMENT INCOME | Category |
| Amount | $6,573 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments