ANNE R DOW FAMILY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ANNE R DOW FAMILY FOUNDATION INC (EIN 56-2298345)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201223249349100302
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T09:27:13-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042549813 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERCOLINI & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 ARCH STREET 300 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | 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 | 562298345 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ANNE R DOW FAMILY FOUNDATION INC | BusinessNameLine1 |
| Business Name Line2 | C/O KAREN PRICE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ANNE | NameControl |
| Phone | 6174396779 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 FAINWOOD CIRCLE 3 | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 02139 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAREN PRICE | Name |
| Title | PRESIDENT | Title |
| Phone | 6174396779 | Phone |
| Date Signed | 2012-11-19 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GREGORY P HART | Name |
| PTIN | P00090110 | PTIN |
| Phone | 6174825511 | Phone |
| Date Prepared | 2012-11-19 | DatePrepared |
| 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 | 1316190 | 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 | 17841 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 17841 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 12630 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 12630 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 59803 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 820969 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 59803 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 90274 | TotalRevenueAndExpenses |
| Total Net Investment Income | 90274 | 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 | 1500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 750 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 35596 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 17798 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 42 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1350 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 38488 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 18548 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 66278 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 66278 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 104766 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 18548 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 66278 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -14492 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 71726 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 53569 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 39719 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 39719 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 307038 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 160062 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 168645 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 575900 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 617908 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 632100 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 355803 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 460129 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 475726 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 1292310 | TotalAssetsBOY |
| Total Assets EOY | 1277818 | TotalAssetsEOY |
| Total Assets EOYFMV | 1316190 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 1292310 | UnrestrictedBOY |
| Unrestricted EOY | 1277818 | UnrestrictedEOY |
| Total Net Assets BOY | 1292310 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1277818 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1292310 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1277818 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1292310 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -14492 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1277818 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1277818 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (10 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| LPL 2878-2509 | 2010-12-01 | 2010-12-31 | 10000 | 9191 | 809 | 809 | |
| LPL 2878-2509 | 2009-12-01 | 2010-12-31 | 5000 | 4509 | 491 | 491 | |
| LPL 6650-2534 | 2010-12-01 | 2010-12-31 | 156591 | 150527 | 6064 | 6064 | |
| LPL 7917-8404 | 2010-12-01 | 2010-12-31 | 57615 | 54869 | 2746 | 2746 | |
| LPL 7917-8404 | 2009-12-01 | 2010-12-31 | 30201 | 22424 | 7777 | 7777 | |
| LPL 5678-8877 | 2010-12-01 | 2010-12-31 | 98110 | 99682 | -1572 | -1572 | |
| LPL 5678-8877 | 2009-12-01 | 2010-12-31 | 290326 | 264224 | 26102 | 26102 | |
| LPL 1757-9932 | 2010-12-01 | 2010-12-31 | 116203 | 120490 | -4287 | -4287 | |
| LPL 1757-9932 | 2009-12-01 | 2010-12-31 | 50188 | 35250 | 14938 | 14938 | |
| CAPITAL GAINS DIVIDENDS | 6735 | 6735 | 6735 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 59803 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 59173 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1344246 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.044019 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 71667 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1242606 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.057675 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 76766 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1424138 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.053903 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 65277 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1568547 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.041616 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 69622 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1363228 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.051071 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.248284 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049657 | AverageDistributionRatio |
| Net Noncharitable Assets | 1374921 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 68274 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 717 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 68991 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 66278 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1435 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1435 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1435 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 22 | PenaltyForUnderpayment |
| Tax Due | 1457 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | KAREN PRICE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6174396779 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 FAINWOOD CIRCLE 3 | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 02139 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 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 |
|---|---|---|---|---|---|---|---|---|
| KAREN L PRICE | ||||||||
| 12 FAINWOOD CIRCLE NO 3 | CAMBRIDGE | MA | 02139 | PRESIDENT | 2.00 | 0 | 0 | 0 |
| CHRISTOPHER B DOW | ||||||||
| 12 FAINWOOD CIRCLE NO 3 | CAMBRIDGE | MA | 02139 | TREASURER | 2.00 | 0 | 0 | 0 |
| KAREN L PRICE | ||||||||
| 12 FAINWOOD CIRCLE NO 3 | CAMBRIDGE | MA | 02139 | CLERK | 2.00 | 0 | 0 | 0 |
| KAREN L PRICE | ||||||||
| 12 FAINWOOD CIRCLE NO 3 | CAMBRIDGE | MA | 02139 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| CHRISTOPHER B DOW | ||||||||
| 12 FAINWOOD CIRCLE NO 3 | CAMBRIDGE | MA | 02139 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| ALICIA DOW | ||||||||
| 12 FAINWOOD CIRCLE NO 3 | CAMBRIDGE | MA | 02139 | DIRECTOR | 2.00 | 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 |
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 | 1335299 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 60560 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1395859 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1395859 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 20938 | CashDeemedCharitable |
| Net Noncharitable Assets | 1374921 | NetNoncharitableAssets |
| Minimum Investment Return | 68746 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 68746 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1435 | TaxBasedOnInvestmentIncome |
| Total Tax | 1435 | TotalTax |
| Distributable Amount Before Adj | 67311 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 67311 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 67311 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 66278 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 66278 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 66278 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 67311 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 66278 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 66278 | QualifyingDistributions |
| Applied To Year1 | 66278 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 0 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 67311 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| CAMBODIAN CHILDREN'S FUND | |||||||
| 2461 SANTA MONICA BLVD 833 | SANTA MONICA | CA | 90404 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE OF ORGANIZATION | $10,880 |
| CAMBRIDGE COMMUNITY CHORUS | |||||||
| PO BOX 390278 | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE OF ORGANIZATION | $500 |
| GAY & LESBIAN ALLIANCE AGAINST DEFAMATION | |||||||
| 104 WEST 29TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE OF ORGANIZATION | $1,500 |
| HUMAN RIGHTS CAMPAIGN FOUNDATION EDUCATION PROGRAMS | |||||||
| 1640 RHODE ISLAND AVENUE | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| MASS EQUALITY EDUCATION FUND | |||||||
| 262 WASHINGTON STREET 7TH FLOOR | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE OF ORGANIZATION | $3,000 |
| MASSACHUSETTS ASSOCIATION OF TEACHERS OF SPEAKERS OF OTHER LANGUAGES INC | |||||||
| THE SCHRAFTT CENTER 529 MAIN ST | BOSTON | MA | 02129 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE OF ORGANIZATION | $1,000 |
| NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE OF ORGANIZATION | $11,139 |
| PFLAG | |||||||
| 1828 L STREET NW SUITE 660 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE OF ORGANIZATION | $2,500 |
| RACHEL'S NETWORK | |||||||
| 1200 18TH STREET NW SUITE 310 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE OF ORGANIZATION | $5,000 |
| THE FISTULA FOUNDATION | |||||||
| 1900 THE ALAMEDA SUITE 500 | SAN JOSE | CA | 95126 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE OF ORGANIZATION | $10,880 |
| CHILDREN'S HEALTH FUND | |||||||
| 215 WEST 125TH STREET SUITE 301 | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE OF ORGANIZATION | $10,879 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | PUBLIC CHARITY | EXEMPT PURPOSE OF ORGANIZATION | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 66278 | 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 | $17,841 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $12,630 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $59,803 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $90,274 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 90274 | 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 | ACCOUNTING FEES | Category |
| Amount | $1,500 | Amount |
| Net Investment Income | 750 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | INVESTMENT IN CORPORATE BONDS | NameOfBond |
| EOY Book Value | 460129 | EOYBookValue |
| EOYFMV | 475726 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | INVESTMENT IN CORPORATE STOCKS | NameOfStock |
| EOY Book Value | 617908 | EOYBookValue |
| EOYFMV | 632100 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 160062 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 168645 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Revenue And Expenses Per Books | 1350 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $35,596 | Amount |
| Net Investment Income | 17798 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $42 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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