THE JAKET FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE JAKET FOUNDATION (EIN 04-6878795)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-16
- IRS object ID
- 201222909349100702
- Schema version
- 2011v1.3
- 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
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-16T13:54:47-05:00 | 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 | 046878795 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PHILLIP AND ELIZABETH GROSS FAMILY FDN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % HOWLAND CAPITAL MGMT | InCareOfName |
| Name Control | PHIL | 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 | 02110 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS V QUIRK | Name |
| Title | TRUSTEE | Title |
| Date Signed | 2012-10-16 | 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 | 30769426 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 9000000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 43563 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 318953 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 97966 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1588942 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 801904 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 27501 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 22913 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 9169031 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1143771 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 5000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 5000 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 14508 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 145662 | OtherProfFeesNetInvstIncm |
| Interest Net Invst Incm | 84890 | InterestNetInvstIncm |
| Taxes Rev And Expnss | 9900 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2926 | TaxesNetInvstIncm |
| Deprec And Depletion Net Invst Incm | 2415 | DeprecAndDepletionNetInvstIncm |
| Other Expenses Rev And Expnss | 288 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 54427 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 29696 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 295320 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 3002113 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 3002113 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 3031809 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 295320 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 3002113 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 6137222 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 848451 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1896 | CashBOY |
| Cash EOY | 2990 | CashEOY |
| Cash EOYFMV | 2990 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 2458527 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2227777 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2227777 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 4172672 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3670695 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 10863507 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 7073084 | OtherAssetsBOY |
| Other Assets EOY | 13941940 | OtherAssetsEOY |
| Other Assets EOYFMV | 17675152 | OtherAssetsEOYFMV |
| Total Assets BOY | 13706179 | TotalAssetsBOY |
| Total Assets EOY | 19843402 | TotalAssetsEOY |
| Total Assets EOYFMV | 30769426 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 13706179 | CapitalStockBOY |
| Capital Stock EOY | 19843402 | CapitalStockEOY |
| Total Net Assets BOY | 13706179 | TotalNetAssetsBOY |
| Total Net Assets EOY | 19843402 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 13706179 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 19843402 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 13706179 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 6137222 | ExcessOfRevenueOverExpenses |
| Other Increases | 1 | OtherIncreases |
| Subtotal | 19843402 | Subtotal |
| Total Net Assets Fund Balances EOY | 19843402 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (9 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 |
|---|---|---|---|---|---|---|---|
| 283.17 MAP PHARMACEUTICALS INC | P | 2011-11-23 | 2011-11-29 | 3698 | 2279 | 1419 | 1419 |
| 35.35 MAKO SURGICAL CORP | P | 2008-10-31 | 2011-12-05 | 1031 | 219 | 812 | 812 |
| 250000 FORD MOTOR CREDIT 2/7/11 5.75% | P | 2011-02-02 | 2011-12-08 | 256556 | 251583 | 4973 | 4973 |
| 250000 SARA LE CORP 9/7/10 4.1% | P | 2010-10-14 | 2011-02-01 | 237499 | 251969 | -14470 | -14470 |
| 250000 BERKSHIRE HATHWAY .492% | P | 2010-02-04 | 2011-11-21 | 249750 | 250029 | -279 | -279 |
| 46.58 CARDTRONICS INC | P | 2005-02-11 | 2011-03-14 | 866 | 285 | 581 | 581 |
| 3074.26 MAKO SURGICAL CORP | P | 2008-10-31 | 2011-06-14 | 90538 | 19060 | 71478 | 71478 |
| 1429 MAKO SURGICAL CORP | P | 2008-10-31 | 2011-12-05 | 41665 | 8860 | 32805 | 32805 |
| 223.33 MAP PHARMACEUTICALS INC. | P | 2007-03-21 | 2011-03-14 | 3403 | 2754 | 649 | 649 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 801904 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1983151 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 19721197 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.100559 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 2453457 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 13536477 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.181248 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 2920501 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 17126696 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.170523 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 2451784 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 13647911 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.179645 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 954415 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 11749811 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.081228 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.713203 | TotalDistributionRatio |
