LOVETT-WOODSUM FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- LOVETT-WOODSUM FAMILY CHARITABLE FOUNDATION INC (EIN 04-2944183)
- Tax period
- 2010-12-01 to 2011-11-30
- Filed
- 2012-10-15
- IRS object ID
- 201242899349100404
- Schema version
- 2010v3.4
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-15T09:41:25-05:00 | Timestamp |
| Tax Period End Date | 2011-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Venture Tax Services | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 Berkeley Street 18th Floor | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02116 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042944183 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lovett-Woodsum Foundation Inc | BusinessNameLine1 |
| Business Name Line2 | c/o Summit Partners | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOVE | NameControl |
| Phone | 6178241000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 Berkeley Street 18th Floor | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02116 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | David H Hopfenberg | Name |
| Title | Clerk | Title |
| Phone | 6178241014 | Phone |
| Date Signed | 2012-10-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Venture Tax Services Inc | Name |
| Phone | 6178241625 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 37762797 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 6231471 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 12106 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 12106 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 465981 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 465981 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 69580 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 11965609 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 3475758 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 50820 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 50820 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 6829958 | TotalRevenueAndExpenses |
| Total Net Investment Income | 4004665 | 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 |
| Other Prof Fees Rev And Expnss | 44617 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 44617 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 5994 | InterestRevAndExpnss |
| Interest Net Invst Incm | 5994 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 51755 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 11755 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 3044 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 3044 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 0 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 128245 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 126821 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 233655 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 192231 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2113328 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 2113328 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2346983 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 192231 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2113328 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 4482975 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 3812434 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 509456 | CashBOY |
| Cash EOY | 1218794 | CashEOY |
| Cash EOYFMV | 1218794 | CashEOYFMV |
| Investments Corp Stock BOY | 6863202 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 10684852 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 11099521 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 0 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1947 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 3410 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 24300930 | InvestmentsOtherBOY |
| Investments Other EOY | 24251127 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 25441072 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 31673588 | TotalAssetsBOY |
| Total Assets EOY | 36156720 | TotalAssetsEOY |
| Total Assets EOYFMV | 37762797 | TotalAssetsEOYFMV |
| Grants Payable BOY | 9750 | GrantsPayableBOY |
| Grants Payable EOY | 9907 | GrantsPayableEOY |
| Total Liabilities BOY | 9750 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 9907 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 31663838 | RetainedEarningsBOY |
| Retained Earnings EOY | 36146813 | RetainedEarningsEOY |
| Total Net Assets BOY | 31663838 | TotalNetAssetsBOY |
| Total Net Assets EOY | 36146813 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 31673588 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 36156720 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 31663838 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 4482975 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 36146813 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 36146813 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (59 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 |
|---|---|---|---|---|---|---|---|
| Stericycle, Inc. (SRCL) | 2005-05-02 | 2011-10-06 | 191487 | 58739 | 132748 | 132748 | |
| Stericycle, Inc. (SRCL) | 2008-01-25 | 2011-10-06 | 20123 | 14147 | 5976 | 5976 | |
| Stericycle, Inc. (SRCL) | 2009-01-27 | 2011-10-06 | 102223 | 62860 | 39363 | 39363 | |
| Stericycle, Inc. (SRCL) | 2009-04-30 | 2011-10-06 | 282441 | 166207 | 116234 | 116234 | |
| Stericycle, Inc. (SRCL) | 2009-04-30 | 2011-10-06 | 271333 | 160089 | 111244 | 111244 | |
| Stericycle, Inc. (SRCL) | 2010-05-14 | 2011-10-06 | 60126 | 42344 | 17782 | 17782 | |
| Stericycle, Inc. (SRCL) | 2010-05-21 | 2011-10-06 | 40326 | 28572 | 11754 | 11754 | |
| Stericycle, Inc. (SRCL) | 2010-05-25 | 2011-10-06 | 57953 | 40553 | 17400 | 17400 | |
| Morgan Stanley | 2005-01-01 | 2011-02-04 | 0 | 0 | |||
| Mills Corporation | 2005-01-01 | 2011-02-17 | 3344 | 3344 | 3344 | ||
| Royal Dutch Petro Shell | 2005-01-01 | 2011-06-13 | 5 | -5 | -5 | ||
| Crown Castle International Corp. (CCI) | 2008-11-26 | 2011-02-02 | 1302939 | 421064 | 881875 | 881875 | |
| Crown Castle International Corp. (CCI) | 2008-11-28 | 2011-02-02 | 836573 | 266470 | 570103 | 570103 | |
| Crown Castle International Corp. (CCI) | 2008-12-01 | 2011-02-02 | 148804 | 44653 | 104151 | 104151 | |
| Crown Castle International Corp. (CCI) | 2008-12-03 | 2011-02-02 | 484755 | 154716 | 330039 | 330039 | |
| Vitamin Shoppe Inc. (VSI) | 2009-10-28 | 2011-02-03 | 1176260 | 708004 | 468256 | 468256 | |
| Vitamin Shoppe Inc. (VSI) | 2009-10-28 | 2011-02-03 | 326710 | 196684 | 130026 | 130026 | |
| Vitamin Shoppe Inc. (VSI) | 2009-10-30 | 2011-02-03 | 8721 | 5289 | 3432 | 3432 | |
| Vitamin Shoppe Inc. (VSI) | 2009-10-30 | 2011-02-03 | 778389 | 454903 | 323486 | 323486 | |
| MFO Blackrock Provident Inst Funds T | 2010-10-26 | 2010-12-01 | 484072 | 484072 | 0 | 0 | |
| MFO Blackrock Provident Inst Funds T | 2010-10-26 | 2010-12-16 | 650000 | 650000 | 0 | 0 | |
| MFO Blackrock Provident Inst Funds T | 2010-10-26 | 2011-04-25 | 1000000 | 1000000 | 0 | 0 | |
| MFO Blackrock Provident Inst Funds T | 2011-01-12 | 2011-04-29 | 1000000 | 1000000 | 0 | 0 | |
| MFO Blackrock Provident Inst Funds T | 2011-01-12 | 2011-06-27 | 1200000 | 1200000 | 0 | 0 | |
| MFO Blackrock Provident Inst Funds T | 2009-11-30 | 2010-12-01 | 15928 | 15928 | 0 | 0 | |
| MFO Metropolitan West Funds Total Rtn | 2011-07-29 | 2011-08-01 | 779749 | 771689 | 8060 | 8060 | |
| KINDER MORGAN ENERGY | 2004-07-22 | 2011-05-10 | 40749 | 40749 | 0 | 0 | |
| KINDER MORGAN ENERGY | 2008-02-07 | 2011-05-10 | 6298 | 6298 | 0 | 0 | |
| PLAINS ALL AMERN PIPL LP | 2005-05-23 | 2011-05-10 | 23204 | 23204 | 0 | 0 | |
| PLAINS ALL AMERN PIPL LP | 2005-05-23 | 2011-05-11 | 13586 | 13586 | 0 | 0 | |
| SUNOCO LOGISTICS PRTS LP | 2005-08-02 | 2011-05-10 | 6667 | 6667 | 0 | 0 | |
| SUNOCO LOGISTICS PRTS LP | 2005-08-02 | 2011-05-11 | 6560 | 6560 | 0 | 0 | |
| CANADIAN OIL SANDS LTD | 2008-06-27 | 2011-09-15 | 6600 | 15546 | -8946 | -8946 | |
| CANADIAN OIL SANDS LTD | 2008-06-30 | 2011-09-15 | 19976 | 48536 | -28560 | -28560 | |
| INERGY L.P. | 2004-07-22 | 2011-10-13 | 43274 | 43274 | 0 | 0 | |
| INERGY L.P. | 2004-07-22 | 2011-10-13 | 43274 | 36828 | 6446 | 6446 | |
| KINDER MORGAN ENERGY | 2004-07-22 | 2011-05-10 | 40749 | 25320 | 15429 | 15429 | |
| KINDER MORGAN ENERGY | 2004-07-22 | 2011-05-10 | 6298 | 4429 | 1869 | 1869 | |
| PLAINS ALL AMERN PIPL LP | 2004-07-22 | 2011-05-10 | 23204 | 17412 | 5792 | 5792 | |
| PLAINS ALL AMERN PIPL LP | 2004-07-22 | 2011-05-11 | 13586 | 10364 | 3222 | 3222 | |
| SUNOCO LOGISTICS PRTS LP | 2004-07-22 | 2011-05-10 | 6667 | 4354 | 2313 | 2313 | |
| SUNOCO LOGISTICS PRTS LP | 2004-07-22 | 2011-05-11 | 6560 | 4354 | 2206 | 2206 | |
| E.ON AG ADR | 2008-09-04 | 2011-04-07 | 15962 | 28380 | -12418 | -12418 | |
| CANADIAN OIL SANDS LTD | 2008-03-27 | 2011-09-13 | 16331 | 32679 | -16348 | -16348 | |
| BNP PARIBAS LP | 2008-10-14 | 2011-09-08 | 10027 | 19697 | -9670 | -9670 | |
| FORTUM OYJ LP | 2006-04-24 | 2011-09-08 | 14856 | 16571 | -1715 | -1715 | |
| GSIP | 2008-01-01 | 2011-11-30 | 15158 | 14903 | 255 | 255 | |
| CMS Private REIT | 2003-04-01 | 2011-12-31 | 1032 | 1032 | 1032 | ||
| Quellos Real Assets (E) | 2004-01-01 | 2011-12-31 | 10365 | 10365 | 10365 | ||
| Quellos Real Assets (E) | 2004-01-01 | 2011-12-31 | 45244 | 45244 | 45244 | ||
| Quellos Real Assets (T) | 2004-03-04 | 2011-12-31 | 1328 | 1328 | 1328 | ||
| SS Fixed Income | 2009-04-01 | 2011-12-31 | 10253 | -10253 | -10253 | ||
| SS Fixed Income | 2009-04-01 | 2011-12-31 | 293150 | 293150 | 293150 | ||
| Whitehall 2007 | 2007-01-01 | 2011-12-31 | 425 | -425 | -425 | ||
| Whitehall 2007 | 2007-01-01 | 2011-12-31 | 112294 | -112294 | -112294 | ||
| HKL I LLC | 2006-11-01 | 2011-12-31 | 271 | 271 | 271 | ||
| HKL I LLC | 2006-11-01 | 2011-12-31 | 5582 | 5582 | 5582 | ||
| Merrill Lynch (Div. Portf.) Partnerships | 2004-07-01 | 2011-12-31 | 180 | -180 | -180 | ||
| Capital Gains Dividends | 6795 | 6795 | 6795 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 3475758 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 2080039 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 32220618 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.064556 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 2117513 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 32165419 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.065832 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 2743844 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 44670587 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.061424 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1873963 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 44159247 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.042436 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1423646 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 40365464 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.035269 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.269517 | TotalDistributionRatio |
| Average Distribution Ratio | 0.053903 | AverageDistributionRatio |
| Net Noncharitable Assets | 37953589 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2045812 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 38124 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2083936 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2113328 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 38124 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 38124 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 38124 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 52616 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 52616 | TotalCreditsAndPayments |
| Overpayment | 14492 | Overpayment |
| Amount Credited To Next Year | 14492 | 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 | 0 | 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 | Mr David H Hopfenberg | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6178241000 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 Berkeley Street 18th Floor | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02116 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 1 | ForeignBank |
| Name Of Foreign Country | CA | NameOfForeignCountry |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Name Of Foreign Country | EI | NameOfForeignCountry |
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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| Anne R Lovett | ||||||||
| 117 Cromwell Point Road | Holderness | NH | 03245 | President | 0.00 | 0 | 0 | 0 |
| Stephen G Woodsum | ||||||||
| 25 Card Sound Road | Key Largo | FL | 33037 | Treasurer | 0.00 | 0 | 0 | 0 |
| David H Hopfenberg | ||||||||
| 122 North Road | Saunderstown | RI | 02874 | Clerk | 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 |
| 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 | 15855616 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1379713 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 21296233 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 38531562 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 38531562 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 577973 | CashDeemedCharitable |
| Net Noncharitable Assets | 37953589 | NetNoncharitableAssets |
| Minimum Investment Return | 1897679 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1897679 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 38124 | TaxBasedOnInvestmentIncome |
| Total Tax | 38124 | TotalTax |
| Distributable Amount Before Adj | 1859555 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1859555 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1859555 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2113328 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 2113328 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 38124 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 2075204 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1859555 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 586357 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2113328 | QualifyingDistributions |
| Applied To Year1 | 586357 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1526971 | 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 | 332584 | 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) |
|---|---|---|
| Contributing Manager | Anne R Lovett | ContributingManager |
| Contributing Manager | Stephen G Woodsum | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (144 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ACCESS | |||||||
| 31 St James Ave Suite 520 | Boston | MA | 02116 | None | Public Charity | Unrestricted | $7,500 |
| American Cancer Society | |||||||
| 165 East 56 Street | New York | NY | 10022 | None | Public Charity | Unrestricted | $200 |
| Animal Rescue League Of Boston | |||||||
| PO Box 265 | Boston | MA | 02117 | None | Public Charity | Unrestricted | $5,000 |
| Appalachian Mountain Club | |||||||
| Five Joy Street | Boston | MA | 02108 | None | Public Charity | Unrestricted | $10,000 |
| Association Of Small Foundation | |||||||
| 1720 N Street NW | Washington | DC | 20036 | None | Public Charity | Unrestricted | $695 |
| August Scholars | |||||||
| 107 Marlborough Street | Boston | MA | 02116 | None | Public Charity | Unrestricted | $2,500 |
| Be The Change | |||||||
| 2 Canal Park | Cambridge | MA | 02141 | None | Public Charity | Unrestricted | $16,666 |
| Beacon Academy | |||||||
| 477 Longowood Avenue | Boston | MA | 02215 | None | Public Charity | Unrestricted | $10,000 |
| Beacon Hill Nursery School | |||||||
| 74 Joy Street | Boston | MA | 02114 | None | Public Charity | Unrestricted | $2,500 |
| Berklee College Of Music | |||||||
| 1140 Boylston St | Boston | MA | 02215 | None | Public Charity | Unrestricted | $16,668 |
| Bethel AME | |||||||
| 7 Palmer Street | Roxbury | MA | 02119 | None | Public Charity | Unrestricted | $1,000 |
| Bike And Build | |||||||
| 6109 Ridge Avenue Building 2 | Philadelphia | PA | 19128 | None | Public Charity | Unrestricted | $250 |
| Black Ministerial Alliance Of Greater Boston | |||||||
| 7 Palmer Street | Roxbury | MA | 02119 | None | Public Charity | Unrestricted | $20,000 |
| Blackfoot Challenge | |||||||
| PO Box 103 | Ovando | MT | 59854 | None | Public Charity | Unrestricted | $2,500 |
| Boston Area Rape Crisis Center | |||||||
| 99 Bishop Allen Drive | Cambridge | MA | 02139 | None | Public Charity | Unrestricted | $12,500 |
| Boston Ballet | |||||||
| 19 Clarendon Street | Boston | MA | 02116 | None | Public Charity | Unrestricted | $10,000 |
| Boston Children's Museum | |||||||
| 300 Congress Street | Boston | MA | 02210 | None | Public Charity | Unrestricted | $155,000 |
| Boston Medical Center | |||||||
| 715 Albany Street M-4th Floor | Boston | MA | 02118 | None | Public Charity | Unrestricted | $20,000 |
| Boston Ten Point Coalition | |||||||
| 215 Forest Hills | Jamaica Plain | MA | 02130 | None | Public Charity | Unrestricted | $25,000 |
| Boys And Girls Club Of Boston | |||||||
| 50 Congress Street Suite 730 | Boston | MA | 02109 | None | Public Charity | Unrestricted | $105,000 |
| Brandeis University-Eli Segal Endowment Fund | |||||||
| 415 South Street | Waltham | MA | 02454 | None | Public Charity | Unrestricted | $5,000 |
| Bridge House | |||||||
| 260 Highland Street | Plymouth | NH | 03245 | None | Public Charity | Unrestricted | $5,000 |
| Buckingham Browne & Nichols | |||||||
| 80 Gerrys Landing | Cambridge | MA | 02138 | None | Public Charity | Unrestricted | $500 |
| Career Collaborative | |||||||
| 711 Atlantic Avenue suite B2 | Boston | MA | 02111 | None | Public Charity | Unrestricted | $4,000 |
| Casa Myrna Vasquez | |||||||
| PO Box 180019 | Boston | MA | 02118 | None | Public Charity | Unrestricted | $5,000 |
| Charles River Clean Up | |||||||
| 26 Lakeview Road | Framingham | MA | 01701 | None | Public Charity | Unrestricted | $1,000 |
| Charles River Watershed | |||||||
| 190 Park Road | Weston | MA | 02493 | None | Public Charity | Unrestricted | $1,000 |
| Chocorua Chapel | |||||||
| PO Box 356 | Holderness | NH | 03245 | None | Public Charity | Unrestricted | $3,500 |
| City Year | |||||||
| 287 Columbus Avenue | Boston | MA | 02116 | None | Public Charity | Unrestricted | $10,000 |
| Community Servings | |||||||
| 18 Marbury Terrace | Jamiaca Plain | MA | 02130 | None | Public Charity | Unrestricted | $10,000 |
| Currier Art Gallery | |||||||
| 150 Ash Street | Manchester | NH | 03104 | None | Public Charity | Unrestricted | $25,000 |
| Dwight Hall At Yale University | |||||||
| 67 High Street | New Haven | CT | 06520 | None | Public Charity | Unrestricted | $500 |
| Edvestors | |||||||
| 140 Clarendon Street | Boston | MA | 02116 | None | Public Charity | Unrestricted | $12,500 |
| Emerald Necklace Conservancy | |||||||
| 2 Brookline Place | Brookline | MA | 02445 | None | Public Charity | Unrestricted | $500 |
| Esplanade Association | |||||||
| Ten Derne Street | Boston | MA | 02114 | None | Public Charity | Unrestricted | $2,510 |
| Facing History And Ourselves | |||||||
| 16 Hurd Road | Brookline | MA | 02445 | None | Public Charity | Unrestricted | $1,000 |
| Families First | |||||||
| 99 Bishop Allen Drive | Cambridge | MA | 02138 | None | Public Charity | Unrestricted | $5,000 |
| First Literacy | |||||||
| 160 Boylston Street | Boston | MA | 02116 | None | Public Charity | Unrestricted | $500 |
| French Library And Cultural Center | |||||||
| 53 Marlborough St | Boston | MA | 02116 | None | Public Charity | Unrestricted | $1,500 |
| Friends Of Tennis | |||||||
| 212 Anchor Drive | Key Largo | FL | 33037 | None | Public Charity | Unrestricted | $2,500 |
| Future Chefs | |||||||
| 681 Main Street Suite 2-4 | Waltham | MA | 02451 | None | Public Charity | Unrestricted | $8,500 |
| Germain Lawrence | |||||||
| 18 Claremont Avenue | Arlington | MA | 02476 | None | Public Charity | Unrestricted | $1,500 |
| Greater Boston Food Bank | |||||||
| 99 Atkinson Street | Boston | MA | 02118 | None | Public Charity | Unrestricted | $10,000 |
| Green Light Fund | |||||||
| 2 Canal Park | Cambridge | MA | 02141 | None | Public Charity | Unrestricted | $15,250 |
| Heading Home | |||||||
| PO Box 390516 | Cambridge | MA | 02139 | None | Public Charity | Unrestricted | $5,000 |
| Hill House | |||||||
| 127 Mt Vernon Street | Boston | MA | 02108 | None | Public Charity | Unrestricted | $500 |
| Historic New England | |||||||
| 141 Cambridge Street | Boston | MA | 02114 | None | Public Charity | Unrestricted | $3,500 |
| Holderness Historical Society | |||||||
| PO Box 319 | Holderness | NH | 03245 | None | Public Charity | Unrestricted | $125 |
| Holderness Library | |||||||
| PO Box L | Holderness | NH | 03245 | None | Public Charity | Unrestricted | $500 |
| Horizons For Homeless Children | |||||||
| 90 Cushing Ave | Dorchester | MA | 02125 | None | Public Charity | Unrestricted | $50,000 |
| Initiative For a Competitive Inner City | |||||||
| 727 Atlantic Avenue | Boston | MA | 02111 | None | Public Charity | Unrestricted | $10,000 |
| Inner-City Scholarship Fund | |||||||
| 260 Franklin Street | Boston | MA | 02110 | None | Public Charity | Unrestricted | $12,000 |
| Island Alliance | |||||||
| 408 Atlantic Avenue | Boston | MA | 02110 | None | Public Charity | Unrestricted | $10,000 |
| John D Mineck Foundation | |||||||
| 90 Cushing Ave | Dorchester | MA | 02125 | None | Public Charity | Unrestricted | $800 |
| Jumpstart Boston | |||||||
| 308 Congress Street | Boston | MA | 02210 | None | Public Charity | Unrestricted | $25,000 |
| Lakes Region United Way | |||||||
| 95 Water Street | Laconia | NH | 03246 | None | Public Charity | Unrestricted | $10,000 |
| Light Boston | |||||||
| 3 School Street | Boston | MA | 02108 | None | Public Charity | Unrestricted | $500 |
| Loon Preservation Committee | |||||||
| PO Box 604 | Moultonborough | NH | 03254 | None | Public Charity | Unrestricted | $3,500 |
| Masphumelele Corporation | |||||||
| PO Box 221 | Center Harbor | NH | 03226 | None | Public Charity | Unrestricted | $5,000 |
| Mass Women's Political Caucus Ed Fund | |||||||
| 9B Hamilton Office Place | Boston | MA | 02108 | None | Public Charity | Unrestricted | $1,000 |
| Massachusetts Alliance On Teen Pregnancy | |||||||
| 105 Chauncy Street 8th Floor | Boston | MA | 02111 | None | Public Charity | Unrestricted | $10,000 |
| Massachusetts Audubon Society | |||||||
| 208 South Great Road | Lincoln | MA | 01773 | None | Public Charity | Unrestricted | $5,000 |
| Massachusetts General Hospital | |||||||
| 165 Cambridge Street | Boston | MA | 02114 | None | Public Charity | Unrestricted | $10,000 |
| Mayhew Program | |||||||
| 293 West Shore Road | Bristol | NH | 03222 | None | Public Charity | Unrestricted | $5,500 |
| Mercy Corps | |||||||
| 45 SW Ankeny Street | Portland | OR | 97204 | None | Public Charity | Unrestricted | $2,000 |
| MetroLacrosse | |||||||
| 150 Mt Vernon Street | Dorchester | MA | 02125 | None | Public Charity | Unrestricted | $5,000 |
| Montana Land Reliance | |||||||
| 324 Fuller Avenue POBox 355 | Helena | MT | 59624 | None | Public Charity | Unrestricted | $10,000 |
| Mory's Preservation Inc | |||||||
| 306 York Street | New Haven | CT | 06511 | None | Public Charity | Unrestricted | $50,000 |
| Museum Of African American History | |||||||
| 14 Beacon St Suite 719 | Boston | MA | 02108 | None | Public Charity | Unrestricted | $5,000 |
| Museum Of Fine Arts | |||||||
| 465 Huntington Avenue | Boston | MA | 02115 | None | Public Charity | Unrestricted | $10,000 |
| Museum Of Modern Art | |||||||
| 11 West 53rd Street | New York | NY | 10019 | None | Public Charity | Unrestricted | $120 |
| Museum Of Science | |||||||
| 1 Science Park | Boston | MA | 02114 | None | Public Charity | Unrestricted | $5,000 |
| My Sister's Keeper | |||||||
| PO Box 8555 | Boston | MA | 02114 | None | Public Charity | Unrestricted | $2,500 |
| NARAL New Hampshire Foundation | |||||||
| 18 Low Ave 5 | Concord | NH | 03301 | None | Public Charity | Unrestricted | $1,000 |
| Neighborhood Association Of The Back Bay | |||||||
| 337 Newbury Strret | Boston | MA | 02115 | None | Public Charity | Unrestricted | $500 |
| New Hampshire Center For Public Policy | |||||||
| One Eagle Square | Concord | NH | 03301 | None | Public Charity | Unrestricted | $5,000 |
| New Hampshire Charitable Foundation | |||||||
| 37 Pleasant Street | Concord | NH | 03301 | None | Public Charity | Unrestricted | $5,000 |
| New Hampshire Children's Trust Fund | |||||||
| 95 North State Street Suite 3 | Concord | NH | 03301 | None | Public Charity | Unrestricted | $500 |
| New Hampshire Lakes Association | |||||||
| 3 Silk Farm Road | Concord | NH | 03301 | None | Public Charity | Unrestricted | $10,000 |
| New Hampshire Music Festival | |||||||
| 52 symphony Lane | Center Harbor | NH | 03226 | None | Public Charity | Unrestricted | $4,000 |
| New Hampshire Public Radio | |||||||
| 2 Pillsbury Street | Concord | NH | 03301 | None | Public Charity | Unrestricted | $7,500 |
| New Hampshire Public Television | |||||||
| 268 Mast Road | Durham | NH | 03824 | None | Public Charity | Unrestricted | $10,000 |
| New Schools Fund | |||||||
| 49 Stevenson Street 575 | San Francisco | CA | 94105 | None | Public Charity | Unrestricted | $62,500 |
| Northern Forest Center | |||||||
| PO Box 201 | Concord | NH | 03302 | None | Public Charity | Unrestricted | $5,000 |
| Northfield Mount Hermon | |||||||
| One Lamplighter Way | Mount Hermon | MA | 01354 | None | Public Charity | Unrestricted | $15,000 |
| Northwestern University | |||||||
| 633 Clark Street | Evanston | IL | 60208 | None | Public Charity | Unrestricted | $100,000 |
| Ocean Reef Cultural Center | |||||||
| 200 Anchor Drive | Key Largo | FL | 33037 | None | Public Charity | Unrestricted | $4,000 |
| Ocean Reef Fire Department | |||||||
| 110 Anchor Drive | Key Largo | FL | 33037 | None | Public Charity | Unrestricted | $295 |
| Ocean Reef Foundation | |||||||
| 200 Anchor Drive | Key Largo | FL | 33037 | None | Public Charity | Unrestricted | $16,300 |
| Old South Meeting House | |||||||
| 310 Washington Street | Boston | MA | 02108 | None | Public Charity | Unrestricted | $500 |
| One Love Foundation | |||||||
| PO Box 1204 | Brooklandville | MD | 21022 | none | public Charity | unrestricted | $1,000 |
| ORCAT | |||||||
| 97 S Harbor Drive | Key Largo | FL | 33037 | None | Public Charity | Unrestricted | $1,000 |
| Peer Health Exchange | |||||||
| 140 Clarendon Street | Boston | MA | 02116 | None | Public Charity | Unrestricted | $63,500 |
| Pemi-Baker Home Health Agency | |||||||
| 258 Highland Street Suite 14 | Plymouth | NH | 03264 | None | Public Charity | Unrestricted | $5,000 |
| Pemi-Valley Habitat For Humanity | |||||||
| PO Box 238 | Plymouth | NH | 03264 | None | Public Charity | Unrestricted | $3,000 |
| Pine Street Inn | |||||||
| 444 Harrison Avenue | Boston | MA | 02118 | None | Public Charity | Unrestricted | $7,500 |
| Planned Parenthood League Of Massachusetts | |||||||
| 1055 Commonwealth Ave | Boston | MA | 02115 | None | Public Charity | Unrestricted | $15,000 |
| Planned Parenthood Of Northern New England | |||||||
| 89 South Main Street | West Lebanon | NH | 03784 | None | Public Charity | Unrestricted | $15,000 |
| Plymouth Congregational Church | |||||||
| 4 Post Office Square | Plymouth | NH | 03264 | None | Public Charity | Unrestricted | $14,500 |
| PMC | |||||||
| 77 4th Ave | Needham | MA | 02494 | None | Public Charity | Unrestricted | $500 |
| Positive Spin For ALS | |||||||
| 75 McNeil Way Suite 201 | Dedham | MA | 02026 | None | Public Charity | Unrestricted | $500 |
| Princeton University | |||||||
| 701 Carnegie Center | Princeton | NJ | 08544 | None | Public Charity | Unrestricted | $10,000 |
| Project Bread | |||||||
| 145 Border Street | East Boston | MA | 02128 | None | Public Charity | Unrestricted | $5,100 |
| Project Hope | |||||||
| 255 Carter Hall Lane | Millwood | VA | 22646 | None | Public Charity | Unrestricted | $2,500 |
| Reach Out And Read | |||||||
| 56 Roland Street Suite 100D | Boston | MA | 02129 | None | Public Charity | Unrestricted | $25,000 |
| ROCA | |||||||
| 101 Park Street | Chelsea | MA | 02150 | None | Public Charity | Unrestricted | $5,000 |
| Room To Grow | |||||||
| 142 Berkeley Street | Boston | MA | 02116 | None | Public Charity | Unrestricted | $5,000 |
| Rosie's Place | |||||||
| 889 Harrison Avenue | Boston | MA | 02118 | None | Public Charity | Unrestricted | $10,000 |
| Seeing Eye The | |||||||
| PO Box 375 | Morristown | NJ | 07963 | None | Public Charity | Unrestricted | $2,500 |
| ServeNext | |||||||
| 800K Street NW PO Box 51065 | Washington | DC | 20091 | None | Public Charity | Unrestricted | $10,000 |
| Society For The Protection Of NH Forests | |||||||
| 54 Portsmouth Street | Concord | NH | 03301 | None | Public Charity | Unrestricted | $10,000 |
| Spaulding Youth Center | |||||||
| PO Box 247 | Tilton | NH | 03279 | None | Public Charity | Unrestricted | $5,000 |
| Spirit Builders | |||||||
| One Bartlett Street | Lowell | MA | 01852 | None | Public Charity | Unrestricted | $3,000 |
| Squam Lakes Association | |||||||
| PO Box 204 | Holderness | NH | 03245 | None | Public Charity | Unrestricted | $6,000 |
| Squam Lakes Conservation Society | |||||||
| PO Box 696 | Holderness | NH | 03245 | None | Public Charity | Unrestricted | $30,500 |
| Squam Lakes Natural Science Center | |||||||
| 23 Science Center Road | Holderness | NH | 03245 | None | Public Charity | Unrestricted | $15,000 |
| Squash Busters | |||||||
