THE JAKET FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE JAKET FOUNDATION (EIN 04-6878795)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-09-20
- IRS object ID
- 201122639349100002
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-09-20T10:52:53-05:00 | 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 | Howland Capital Management Inc | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 Federal Street Suite 1100 | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 021101911 | 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 | 046878795 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PHILLIP AND ELIZABETH GROSS FAMILY FDN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PHIL | NameControl |
| Phone | 6173579110 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O HOWLAND CAPITAL MANAGEMENT INC | AddressLine1 |
| Address Line2 | 75 FEDERAL STREET | AddressLine2 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Thomas V Quirk | Name |
| Title | Trustee | Title |
| Date Signed | 2011-09-16 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Carolyn M Beatty | Name |
| Phone | 6173579110 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 21928258 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 4000000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 16200 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 196133 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -1865 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 59146 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 320034 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 125298 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 7422 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 4139634 | TotalRevenueAndExpenses |
| Total Net Investment Income | 523590 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 4500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 4500 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 4500 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 19808 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 172277 | OtherProfFeesNetInvstIncm |
| Interest Net Invst Incm | 96614 | InterestNetInvstIncm |
| Taxes Rev And Expnss | 250 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2304 | TaxesNetInvstIncm |
| Deprec And Depletion Net Invst Incm | 7086 | DeprecAndDepletionNetInvstIncm |
| Other Expenses Rev And Expnss | 90 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 17051 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 24648 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 299832 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 4500 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1978651 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1978651 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2003299 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 299832 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1983151 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 2136335 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 223758 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 2530 | CashBOY |
| Cash EOY | 1896 | CashEOY |
| Cash EOYFMV | 1897 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1961525 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2458527 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2458527 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 3190865 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 4172672 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 8655283 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 6414924 | OtherAssetsBOY |
| Other Assets EOY | 7073084 | OtherAssetsEOY |
| Other Assets EOYFMV | 10812551 | OtherAssetsEOYFMV |
| Total Assets BOY | 11569844 | TotalAssetsBOY |
| Total Assets EOY | 13706179 | TotalAssetsEOY |
| Total Assets EOYFMV | 21928258 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 11569844 | CapitalStockBOY |
| Capital Stock EOY | 13706179 | CapitalStockEOY |
| Total Net Assets BOY | 11569844 | TotalNetAssetsBOY |
| Total Net Assets EOY | 13706179 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 11569844 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 13706179 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 11569844 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 2136335 | ExcessOfRevenueOverExpenses |
| Subtotal | 13706179 | Subtotal |
| Total Net Assets Fund Balances EOY | 13706179 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 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 |
|---|---|---|---|---|---|---|---|
| 297.75 SHS MAP PHARMACEUTICALS | P | 2004-08-13 | 2010-02-10 | 4400 | 1691 | 2709 | 2709 |
| 47.83 SH MONOTYPE IMAGING INC. | P | 2004-11-05 | 2010-04-05 | 472 | 22 | 450 | 450 |
| 71.75 SH MONOTYPE IMAGING INC | P | 2004-11-05 | 2010-11-23 | 767 | 33 | 734 | 734 |
| 59.25 SH MONOTYPE IMAGING INC | P | 2004-11-05 | 2010-12-21 | 680 | 27 | 653 | 653 |
| 500 SH HARDING LOEVNER FDS | P | 2006-09-21 | 2010-06-17 | 21390 | 19195 | 2195 | 2195 |
| 47.83 SH MONOTYPE IMAGING INC | P | 2004-11-05 | 2010-08-03 | 395 | 22 | 373 | 373 |
| 3986 XENOPORT INC | P | 2004-12-15 | 2010-10-27 | 31040 | 40019 | -8979 | -8979 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 320034 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 2453457 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 13536477 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.181248 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 2920501 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 17126696 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.170523 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 2451784 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 13647911 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.179645 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 954415 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 11749811 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.081228 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 809346 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 10147274 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.07976 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.692404 | TotalDistributionRatio |
| Average Distribution Ratio | 0.138481 | AverageDistributionRatio |
| Net Noncharitable Assets | 19721197 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2731011 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2238 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2733249 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1983151 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 4475 | InvestmentIncomeExciseTax |
| Subtotal | 4475 | Subtotal |
| Tax Based On Investment Income | 4475 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 60 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 3700 | TaxPaidWithExtension |
| Total Credits And Payments | 3760 | TotalCreditsAndPayments |
| Tax Due | 715 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | true | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | true | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWLAND CAPITAL MGMT | BusinessNameLine1 |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL ST STE 1100 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| PHILLIP GROSS | ||||||
| C/O HOWLAND CAPITAL MANAGEMENT INC | BOSTON | MA | 021101911 | TRUSTEE | 1.0 | 0 |
| ELIZABETH GROSS | ||||||
| C/O HOWLAND CAPITAL MANAGEMENT INC | BOSTON | MA | 021101911 | TRUSTEE | 1.0 | 0 |
| THOMAS QUIRK | ||||||
| c/o HOWLAND CAPITAL MANAGEMENTINC | BOSTON | MA | 021101911 | TRUSTEE | 1.0 | 0 |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Type Of ServiceTypeOfService | CompensationCompensation |
|---|---|---|---|---|---|
| SKYLINE VENTURE PARTNERS II | |||||
| 525 UNIVERSITY AVENUE SUITE 520 | PALO ALTO | CA | 94301 | INVESTMENT ADVISORY | 22294 |
| LONGWOOD FOUNDERS FUND LP | |||||
| 800 BOYLSTON ST | BOSTON | MA | 02199 | INVESTMENT ADVISORY | 20836 |
| HOWLAND CAPITAL | |||||
| 75 FEDERAL ST | BOSTON | MA | 02110 | INVESTMENT ADVISORY | 19808 |
| ONSET VI LP | |||||
| 2490 SAND HILL RD | MENLO PARK | CA | 94025 | INVESTMENT ADVISORY | 23198 |
| SDK GLOBAL OPPS OFFSHORE FUND | |||||
| 200 CLARENDON STREET | BOSTON | MA | 02116 | INVESTMENT ADVISORY | 44960 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 20020223 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1297 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 20021520 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 20021520 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 300323 | CashDeemedCharitable |
| Net Noncharitable Assets | 19721197 | NetNoncharitableAssets |
| Minimum Investment Return | 986060 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 986060 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4475 | TaxBasedOnInvestmentIncome |
| Total Tax | 4475 | TotalTax |
| Distributable Amount Before Adj | 981585 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 981585 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 981585 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1983151 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 1983151 | QualifyingDistributions |
| Adj Qualifying Distributions | 1983151 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 981585 | DistributableAmountAsAdjusted |
| Prior Year1 | 2008 | PriorYear1 |
| Prior Year2 | 2007 | PriorYear2 |
| Prior Year3 | 2006 | PriorYear3 |
| Excess Distri Carryover Year5 | 305382 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 372427 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1806304 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 2067812 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1776690 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 6328615 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1983151 | QualifyingDistributions |
| Applied To Current Year | 981585 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1001566 | RemainingDistriFromCorpus |
| Total Corpus | 7330181 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 305382 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 7024799 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 372427 | ExcessFromYear4 |
| Excess From Year3 | 1806304 | ExcessFromYear3 |
| Excess From Year2 | 2067812 | ExcessFromYear2 |
| Excess From Year1 | 1776690 | ExcessFromYear1 |
| Excess From Current Year | 1001566 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PHILIP GROSS | ContributingManager |
| Contributing Manager | ELIZABETH GROSS | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (19 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| UNITED STATES SKI & SNOWBOARD TEAM | ||||||||
| POST OFFICE BOX 100 1 VICTORY LANE | PARK CITY | UT | 84060 | NONE | PUBLIC | $21K to Olympic Medals Madness, $183,679 for General Purposes, $7K for ACES initiative, $15,463 for General Purposes, | $227,142 | |
| BOSTON RED SOX | ||||||||
| 4 WAWKEY WAY | BOSTON | MA | 02215 | NONE | PUBLIC | PROVIDE TICKETS FOR THE BENEFIT OF 501(C) 3 ORGANIZATIONS | $10,000 | |
| STRATEGIC GRANT PARTNERS | ||||||||
| 20 NEWBURY STREET 2ND FLOOR | BOSTON | MA | 02116 | NONE | PUBLIC | GENERAL FUND | $811,734 | |
| TUFTS UNIVERSITY | ||||||||
| FRIEDMAN SCHOOL OF NUTRIONAL SCIENC | BOSTON | MA | 02111 | NONE | PUBLIC | $100,000 for the Tufts Friedman School Gershoff Scholars, $5,000 for the Annual Fund | $105,000 | 150 HARRISON AVENUE ROOM 240 |
| AMERICAN CANCER SOCIETY | ||||||||
| 30 SPEEN STREET | FRAMINGHAM | MA | 017019376 | NONE | PUBLIC | $100,000 ANNUAL PLEDGE | $100,000 | |
| EMERSON UMBRELLA CENTER FOR THE ARTS | ||||||||
| 40 STOW STREET | CONCORD | MA | 01742 | NONE | PUBLIC | ANNUAL FUND | $5,000 | |
| BOYS & GIRLS CLUBS OF BOSTON | ||||||||
| 50 CONGRESS STREET SUITE 730 | BOSTON | MA | 02109 | NONE | PUBLIC | $50,000 for the House Party Sponsorship, $50,000 for the Swimming Instructor Coordinator, and $1,000 for Geneal Purposes | $101,000 | |
| YOUTH ENRICHMENT SERVICES | ||||||||
| 412 MASSACHUSETTS AVENUE | BOSTON | MA | 021183505 | NONE | PUBLIC | $250,000 for General Operating Support, $5,000 Grant for the Boston Ski Party Youth Snow Fest, $8,650 for the USSA Sponsorship, $73,695 for the Frequent Skier Program, 9,430 for USSA NE Gala evnet | $346,775 | |
| CONCORD MUSEUM | ||||||||
| PO Box 146 | CONCORD | MA | 01742 | NONE | PUBLIC | ANNUAL APPEAL | $1,000 | |
| CONCORD PUBLIC LIBRARY | ||||||||
| 129 Main Street | CONCORD | MA | 01742 | NONE | PUBLIC | ANNUAL APPEAL | $1,000 | |
| MOUNT HOLYOKE COLLEGE | ||||||||
| Office of Development | SOUTH HADLEY | MA | 01075 | NONE | PUBLIC | ANNUAL FUND | $5,000 | 50 College Street |
| THE FENN SCHOOL | ||||||||
| 516 Monument Street | CONCORD | MA | 01742 | NONE | PUBLIC | ANNUAL APPEAL | $10,000 | |
| CONCORD CARLISLE COMMUNITY CHEST | ||||||||
| 111 ORNAC | CONCORD | MA | 01742 | NONE | PUBLIC | GENERAL PURPOSES | $30,000 | |
| TURTLE RIDGE FOUNDATION | ||||||||
| 392 Streeter Pond Road | SUGAR HILL | NH | 03586 | NONE | PUBLIC | GENERAL PURPOSES | $25,000 | |
| SAMARITANS | ||||||||
| 141 Tremont St 7th Flr | BOSTON | MA | 02111 | NONE | GRANT TO INCREASE DEVELOPMENT FUNDRAISING CAPACITY OF THE AGENCY | $85,000 | ||
| KILLINGTON MOUNTAIN SCHOOL | ||||||||
| 2708 Killington Road | KILLINGTON | VT | 05751 | NONE | PUBLIC | GENERAL PURPOSES | $20,000 | |
| WVBBTSSEF | ||||||||
| PO Box 277 | Waterville Valley | NH | 03215 | NONE | PUBLIC | GIFT TO ONLY BE USED FOR SCHOLARSHIPS AND FINANCIAL SUPPORT FOR STUDENTS AT WATERVILLE VALLEY ACADEMY WITH DEMONTRATED NEED | $25,000 | |
| CONCORD EDUCATION FUND | ||||||||
| PO Box 202 | CONCORD | MA | 01742 | NONE | PUBLIC | GENERAL PURPOSES | $10,000 | |
| PRESIDENT & FELLOWS OF HARVARD COLLEGE | ||||||||
| 401 Park Drive | BOSTON | MA | 02215 | NONE | PUBLIC | For the Board of Fellows Annual Fund | $60,000 | Suite 22 West |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1978651 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $16,200 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $125,298 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$1,865 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $139,634 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 139634 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c | X | Organization501c |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | PHILIP ELIZABETH GROSS | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL STREET SUITE 1100 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 4000000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREP. HOWLAND MGMT | Category |
| Amount | $4,500 | Amount |
| Net Investment Income | 4500 | NetInvestmentIncome |
| Disbursements Charitable Prps | 4500 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| HOWLAND CAPITAL MGMT. ACCOUNT | 1172672 | 1140583 |
| HIGHFIELDS CAPITAL LTD | 3000000 | 7514700 |
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | VENTURE CAPITAL PARTNERSHIPS | Description |
| BOY Book Value | 6414924 | BOYBookValue |
| EOY Book Value | 7073084 | EOYBookValue |
| EOYFMV | 10812551 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (10 entries)
| DescriptionDescription | Net Investment IncomeNetInvestmentIncome | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|---|
| THROUGH HCM VF VI | 90 | |
| THROUGH ALTIMETER | 553 | |
| THROUGH ADAGE CAPITAL | 532 | |
| THROUGH ENORASI | 488 | |
| THROUGH LONGWOOD | 1254 | |
| THROUGH ARTEMIS | 442 | |
| HCM - WIRE FEES | 90 | 90 |
| THROUGH VALERO | 4256 | |
| THROUGH AXIA CAPITAL | 9013 | |
| THROUGH SKYLINE V | 333 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| PARTNERSHIP K-1 ADJUSTMENTS | 123591 | |
| FEDERAL TAX REFUND | 1707 | 1707 |
| HCM VF IV | 57 | |
| VALERO CAPITAL PARTNERS | 3703 | |
| ADAGE CAPITAL PARTNERS | 2078 | |
| HCM VF VI | -123 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (11 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| MANAGEMENT FEE HOWLAND CAPITAL | $19,808 | 19808 |
| MANAGEMENT FEE SKYLINE | 22650 | |
| MANAGEMENT FEE ALTIMETER INV. | 6061 | |
| MANAGEMENT FEE LONGWOOD FOUND | 20836 | |
| MANAGEMENT FEE ARTEMIS | 5538 | |
| MANAGEMENT FEE SDK GLOBAL OPPS | 44960 | |
| MANAGEMENT FEE AXIA CAPITAL | 4447 | |
| MANAGEMENT FEE ONSET VI | 23198 | |
| MANAGEMENT FEE ADAGE CAPITAL | 8201 | |
| MANAGEMENT FEE HCM VF IV | 8295 | |
| MANAGEMENT FEE HCM VF VI | 8283 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | PHILIP ELIZABETH GROSS | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL STREET SUITE 1100 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| MASSACHUSETTS FILING FEE | $250 | 250 |
| FOREIGN TAXES WITHHELD | 2054 |
Comments