CRIMSON LION FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CRIMSON LION FOUNDATION (EIN 26-1388142)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-08
- IRS object ID
- 201743129349100409
- Schema version
- 2016v3.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-08T09:31:36-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261388142 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Crimson Lion Foundation | BusinessNameLine1Txt |
| Business Name Line2 | C/O JACQUELINE R MCCOY TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JACQUELINE R MCCOY TRUSTEE | InCareOfNm |
| Business Name Control | CRIM | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 ST JAMES AVENUE Suite 740 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACQUELINE R MCCOY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6179333620 | PhoneNum |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK GRAZIANO | PreparerPersonNm |
| PTIN | P00218274 | PTIN |
| Phone | 6175304250 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $87,385,387 | 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 | $51,877,347 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $101,881 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $101,881 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $901,300 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $901,300 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$467,228 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,557,186 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,755,135 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $52,413,300 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,758,316 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $146,771 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $146,771 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $24,959 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23,959 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $171,730 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $170,730 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,050,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,050,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,221,730 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $170,730 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,050,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $47,191,570 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,587,586 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,296,494 | CashBOYAmt |
| Cash EOY | $20,254,390 | CashEOYAmt |
| Cash EOYFMV | $20,254,390 | CashEOYFMVAmt |
| Acct Rcvbl | $2,493 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $0 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $2 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,493 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,493 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $26,898,931 | CorporateStockBOYAmt |
| Corporate Stock EOY | $51,906,923 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $57,817,390 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $9,280,881 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,625,388 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,311,114 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $39,476,308 | TotalAssetsBOYAmt |
| Total Assets EOY | $81,789,194 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $87,385,387 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $39,476,308 | RetainedEarningBOYAmt |
| Retained Earning EOY | $81,789,194 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,476,308 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $81,789,194 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,476,308 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $81,789,194 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,476,308 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $47,191,570 | ExcessRevenueOverExpensesAmt |
| Other Increases | $85,803 | OtherIncreasesAmt |
| Subtotal | $86,753,681 | SubtotalAmt |
| Other Decreases | $4,964,487 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $81,789,194 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| 20,309 SHS MICHAELS INC | $529,659 | $206,395 | $323,264 | $323,264 | |
| 22,104 SHS BRIGHT HORIZONS FAMILY SOLUTIONS | $1,446,044 | $226,093 | $1,219,951 | $1,219,951 | |
| 12,282 SHS MICHAELS INC | $340,334 | $124,818 | $215,516 | $215,516 | |
| 22,566 SHS BRIGHT HORIZONS FAMILY SOLUTIONS | $1,604,668 | $230,818 | $1,373,850 | $1,373,850 | |
| US TRUST | $6,551,258 | $6,846,761 | -$279,230 | -$295,503 | |
| US TRUST | $6,034,324 | $6,197,648 | -$149,115 | -$163,324 | |
| CAPITAL GAIN DIVIDENDS | $50,899 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,755,135 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,907,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $36,487,707 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.107091 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,445,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $29,222,490 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.117889 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,865,004 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,094,326 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.148117 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $500,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,612,353 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.036731 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $699,002 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,315,312 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.095553 | DistributionYr5Rt |
| Total Distribution | 0.505381 | TotalDistributionRt |
| Average Distribution | 0.101076 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $43,437,690 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,390,508 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $35,876 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,426,384 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,050,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $35,876 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $35,876 | SubtotalAmt |
