HEATHER AND ROBERT KEANE FAMILYFOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HEATHER AND ROBERT KEANE FAMILYFOUNDATION INC (EIN 20-4818414)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-04
- IRS object ID
- 202002789349100400
- Schema version
- 2019v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-04T10:23:16-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-09-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL D HOUGH | PreparerPersonNm |
| PTIN | P00637150 | PTIN |
| Phone | 6172928400 | PhoneNum |
| Preparation | 2020-09-18 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.60.234.201 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-18 | IPDt |
| IP Tm | 12:23:44 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2149027A1DA4202286F227620E32514515EE829D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,475,481 | 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 | $1,026,730 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10,026 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,026 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $38,640 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,640 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$17,074 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $940,212 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $15 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,058,337 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,666 | 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 | $330 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,232 | 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 | $8,562 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $659,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $659,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $668,062 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $660,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $390,275 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,666 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $456,590 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $788,275 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $788,275 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,891,169 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,901,734 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,731,694 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,897,137 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $945,162 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $955,512 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $10,244,896 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,635,171 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,475,481 | 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 | $10,244,896 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,635,171 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,244,896 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,635,171 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,244,896 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,635,171 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,244,896 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $390,275 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,635,171 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,635,171 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 100000 SHARES OF FIDELITY NATIONAL INFORMATION 2.25% 08/15/2021 SR LIEN | P | $100,581 | $99,986 | $595 | $595 |
| 50000 SHARES OF BANK OF NEW YORK MELLON CORPOR FRN MTN 10/30/2023 USD | P | $50,875 | $50,480 | $395 | $395 |
| 50000 SHARES OF UNITED TECHNOLOGIES CORPORATIO 1.5% 11/01/2019 SR LIEN | P | $50,000 | $49,949 | $51 | $51 |
| 100000 SHARES OF SHELL INTERNATIONAL FINANCE B. 1.375% 09/12/2019 SR LIEN | P | $100,000 | $99,971 | $29 | $29 |
| 150000 SHARES OF DOMINION RESOURCE INC 1.6% 08/15/2019 SER B SR LIEN | P | $150,000 | $149,987 | $13 | $13 |
| 100000 SHARES OF VERIZON COMMUNICATIONS INC. 1.375% 08/15/2019 SR LIEN | P | $100,000 | $99,991 | $9 | $9 |
| 100000 SHARES OF KROGER CO/THE 2.0% 01/15/2019 SER 3YR SR LIEN | P | $100,000 | $100,000 | $0 | $0 |
| 100000 SHARES OF APPLE INC. 2.1% 05/06/2019 SR LIEN | P | $100,000 | $100,000 | $0 | $0 |
| 40000 SHARES OF OMNICOM GROUP INC. 4.45% 08/15/2020 USD SR LIEN | P | $40,899 | $41,065 | -$166 | -$166 |
| 50000 SHARES OF SEMPRA ENERGY 2.875% 10/01/2022 USD SR LIEN | P | $49,277 | $51,061 | -$1,784 | -$1,784 |
| 100000 SHARES OF SEMPRA ENERGY 2.875% 10/01/2022 USD SR LIEN | P | $98,580 | $102,131 | -$3,551 | -$3,551 |
| UNREALIZED LOSS ON CIMPRESS SHARES | P | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,409 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $635,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,088,761 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042084 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $400,250 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,370,343 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038596 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,900,437 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,770,574 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.176447 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $947,250 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,801,185 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.107628 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,090,499 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,758,894 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.189359 | DistributionYr5Rt |
| Total Distribution | 0.554114 | TotalDistributionRt |
| Average Distribution | 0.110823 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,094,183 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,340,314 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $487 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,340,801 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $660,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $973 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $973 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $973 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,801 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,801 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,828 | OverpaymentAmt |
| Applied To ES Tax | $1,828 | 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 (2 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 |
| 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 | $11,801,857 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $476,501 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,278,358 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,278,358 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $184,175 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,094,183 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $604,709 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $604,709 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $973 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $973 | TotalTaxAmt |
| Distributable Before Adj | $603,736 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $603,736 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $603,736 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $660,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $660,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $660,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $603,736 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $802,556 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $562,814 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,432,034 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $2,797,404 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $660,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $603,736 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $56,264 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,853,668 | 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 | $802,556 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,051,112 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $562,814 | ExcessFromYear4Amt |
| Excess From Year3 | $1,432,034 | ExcessFromYear3Amt |
| Excess From Current Year | $56,264 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HEATHER K KEANE | ContributingManagerNm |
| Contributing Manager | ROBERT S KEANE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FREEDOM HOUSE INC | |||||||||||
| 1850 M ST NW FLOOR 11 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | CHARITABLE MISSION | $200,000 | ||||
| THE AMERICAN LIBRARY IN PARIS | |||||||||||
| NONE | PUBLIC CHARITY | CHARITABLE MISSION | $170,000 | 41 RUE PASTEUR | SAINTCLOUD | FR | 92210 | ||||
| CHARLES RIVER CONSERVANCY | |||||||||||
| 43 THORNDIKE STREET | CAMBRIDGE | MA | 02141 | NONE | PUBLIC CHARITY | CHARITABLE MISSION | $44,500 | ||||
| HANDLE & HAYDEN SOCIETY | |||||||||||
| 9 HARCOURT STREET | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | CHARITABLE MISSION | $10,000 | ||||
| ESPLANADE ASSOCIATION | |||||||||||
| 376 BOYLSTON STREET SUITE 503 | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | CHARITABLE MISSION | $10,000 | ||||
| MUSEUM OF AFRICAN AMERICAN HISTORY | |||||||||||
| 46 JOY STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | CHARITABLE MISSION | $5,000 | ||||
| ELLIS MARSALIS CENTER FOR MUSIC | |||||||||||
| 323 BROADWAY | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | CHARITABLE MISSION | $10,000 | ||||
| 1FOR3 ORG INC | |||||||||||
| 58 NORTH BORDER ROAD | WINCHESTER | MA | 01890 | NONE | PUBLIC CHARITY | CHARITABLE MISSION | $50,000 | ||||
| FRIENDS OF THE PUBLIC GARDENS | |||||||||||
| 69 BEACON STREET | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | CHARITABLE MISSION | $50,000 | ||||
| CAMPHILL FOUNDATION | |||||||||||
| 285 HUNGRY HOLLOW ROAD | CHESTNUT RIDGE | NY | 10977 | NONE | PUBLIC CHARITY | CHARITABLE MISSION | $30,000 | ||||
| BEACON HILL CIVIC ASSOCIATION | |||||||||||
| 74 JOY STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | CHARITABLE MISSION | $10,000 | ||||
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||||||
| MASSACHUSETTS HALL | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | CHARITABLE MISSION | $10,000 | ||||
| SOIL | |||||||||||
| 3950 GREEN VALLEY SCHOOL RD | SEBASTOPOL | CA | 95472 | NONE | PUBLIC CHARITY | CHARITABLE MISSION | $10,000 | ||||
| NATIONAL REDISTRICTING FOUNDATION | |||||||||||
| 700 13TH ST NW STE 600 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | CHARITABLE MISSION | $50,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $659,500 | 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 | $10,026 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,640 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $15 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$17,074 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $48,666 | ExclusionAmt |
| Related Or Exempt Function Incm | -$17,059 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,607 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | LOSS ON SALE OF STOCKS AND BONDS | RelationshipStatementTxt |
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 | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| HEATHER & ROBERT KEANE | |||||||
| 1 | C/O ANDERSEN TAX 125 HIGH STREET 16 | BOSTON | MA | 02110 | $1,023,230 | Yes (X) | |
| HEATHER & ROBERT KEANE | |||||||
| 2 | C/O ANDERSEN TAX 125 HIGH STREET 16 | BOSTON | MA | 02110 | $3,500 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 8,500 SHARES OF CIMPRESS COMMON STOCK | NoncashPropertyDesc |
| Fair Market Value | $1,023,230 | FairMarketValueAmt |
| Received | 2019-12-12 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES - ANDERSEN TAX LLC | CategoryTxt |
| Amt | $3,500 | 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 | $945,162 | EOYBookValueAmt |
| EOYFMV | $955,512 | 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 | $13,731,694 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $330 | 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 Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND OF DUPLICATE FILING FEE | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES - GOLDMAN SACHS | CategoryTxt |
| Amt | $4,232 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |