MARY LINCOLN JOHNSON CHARITABLE FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- MARY LINCOLN JOHNSON CHARITABLE FOUNDATION (EIN 13-4281942)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-13
- IRS object ID
- 201101339349100800
- Schema version
- 2010v3.2
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T07:55:35-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAUMANN & BAUMANN CPAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 62 WALNUT STREET | AddressLine1 |
| City | WELLESLEY | City |
| State | MA | State |
| ZIP Code | 02481 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134281942 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARY LINCOLN JOHNSON CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MARY | NameControl |
| Phone | 7812370150 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 BRANDYWYNE | AddressLine1 |
| City | WAYLAND | City |
| State | MA | State |
| ZIP Code | 01778 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD NAVINS | Name |
| Title | TRUSTEE | Title |
| Phone | 7812370150 | Phone |
| Date Signed | 2011-05-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KARL M BAUMANN | Name |
| Phone | 7812390190 | Phone |
| Date Prepared | 2011-05-12 | DatePrepared |
| 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 | 1758656 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 800 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 49690 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 48440 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -15801 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 94626 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 34689 | TotalRevenueAndExpenses |
| Total Net Investment Income | 48440 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 16848 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 15848 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 1000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3200 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3200 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1782 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 282 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 21830 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 19330 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1000 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 95000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 95000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 116830 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 19330 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 96000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -82141 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 29110 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 294966 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 12839 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 12839 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 145705 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 64629 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 60912 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1214426 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1475460 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1492765 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 147569 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 167597 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 192140 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 1802666 | TotalAssetsBOY |
| Total Assets EOY | 1720525 | TotalAssetsEOY |
| Total Assets EOYFMV | 1758656 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1802666 | CapitalStockBOY |
| Capital Stock EOY | 1720525 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 1802666 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1720525 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1802666 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1720525 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1802666 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -82141 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1720525 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1720525 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| MOTOROLA INC 1000 SHS | P | 2006-03-29 | 2010-03-17 | 7126 | 22677 | -15551 | -15551 |
| FHLB 2/25/19 4.5% | P | 2009-02-24 | 2010-05-25 | 66667 | 66973 | -306 | -306 |
| FHLB 6/15/16 3.8% | P | 2009-05-28 | 2010-06-02 | 20833 | 20777 | 56 | 56 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -15801 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 85433 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1615175 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.052894 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 97710 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1441941 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.067763 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 81919 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1665555 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.049184 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 80663 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1580078 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.051050 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 52463 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1157406 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.045328 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.266219 | TotalDistributionRatio |
| Average Distribution Ratio | 0.053244 | AverageDistributionRatio |
| Net Noncharitable Assets | 1663666 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 88580 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 291 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 88871 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 96000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 291 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 291 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 291 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1180 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1180 | TotalCreditsAndPayments |
| Overpayment | 889 | Overpayment |
| Amount Credited To Next Year | 889 | 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT S JOHNSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7812370150 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 BRANDYWYNE | AddressLine1 |
| City | WAYLAND | City |
| State | MA | State |
| ZIP Code | 01778 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT S JOHNSON | ||||||||
| 9 BRANDYWYNE | WAYLAND | MA | 01778 | TRUSTEE | 0.10 | 0 | 0 | 0 |
| PETER G JOHNSON | ||||||||
| 6 TIFFANY TRAIL | HOPKINTON | MA | 01748 | TRUSTEE | 0.10 | 0 | 0 | 0 |
| DAVID B JOHNSON | ||||||||
| 24 BEECH DRIVE | BRUNSWICK | ME | 04001 | TRUSTEE | 0.10 | 0 | 0 | 0 |
| ANNE S EVANS | ||||||||
| 10 LINCOLN AVENUE | BARRINGTON | RI | 02806 | TRUSTEE | 0.10 | 0 | 0 | 0 |
| THOMAS R JOHNSON | ||||||||
| 54 RIVER STREET | MARLBOROUGH | MA | 01752 | TRUSTEE | 0.10 | 0 | 0 | 0 |
| JOHN H JOHNSON | ||||||||
| 912 JAYSMITH STREET | GREAT FALLS | VA | 22066 | TRUSTEE | 0.10 | 0 | 0 | 0 |
| BENJAMIN B JOHNSON | ||||||||
| CHURCH ROAD | BRUNSWICK | ME | 04011 | TRUSTEE | 0.10 | 0 | 0 | 0 |
| JACK W SWENSON | ||||||||
| 30 COLPITTS ROAD PO BOX 348 | WESTON | MA | 02193 | TRUSTEE | 0.70 | 11848 | 0 | 0 |
| RICHARD R NAVINS | ||||||||
| 29 STERLING ROAD | WELLESLEY | MA | 02482 | TRUSTEE | 0.50 | 5000 | 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 | 1522125 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 166876 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1689001 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1689001 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 25335 | CashDeemedCharitable |
| Net Noncharitable Assets | 1663666 | NetNoncharitableAssets |
| Minimum Investment Return | 83183 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 83183 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 291 | TaxBasedOnInvestmentIncome |
| Total Tax | 291 | TotalTax |
| Distributable Amount Before Adj | 82892 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 82892 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 82892 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 96000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 96000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 291 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 95709 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 82892 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 23424 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 5934 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 29358 | TotalExcessDistriCarryover |
| Qualifying Distributions | 96000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 82892 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 13108 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 42466 | 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 | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 42466 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 23424 | ExcessFromYear2 |
| Excess From Year1 | 5934 | ExcessFromYear1 |
| Excess From Current Year | 13108 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT S JOHNSON | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| INTERNATIONAL RETT SYNDROME FOUNDATION | |||||||
| 4600 DEVITT DRIVE | CINCINNATI | OH | 45246 | NONE | HEALTH CARE | DISEASE RESEARCH | $5,000 |
| JUVINILE DIABETES RESEARCH FOUNDATION | |||||||
| 175 AMMON DRIVE STE 201 | MANCHESTER | NH | 03103 | NONE | HEALTH CARE | HEALTH CARE | $5,000 |
| MASS GENERAL - MIND | |||||||
| 114 16TH STREET | CHARLESTOWN | MA | 02129 | NONE | HOSPITAL | DISEASE RESEARCH | $5,000 |
| PARMENTER VNA & COMMUNITY CARE INC | |||||||
| 266 COCHITUATE ROAD | WAYLAND | MA | 01778 | NONE | COMMUNITY HEALTH CAR | HEALTH CARE | $40,000 |
| PARMENTER VNA & COMMUNITY CARE INC | |||||||
| 266 COCHITUATE ROAD | WAYLAND | MA | 01778 | NONE | NUTRITION | FOOD PANTRY | $10,000 |
| ST BONIFICE HAITI FOUNDATION | |||||||
| 14 POND LANE | RANDOLPH | MA | 02368 | NONE | HEALTH CARE | HEALTH CARE | $10,000 |
| THE CARROLL CENTER FOR THE BLIND | |||||||
| 770 CENTRE STREET | NEWTON | MA | 02458 | NONE | COMMUNITY HEALTH CAR | HEALTH CARE | $5,000 |
| NEWTON WELLESLEY HOSPITAL | |||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | NONE | HEALTH CARE | HEALTH CARE | $5,000 |
| COLORADO NEUROLOGICAL INSTITUTE | |||||||
| 701 EAST HAMPDEN AVE STE 415 | ENGLEWOOD | CO | 801132759 | NONE | HEALTH CARE | HEALTH CARE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 95000 | 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 | $49,690 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$15,801 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $33,889 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 33889 | 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 | ACCOUNTANTS | Category |
| Amount | $3,200 | Amount |
| Net Investment Income | 3200 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 167597 | EOYBookValue |
| EOYFMV | 192140 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| STOCK & EQUITY INVESTMENTS | 1450408 | 1466785 |
| PREFERRED STOCK | 25052 | 25980 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 0 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 0 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 64629 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 60912 | StateLocalSecuritiesEOYFMV |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL | $1,500 | 0 | 0 |
| FOREIGN | $282 | 282 | 0 |
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