WILLIAM F & JULIANA W THOMPSON: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
WILLIAM F & JULIANA W THOMPSON (EIN 22-2946782)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-09
IRS object ID
201241309349300624
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-05-09T08:51:21-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN202577763EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1FORTIS MANAGEMENT GROUP LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1800 SOUTH STREET SUITE 255AddressLine1
CityWALTHAMCity
StateMAState
ZIP Code02453ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN222946782EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1WILLIAM F & JULIANA W THOMPSON CHARITABLE FUNDBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlWILLNameControl
Phone7818994350Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O FORTIS MGMT 800 SOUTH STREET NOAddressLine1
Address Line2255AddressLine2
CityWALTHAMCity
StateMAState
ZIP Code02453ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDONALD STANTONName
TitleTRUSTEETitle
Phone6175709463Phone
Date Signed2012-04-30DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameFORTIS MANAGEMENT GROUP LLCName
PTINP00392990PTIN
Phone7818994350Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonDONALD STANTONNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line128 STATE ST 26TH FLOORAddressLine1
CityBOSTONCity
StateMAState
ZIP Code02109ZIPCode
FieldValueIRS element (for citing)
Gross Receipts390918GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation1988YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionTHE FUND SHALL BE OPERATED TO CARRY OUT THOSE CHARITABLE AND RELIGIOUS PURPOSES OF THE TRINITY CHURCH TO HELP THE POOR AND NEEDY OF THE WORLD.ActivityOrMissionDescription
Nbr Voting Members Governing Body5NbrVotingMembersGoverningBody
Nbr Independent Voting Members3NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year54699InvestmentIncomePriorYear
Investment Income Current Year145506InvestmentIncomeCurrentYear
Other Revenue Prior Year-18OtherRevenuePriorYear
Other Revenue Current Year-35OtherRevenueCurrentYear
Total Revenue Prior Year54681TotalRevenuePriorYear
Total Revenue Current Year145471TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year153334GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY149300GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year39497OtherExpensePriorYear
Other Expenses Current Year35446OtherExpensesCurrentYear
Total Expenses Prior Year192831TotalExpensesPriorYear
Total Expenses Current Year184746TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-138150RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-39275RevenuesLessExpensesCY
Total Assets BOY2762999TotalAssetsBOY
Total Assets EOY2723724TotalAssetsEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY2762999NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY2723724NetAssetsOrFundBalancesEOY
Mission DescriptionPART I, LINE 1MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense127300Expense
DescriptionTHE FUND CONTRIBUTED TO TRINITY BOSTON FOUNDATION TO FUND OPERATIONS OF THE PROGRAM.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense22000Expense
DescriptionTHE FUND CONTRIBUTED TO FENWAY HIGH SCHOOL TO FUND OPERATIONS.Description
FieldValueIRS element (for citing)
Total Program Service Expense149300TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets1ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members5NbrVotingGoverningBodyMembers
Number Independent Voting Members3NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy0ConflictOfInterestPolicy
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1FORTIS MANAGEMENT GROUP LLCBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number7818994350TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1800 SOUTH STREET STE 255AddressLine1
CityWALTHAMCity
StateMAState
ZIP Code02453ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (5 entries)

TitleTitleIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
REV SAMUEL LLOYD
TRUSTEEX000
LOUISE PACKARD
TRUSTEEX000
DONALD R STANTON
TRUSTEEX000
MARGARET B THOMPSON
TRUSTEEX000
ALEXANDRA H THOMPSON
TRUSTEEX000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column108009TotalRevenueColumn
Related Or Exempt Function Income108009RelatedOrExemptFunctionIncome

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities239261Securities
Other43683Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities221415Securities
Other24032Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities17846Securities
Other19651Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column37497TotalRevenueColumn
Related Or Exempt Function Income37497RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMCP FUND OTHER INCOMEDescription
Business Code523000BusinessCode
Total Revenue Column-35TotalRevenueColumn
Related Or Exempt Function Income-35RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue-35TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column145471TotalRevenueColumn
Related Or Exempt Function Income145471RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total149300Total
Program Services149300ProgramServices

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneral
2% PORTFOLIO DEDUCTIONS2086320863
INVESTMENT INTEREST EXP1398313983
FOREIGN TAXES WITHHELD530530
STATE FILING FEES7070

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total184746Total
Program Services149300ProgramServices
Management And General35446ManagementAndGeneral
Fundraising0Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY423264BOY
EOY268204EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY837264BOY
EOY906572EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY0BOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY1502471BOY
EOY1548948EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY2762999BOY
EOY2723724EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY1000000BOY
EOY1000000EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY1762999BOY
EOY1723724EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2762999BOY
EOY2723724EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2762999BOY
EOY2723724EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-39275ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited0FSAudited
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type1XSupportingOrg509a3Type1
Certification CheckboxXCertificationCheckbox
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation (2 entries)

EINEINType Of OrganizationTypeOfOrganizationListed In Governing DocListedInGoverningDocSupported Organization NotifiedSupportedOrganizationNotifiedOrganized In USOrganizedInUSAmountAmount
TRINITY BOSTON FOUNDATION
042736718501(C)(3)011$127,300
FENWAY HIGH SCHOOL
046719813501(C)(3)011$22,000
FieldValueIRS element (for citing)
Total Number Of Supported Orgs2TotalNumberOfSupportedOrgs
Sum Of Amounts149300SumOfAmounts

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings

Other Assets OtherAssets

FieldValueIRS element (for citing)
DescriptionMCP FUND L.P.Description
Book Value1548948BookValue
FieldValueIRS element (for citing)
Total Book Value Other Assets1548948TotalBookValueOtherAssets
Total Revenue145471TotalRevenue
Total Expenses184746TotalExpenses
Excess Or Deficit For Year-39275ExcessOrDeficitForYear
Excess Or Deficit Per FS-39275ExcessOrDeficitPerFS

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionPurpose Of GrantPurposeOfGrant
TRINITY BOSTON FOUNDATION
206 CLARENDON STREETBOSTONMA02116042736718501(C)(3)TO PROVIDE GENERAL SUPPORT TO FUND THE OPERATIONS OF THE PROGRAM.
FENWAY HIGH SCHOOL
174 IPSWICH STREETBOSTONMA02215046719813501(C)(3)TO PROVIDE GENERAL SUPPORT TO FUND THE OPERATIONS OF THE PROGRAM.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION A, LINE 2MARGARET THOMPSON AND ALEXANDRA THOMPSON HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11PREPARED AND GIVEN TO MEMBERS FOR REVIEW.
FORM 990, PART VI, SECTION C, LINE 19THE FINANCIAL RECORDS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1TRINITY CHURCHBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1206 CLARENDON STREETAddressLine1
CityBOSTONCity
StateMAState
ZIP Code02116ZIPCode
FieldValueIRS element (for citing)
Primary ActivitiesWORSHIP AND SERVICE TO THE COMMUNITY, PASTORAL CAREPrimaryActivities
Legal Domicile StateMALegalDomicileState
Exempt Code Section501(C)(3)ExemptCodeSection
Direct Controlling Entity NAN/ADirectControllingEntityNA
Controlled Org0ControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

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