HEATHER AND ROBERT KEANE FAMILYFOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HEATHER AND ROBERT KEANE FAMILYFOUNDATION INC (EIN 20-4818414)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-11
- IRS object ID
- 202143159349100829
- Schema version
- 2020v4.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-11T08:46:39-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-11-05 | 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 | 2021-11-05 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $10,417,263 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,450 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,450 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $17,354 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,354 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,684 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $487,435 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,684 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $22,488 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,488 | 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 | $842 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,353 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,795 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $908,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $908,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $926,645 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $909,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$904,157 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,488 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $788,275 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $373,849 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $373,849 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,901,734 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,901,734 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,579,541 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $945,162 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $455,431 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $463,873 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $10,635,171 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,731,014 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,417,263 | 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 | $10,635,171 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,731,014 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,635,171 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,731,014 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,635,171 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,731,014 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,635,171 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$904,157 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,731,014 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,731,014 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 100,000 SHARES OF MORGAN STANLEY 2.65% | P | $100,000 | $100,000 | $0 | $0 |
| 125,000 SHARES OF AMGEN INC. 1.85% | P | $125,403 | $124,864 | $539 | $539 |
| 60,000 SHARES OF ONICOM GROUP INC. 4.45% | P | $60,951 | $60,610 | $341 | $341 |
| 75,000 SHARES OF AMERICAN EXPRESS CREDIT | P | $75,000 | $75,000 | $0 | $0 |
| 125,000 SHARES OF JP MORGAN CAHSE & CO 2.55% | P | $126,081 | $125,277 | $804 | $804 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,684 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $313 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $313 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $313 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,828 | 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 | $1,828 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,515 | OverpaymentAmt |
| Applied To ES Tax | $1,515 | 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 | $10,344,302 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $522,050 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,866,352 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,866,352 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $162,995 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,703,357 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $535,168 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $535,168 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $313 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $313 | TotalTaxAmt |
| Distributable Before Adj | $534,855 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $534,855 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $534,855 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $909,350 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $909,350 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $909,350 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $534,855 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $562,814 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,432,034 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $56,264 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,051,112 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $909,350 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $534,855 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $374,495 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,425,607 | 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 | $562,814 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,862,793 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,432,034 | ExcessFromYear4Amt |
| Excess From Year1 | $56,264 | ExcessFromYear1Amt |
| Excess From Current Year | $374,495 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| THE NATIONAL MUSEUM OF WOMEN IN THE ARTS | ||||||||||
| 1250 NEW YORK AVENUE NW | WASHINGTON | DC | 20005 | NONE | CHARITABLE MISSION | $9,000 | ||||
| FREEDOM HOUSE INC | ||||||||||
| 1850 M ST NW FLOOR 11 | WASHINGTON | DC | 20036 | NONE | CHARITABLE MISSION | $100,000 | ||||
| CAMPHILL FOUNDATION | ||||||||||
| 285 HUNGRY HOLLOW ROAD | CHESTNUT RIDGE | NY | 10977 | NONE | CHARITABLE MISSION | $10,000 | ||||
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | NONE | CHARITABLE MISSION | $50,000 | ||||
| AMERICAN LIBRARY IN PARIS FOUNDATION | ||||||||||
| NONE | CHARITABLE MISSION | $104,850 | 41 RUE PASTEUR | SAINTCLOUD | FR | 92210 | ||||
| HANDEL AND HAYDEN SOCIETY | ||||||||||
| 9 HARCOURT STREET | BOSTON | MA | 02116 | NONE | CHARITABLE MISSION | $20,000 | ||||
| AMERICAN LIBRARY IN PARIS FOUNDATION | ||||||||||
| NONE | CHARITABLE MISSION | $35,500 | 41 RUE PASTEUR | SAINTCLOUD | FR | 92210 | ||||
| BEACON HILL CIVIC ASSOCIATION | ||||||||||
| 74 JOY STREET | BOSTON | MA | 02114 | NONE | CHARITABLE MISSION | $10,000 | ||||
| HEADING HOME INC | ||||||||||
| 529 MAIN STREET SUITE 100 | CHARLESTOWN | MA | 02129 | NONE | CHARITABLE MISSION | $30,000 | ||||
| FRIENDS OF THE PUBLIC GARDEN | ||||||||||
| 69 BEACON STREET | BOSTON | MA | 02108 | NONE | CHARITABLE MISSION | $60,000 | ||||
| CHARLES RIVERS CONSERVANCY | ||||||||||
| 43 THORNDIKE STREET | CAMBRIDGE | MA | 02141 | NONE | CHARITABLE MISSION | $53,500 | ||||
| ESPLANADE ASSOCIATION | ||||||||||
| 376 BOYLSTON STREET SUITE 503 | BOSTON | MA | 02116 | NONE | CHARITABLE MISSION | $10,000 | ||||
| TRIFORM ENTERPRISES LTD | ||||||||||
| 20 TRIFORM ROAD | HUDSON | NY | 12534 | NONE | CHARITABLE MISSION | $20,000 | ||||
| NATIONAL RESDISTRICTING FOUNDATION | ||||||||||
| 700 13TH ST NW STE 600 | WASHINGTON | DC | 20005 | NONE | CHARITABLE MISSION | $100,000 | ||||
| AMERICAN LIBRARY IN PARIS FOUNDATION | ||||||||||
| NONE | CHARITABLE MISSION | $12,000 | 41 RUE PASTEUR | SAINTCLOUD | FR | 92210 | ||||
| ELLIS MARSALIS CENTER FOR MUSIC | ||||||||||
| 323 BROADWAY | CAMBRIDGE | MA | 02139 | NONE | CHARITABLE MISSION | $10,000 | ||||
| COMBINED JEWISH PHILANTHROPIES | ||||||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | CHARITABLE MISSION | $20,000 | ||||
| GREG HILL FOUNDATION | ||||||||||
| 800 W CUMMINGS PARK STE 3700 | WOBURN | MA | 01801 | NONE | CHARITABLE MISSION | $10,000 | ||||
| LION OF JUDAH | ||||||||||
| 12523 SE OLD CYPRESS DRIVE | HOBE SOUND | FL | 33455 | NONE | CHARITABLE MISSION | $70,000 | ||||
| BUNKER HILL COMMUNITY COLLEGE FOUNDATION | ||||||||||
| 250 NEW RUTHERFORD AVE H150 | BOSTON | MA | 02129 | NONE | CHARITABLE MISSION | $100,000 | ||||
| 1FOR3 ORG INC | ||||||||||
| 58 NORTH BORDER ROAD | WINCHESTER | MA | 01890 | NONE | CHARITABLE MISSION | $10,000 | ||||
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||||
| MASSACHUSETTS HALL | CAMBRIDGE | MA | 02138 | NONE | CHARITABLE MISSION | $10,000 | ||||
| AMERICAN LIBRARY IN PARIS FOUNDATION | ||||||||||
| NONE | CHARITABLE MISSION | $46,500 | 41 RUE PASTEUR | SAINTCLOUD | FR | 92210 | ||||
| PLANNING OFFICE FOR URBAN AFFAIRS INC | ||||||||||
| 84 STATE ST STE 600 | BOSTON | MA | 02109 | NONE | CHARITABLE MISSION | $7,500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $908,850 | 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 | $3,450 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,354 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,684 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $22,488 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,488 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES - ANDERSEN TAX LLC | CategoryTxt |
| Amt | $14,100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $455,431 | EOYBookValueAmt |
| EOYFMV | $463,873 | EOYFMVAmt |
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 | $9,579,541 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $842 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MASS FILING FEE | Desc |
| Revenue And Expenses Per Books | $500 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES - GOLDMAN SACHS | CategoryTxt |
| Amt | $2,353 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |