GORDON FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- GORDON FAMILY FOUNDATION (EIN 13-7130595)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-12
- IRS object ID
- 201131329349101908
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-12T16:13:52-05:00 | 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 | ALAN M FREEDMAN CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 RAILROAD AVENUE | AddressLine1 |
| City | ANDOVER | City |
| State | MA | State |
| ZIP Code | 01810 | 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 | 137130595 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORDON FAMILY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O MICHAEL S GORDON TRUSTEE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GORD | NameControl |
| Phone | 6172045400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 FRANKLIN STREET NO 1900 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL S GORDON | Name |
| Title | TRUSTEE | Title |
| Phone | 6172045400 | Phone |
| Date Signed | 2011-05-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALAN M FREEDMAN | Name |
| Phone | 9784701332 | Phone |
| Date Prepared | 2011-05-11 | DatePrepared |
| Self Employed | X | SelfEmployed |
| 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 | 41720807 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 15014308 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 21930 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 21930 | InterestOnSavingsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 6410392 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 10000000 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 6410392 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 21446630 | TotalRevenueAndExpenses |
| Total Net Investment Income | 6432322 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 63808 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 35 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 67343 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2022900 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 2022900 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2090243 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2022900 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 19356387 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 6432322 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 705411 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 23679506 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 23679506 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 10247504 | InvestmentsOtherBOY |
| Investments Other EOY | 6657896 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 18041301 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 10952915 | TotalAssetsBOY |
| Total Assets EOY | 30337402 | TotalAssetsEOY |
| Total Assets EOYFMV | 41720807 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1229958 | CapitalStockBOY |
| Capital Stock EOY | 1229958 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 9722957 | RetainedEarningsBOY |
| Retained Earnings EOY | 29107444 | RetainedEarningsEOY |
| Total Net Assets BOY | 10952915 | TotalNetAssetsBOY |
| Total Net Assets EOY | 30337402 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 10952915 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 30337402 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 10952915 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 19356387 | ExcessOfRevenueOverExpenses |
| Other Increases | 28100 | OtherIncreases |
| Subtotal | 30337402 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 30337402 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 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 |
|---|---|---|---|---|---|---|---|
| SHS MSG OVERSEAS FUND LTD | P | 2004-01-01 | 2010-01-01 | 8000000 | 2421726 | 5578274 | 5578274 |
| SHS JNV OVERSEAS FUND LTD | P | 2006-01-01 | 2010-01-01 | 2000000 | 1167882 | 832118 | 832118 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 6410392 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1007800 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 24988422 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.040331 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1176916 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 25394325 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.046346 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 885150 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 21596846 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.040985 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 661886 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 17549973 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.037714 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 867000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 11336396 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.076479 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.241855 | TotalDistributionRatio |
| Average Distribution Ratio | 0.048371 | AverageDistributionRatio |
| Net Noncharitable Assets | 27726698 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1341168 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 64323 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1405491 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2022900 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 64323 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 64323 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 64323 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 65750 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 65750 | TotalCreditsAndPayments |
| Overpayment | 1427 | Overpayment |
| Amount Credited To Next Year | 1427 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | 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 Person Name | MICHAEL S GORDON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6172045400 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 FRANKLIN STREET SUITE 1900 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| MICHAEL S GORDON | ||||||||
| 209 SARGENT ROAD | BROOKLINE | MA | 02445 | TRUSTEE | 5.00 | 0 | 0 | 0 |
| CHRISTINA M GORDON | ||||||||
| 209 SARGENT ROAD | BROOKLINE | MA | 02445 | TRUSTEE | 5.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
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 | 16700918 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 11448014 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 28148932 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 28148932 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 422234 | CashDeemedCharitable |
| Net Noncharitable Assets | 27726698 | NetNoncharitableAssets |
| Minimum Investment Return | 1386335 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1386335 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 64323 | TaxBasedOnInvestmentIncome |
| Total Tax | 64323 | TotalTax |
| Distributable Amount Before Adj | 1322012 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1322012 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1322012 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2022900 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 2022900 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 64323 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1958577 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1322012 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 289623 | ExcessDistriCarryoverYear5 |
| Total Excess Distri Carryover | 289623 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2022900 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1322012 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 700888 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 990511 | 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 | 289623 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 700888 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 700888 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (28 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| SUMMIT PREPARATORY SCHOOL | |||||||
| 1605 DANIELSON ROAD | KALISPELL | MT | 59901 | PUBLIC | UNRESTRICTED | $15,000 | |
| BROOKLINE TEEN CENTER | |||||||
| 40 WEBSTER PLACE | BROOKLINE | MA | 02445 | PUBLIC | UNRESTRICTED | $75,000 | |
| BEST BUDDIES | |||||||
| 45 BROMFIELD STREET 301 | BOSTON | MA | 02108 | PUBLIC | UNRESTRICTED | $500 | |
| BELMONT HILL SCHOOL | |||||||
| 350 PROSPECT STREET | BELMONT | MA | 02478 | PUBLIC | UNRESTRICTED | $450,000 | |
| BOSTON PARTNERS IN EDUCATION | |||||||
| 44 FARNSWORTH STREET | BOSTON | MA | 02210 | PUBLIC | UNRESTRICTED | $1,000 | |
| BROOKLINE COMMUNITY FOUNDATION | |||||||
| 40 WEBSTER PLACE | BOSTON | MA | 02445 | PUBLIC | UNRESTRICTED | $52,500 | |
| CHESTNUT HILL SCHOOL | |||||||
| 428 HAMMOND STREET | CHESTNUTHILL | MA | 02467 | PUBLIC | UNRESTRICTED | $230,000 | |
| DANA FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | PUBLIC | UNRESTRICTED | $1,000 | |
| INSTITUTE OF CONTEMPORARY ART | |||||||
| 100 NORTHERN AVENUE | BOSTON | MA | 02210 | PUBLIC | UNRESTRICTED | $5,000 | |
| INVEST FOR KIDS | |||||||
| 875 NORTH MICHIGAN AVENUE SUITE | CHICAGO | IL | 60611 | PUBLIC | UNRESTRICTED | $5,000 | 3400 |
| MARIN ROWING | |||||||
| 50 DRAKES LANDING ROAD | GREENBRAE | CA | 94904 | PUBLIC | UNRESTRICTED | $100 | |
| JIMMY FUND | |||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 02445 | PUBLIC | UNRESTRICTED | $160,000 | |
| JOEY FUND | |||||||
| 220 N MAIN STREET | NATICK | MA | 01760 | PUBLIC | UNRESTRICTED | $25,000 | |
| MARCH OF DIMES | |||||||
| 112 TURNPIKE ROAD SUITE 102 | WESTBOROUGH | MA | 01581 | PUBLIC | UNRESTRICTED | $250 | |
| WALK FOR HUNGER | |||||||
| 145 BORDER STREET | EAST BOSTON | MA | 02128 | PUBLIC | UNRESTRICTED | $100 | |
| PAN MASS CHALLENGE | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | PUBLIC | UNRESTRICTED | $1,450 | |
| RED SOX FOUNDATION | |||||||
| 4 YAWKEY WAY | BOSTON | MA | 02215 | PUBLIC | UNRESTRICTED | $60,000 | |
| FESSENDEN SCHOOL | |||||||
| 250 WALTHAM STREET | WEST NEWTON | MA | 02465 | PUBLIC | UNRESTRICTED | $25,000 | |
| ROSIE'S PLACE | |||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | PUBLIC | UNRESTRICTED | $140,000 | |
| TEMPLE OHABEI SHALOM | |||||||
| 1187 BEACON STREET | BOSTON | MA | 02446 | PUBLIC | UNRESTRICTED | $32,000 | |
| UNITED WAY OF MASSACHUSETTS BAY | |||||||
| 51 SLEEPER STREET | BOSTON | MA | 02210 | PUBLIC | UNRESTRICTED | $5,000 | |
| TRUSTEES OF TUFTS COLLEGE | |||||||
| PO BOX 3306 | BOSTON | MA | 02241 | PUBLIC | UNRESTRICTED | $130,000 | |
| VALEO FUTBOL CLUB | |||||||
| 0 GOVERNORS AVE B4 | MEDFORD | MA | 02155 | PUBLIC | UNRESTRICTED | $5,000 | |
| MEDICAL COLLEGE OF WISCONSIN | |||||||
| 8701 WATERTOWN PLANK ROAD | MILWAUKEE | WI | 53226 | PUBLIC | UNRESTRICTED | $3,000 | |
| THE WINSOR SCHOOL | |||||||
| PILGRIM ROAD | BOSTON | MA | 02215 | PUBLIC | UNRESTRICTED | $450,000 | |
| PARTNERS IN HEALTH | |||||||
| 888 COMMONWEALTH AVE 3RD FL | BOSTON | MA | 02215 | PUBLIC | UNRESTRICTED | $1,000 | |
| COMBINED JEWISH PHILANTHROPIES | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | PUBLIC | UNRESTRICTED | $100,000 | |
| NEW VENTURE FUND | |||||||
| 734 15TH STREET NW SUITE 600 | WASHINGTON | DC | 20005 | PUBLIC | UNRESTRICTED | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 2022900 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $21,930 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $6,410,392 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $6,432,322 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 6432322 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | MICHAEL S GORDON | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 209 SARGENT ROAD | AddressLine1 |
| City | BROOKLINE | City |
| State | MA | State |
| ZIP Code | 02445 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 15014308 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | Category |
| Amount | $3,500 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MSG OVERSEAS FUND LTD CLASS G | AT COST | 5825778 | 16304500 |
| JNV OVERSEAS FUND LTD CLASS G | AT COST | 832118 | 1736801 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | STATE FILING FEE | Description |
| Revenue And Expenses Per Books | 35 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OUTSTANDING CHECKS AT YEAR END | Description |
| Amount | $28,100 | Amount |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | MICHAEL GORDON | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 209 SARGENT ROAD | AddressLine1 |
| City | BROOKLINE | City |
| State | MA | State |
| ZIP Code | 02445 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2010 PREPAID TAX ON INVESTMENT INCOME | Category |
| Amount | $63,808 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments