NEIL AND ANNA RASMUSSEN FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: NEIL AND ANNA RASMUSSEN FOUNDATION (EIN 04-6771880)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-11-15
IRS object ID: 201243209349101859
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 Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-11-15T15:55:00-06:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	111986323	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MARCUM LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	53 STATE STREET FLOOR 38	AddressLine1
City	BOSTON	City
State	MA	State
ZIP Code	02109	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	046771880	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	NEIL & ANNA RASMUSSEN FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	NEIL	NameControl
Phone	9782870422	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	393 ESTABROOK ROAD	AddressLine1
City	CONCORD	City
State	MA	State
ZIP Code	017425604	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	NEIL RASMUSSEN	Name
Title	TRUSTEE	Title
Phone	9782870422	Phone
Date Signed	2012-11-14	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	RICHELLE M MAGUIRE	Name
PTIN	P00370057	PTIN
Phone	6177429666	Phone

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	38731565	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
Dividends Rev And Expnss	1455907	DividendsRevAndExpnss
Dividends Net Invst Incm	1455907	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	1220142	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	9345809	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	1220142	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	2676049	TotalRevenueAndExpenses
Total Net Investment Income	2676049	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	28000	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	14000	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	14000	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	282478	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	282478	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	0	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	36045	TaxesRevAndExpnss
Taxes Net Invst Incm	8545	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	14309	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	13559	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	750	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	360832	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	318582	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	14750	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	2300670	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	2300670	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	2661502	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	318582	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	2315420	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	14547	ExcessOfRevenueOverExpenses
Net Investment Income	2357467	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	2229613	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	743099	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	743099	SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig BOY	5971161	InvestmentsGovtObligBOY
Investments Govt Oblig EOY	8683936	InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV	10794568	InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY	24045469	InvestmentsCorpStockBOY
Investments Corp Stock EOY	25437304	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	26666176	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	3216072	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	605834	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	527722	InvestmentsCorpBondsEOYFMV
Other Assets BOY	536	OtherAssetsBOY
Other Assets EOY	0	OtherAssetsEOY
Other Assets EOYFMV	0	OtherAssetsEOYFMV
Total Assets BOY	35462851	TotalAssetsBOY
Total Assets EOY	35470173	TotalAssetsEOY
Total Assets EOYFMV	38731565	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	1237500	CapitalStockBOY
Capital Stock EOY	1237500	CapitalStockEOY
Paid In Or Capital Surplus BOY	0	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	0	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	34225351	RetainedEarningsBOY
Retained Earnings EOY	34232673	RetainedEarningsEOY
Total Net Assets BOY	35462851	TotalNetAssetsBOY
Total Net Assets EOY	35470173	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	35462851	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	35470173	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	35462851	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	14547	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	35477398	Subtotal
Other Decreases	7225	OtherDecreases
Total Net Assets Fund Balances EOY	35470173	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (12 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
MERRILL LYNCH 252	P	1594001	1572616	21385	21385
MERRILL LYNCH 255	P	653468	605164	48304	48304
MERRILL LYNCH 322	P	608074	593360	14714	14714
MERRILL LYNCH K59	P	1000000	991692	8308	8308
MERRILL LYNCH K61	P	2334040	2146560	187480	187480
MERRILL LYNCH K62	P	321941	214277	107664	107664
MERRILL LYNCH K63	P	134471	109767	24704	24704
MERRILL LYNCH K69	P	1375365	703783	671582	671582
MERRILL LYNCH N21	P	464989	438024	26965	26965
MERRILL LYNCH N22	P	816221	750424	65797	65797
MERRILL LYNCH N22 - CASH IN LIEU	P	10		10	10
CAPITAL GAINS DIVIDENDS	P	43229		43229	43229

Field	Value	IRS element (for citing)
Capital Gain Net Income	1220142	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	1704443	QualifyingDistributionsYear1
Noncharitable Assets Year1	38715252	NoncharitableAssetsYear1
Distribution Ratio Year1	0.044025	DistributionRatioYear1
Qualifying Distributions Year2	1973766	QualifyingDistributionsYear2
Noncharitable Assets Year2	33745267	NoncharitableAssetsYear2
Distribution Ratio Year2	0.058490	DistributionRatioYear2
Qualifying Distributions Year3	1551939	QualifyingDistributionsYear3
Noncharitable Assets Year3	38960538	NoncharitableAssetsYear3
Distribution Ratio Year3	0.039834	DistributionRatioYear3
Qualifying Distributions Year4	771147	QualifyingDistributionsYear4
Noncharitable Assets Year4	42926275	NoncharitableAssetsYear4
Distribution Ratio Year4	0.017964	DistributionRatioYear4
Qualifying Distributions Year5	705591	QualifyingDistributionsYear5
Noncharitable Assets Year5	16190389	NoncharitableAssetsYear5
Distribution Ratio Year5	0.043581	DistributionRatioYear5
Total Distribution Ratio	0.203894	TotalDistributionRatio
Average Distribution Ratio	0.040779	AverageDistributionRatio
Net Noncharitable Assets	41251121	NetNoncharitableAssets
Adjusted Noncharitable Assets	1682179	AdjustedNoncharitableAssets
One Percent Net Investment Income	23575	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	1705754	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	2315420	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	23575	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	23575	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	23575	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	27075	EstTaxPaymentsAndOverpayment
Total Credits And Payments	27075	TotalCreditsAndPayments
Overpayment	3500	Overpayment
Amount Credited To Next Year	3500	AmountCreditedToNextYear
Amount To Be Refunded	0	AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	1	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	MA	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	0	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	MARCUM LLP	BooksInCareOfPersonName
Books In Care Of Phone Number	6177429666	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	53 STATE STREET 38TH FLOOR	AddressLine1
City	BOSTON	City
State	MA	State
ZIP Code	02109	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	0	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
NEIL AND ANNA RASMUSSEN
393 ESTABROOK RD	CONCORD	MA	01742	TRUSTEES	0.25	0	0	0
SUSAN W WINTER
128 NIMROD DRIVE	CONCORD	MA	01742	TRUSTEE	0.25	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	39407589	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	2471722	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	41879311	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	41879311	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	628190	CashDeemedCharitable
Net Noncharitable Assets	41251121	NetNoncharitableAssets
Minimum Investment Return	2062556	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	2062556	MinimumInvestmentReturn
Tax Based On Investment Income	23575	TaxBasedOnInvestmentIncome
Total Tax	23575	TotalTax
Distributable Amount Before Adj	2038981	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	2038981	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	2038981	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	2315420	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	2315420	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	23575	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	2291845	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	2038981	DistributableAmountAsAdjusted
Undistributed Income Prior Year	1825740	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Total Excess Distri Carryover	0	TotalExcessDistriCarryover
Qualifying Distributions	2315420	QualifyingDistributions
Applied To Year1	1825740	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	489680	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	1549301	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	NEIL AND ANNA RASMUSSEN	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (39 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
ACADEMY OF PERFORMING ARTS
PO BOX 1843	ORLEANS	MA	02653	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$2,500
AMERICAN CHESTNUT FOUNDATION
469 MAIN STREET SUITE 1 PO BOX 4044	BENNINGTON	VT	05201	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$5,000
CAPE COD MUSEUM OF NATURAL HISTORY
869 ROUTE 6A	BREWSTER	MA	02631	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$2,000
CHATHAM YACHT CLUB
PO BOX 531	NORTH CHATHAM	MA	02650	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$400
CHILDREN'S HOSPITAL
300 LONGWOOD AVE	BOSTON	MA	02115	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$250,000
CONCORD ACADEMY
166 MAIN ST	CONCORD	MA	01742	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$1,380,000
CONCORD FREE PUBLIC LIBRARY
129 MAIN STREET	CONCORD	MA	01742	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$1,000
CONCORD LAND CONSERVATION TRUST
PO BOX 141	CONCORD	MA	01742	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$10,000
CONCORD MUSEUM
200 LEXINGTON RD	CONCORD	MA	01742	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$95,660
EDWARD M KENNEDY INSTITUTE FOR THE UNITED STATES SENATE
400 ATLANTIC AVENUE	BOSTON	MA	02110	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$13,110
EMERSON HEALTH CARE FOUNDATION
133 OLD ROAD	CONCORD	MA	01742	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$500
EMERSON HOSPITAL
1330 OLD ROAD TO NINE ACRE CORNER	CONCORD	MA	01742	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$10,000
FIRST PARISH OF CONCORD
20 LEXINGTON RD	CONCORD	MA	01742	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$5,000
FRIENDS FOR TOMORROW
131 WESTON ROAD	LINCOLN	MA	01773	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$1,000
FRIENDS OF MINUTEMAN NATIONAL PARK
174 LIBERTY ST	CONCORD	MA	01742	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$10,000
FRIENDS OF PLEASANT BAY
PO BOX 1243	HARWICH	MA	02645	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$1,000
FRIENDS OF SLEEPY HOLLOW
PO BOX 2711	PLAINFIELD	NJ	07062	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$2,500
HARWICH CONSERVATION TRUST
PO BOX 101	SOUTH HARWICH	MA	02661	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$10,000
HISTORIC DEERFIELD
PO BOX 321	DEERFIELD	MA	01342	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$5,000
LONGFELLOW'S WAYSIDE INN
72 WAYSIDE INN ROAD	SUDBURY	MA	01776	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$10,000
LOUISA MAY ALCOTT ASSOCIATION
3000 IVYSIDE PARK	ALTOONA	PA	16601	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$110,000
NASHOBA BROOKS SCHOOL OF CONCORD INC
200 STRAWBERRY HILL RD	CONCORD	MA	01742	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$10,000
NATIONAL PARKINSON FOUNDATION
1501 NW 9TH AVENUE	MIAMI	FL	33136	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$5,000
NATIONAL TRUST FOR HISTORIC PRESERVATION
1785 MASS AVE NW	WASHINGTON	DC	20036	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$10,000
NATURAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH ST	NEW YORK	NY	10011	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$10,000
NORTH BENNET STREET SCHOOL
39 NORTH BENNET STREET	BOSTON	MA	02113	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$2,500
PLANNED PARENTHOOD FEDERATION
1055 COMMONWEALTH AVENE	BOSTON	MA	02115	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$5,000
RACHEL'S NETWORK
1200 8TH STREET NW SUITE 801	WASHINGTON	DC	20036	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$5,000
RESTORE THE NORTH WOODS
PO BOX 1099	CONCORD	MA	01742	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$2,500
SARAH LAWRENCE FUND
1 MEAD WAY	BRONXVILLE	NY	10708	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$2,500
SAVE OUR HERITAGE
57 MAIN STREET	CONCORD	MA	01742	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$275,000
SOCIETY FOR THE PROTECTION OF NEW HAMPSHIRE FORESTS
54 PORTSMOUTH STREET	CONCORD	NH	03301	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$20,000
THE FOOD PROJECT
555 DUDLEY STREET	DORCHESTER	MA	02125	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$2,500
THE THOREAU SOCIETY
915 WALDEN STREET	CONCORD	MA	01742	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$5,000
THOREAU FARM TRUST
PO BOX 454	CONCORD	MA	01742	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$5,000
TOWN OF CONCORD
22 MONUMENT SQUARE	CONCORD	MA	01742	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$1,000
TRUSTEES OF RESERVATIONS
464 ABBOTT AVE	LEOMINSTER	MA	01453	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$5,000
WBUR
890 COMMONWEALTH AVE 3RD FLOOR	BOSTON	MA	02215	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$5,000
WGBH
PO BOX 200	BOSTON	MA	02134	NONE	PUBLIC CHARITY	UNRESTRICTED CONTRIBUTION	$5,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	2300670	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$1,455,907	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$1,220,142	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$2,676,049	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	2676049	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	$28,000	Amount
Net Investment Income	14000	NetInvestmentIncome
Disbursements Charitable Prps	14000	DisbursementsCharitablePrps

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Field	Value	IRS element (for citing)
Name Of Bond	MERRILL LYNCH - BONDS	NameOfBond
EOY Book Value	605834	EOYBookValue
EOYFMV	527722	EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	MERRILL LYNCH - EQUITIES	NameOfStock
EOY Book Value	25437304	EOYBookValue
EOYFMV	26666176	EOYFMV

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Securities EOY Book Value	8683936	USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV	10794568	USGovtSecuritiesEOYFMV
State Local Securities EOY Book Val	0	StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV	0	StateLocalSecuritiesEOYFMV

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	DIVIDENDS RECEIVABLE	Description
BOY Book Value	536	BOYBookValue
EOY Book Value	0	EOYBookValue
EOYFMV	0	EOYFMV

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Field	Value	IRS element (for citing)
Description	BOOK VERSUS TAX REPORTING AND TIMING DIFFERENCES	Description
Amount	$7,225	Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
MA FILING FEE FOR ANNUAL REPORT	750	0	750
AMORTIZATION	11761	11761	0
CERT IF FEES	1798	1798	0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	Category
Amount	$282,478	Amount
Net Investment Income	282478	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
FOREIGN TAXES WITHHELD	$8,545	8545	0
FEDERAL TAXES	$27,500	0	0

NEIL AND ANNA RASMUSSEN FOUNDATION: Form 990PF, tax year 2011

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (12 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (39 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

Comments