| 795 Columbus Avenue | Roxbury Crossing | MA | 02120 | None | Public Charity | Unrestricted | $10,000 |
| St Jude Children's Research Hospital | |||||||
| 332 N Lauderdale | Memphis | TN | 38105 | None | Public Charity | Unrestricted | $1,000 |
| Steppingstone Foundation | |||||||
| 155 Federal Street | Boston | MA | 02110 | None | Public Charity | Unrestricted | $10,000 |
| Stop Handgun Violence | |||||||
| One Bridge Street Suite 300 | Newton | MA | 02458 | None | Public Charity | Unrestricted | $7,500 |
| Teach For America | |||||||
| 60 Canal Street | Boston | MA | 02114 | None | Public Charity | Unrestricted | $50,000 |
| Tenacity | |||||||
| 367 Western Avenue | Boston | MA | 02135 | None | Public Charity | Unrestricted | $50,000 |
| The Boston Foundation | |||||||
| 75 Arlington Street 10th Floor | Boston | MA | 02116 | None | Public Charity | Unrestricted | $451,000 |
| ThinkKids | |||||||
| 313 Washington Street | Newton | MA | 02458 | None | Public Charity | Unrestricted | $20,000 |
| Thompson Island Outward Bound Education Center | |||||||
| PO Box 127 | Boston | MA | 02127 | None | Public Charity | Unrestricted | $10,000 |
| Tilton School | |||||||
| 30 School Street | Tilton | NH | 03276 | None | Public Charity | Unrestricted | $5,000 |
| Trinity Boston Foundation | |||||||
| 206 Clarendon Street | Boston | MA | 02116 | None | Public Charity | Unrestricted | $1,000 |
| Trout Unlimited | |||||||
| 1300 N 17th Street Sutie 500 | Arlington | VA | 22209 | None | Public Charity | Unrestricted | $500 |
| Trust For Public Land New England | |||||||
| 33 Union Street | Boston | MA | 02108 | None | Public Charity | Unrestricted | $10,000 |
| United South End Settlements | |||||||
| 566 Columbus Avenue | Boston | MA | 02118 | None | Public Charity | Unrestricted | $7,500 |
| United States Institute Of Peace | |||||||
| 2301 Constitution Avenue NW | Washington | DC | 20037 | None | Public Charity | Unrestricted | $50,000 |
| United States Ski And Snowboard Team Foundation | |||||||
| 1500 Kearns Boulevard | Park City | UT | 84060 | None | Public Charity | Unrestricted | $5,000 |
| United Way Of Massachusetts Bay | |||||||
| 51 Sleeper Street | Boston | MA | 02210 | None | Public Charity | Unrestricted | $5,000 |
| WBUR Friends Group | |||||||
| 890 Commonwealth Avenue | Boston | MA | 02215 | None | Public Charity | Unrestricted | $12,000 |
| Wellesley Centers For Women | |||||||
| 106 Central Street | Wellesley | MA | 02481 | None | Public Charity | Unrestricted | $500 |
| WGBH Educational Foundation | |||||||
| 125 Western Avenue | Boston | MA | 02134 | None | Public Charity | Unrestricted | $25,000 |
| Whole Village Family Resource Center | |||||||
| 258 Highland Street | Plymouth | NH | 03264 | None | Public Charity | Unrestricted | $2,500 |
| Women's Fund Of New Hampshire | |||||||
| 46 S Main Street | Concord | NH | 03301 | None | Public Charity | Unrestricted | $2,000 |
| Wrexham Foundation | |||||||
| PO Box 1913 | New Haven | CT | 06509 | None | Public Charity | Unrestricted | $1,000 |
| Yale University | |||||||
| PO Box 2038 | New Haven | CT | 06520 | None | Public Charity | Unrestricted | $31,500 |
| Year Up | |||||||
| 93 summer St 5th Floor | Boston | MA | 02110 | None | Public Charity | Unrestricted | $7,500 |
| Youth Tennis Foundation Of New England | |||||||
| 110 Turnpike Road | Westborough | MA | 01581 | None | Public Charity | Unrestricted | $5,000 |
| YWCA | |||||||
| 140 Clarendon Street | Boston | MA | 02116 | None | Public Charity | Unrestricted | $5,000 |
| Zoo New England | |||||||
| One Franklin Park Road | Boston | MA | 02121 | None | Public Charity | Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 2116979 | 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 | $12,106 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $465,981 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $50,820 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $69,580 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $598,487 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 598487 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (9 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|
| 1 | Stephen G Woodsum | 25 Card Sound Road | Key Largo | FL | 33037 | 1030977 | X |
| 2 | Stephen G Woodsum | 25 Card Sound Road | Key Largo | FL | 33037 | 1304082 | X |
| 3 | Stephen G Woodsum | 25 Card Sound Road | Key Largo | FL | 33037 | 837306 | X |
| 4 | Stephen G Woodsum | 25 Card Sound Road | Key Largo | FL | 33037 | 148935 | X |
| 5 | Stephen G Woodsum | 25 Card Sound Road | Key Largo | FL | 33037 | 485180 | X |
| 6 | Stephen G Woodsum | 25 Card Sound Road | Key Largo | FL | 33037 | 1242265 | X |
| 7 | Stephen G Woodsum | 25 Card Sound Road | Key Largo | FL | 33037 | 345101 | X |
| 8 | Stephen G Woodsum | 25 Card Sound Road | Key Largo | FL | 33037 | 9281 | X |
| 9 | Stephen G Woodsum | 25 Card Sound Road | Key Largo | FL | 33037 | 828344 | X |
Noncash Property NoncashProperty (9 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | Stericycle, Inc. (SRCL) - 573,510 shares | 1030977 | 2011-09-30 |
| 2 | Crown Castle International Corp. (CCI) - 421,064 shares | 1304082 | 2010-12-31 |
| 3 | Crown Castle International Corp. (CCI) - 266,470 shares | 837306 | 2010-12-31 |
| 4 | Crown Castle International Corp. (CCI) - 44,653 shares | 148935 | 2010-12-31 |
| 5 | Crown Castle International Corp. (CCI) - 154,716 shares | 485180 | 2010-12-31 |
| 6 | Vitamin Shoppe Inc. (VSI) - 708,004 shares | 1242265 | 2010-12-31 |
| 7 | Vitamin Shoppe Inc. (VSI) - 196,684 shares | 345101 | 2010-12-31 |
| 8 | Vitamin Shoppe Inc. (VSI) - 5,289 shares | 9281 | 2010-12-31 |
| 9 | Vitamin Shoppe Inc. (VSI) - 454,903 shares | 828344 | 2010-12-31 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | Met West (Northern) | NameOfBond |
| EOY Book Value | 1947 | EOYBookValue |
| EOYFMV | 3410 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (6 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| Merrill Lynch (Div. Portf.) | 1925305 | 2371820 |
| Merrill Lynch (Intl. Portf.) | 737142 | 830854 |
| ML EIEMX | 506087 | 487118 |
| Northern ETF-BKF | 204748 | 167478 |
| Northern ETF-EEM | 1327236 | 1272368 |
| PIMCO | 5984334 | 5969883 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (18 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| Bay Resources | AT COST | 1000000 | 894850 |
| CMS Private REIT | AT COST | 1611370 | 1753712 |
| Discovery Global | AT COST | 1000000 | 1052532 |
| GSIP | AT COST | 149612 | 152172 |
| Hoplite | AT COST | 2000000 | 2580523 |
| Pershing Square | AT COST | 1000000 | 953050 |
| Quellos Real Assets (E) | AT COST | 482791 | 507799 |
| Quellos Real Assets (T) | AT COST | 846347 | 921550 |
| Spindrift | AT COST | 704596 | 1245812 |
| SS Equity Select | AT COST | 6017672 | 3191620 |
| SS Fixed Income | AT COST | 0 | 0 |
| SS Security | AT COST | 2199343 | 6501214 |
| Vanguard (Northern) | AT COST | 3097339 | 3227100 |
| Whitehall 2005 | AT COST | 1459330 | 78034 |
| Whitehall 2007 | AT COST | 945522 | 335093 |
| Wellington Bay Pond | AT COST | 273473 | 575686 |
| VR Global | AT COST | 1000000 | 942260 |
| HKL I LLC | AT COST | 463732 | 528065 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Bank Fees | 25 | 25 | 0 |
| Other Portfolio Deductions | 108431 | 108431 | 0 |
| Other Expenses | 19770 | 18346 | 0 |
| State Filing Fees | 19 | 19 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (28 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| HKL I LLC - Net gain (loss) under section 1231 | 601 | 601 | 601 |
| HKL I LLC - Ordinary Income | -254 | -254 | -254 |
| HKL I LLC - Other Income | 2694 | 2694 | 2694 |
| HKL I LLC - Royalties | 553 | 553 | 553 |
| Merrill Lynch (Div. Portf.) - Other Income | 83223 | 83223 | 83223 |
| Merrill Lynch (Div. Portf.) Partnerships - Net gain (loss) under section 12 | 1921 | 1921 | 1921 |
| Merrill Lynch (Div. Portf.) Partnerships - Ordinary Income | -35338 | -35338 | -35338 |
| Merrill Lynch (Div. Portf.) Partnerships - Other Net Rental Income | 123 | 123 | 123 |
| Merrill Lynch (Div. Portf.) Partnerships - Other Portolio Income | 54 | 54 | 54 |
| Merrill Lynch (Div. Portf.) Partnerships - Royalties | 806 | 806 | 806 |
| Merrill Lynch (Div. Portf.) Partnerships - Section 1256 Gains | 3 | 3 | 3 |
| Quellos Real Assets (E) - Net gain (loss) under section 1231 | 5315 | 5315 | 5315 |
| Quellos Real Assets (E) - Ordinary Income | 77861 | 77861 | 77861 |
| Quellos Real Assets (E) - Other Income | 289 | 289 | 289 |
| Quellos Real Assets (E) - Other Net Rental Income | 146 | 146 | 146 |
| Quellos Real Assets (E) - Other Portolio Income | -116 | -116 | -116 |
| Quellos Real Assets (E) - Royalties | 4465 | 4465 | 4465 |
| Quellos Real Assets (T) - Net gain (loss) under section 1231 | 11379 | 11379 | 11379 |
| Quellos Real Assets (T) - Ordinary Income | -7776 | -7776 | -7776 |
| Quellos Real Assets (T) - Other Net Rental Income | 1489 | 1489 | 1489 |
| Quellos Real Assets (T) - Other Portolio Income | 30 | 30 | 30 |
| SS Fixed Income - Section 1256 Gains | -4000 | -4000 | -4000 |
| Whitehall Par. Global R/E LP 2007 - Net gain (loss) under section 1231 | -43151 | -43151 | -43151 |
| Whitehall Par. Global R/E LP 2007 - Ordinary Income | -37040 | -37040 | -37040 |
| Whitehall Par. Global R/E LP 2007 - Other Income | 7627 | 7627 | 7627 |
| Whitehall Par. Global R/E LP 2007 - Other Net Rental Income | -33705 | -33705 | -33705 |
| Whitehall Par. Global R/E LP 2007 - Other Portolio Income | 6765 | 6765 | 6765 |
| Whitehall Par. Global R/E LP 2007 - Section 1256 Gains | 6856 | 6856 | 6856 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Management Fees | Category |
| Amount | $44,617 | Amount |
| Net Investment Income | 44617 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Foreign Taxes | $11,755 | 11755 | 0 |
| Federal Excise Taxes (sect. 4940) | $40,000 | 0 | 0 |
| State Taxes | $0 | 0 | 0 |
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