WILSON FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WILSON FAMILY CHARITABLE FOUNDATION (EIN 04-6773530)
- Tax period
- 2011-05-01 to 2012-04-30
- Filed
- 2012-08-30
- IRS object ID
- 201212439349100101
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-30T08:40:19-05:00 | Timestamp |
| Tax Period End Date | 2012-04-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202577763 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORTIS MANAGEMENT GROUP LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SOUTH STREET SUITE 255 | 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 | 2011-05-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046773530 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILSON FAMILY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O FORTIS MANAGEMENT GROUP LLC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WILS | NameControl |
| Phone | 7818994350 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SOUTH STREET NO 255 | AddressLine1 |
| City | WALTHAM | City |
| State | MA | State |
| ZIP Code | 02453 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES WILSON | Name |
| Title | TRUSTEE | Title |
| Phone | 7818994350 | Phone |
| Date Signed | 2012-08-29 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FORTIS MANAGEMENT GROUP LLC | Name |
| PTIN | P00392990 | PTIN |
| Phone | 7818994350 | 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 | 218969 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 3040 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 9980 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 9980 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 9980 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 11541 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 11541 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 11541 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 66690 | NetGainSaleAssetsRevAndExpnss |
| Capital Gain Net Incm Net Invst Incm | 66690 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 91251 | TotalRevenueAndExpenses |
| Total Net Investment Income | 88211 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 21521 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 10055 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 10055 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 10055 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 4601 | InterestRevAndExpnss |
| Interest Net Invst Incm | 4601 | InterestNetInvstIncm |
| Interest Adj Net Incm | 4601 | InterestAdjNetIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 155 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 155 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 155 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 44 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 9 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 9 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 14855 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 14820 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 14820 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 489555 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 489555 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 504410 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 14820 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 14820 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 489555 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -413159 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 73391 | NetInvestmentIncome |
| Adjusted Net Income | 6701 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 0 | CashBOY |
| Savings And Temp Cash Invst BOY | 230 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 85654 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 85654 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 582070 | InvestmentsOtherBOY |
| Investments Other EOY | 83487 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 133315 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 582300 | TotalAssetsBOY |
| Total Assets EOY | 169141 | TotalAssetsEOY |
| Total Assets EOYFMV | 218969 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1572546 | CapitalStockBOY |
| Capital Stock EOY | 1572546 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -990246 | RetainedEarningsBOY |
| Retained Earnings EOY | -1403405 | RetainedEarningsEOY |
| Total Net Assets BOY | 582300 | TotalNetAssetsBOY |
| Total Net Assets EOY | 169141 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 582300 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 169141 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 582300 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -413159 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 169141 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 169141 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|
| K-1 MCP FUND (SEC 1256) | P | 3680 | 3680 |
| K-1 MCP FUND | P | 53139 | 53139 |
| K-1 MCP FUND (SEC 1256) | P | 2454 | 2454 |
| K-1 MCP FUND | P | 7417 | 7417 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 66690 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 9871 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 531729 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 938293 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.566698 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 529822 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1362178 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.388952 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 217598 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1762534 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.123457 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 114668 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2073621 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.055298 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 249666 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2078911 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.120095 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.254500 | TotalDistributionRatio |
| Average Distribution Ratio | 0.250900 | AverageDistributionRatio |
| Net Noncharitable Assets | 463521 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 116297 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 734 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 117031 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 489555 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 734 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 734 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 734 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1297 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1297 | TotalCreditsAndPayments |
| Overpayment | 563 | Overpayment |
| Amount Credited To Next Year | 563 | 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 | FORTIS MANAGEMENT GROUP LLC | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7818994350 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SOUTH STREET SUITE 255 | AddressLine1 |
| City | WALTHAM | City |
| State | MA | State |
| ZIP Code | 02453 | 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES M WILSON | ||||||||
| 65 UPLAND ROAD | BROOKLINE | MA | 02445 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| M JANE WILSON | ||||||||
| 65 UPLAND ROAD | BROOKLINE | MA | 02445 | TRUSTEE | 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 |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (2 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Type Of ServiceTypeOfService | CompensationCompensation |
|---|---|---|---|---|---|---|
| MCP FUND LP | ||||||
| C/O MAYO CAPITAL 30 ROWES WHARF STE | 500 | BOSTON | MA | 02110 | INVESTMENT | 6960 |
| FORTIS MANAGEMENT GROUP | ||||||
| 800 SOUTH STREET STE 255 | WALTHAM | MA | 02453 | ACCOUNTING/FINANCE | 3095 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 414450 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 56130 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 470580 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 470580 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 7059 | CashDeemedCharitable |
| Net Noncharitable Assets | 463521 | NetNoncharitableAssets |
| Minimum Investment Return | 23176 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 23176 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 734 | TaxBasedOnInvestmentIncome |
| Total Tax | 734 | TotalTax |
| Distributable Amount Before Adj | 22442 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 22442 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 22442 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 489555 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 489555 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 734 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 488821 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 22442 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 148111 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 13399 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 130358 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 461961 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 485078 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1238907 | TotalExcessDistriCarryover |
| Qualifying Distributions | 489555 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 22442 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 467113 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1706020 | 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 | 148111 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1557909 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 13399 | ExcessFromYear4 |
| Excess From Year3 | 130358 | ExcessFromYear3 |
| Excess From Year2 | 461961 | ExcessFromYear2 |
| Excess From Year1 | 485078 | ExcessFromYear1 |
| Excess From Current Year | 467113 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES M WILSON | ContributingManager |
| Contributing Manager | M JANE WILSON | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BOSTON BALLET | |||||||
| 19 CLARENDON STREET | BOSTON | MA | 02116 | NONE | CHARITABLE | PROMOTE CHARITABLE ACTIVITIES | $7,050 |
| BROOKLINE HIGH SCHOOL 21ST CENTURY FUND | |||||||
| 115 GREENOUGH STREET | BROOKLINE | MA | 02445 | NONE | CHARITABLE | PROMOTE CHARITABLE ACTIVITIES | $67,287 |
| CAMBRIDGE IN AMERICA | |||||||
| 292 MADISON AVE 8TH FLOOR | NEW YORK | NY | 10017 | NONE | CHARITABLE | PROMOTE CHARITABLE ACTIVITIES | $162,690 |
| CONCORD ACADEMY | |||||||
| 166 MAIN STREET | CONCORD | MA | 01742 | NONE | CHARITABLE | PROMOTE CHARITABLE ACTIVITIES | $100,000 |
| HANDEL AND HAYDN | |||||||
| 300 MASSACHUSETTS AVE | BOSTON | MA | 02115 | NONE | CHARITABLE | PROMOTE CHARITABLE ACTIVITIES | $30,628 |
| SALVATION ARMY | |||||||
| 25 SHAWMUT ROAD | CANTON | MA | 02021 | NONE | CHARITABLE | PROMOTE CHARITABLE ACTIVITIES | $121,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 489555 | 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) |
|---|---|---|
| Related Or Exempt Function Income | 9980 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 11541 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 66690 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 88211 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 88211 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 3,4, | THE FOUNDATION ACCOMPLISHES ITS CHARITABLE PURPOSE BY MAKING DIRECT |
| 7,8 | GIFTS. THE SOURCE OF THESE GIFTS IS THE INCOME AND/OR PRINCIPAL OF ITS INVESTMENT PORTFOLIO. THE INTEREST, DIVIDENDS, CAPITAL GAINS AND OTHER INCOME ON LINES 3, 4, 7 AND 8 ARE THE INCOME GENERATED FROM THIS PORTFOLIO. |
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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LIMITED PARTNERSHIPS - MCP FUND | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 83487 | BookValue |
| EOYFMV | 133315 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| STATE FILING FEES | 35 | 0 | 0 | 0 |
| K-1 MCP FUND - PORTFOLIO LOSS | 9 | 9 | 9 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FINANCIAL ADVISORY AND ACCOUNTING | $3,095 | 3095 | 3095 | 0 |
| INVESTMENT MANAGEMENT FEES | $6,960 | 6960 | 6960 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $155 | Amount |
| Net Investment Income | 155 | NetInvestmentIncome |
| Adjusted Net Income | 155 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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