MANNION FAMILY FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
MANNION FAMILY FOUNDATION (EIN 04-3522053)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-07-29
IRS object ID
201122109349100302
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-07-29T09:57:12-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1PAULMCCOY FAMILY OFFICE SVCSBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line131 ST JAMES AVE SUITE 740AddressLine1
CityBOSTONCity
StateMAState
ZIP Code02116ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN043522053EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1MANNION FAMILY FOUNDATIONBusinessNameLine1
Business Name Line2C/O ROBERT G BANNISH TRUSTEEBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlMANNNameControl
Phone6179333620Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1RICE HEARD BIGELOW 50 CONGRESS STAddressLine1
Address Line2NO 1025AddressLine2
CityBOSTONCity
StateMAState
ZIP Code02109ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMARTIN MANNIONName
TitleTRUSTEETitle
Phone6175577413Phone
Date Signed2011-07-26DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJACQUELINE MCCOYName
Phone6179333620Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY4645645FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss97031ContriReceivedRevAndExpnss
Dividends Rev And Expnss116480DividendsRevAndExpnss
Dividends Net Invst Incm116480DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss77589NetGainSaleAssetsRevAndExpnss
Gross Sales Price1222530GrossSalesPrice
Capital Gain Net Incm Net Invst Incm77589CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss1461OtherIncomeRevAndExpnss
Other Income Net Invst Incm1461OtherIncomeNetInvstIncm
Total Revenue And Expenses292561TotalRevenueAndExpenses
Total Net Investment Income195530TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Other Prof Fees Rev And Expnss31996OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm31996OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps0OtherProfFeesDsbrsChrtblPrps
Other Expenses Rev And Expnss12OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm12OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss32008TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm32008TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss110000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps110000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss142008TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm32008TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps110000TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses150553ExcessOfRevenueOverExpenses
Net Investment Income163522NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY26733CashBOY
Cash EOY16722CashEOY
Cash EOYFMV16722CashEOYFMV
Savings And Temp Cash Invst BOY28348SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY28893SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV28893SavingsAndTempCashInvstEOYFMV
Other Assets BOY4015114OtherAssetsBOY
Other Assets EOY4175133OtherAssetsEOY
Other Assets EOYFMV4600030OtherAssetsEOYFMV
Total Assets BOY4070195TotalAssetsBOY
Total Assets EOY4220748TotalAssetsEOY
Total Assets EOYFMV4645645TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY4070195RetainedEarningsBOY
Retained Earnings EOY4220748RetainedEarningsEOY
Total Net Assets BOY4070195TotalNetAssetsBOY
Total Net Assets EOY4220748TotalNetAssetsEOY
Total Liabilities Net Assets BOY4070195TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY4220748TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY4070195TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses150553ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal4220748Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY4220748TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (73 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
ISHARES TRUST - RUSSELL 1000 VALUE INDEX FUND ETF ISHARES RUSSELL 1000 VAL IP2009-06-192010-01-12130461045925872587
DJ WILSHIRE REIT ETF CMN ETFP2009-06-192010-01-1222001535665665
ISHARES RUSSELL 1000 GROWTH ETF ISHARES TST-ISHARES RUSSELL100 GROWTH INDEXP2009-06-192010-01-12244631993845254525
TECHNOLOGY SELECT INDEX 'SPDR'P2009-06-192010-01-12683545138138
TECHNOLOGY SELECT INDEX 'SPDR'P2009-09-292010-01-124554173838
SPDR S&P HOMEBUILDERS ETF ETFP2009-06-192010-01-121227896331331
ISHARES RUSSELL 2000 INDEX FUNDP2009-06-192010-01-12958771187187
ISHARES TR-ISHARES MSCI EAFE INDEX FUND ETFP2007-12-282010-01-1254217537-2116-2116
ISHARES MSCI EMERGING MKT INDEX FUND ETFP2009-06-192010-01-125750429414561456
ISHARES BARCLAYS U.S. AGGREGATE BOND FUND ETFP2009-06-192010-01-21422574102712301230
ISHARES BARCLAYS U.S. AGGREGATE BOND FUND ETFP2009-06-192010-01-2641804052128128
EKSPORTFINANS ASA LNK TO AUD,SEK,USD VS JPY,CHF 0% COUPON DUE 12/2/2010 STRUP2009-09-012010-02-043922140132-911-911
ISHARES BARCLAYS U.S. AGGREGATE BOND FUND ETFP2009-06-192010-02-052006419450614614
ISHARES BARCLAYS U.S. AGGREGATE BOND FUND ETFP2009-09-292010-03-056677067063-293-293
DJ WILSHIRE REIT ETF CMN ETFP2009-06-192010-03-0524891705784784
ISHARES RUSSELL 1000 GROWTH ETF ISHARES TST-ISHARES RUSSELL100 GROWTH INDEXP2009-06-192010-03-0535302878652652
ISHARES RUSSELL 2000 INDEX FUNDP2009-06-192010-03-056890539414961496
TECHNOLOGY SELECT INDEX 'SPDR'P2009-06-192010-03-16214501708943614361
TECHNOLOGY SELECT INDEX 'SPDR'P2010-02-052010-03-165024653737
ISHARES BARCLAYS U.S. AGGREGATE BOND FUND ETFP2009-06-192010-04-093500934239770770
TECHNOLOGY SELECT INDEX 'SPDR'P2010-02-052010-04-14218571942524322432
TECHNOLOGY SELECT INDEX 'SPDR'P2010-03-052010-04-14107110017070
SPDR S&P HOMEBUILDERS ETF ETFP2009-06-192010-04-14242391552887118711
ISHARES BARCLAYS U.S. AGGREGATE BOND FUND ETFP2009-06-192010-04-15440664295111151115
SPDR S&P HOMEBUILDERS ETF ETFP2009-06-192010-04-2326066155281053810538
SPDR SERIES TRUST BARCLAYS CAPITAL HIGH YIELD EXCHANGE TRADED FUNDP2009-06-192010-05-18400793649435853585
GS LOCAL EMERGING MKTS DEBT FD MUTUAL FUND - CL AP2010-01-212010-05-1820020000
ISHARES TRUST - RUSSELL 1000 VALUE INDEX FUND ETF ISHARES RUSSELL 1000 VAL IP2009-06-192010-05-18217281716245664566
DJ WILSHIRE REIT ETF CMN ETFP2009-06-192010-05-1814130845756735673
ISHARES RUSSELL 1000 GROWTH ETF ISHARES TST-ISHARES RUSSELL100 GROWTH INDEXP2009-04-282010-05-1813223993632873287
ISHARES RUSSELL 2000 INDEX FUNDP2009-06-192010-05-18141941032538693869
ISHARES TR-ISHARES MSCI EAFE INDEX FUND ETFP2007-12-192010-05-1820693222-1153-1153
EKSPORTFINANS ASA LNK TO KRW/USD 0% COUPON DUE 02/28/2011 STRUCTURED NOTEP2010-01-142010-05-261232014027-1707-1707
EKSPORTFINANS ASA LNK TO KRW VS. JPY 0% COUPON DUE 02/28/2011 STRUCTURED NOTP2010-01-142010-05-261207514000-1925-1925
EKSPORTFINANS ASA LNK TO KRW VS. EUR 0% COUPON DUE 02/28/2011 STRUCTURED NOTP2010-01-142010-05-261455314000553553
EKSPORTFINANS ASA LNK TO BEARISH EUR VS USD 0% COUPON DUE SEPTEMBER 2011 STRP2010-02-052010-06-15429004000029002900
ISHARES BARCLAYS U.S. AGGREGATE BOND FUND ETFP2009-06-192010-06-21712446807431703170
SPDR SERIES TRUST BARCLAYS CAPITAL HIGH YIELD EXCHANGE TRADED FUNDP2009-06-192010-06-213873513636
DJ WILSHIRE REIT ETF CMN ETFP2009-06-192010-06-211586955631631
SPDR DJ WILSHIRE INTERNATIONAL REAL ESTATE ETFP2009-06-192010-06-2113191137182182
ISHARES MSCI EMERGING MKT INDEX FUND ETFP2009-06-192010-06-2131952481714714
ISHARES BARCLAYS U.S. AGGREGATE BOND FUND ETFP2009-06-192010-06-281014099623551745174
GOLDMAN SACHS TRUST GOLDMAN SACHS ABSOLUTE RETURN TRACKER FD - CL AP2009-06-192010-06-293700037463-463-463
SPDR SERIES TRUST BARCLAYS CAPITAL HIGH YIELD EXCHANGE TRADED FUNDP2009-06-192010-06-2979167299617617
GS LOCAL EMERGING MKTS DEBT FD MUTUAL FUND - CL AP2010-01-212010-06-2954005424-24-24
SPDR DJ WILSHIRE INTERNATIONAL REAL ESTATE ETFP2009-06-192010-06-299748819393
BNP PARIBAS LNKD TO AUG 2010 NG FUTURES 0% COUPON DUE AUG 10, 2010 STRUCTUREP2010-04-282010-07-2122088220008888
GS LOCAL EMERGING MKTS DEBT FD MUTUAL FUND - CL AP2010-01-212010-09-227506935757
ISHARES TRUST - RUSSELL 1000 VALUE INDEX FUND ETF ISHARES RUSSELL 1000 VAL IP2009-06-192010-09-2220091616393393
DJ WILSHIRE REIT ETF CMN ETFP2009-06-192010-09-225923347824452445
ISHARES RUSSELL 1000 GROWTH ETF ISHARES TST-ISHARES RUSSELL100 GROWTH INDEXP2009-04-282010-09-2212197917230253025
ISHARES TR-ISHARES MSCI EAFE INDEX FUND ETFP2007-12-192010-09-224476264676-19914-19914
SPDR DJ WILSHIRE INTERNATIONAL REAL ESTATE ETFP2009-06-192010-09-2212861972031413141
ISHARES MSCI EMERGING MKT INDEX FUND ETFP2009-06-192010-09-226569480317661766
BNP PARIBAS LNKD TO BSKT OF TELECOM STOCKS 0% COUPON DUE 05/04/2011 STRUCTURP2010-03-092010-10-08448894076441254125
GS LOCAL EMERGING MKTS DEBT FD MUTUAL FUND - CL AP2010-01-212010-10-18220001948325172517
ISHARES RUSSELL 1000 GROWTH ETF ISHARES TST-ISHARES RUSSELL100 GROWTH INDEXP2009-04-282010-10-256205439518101810
ISHARES BARCLAYS U.S. AGGREGATE BOND FUND ETFP2010-10-112010-11-181765817965-307-307
GS LOCAL EMERGING MKTS DEBT FD MUTUAL FUND - CL AP2010-01-212010-11-184003643636
ISHARES TRUST - RUSSELL 1000 VALUE INDEX FUND ETF ISHARES RUSSELL 1000 VAL IP2010-06-212010-11-18275326787575
ISHARES RUSSELL 1000 GROWTH ETF ISHARES TST-ISHARES RUSSELL100 GROWTH INDEXP2010-06-212010-11-18138311280410271027
ISHARES RUSSELL 2000 INDEX FUNDP2009-06-192010-11-181146822324324
ISHARES RUSSELL 2000 INDEX FUNDP2010-06-212010-11-1883087824484484
ISHARES RUSSELL 2000 INDEX FUNDP2010-09-222010-11-1827222498224224
ISHARES TR-ISHARES MSCI EAFE INDEX FUND ETFP2007-12-282010-11-18747410314-2840-2840
SPDR DJ WILSHIRE INTERNATIONAL REAL ESTATE ETFP2010-01-122010-11-183943573737
ISHARES MSCI EMERGING MKT INDEX FUND ETFP2010-03-052010-11-1818481620228228
ISHARES BARCLAYS U.S. AGGREGATE BOND FUND ETFP2009-06-192010-11-23441754153326422642
ISHARES BARCLAYS U.S. AGGREGATE BOND FUND ETFP2009-06-192010-11-30200191884211771177
ISHARES BARCLAYS U.S. AGGREGATE BOND FUND ETFP2009-06-192010-12-02439854203919461946
ISHARES BARCLAYS U.S. AGGREGATE BOND FUND ETFP2009-06-192010-12-06442344203921952195
ISHARES BARCLAYS U.S. AGGREGATE BOND FUND ETFP2009-12-062010-12-07560560560
GOLDMAN SACHS TRUST GOLDMAN SACHS ABSOLUTE RETURN TRACKER FDP2009-12-062010-12-07100510051005
FieldValueIRS element (for citing)
Capital Gain Net Income77589CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1425000QualifyingDistributionsYear1
Noncharitable Assets Year13832583NoncharitableAssetsYear1
Distribution Ratio Year10.110891DistributionRatioYear1
Qualifying Distributions Year2401703QualifyingDistributionsYear2
Noncharitable Assets Year24566517NoncharitableAssetsYear2
Distribution Ratio Year20.087967DistributionRatioYear2
Qualifying Distributions Year31418287QualifyingDistributionsYear3
Noncharitable Assets Year34854742NoncharitableAssetsYear3
Distribution Ratio Year30.292145DistributionRatioYear3
Qualifying Distributions Year4347000QualifyingDistributionsYear4
Noncharitable Assets Year44336524NoncharitableAssetsYear4
Distribution Ratio Year40.080018DistributionRatioYear4
Qualifying Distributions Year51730911QualifyingDistributionsYear5
Noncharitable Assets Year53727829NoncharitableAssetsYear5
Distribution Ratio Year50.464321DistributionRatioYear5
Total Distribution Ratio1.035342TotalDistributionRatio
Average Distribution Ratio0.207068AverageDistributionRatio
Net Noncharitable Assets4263080NetNoncharitableAssets
Adjusted Noncharitable Assets882747AdjustedNoncharitableAssets
One Percent Net Investment Income1635OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One884382AdjNonchrtblAssetsAndOnePct
Qualifying Distributions110000QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax3270InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal3270Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income3270TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment14228EstTaxPaymentsAndOverpayment
Total Credits And Payments14228TotalCreditsAndPayments
Form2220 AttachedXForm2220Attached
Overpayment10958Overpayment
Amount Credited To Next Year10958AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithMAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors1NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameJACQUELINE MCCOY CPABooksInCareOfPersonName
Books In Care Of Phone Number6179333620BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line131 ST JAMES AVENUE SUITE 740AddressLine1
CityBOSTONCity
StateMAState
ZIP Code021164101ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
MARTIN J MANNION
13 COMMONWEALTH AVEBOSTONMA02116TRUSTEE0.00000
TRISTIN L MANNION
13 COMMONWEALTH AVEBOSTONMA02116TRUSTEE0.00000
ROBERT G BANNISH
50 CONGRESS ST STE 1025BOSTONMA02109TRUSTEE0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities3654405AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances32601AvgMonthlyCashBalances
FMV All Other Noncharitable Assets640994FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets4328000TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets4328000AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable64920CashDeemedCharitable
Net Noncharitable Assets4263080NetNoncharitableAssets
Minimum Investment Return213154MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return213154MinimumInvestmentReturn
Tax Based On Investment Income3270TaxBasedOnInvestmentIncome
Total Tax3270TotalTax
Distributable Amount Before Adj209884DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded209884DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted209884DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions110000ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions110000QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions110000AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted209884DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year51546990ExcessDistriCarryoverYear5
Excess Distri Carryover Year4143049ExcessDistriCarryoverYear4
Excess Distri Carryover Year31187806ExcessDistriCarryoverYear3
Excess Distri Carryover Year2175911ExcessDistriCarryoverYear2
Excess Distri Carryover Year1235020ExcessDistriCarryoverYear1
Total Excess Distri Carryover3288776TotalExcessDistriCarryover
Qualifying Distributions110000QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year110000AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus99884ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY99884ExcessDistriCyovAppliedCY
Total Corpus3188892TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year51447106ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year1741786ExcessDistriCyovToNextYear
Excess From Year4143049ExcessFromYear4
Excess From Year31187806ExcessFromYear3
Excess From Year2175911ExcessFromYear2
Excess From Year1235020ExcessFromYear1