| Average Distribution Ratio | 0.142641 | AverageDistributionRatio |
| Net Noncharitable Assets | 26752295 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 3815974 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 8485 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 3824459 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 3002113 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 16969 | InvestmentIncomeExciseTax |
| Subtotal | 16969 | Subtotal |
| Tax Based On Investment Income | 16969 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4619 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 13000 | TaxPaidWithExtension |
| Total Credits And Payments | 17619 | TotalCreditsAndPayments |
| Penalty For Underpayment | 29 | PenaltyForUnderpayment |
| Overpayment | 621 | Overpayment |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
| Amount To Be Refunded | 621 | 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 | false | UnrelatedBusIncomeOver1000 |
| 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 | true | 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 | HOWLAND CAPITAL MGMT | 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 | 02110 | 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 |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| PHILLIP GROSS | ||||||
| C/O HOWLAND CAPITAL MANAGEMENT INC | BOSTON | MA | 021101911 | TRUSTEE | 0 | 0 |
| ELIZABETH GROSS | ||||||
| C/O HOWLAND CAPITAL MANAGEMENT INC | BOSTON | MA | 021101911 | TRUSTEE | 0 | 0 |
| THOMAS QUIRK | ||||||
| c/o HOWLAND CAPITAL MANAGEMENTINC | BOSTON | MA | 021101911 | TRUSTEE | 0 | 0 |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VARIOUS | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS | AddressLine1 |
| City | VARIOUS | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Service | INVESTMENT MGMT | TypeOfService |
| Compensation | 145662 | 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 | 27156870 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2820 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 27159690 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 27159690 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 407395 | CashDeemedCharitable |
| Net Noncharitable Assets | 26752295 | NetNoncharitableAssets |
| Minimum Investment Return | 1337615 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1337615 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 16969 | TaxBasedOnInvestmentIncome |
| Total Tax | 16969 | TotalTax |
| Distributable Amount Before Adj | 1320646 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1320646 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1320646 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 3002113 | 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 | 3002113 | QualifyingDistributions |
| Adj Qualifying Distributions | 3002113 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1320646 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Excess Distri Carryover Year5 | 372427 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 1806304 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 2067812 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 1776690 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1001566 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 7024799 | TotalExcessDistriCarryover |
| Qualifying Distributions | 3002113 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 1320646 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1681467 | RemainingDistriFromCorpus |
| Total Corpus | 8706266 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 372427 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 8333839 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 1806304 | ExcessFromYear4 |
| Excess From Year3 | 2067812 | ExcessFromYear3 |
| Excess From Year2 | 1776690 | ExcessFromYear2 |
| Excess From Year1 | 1001566 | ExcessFromYear1 |
| Excess From Current Year | 1681467 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PHILLIP GROSS | ContributingManager |
| Contributing Manager | ELIZABETH GROSS | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (20 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 |
|---|---|---|---|---|---|---|---|---|
| BOSTON CELTICS SHAMROCK FOUNDATION | ||||||||
| 226 CAUSEWAY STREET | BOSTON | MA | 02114 | NONE | PUBLIC | SHAMROCK SUITES PROGRAM | $27,200 | |
| STRATEGIC GRANT PARTNERS | ||||||||
| 20 NEWBURY STREET 2ND FLOOR | BOSTON | MA | 02116 | NONE | PUBLIC | GENERAL FUND | $376,096 | |
| DANA FARBERHARVARD CANCER CENTER | ||||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 02445 | NONE | PUBLIC | Support of The Men's Collaborative to Cure Women's Cancers | $157,500 | 6TH FLOOR |
| AMERICAN CANCER SOCIETY | ||||||||
| 30 SPEEN STREET | FRAMINGHAM | MA | 017019376 | NONE | PUBLIC | $100,000 ANNUAL PLEDGE SUPPORTING HOPE LODGE | $100,000 | |
| EMERSON UMBRELLA CENTER FOR THE ARTS | ||||||||
| 40 STOW STREET | CONCORD | MA | 01742 | NONE | PUBLIC | ANNUAL FUND | $115,000 | |
| YEAR UP | ||||||||
| 93 SUMMER STREET | BOSTON | MA | 02110 | NONE | PUBLIC | TO MATCH ENDOWEMNT PLEDGE FOR EAST CORRIDOR DIVERSITY PROGRAM | $200,000 | |
| YOUTH ENRICHMENT SERVICES | ||||||||
| 412 MASSACHUSETTS AVENUE | BOSTON | MA | 021183505 | NONE | PUBLIC | $120K GENERAL PURPOSES, $65K PREPAYMENT FOR FREQUENT SKIER PROGRAM | $185,000 | |
| CONCORD MUSEUM | ||||||||
| PO Box 146 | CONCORD | MA | 01742 | NONE | PUBLIC | ANNUAL APPEAL | $1,000 | |
| CONCORD PUBLIC LIBRARY | ||||||||
| 129 Main Street | CONCORD | MA | 01742 | NONE | PUBLIC | $10,000 for the West Concord Branch Capital Campaign; $1,000 as an Annual Fund gift | $11,000 | |
| MOUNT HOLYOKE COLLEGE | ||||||||
| Office of Development | SOUTH HADLEY | MA | 01075 | NONE | PUBLIC | ANNUAL FUND | $5,000 | 50 College Street |
| THE FENN SCHOOL | ||||||||
| 516 Monument Street | CONCORD | MA | 01742 | NONE | PUBLIC | $10K FOR ANNUAL FUND, $750,000 for the East Corridor Diversity Program, $200,000 as a match to an Endowment Pledge for the East Corridor Diversity Program, $50,000 to fulfill the Fenn Capital Campaign Pledge. | $1,010,000 | |
| CONCORD CARLISLE COMMUNITY CHEST | ||||||||
| 111 ORNAC | CONCORD | MA | 01742 | NONE | PUBLIC | $30,000 for the Annual Appeal $5,000 for the New Counselor Position | $35,000 | |
| T2 FOUNDATION | ||||||||
| Laser Northeast Gathering Company | New Milford | PA | 18834 | NONE | PUBLIC | GENERAL PURPOSES | $50,000 | 3008 State Route 492 |
| SAMARITANS | ||||||||
| 141 Tremont St 7th Flr | BOSTON | MA | 02111 | NONE | GRANT TO INCREASE DEVELOPMENT FUNDRAISING CAPACITY OF THE AGENCY | $10,000 | ||
| KILLINGTON MOUNTAIN SCHOOL | ||||||||
| 2708 Killington Road | KILLINGTON | VT | 05751 | NONE | PUBLIC | $155,000 as a restricted endowment for scholarship funds for students attending KMS. $5,000 as support for the KMS sponsorship of the USSA's ski gala for 2010, $10K FOR GENERAL PURPOSES | $170,000 | |
| WVBBTSSEF | ||||||||
| PO Box 277 | Waterville Valley | NH | 03215 | NONE | PUBLIC | GENERAL PURPOSES | $32,500 | |
| SHOREWOOD HIGH SCHOOL | ||||||||
| 1701 East Capitol Drive | SHOREWOOD | WI | 53211 | NONE | PUBLIC | GENERAL PURPOSES | $50,000 | |
| THE GRAND CENTER FOR ARTS & CULTURE | ||||||||
| 210 N Minnesota Street | NEW ULM | MN | 56073 | NONE | PUBLIC | GENERAL PURPOSES | $30,000 | |
| TRUSTEE OF TUFTS UNIVERSITY | ||||||||
| Friedman School of Nutrition Scienc | BOSTON | MA | 02111 | NONE | PUBLIC | $5,000 for the Tufts Friedman School Annual Fund $6,817 for the Tufts Friedman School Sadowski Symposium, $100,000 for the Tufts Sadowski Internship,$100,000 for the Tufts Friedman Bacow Scholar Pledge, $200,000 for the Tufts Gershoff Scholar Endowed Fund Pledge $200,000 for the Tufts Gershoff Scholar Endowed Fund Pledge | $411,817 | 150 Harrison Avenue Room 240 |
| From The Top Inc | ||||||||
| 295 Huntington Avenue Suite 201 | BOSTON | MA | 02115 | NONE | GENERAL PURPOSES | $25,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 3002113 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $43,563 | 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 | $27,501 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $97,966 | 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 | $169,031 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 169031 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c | X | Organization501c |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | PHILLIP ELIZABETH GROSS | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL STREET SUITE 1100 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 9000000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREP. HOWLAND MGMT | Category |
| Amount | $5,000 | Amount |
| Net Investment Income | 5000 | NetInvestmentIncome |
Contractor Compensation Expln ContractorCompensationExpln
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| HOWLAND CAPITAL MGMT. ACCOUNT | 670695 | 613507 |
| HIGHFIELDS CAPITAL LTD | 3000000 | 10250000 |
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 | 7073084 | BOYBookValue |
| EOY Book Value | 13941940 | EOYBookValue |
| EOYFMV | 17675152 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (9 entries)
| DescriptionDescription | Net Investment IncomeNetInvestmentIncome | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|---|
| THROUGH ALTIMETER | 982 | |
| THROUGH ADAGE CAPITAL | 18222 | |
| NATCO WIRE FEES | 288 | 288 |
| THROUGH AXIA CAPITAL | 12207 | |
| THROUGH SKYLINE | 388 | |
| THROUGH LONGWOOD FUND | 6752 | |
| THROUGH HCM VENTURE FUND VI | 8981 | |
| THROUGH ARTEMIS | 269 | |
| THROUGH LONE STAR REAL ESTATE | 6338 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| PARTNERSHIP K-1 ADJUSTMENTS | 27501 | 27501 |
| HCM VF IV | -24 | |
| ADAGE CAPITAL PARTNERS | -5575 | |
| HCM VF VI | 1011 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROUNDING | Description |
| Amount | $1 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (11 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| MANAGEMENT FEE HOWLAND CAPITAL | $14,508 | 14508 |
| MANAGEMENT FEE SKYLINE | 22310 | |
| MANAGEMENT FEE ALTIMETER INV. | 10937 | |
| MANAGEMENT FEE LONGWOOD FOUND | 36011 | |
| MANAGEMENT FEE ARTEMIS | 8000 | |
| MANAGEMENT FEE AXIA CAPITAL | 3551 | |
| MANAGEMENT FEE ONSET VI | 24269 | |
| MANAGEMENT FEE ADAGE CAPITAL | 5079 | |
| MANAGEMENT FEE HCM VF IV | 7224 | |
| MANAGEMENT FEE HCM VF VI | 1925 | |
| MANAGEMENT FEE LONE STAR TRUST | 11848 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | PHILLIP ELIZABETH GROSS | PersonName |
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 | 02110 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| MASS FORM PC FILING FEE | $500 | 500 |
| FOREIGN TAXES WITHHELD | $221 | 221 |
| FOREIGN TAXES WH - VENTURES | 2205 | |
| FEDERAL EXCISE & ESTIMATES | $9,179 |
Comments