| Tax Based On Investment Income | $35,876 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $135,506 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $135,506 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $99,630 | OverpaymentAmt |
| Applied To ES Tax | $99,630 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACQUELINE R MCCOY TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6179333620 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 ST JAMES AVENUE SUITE 740 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JONATHAN S LAVINE | ||||||||
| 31 ST JAMES AVE 740 | boston | MA | 02116 | TRUSTEE | 0 | $0 | $0 | $0 |
| JEANNE B LAVINE | ||||||||
| 31 ST JAMES AVE 740 | boston | MA | 02116 | TRUSTEE | 0 | $0 | $0 | $0 |
| JACQUELINE R MCCOY | ||||||||
| 31 ST JAMES AVE 740 | BOSTON | MA | 02116 | TRUSTEE | 0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 114 WEST 47TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGMT | ServiceTypeTxt |
| Compensation | $146,771 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $38,875,676 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,223,502 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $44,099,178 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $44,099,178 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $661,488 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $43,437,690 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,171,885 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,171,885 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $35,876 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $35,876 | TotalTaxAmt |
| Distributable Before Adj | $2,136,009 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,136,009 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,136,009 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,050,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $5,050,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $35,876 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,014,124 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,136,009 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $465,342 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $2,776,402 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,109,092 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,320,864 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,671,700 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,050,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,136,009 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,913,991 | RemainingDistriFromCorpusAmt |
| Total Corpus | $10,585,691 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $465,342 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,120,349 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $2,776,402 | ExcessFromYear3Amt |
| Excess From Year2 | $2,109,092 | ExcessFromYear2Amt |
| Excess From Year1 | $2,320,864 | ExcessFromYear1Amt |
| Excess From Current Year | $2,913,991 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JONATHAN LAVINE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PAUL MCCOY FAMILY OFFICE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 ST JAMES AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6179333600 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Massachusetts Conference for Women | ||||||
| PO Box 55071 75355 | Boston | MA | 022055071 | NONE | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $50,000 |
| Fidelity Charitable Gift Fund | ||||||
| PO Box 770001 | Cincinnati | OH | 452770053 | NONE | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $5,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,050,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $101,881 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $901,300 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$467,228 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $535,953 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $535,953 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| Jonathan S Lavine | |||||||
| 1 | 31 ST JAMES AVE 740 | boston | MA | 02116 | $14,521,984 | Yes (X) | |
| Jonathan S Lavine | |||||||
| 2 | 31 ST JAMES AVE 740 | Boston | MA | 02116 | $17,355,363 | Yes (X) | |
| Jonathan S Lavine | |||||||
| 3 | 31 ST JAMES AVE 740 | Boston | MA | 02116 | $20,000,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt |
|---|---|---|
| 1 | 32,591 SHS MICHAELS INC 44,670 SHS BRIGHT HORIZONS 36,920 SHS ISHARES RUSSELL 2000 126,980 SHS SPDR | $14,521,984 |
| 2 | 101,505 SHS TECHNOLOGY SELECT SECTOR 150,350 SHS VANGUARD REIT ETF | $17,355,363 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US TRUST #7543 | $3,123,599 | $3,329,016 |
| US TRUST #3989 | $25,847,658 | $26,672,724 |
| GS #205-6 | $22,935,666 | $27,815,650 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US TRUST #3989 | $8,908,994 | $8,604,128 |
| US TRUST #7543 | $716,394 | $706,986 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUSTMENT FOR UNREALIZED GAIN ON | $0 |
| CONTRIBUTED SECURITIES | $4,961,676 |
| INT INCOME EARNED BUT NOT PAID IN 2016 | $2,811 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | substitute payments in lieu of dividends | Desc |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (6 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDIVIDEND DISTRIBUTIONS - US TRUST | $2,390 |
| NONDIVIDEND DISTRIBUTIONS - US TRUST | $17,297 |
| NONDIVIDEND DISTRIBUTIONS - GS | $51,910 |
| DIV INCOME PAID BUT NOT EARNED IN 2016 | $9,743 |
| EXPENSES REPORTED BUT NOT PAID IN 2016 | $3,972 |
| UNREALIZED ADJUSTMENT | $491 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US TRUST BANK FEES | CategoryTxt |
| Amt | $146,771 | Amt |
| Net Investment Income | $146,771 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MA FORM PC PAYMENT 2015 | $1,000 | |
| FOREIGN TAX PAID | $23,959 | $23,959 |