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerMARTIN J MANNIONContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1INSTITUTE OF CONTEMPORARY ARTBusinessNameLine1

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1100 NORTHERN AVENUEAddressLine1
CityBOSTONCity
StateMAState
ZIP Code02210ZIPCode
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationship
Recipient Foundation StatusPUBLIC CHARITYRecipientFoundationStatus
Purpose Of Grant Or ContributionGENERAL PURPOSEPurposeOfGrantOrContribution
Amount$110,000Amount
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year110000TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$116,480ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$1,461ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$77,589ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$195,530ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA195530TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualMARTIN MANNIONContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line113 COMMONWEALTH AVEAddressLine1
CityBOSTONCity
StateMAState
ZIP Code02116ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions97031AggregateContributions
Noncash Contribution TypeXNoncashContributionType

Noncash Property NoncashProperty

FieldValueIRS element (for citing)
Contributor Number From Part I1ContributorNumberFromPartI
Noncash Property DescriptionA123 SYSTEMS, INC. - 7,132 SHARESNoncashPropertyDescription
Fair Market Value97031FairMarketValue
Date Received2010-03-30DateReceived

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets (3 entries)

DescriptionDescriptionBOY Book ValueBOYBookValueEOY Book ValueEOYBookValueEOYFMVEOYFMV
GOLDMAN SACHS - CORPORATE BONDS129076712646111311571
GOLDMAN SACHS - CORPORATE STOCKS211210622614742615635
GOLDMAN SACHS - OTHER612241649048672824

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionWIRE TRANSFER FEEDescription
Revenue And Expenses Per Books12RevenueAndExpensesPerBooks
Net Investment Income12NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (3 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncome
SPILLOVER DISTRIBUTIONS262626
OID INTEREST INCOME480480480
NIXON PEABODY LLP - CHECK REC'D955955955

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryGOLDMAN SACHS - INVESTMENT FEESCategory
Amount$31,996Amount
Net Investment Income31996NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

FieldValueIRS element (for citing)
Person NameMARTIN J MANNIONPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line113 COMMONWEALTH AVEAddressLine1
CityBOSTONCity
StateMAState
ZIP Code02116ZIPCode

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.