WILLIAM F & JULIANA W THOMPSON: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
WILLIAM F & JULIANA W THOMPSON (EIN 22-2946782)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-05-16
IRS object ID
201111379349300616
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-05-16T09:14:47-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1800 SOUTH STREET SUITE 255AddressLine1
CityWALTHAMCity
StateMAState
ZIP Code02453ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN222946782EIN

Name Name

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

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameDONALD STANTONName
TitleTRUSTEETitle
Phone6175709463Phone
Date Signed2011-05-17DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameFORTIS MANAGEMENT GROUP LLCName
Phone7818994350Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

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

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line128 STATE ST 26TH FLOORAddressLine1
CityBOSTONCity
StateMAState
ZIP Code02109ZIPCode
FieldValueIRS element (for citing)
Gross Receipts166817GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation1988YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionTHE FUND SHALL BE OPERATED TO CARRY OUT THOSE CHARITABLE AND RELIGIOUS PURPOSES OF THE TRINITY CHURCH TO HELP THE POOR AND NEEDY OF THE WORLD.ActivityOrMissionDescription
Nbr Voting Members Governing Body5NbrVotingMembersGoverningBody
Nbr Independent Voting Members3NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year131546InvestmentIncomePriorYear
Investment Income Current Year54699InvestmentIncomeCurrentYear
Other Revenue Prior Year-112OtherRevenuePriorYear
Other Revenue Current Year-18OtherRevenueCurrentYear
Total Revenue Prior Year131434TotalRevenuePriorYear
Total Revenue Current Year54681TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year151000GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY153334GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year27789OtherExpensePriorYear
Other Expenses Current Year39497OtherExpensesCurrentYear
Total Expenses Prior Year178789TotalExpensesPriorYear
Total Expenses Current Year192831TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-47355RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-138150RevenuesLessExpensesCY
Total Assets BOY2901149TotalAssetsBOY
Total Assets EOY2762999TotalAssetsEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY2901149NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY2762999NetAssetsOrFundBalancesEOY
Mission DescriptionPART I, LINE 1MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense127334Expense
DescriptionTHE FUND CONTRIBUTED TO TRINITY BOSTON FOUNDATION TO FUND OPERATIONS OF THE PROGRAM.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense22000Expense
DescriptionTHE FUND CONTRIBUTED TO FENWAY HIGH SCHOOL TO FUND OPERATIONS.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense4000Expense
DescriptionTHE FUND CONTRIBUTED TO EPISCOPAL TEACHING FOUNDATION TO FUND OPERATIONS.Description
FieldValueIRS element (for citing)
Total Program Service Expense153334TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members5NbrVotingGoverningBodyMembers
Number Independent Voting Members3NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy0ConflictOfInterestPolicy
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

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

Address US AddressUS

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

Form990 Part VII Section A Form990PartVIISectionA (5 entries)

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

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column110123TotalRevenueColumn
Related Or Exempt Function Income110123RelatedOrExemptFunctionIncome

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities49819Securities
Other6893Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities18462Securities
Other93674Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities31357Securities
Other-86781Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-55424TotalRevenueColumn
Related Or Exempt Function Income-55424RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMCP FUND OTHER INCOMEDescription
Business Code523000BusinessCode
Total Revenue Column-18TotalRevenueColumn
Related Or Exempt Function Income-18RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue-18TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column54681TotalRevenueColumn
Related Or Exempt Function Income54681RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total153334Total
Program Services153334ProgramServices

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneral
2% PORTFOLIO DEDUCTIONS2000620006
INVESTMENT INTEREST EXP1904619046
FOREIGN TAXES WITHHELD410410
STATE FILING FEES3535

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total192831Total
Program Services153334ProgramServices
Management And General39497ManagementAndGeneral
Fundraising0Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY676925BOY
EOY423264EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY659163BOY
EOY837264EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY1565061BOY
EOY1502471EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY2901149BOY
EOY2762999EOY

Total Liabilities TotalLiabilities

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

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY1000000BOY
EOY1000000EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY1901149BOY
EOY1762999EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2901149BOY
EOY2762999EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2901149BOY
EOY2762999EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-138150ReconcilationRevenueExpenses
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited0FSAudited
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

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

Supported Org Information SupportedOrgInformation (3 entries)

EINEINType Of OrganizationTypeOfOrganizationListed In Governing DocListedInGoverningDocSupported Organization NotifiedSupportedOrganizationNotifiedOrganized In USOrganizedInUSAmountAmount
TRINITY BOSTON FOUNDATION
042736718501(C)(3)011$127,334
EPISCOPAL TEACHING FOUNDATION
311076110501(C)(3)011$4,000
FENWAY HIGH SCHOOL
046719813501(C)(3)011$22,000
FieldValueIRS element (for citing)
Total Number Of Supported Orgs3TotalNumberOfSupportedOrgs
Sum Of Amounts153334SumOfAmounts

Schedule D IRS990ScheduleD

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

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionSEE ATTACHED SCHEDULEDescription
Book Value837264BookValue
Method Of ValuationCMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities837264TotalOfBookValueSecurities

Other Assets OtherAssets

FieldValueIRS element (for citing)
DescriptionMCP FUND L.P.Description
Book Value1502471BookValue
FieldValueIRS element (for citing)
Total Book Value Other Assets1502471TotalBookValueOtherAssets

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
TRINITY BOSTON FOUNDATION
206 CLARENDON STREETBOSTONMA02116042736718501(C)(3)127334TO PROVIDE GENERAL SUPPORT TO FUND THE OPERATIONS OF THE PROGRAM.
FENWAY HIGH SCHOOL
174 IPSWICH STREETBOSTONMA02215046719813501(C)(3)22000TO PROVIDE GENERAL SUPPORT TO FUND THE OPERATIONS OF THE PROGRAM.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

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

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1TRINITY CHURCHBusinessNameLine1

Address US AddressUS

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

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