HEATHER AND ROBERT KEANE FAMILYFOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HEATHER AND ROBERT KEANE FAMILYFOUNDATION INC (EIN 20-4818414)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-11
- IRS object ID
- 202201319349104180
- Schema version
- 2021v4.2
- 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 Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-11T11:52:50-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204818414 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEATHER AND ROBERT KEANE FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAT | BusinessNameControlTxt |
| Phone | 6172928400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO ANDERSEN TAX LLC 125 HIGH ST | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEATHER K KEANE | PersonNm |
| Person Title | PRESIDENT, SECRETARY, DIRE | PersonTitleTxt |
| Phone | 6172928400 | PhoneNum |
| Signature | 2022-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HEATHER | PersonFirstNm |
| Person Last | KEANE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC STEEN | PreparerPersonNm |
| PTIN | P01611936 | PTIN |
| Phone | 6172928400 | PhoneNum |
| Preparation | 2022-04-29 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,514,157 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,706,494 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,294 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,294 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,697 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,697 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,274 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $459,655 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,274 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,717,759 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,265 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $73 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $731 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,954 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,836,533 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,836,533 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,850,487 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,836,583 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,867,272 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,265 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $373,850 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,695,703 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,695,703 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,901,734 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,901,734 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,818,454 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $455,431 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $9,731,015 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,597,437 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,514,157 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,731,015 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,597,437 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,731,015 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,597,437 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,731,015 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,597,437 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,731,015 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,867,272 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,598,287 | SubtotalAmt |
| Other Decreases | $850 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,597,437 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100,000 SHARES OF WELLS FARGO & COMPANY | P | 2016-07-18 | 2021-03-02 | $100,486 | $100,000 | $486 | $486 |
| 100,000 SHARES OF CITIGROUP INC. | P | 2016-07-26 | 2021-03-09 | $100,474 | $100,000 | $474 | $474 |
| 50,000 SHARES OF NIVIDIA CORP | P | 2016-09-13 | 2021-03-09 | $50,388 | $49,901 | $487 | $487 |
| 75,000 SHARES OF THE TORONTO-DOMINION BANK | P | 2016-08-23 | 2021-03-09 | $75,215 | $75,062 | $153 | $153 |
| 75,000 SHARES OF CROWN CASTLE INTERNATIONAL | P | 2016-07-19 | 2021-03-10 | $81,332 | $78,112 | $3,220 | $3,220 |
| 50,000 SHARES OF DR PEPPER SNAPPLE GROUP, INC. | P | 2016-07-15 | 2021-03-31 | $51,760 | $50,306 | $1,454 | $1,454 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,274 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $157 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $157 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $157 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,515 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,515 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,358 | OverpaymentAmt |
| Applied To ES Tax | $1,358 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANDERSEN TAX LLC | IndividualWithBooksNm |
| Phone | 6172928400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET 16TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| HEATHER K KEANE | |||||||||
| C/O ANDERSEN TAX LLC 125 HIGH | STREET 16TH FLOOR | BOSTON | MA | 02110 | PRESIDENT, DIRECTOR | 0.00 | $0 | $0 | $0 |
| ROBERT S KEANE | |||||||||
| C/O ANDERSEN TAX LLC 125 HIGH | STREET 16TH FLOOR | BOSTON | MA | 02110 | TREASURER, DIRECTOR | 0.00 | $0 | $0 | $0 |
| SABRINE KEANE | |||||||||
| C/O ANDERSEN TAX LLC 125 HIGH | STREET 16TH FLOOR | BOSTON | MA | 02110 | MANAGER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,327,071 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,599,837 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,926,908 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,926,908 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $193,904 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,733,004 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $636,650 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $636,650 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $157 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $157 | TotalTaxAmt |
| Distributable Before Adj | $636,493 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $636,493 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $636,493 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,836,583 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,836,583 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $636,493 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,432,034 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $56,264 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $374,495 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,862,793 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,836,583 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $636,493 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,200,090 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,062,883 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,432,034 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,630,849 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $56,264 | ExcessFromYear2Amt |
| Excess From Year1 | $374,495 | ExcessFromYear1Amt |
| Excess From Current Year | $1,200,090 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HEATHER K KEANE | ContributingManagerNm |
| Contributing Manager | ROBERT S KEANE | ContributingManagerNm |
| Contributing Manager | SABRINE KEANE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| 1FOR3 ORG INC | ||||||||||
| 58 NORTH BORDER ROAD | WINCHESTER | MA | 01890 | NONE | CHARITABLE MISSION | $13,000 | ||||
| AMERICAN LIBRARY IN PARIS FOUNDATION | ||||||||||
| NONE | CHARITABLE MISSION | $91,208 | 41 RUE PASTEUR | SAINTCLOUD | FR | 92210 | ||||
| AMERICAN LIBRARY IN PARIS FOUNDATION | ||||||||||
| NONE | CHARITABLE MISSION | $24,000 | 41 RUE PASTEUR | SAINTCLOUD | FR | 92210 | ||||
| BEACON HILL CIVIC ASSOCIATION | ||||||||||
| 74 JOY STREET | BOSTON | MA | 02114 | NONE | CHARITABLE MISSION | $10,000 | ||||
| BUNKER HILL COMMUNITY COLLEGE FOUNDATION | ||||||||||
| 250 NEW RUTHERFORD AVE H150 | BOSTON | MA | 02129 | NONE | CHARITABLE MISSION | $150,000 | ||||
| CAMPHILL FOUNDATION | ||||||||||
| 285 HUNGRY HOLLOW ROAD | CHESTNUT RIDGE | NY | 10977 | NONE | CHARITABLE MISSION | $10,000 | ||||
| ELLIS MARSALIS CENTER FOR MUSIC | ||||||||||
| 323 BROADWAY | CAMBRIDGE | MA | 02139 | NONE | CHARITABLE MISSION | $10,000 | ||||
| ESPLANADE ASSOCIATION | ||||||||||
| 376 BOYLSTON STREET SUITE 503 | BOSTON | MA | 02116 | NONE | CHARITABLE MISSION | $10,000 | ||||
| ESPLANADE ASSOCIATION | ||||||||||
| 376 BOYLSTON STREET SUITE 503 | BOSTON | MA | 02116 | NONE | CHARITABLE MISSION | $100,000 | ||||
| FREEDOM HOUSE INC | ||||||||||
| 1850 M ST NW FLOOR 11 | WASHINGTON | DC | 20036 | NONE | CHARITABLE MISSION | $100,000 | ||||
| FRIENDS OF THE PUBLIC GARDEN | ||||||||||
| 69 BEACON STREET | BOSTON | MA | 02108 | NONE | CHARITABLE MISSION | $250,000 | ||||
| HANDEL AND HAYDEN SOCIETY | ||||||||||
| 9 HARCOURT STREET | BOSTON | MA | 02116 | NONE | CHARITABLE MISSION | $20,000 | ||||
| HEADING HOME INC | ||||||||||
| 529 MAIN STREET SUITE 100 | CHARLESTOWN | MA | 02129 | NONE | CHARITABLE MISSION | $98,325 | ||||
| HEADING HOME INC | ||||||||||
| 529 MAIN STREET SUITE 100 | CHARLESTOWN | MA | 02129 | NONE | CHARITABLE MISSION | $50,000 | ||||
| INSEAD MANAGEMENT EDUCATION FOUNDATION | ||||||||||
| PO BOX 7666 | NEW YORK | NY | 10160 | NONE | CHARITABLE MISSION | $100,000 | ||||
| NATIONAL RESDISTRICTING FOUNDATION | ||||||||||
| 700 13TH ST NW STE 600 | WASHINGTON | DC | 20005 | NONE | CHARITABLE MISSION | $100,000 | ||||
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||||
| MASSACHUSETTS HALL | CAMBRIDGE | MA | 02138 | NONE | CHARITABLE MISSION | $50,000 | ||||
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||||
| MASSACHUSETTS HALL | CAMBRIDGE | MA | 02138 | NONE | CHARITABLE MISSION | $50,000 | ||||
| PRO-CHOICE MASSACHUSETTS FOUNDATION | ||||||||||
| 15 COURT SQ STE 900 | BOSTON | MA | 02108 | NONE | CHARITABLE MISSION | $30,000 | ||||
| RIAN IMMIGRANT CENTER | ||||||||||
| 1 STATE ST 8TH FLOOR | BOSTON | MA | 02109 | NONE | CHARITABLE MISSION | $250,000 | ||||
| RIAN IMMIGRANT CENTER | ||||||||||
| 1 STATE ST 8TH FLOOR | BOSTON | MA | 02109 | NONE | CHARITABLE MISSION | $250,000 | ||||
| SOIL | ||||||||||
| 3950 GREEN VALLEY SCHOOL RD | SEBASTOPOL | CA | 95472 | NONE | CHARITABLE MISSION | $10,000 | ||||
| TRIFORM ENTERPRISES LTD | ||||||||||
| 20 TRIFORM ROAD | HUDSON | NY | 12534 | NONE | CHARITABLE MISSION | $50,000 | ||||
| SOIL | ||||||||||
| 3950 GREEN VALLEY SCHOOL RD | SEBASTOPOL | CA | 95472 | NONE | CHARITABLE MISSION | $10,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,836,533 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,294 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,697 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,274 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,265 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,265 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ROBERT S KEANE | ||||||
| 1 | 78 BEACON STREET | BOSTON | MA | 02108 | $1,853,247 | Yes (X) |
| HEATHER K KEANE | ||||||
| 2 | 78 BEACON STREET | BOSTON | MA | 02108 | $1,853,247 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES - ANDERSEN TAX LLC | CategoryTxt |
| Amt | $13,100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CIMPRESS | StockNm |
| EOY Book Value | $8,901,734 | EOYBookValueAmt |
| EOYFMV | $7,818,454 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $73 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EQUITY ADJUSTMENT | Desc |
| Amt | $850 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MASS FILING FEES | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES - GOLDMAN SACHS | CategoryTxt |
| Amt | $731 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |