THE DEVONSHIRE FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE DEVONSHIRE FOUNDATION INC (EIN 04-6004808)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-09-25
- IRS object ID
- 201202699349100005
- 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
- Depreciation Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-09-25T11:54:31-05:00 | 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 | Howland Capital Management Inc | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 Federal Street Suite 1100 | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 021101911 | 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 | 046004808 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DEVONSHIRE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % WESTON HOWLAND III | InCareOfName |
| Name Control | DEVO | NameControl |
| Phone | 6173579110 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O HOWLAND CAPITAL MANAGEMENT INC | AddressLine1 |
| Address Line2 | 75 FEDERAL STREET | AddressLine2 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021101911 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WESTON HOWLAND III | Name |
| Title | TRUSTEE | Title |
| Date Signed | 2012-09-19 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6173579110 | 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 | 37206980 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 676595 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 755878 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -105110 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 6746852 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 114521 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 125633 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 3762 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 697118 | TotalRevenueAndExpenses |
| Total Net Investment Income | 874161 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 5500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 5500 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 112894 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 200311 | OtherProfFeesNetInvstIncm |
| Interest Net Invst Incm | 3927 | InterestNetInvstIncm |
| Taxes Rev And Expnss | 40079 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 18752 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 892 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 6570 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 159365 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 235060 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2864077 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 2864077 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 3023442 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 235060 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2864077 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -2326324 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 639101 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 7034 | CashBOY |
| Cash EOY | 2727 | CashEOY |
| Cash EOYFMV | 2727 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 438016 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 196088 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 196088 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 489480 | InvestmentsGovtObligBOY |
| Investments Corp Stock BOY | 26990808 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 22354057 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 27421962 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 2237469 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 5239657 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 5382792 | InvestmentsCorpBondsEOYFMV |
| Other Assets BOY | 3892846 | OtherAssetsBOY |
| Other Assets EOY | 3936800 | OtherAssetsEOY |
| Other Assets EOYFMV | 4203411 | OtherAssetsEOYFMV |
| Total Assets BOY | 34055653 | TotalAssetsBOY |
| Total Assets EOY | 31729329 | TotalAssetsEOY |
| Total Assets EOYFMV | 37206980 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 34055653 | CapitalStockBOY |
| Capital Stock EOY | 31729329 | CapitalStockEOY |
| Total Net Assets BOY | 34055653 | TotalNetAssetsBOY |
| Total Net Assets EOY | 31729329 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 34055653 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 31729329 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 34055653 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -2326324 | ExcessOfRevenueOverExpenses |
| Subtotal | 31729329 | Subtotal |
| Total Net Assets Fund Balances EOY | 31729329 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 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 |
|---|---|---|---|---|---|---|---|
| SHORT TERM | P | 2011-12-15 | 2011-12-31 | 204475 | 196944 | 7531 | 7531 |
| LONG TERM | P | 2009-01-01 | 2011-12-31 | 6306806 | 6435387 | -128581 | -128581 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 114521 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 707355 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 33248852 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.021275 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 965716 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 18338866 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.05266 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 548518 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 6771457 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.081004 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 407674 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 7747019 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.052623 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 359725 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 7100857 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.050659 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.258221 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051644 | AverageDistributionRatio |
| Net Noncharitable Assets | 38839537 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2005829 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 6391 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2012220 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2864077 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 6391 | InvestmentIncomeExciseTax |
| Subtotal | 6391 | Subtotal |
| Tax Based On Investment Income | 6391 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 14647 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 14647 | TotalCreditsAndPayments |
| Overpayment | 8256 | Overpayment |
| Amount Credited To Next Year | 6400 | AmountCreditedToNextYear |
| Amount To Be Refunded | 1856 | AmountToBeRefunded |
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 |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | true | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | true | Form990TFiled |
| 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 | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTON HOWLAND III | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6173579110 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL ST STE 1100 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021101911 | 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 | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
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 |
|---|---|---|---|---|---|---|
| WESTON HOWLAND III | ||||||
| C/O HOWLAND CAPITAL MANAGEMENT INC | BOSTON | MA | 021101911 | PRESIDENT & TREASURER | 0 | 0 |
| CHARLES E CLAPP III | ||||||
| C/O HOWLAND CAPITAL MANAGEMENT INC | BOSTON | MA | 021101911 | TRUSTEE | 0 | 0 |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWLAND CAPITAL MANAGEMENT INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL STREET SUITE 1100 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021101911 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Service | TAX & INVEST MGMT | TypeOfService |
| Compensation | 118394 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 39436019 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | -5017 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 39431002 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 39431002 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 591465 | CashDeemedCharitable |
| Net Noncharitable Assets | 38839537 | NetNoncharitableAssets |
| Minimum Investment Return | 1941977 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1941977 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 6391 | TaxBasedOnInvestmentIncome |
| Total Tax | 6391 | TotalTax |
| Distributable Amount Before Adj | 1935586 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1935586 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1935586 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2864077 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 2864077 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 6391 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 2857686 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1935586 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 604598 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Qualifying Distributions | 2864077 | QualifyingDistributions |
| Applied To Year1 | 604598 | AppliedToYear1 |
| Applied To Current Year | 1935586 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 323893 | RemainingDistriFromCorpus |
| Total Corpus | 323893 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 323893 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 323893 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| CATALOG FOR PHILANTHROPY | ||||||||
| 124 WATERWOWN STREET SUITE 3B | WATERTOWN | MA | 02472 | NONE | PUBLIC | ANNUAL FUND | $50,000 | |
| AMERICAN FOREIGN SERVICE ASSOCIATION | ||||||||
| TUFTS COLLEGE | MEDFORD | MA | 02155 | NONE | PUBLIC | SCHOLARSHIP FUND | $5,706 | |
| BOSTON CENTER FOR COMMUNITY AND JUSTICE | ||||||||
| 38 CHAUNCY STREET SUITE 812 | BOSTON | MA | 02111 | NONE | PUBLIC | ANNUAL FUND | $40,000 | |
| WOODS HOLE OCEANOGRAPHIC INSTITUTE | ||||||||
| 86 Water Street | WOODS HOLE | MA | 02543 | NONE | PUBLIC | POST DOCTORAL PROGRAM | $2,300,000 | |
| ADOLESCENT COUNSELING SERVICES | ||||||||
| 40 THORNDIKE STREET | CAMBRIDGE | MA | 02141 | NONE | PUBLIC | ANNUAL FUND | $25,000 | |
| CROSSROADS FOR KIDS | ||||||||
| 119 MYRTLE STREET | DUXBURY | MA | 02332 | NONE | PUBLIC | ANNUAL FUND | $200,000 | |
| ASSOCIATION OF SMALL FOUNDATIONS | ||||||||
| 1720 N ST NW | WASHINGTON | DC | 20036 | NONE | PUBLIC | GENERAL OPERATING | $1,000 | |
| ROOTCAUSE | ||||||||
| ONE CANAL PARK | CAMBRIDGE | MA | 02141 | NONE | PUBLIC | 2011 GRANT | $80,000 | 3RD FLOOR |
| YOUTHCONNECT | ||||||||
| 115 Warren Street | ROXBURY | MA | 02119 | NONE | PUBLIC | GRANT | $150,000 | |
| TRUSTEES OF TUFTS COLLEGE | ||||||||
| TUFTS UNIVERSITY | MEDFORD | MA | 02155 | NONE | PUBLIC | Theodore Xanthaky and Dorothy Osborne Xanthaky Fletcher School Fund | $12,371 | PACKARD HALL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 2864077 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| 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 |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $676,595 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $125,633 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$105,110 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $697,118 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 697118 | TotalPartXVIA |
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 | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | Category |
| Amount | $5,500 | Amount |
| Net Investment Income | 5500 | NetInvestmentIncome |
Depreciation Schedule DepreciationSchedule
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | VENTURE CAPITAL PARTNERSHIPS | Description |
| BOY Book Value | 3892846 | BOYBookValue |
| EOY Book Value | 3936800 | EOYBookValue |
| EOYFMV | 4203411 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| MEMBERSHIP FEES | 892 | 892 |
| THRU HCM VENTURE FUND II LLC | 133 | |
| THRU HCM VENTURE FUND III LLC | 2042 | |
| THRU HCM VENTURE FUND V LLC | 2163 | |
| THRU HCM VENTURE FUND VI LLC | 1340 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (9 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| PARTNERSHIP K-1 ADJUSTMENTS | 124928 | |
| THROUGH HCM VENTURE FUND III LLC | 432 | |
| THROUGH HCM VENTURE FUND IV LLC | -44 | |
| THROUGH HCM VENTURE FUND V LLC | 472 | |
| THROUGH HCM VENTURE FUND VI LLC | 2020 | |
| THROUGH HCM VENTURE FUND II LLC | 142 | |
| OTHER | 705 | 705 |
| THROUGH VECTOR II & III | 28 | |
| THROUGH HCM VENTURE FUND LLC | 7 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (8 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| HOWLAND CAPITAL INVESTMENT ADV | $112,894 | 112894 |
| HCM VENTURE FUND I LLC MANAGEM | 2805 | |
| HCM VENTURE FUND II LLC MANAGE | 4139 | |
| HCM VENTURE FUND III LLC MANAG | 14368 | |
| HCM VENTURE FUND IV LLC MANAGE | 13509 | |
| HCM VENTURE FUND V LLC MANAGME | 30601 | |
| HCM VENTURE FUND VI LLC MGMT | 20467 | |
| VECTOR II & III | 1528 |
Taxes Schedule TaxesSchedule
Taxes Taxes (9 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| THRU HCM VENTURE FUND IV LLC | ||
| MASSACHUSETTS FILING FEES | $1,015 | 1015 |
| FOREIGN TAXES WITHHELD | $17,136 | 17136 |
| THRU HCM VENTURE FUND LLC | 38 | |
| THRU HCM VENTURE FUND III LLC | 242 | |
| THRU HCM VENTURE FUND IV LLC | 121 | |
| THRU HCM VENTURE FUND V LLC | 150 | |
| FEDERAL EXCISE | $21,928 | |
| THRU HCM VENTURE FUND VI LLC | 50 |
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