PATHFINDER FUND: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- PATHFINDER FUND (EIN 34-6536633)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-12
- IRS object ID
- 201612259349100046
- Schema version
- 2015v2.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-12T13:56:15-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043348849 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROL N ZWANGER CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 72 CUSHING ST | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021384583 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346536633 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATHFINDER FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATH | BusinessNameControlTxt |
| Phone | 6178681999 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 179 HARVEY STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02140 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAT GOUDVIS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6178681999 | PhoneNum |
| Signature | 2016-08-11 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROL ZWANGER | PreparerPersonNm |
| PTIN | P00178603 | PTIN |
| Phone | 6178682899 | PhoneNum |
| Preparation | 2016-08-12 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | 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 | $5,810 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,123 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,123 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3,123 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $8,810 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,810 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $8,810 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $57,571 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $282,392 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $427 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $75,314 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,360 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $11,933 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $6,221 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $384 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $384 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,605 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $384 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $78,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $78,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $85,105 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $384 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $78,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,791 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,976 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,933 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $37,016 | CashBOYAmt |
| Cash EOY | $22,864 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $46,668 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,198 | SavAndTempCashInvstEOYAmt |
| Corporate Stock BOY | $663,147 | CorporateStockBOYAmt |
| Corporate Stock EOY | $679,864 | CorporateStockEOYAmt |
| Corporate Bonds BOY | $124,173 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $150,287 | CorporateBondsEOYAmt |
| Total Assets BOY | $871,004 | TotalAssetsBOYAmt |
| Total Assets EOY | $861,213 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $871,004 | RetainedEarningBOYAmt |
| Retained Earning EOY | $861,213 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $871,004 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $861,213 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $871,004 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $861,213 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $871,004 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,791 | ExcessRevenueOverExpensesAmt |
| Subtotal | $861,213 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $861,213 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $427 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $73,348 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $925,025 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.079293 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $85,242 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $852,068 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.100041 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $68,344 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $765,299 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.089304 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $44,308 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $768,784 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057634 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $42,155 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $723,604 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058257 | DistributionYr5Rt |
| Total Distribution | 0.384529 | TotalDistributionRt |
| Average Distribution | 0.076906 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $120 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $120 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $78,500 | 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 | $120 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $120 | SubtotalAmt |
| Tax Based On Investment Income | $120 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $117 | AppliedToEsTaxAmt |
| Total Payments And Credits | $120 | TotalPaymentsAndCreditsAmt |
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 |
| 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 | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PAT GOUDVIS | IndividualWithBooksNm |
| Phone | 6178681999 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 179 HARVEY ST | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02140 | 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| PAT GOUDVIS | ||||||||
| 179 HARVEY ST | CAMBRIDGE | MA | 02138 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANN GOUDVIS | ||||||||
| 210 LIPAN WAY | BOULDER | CO | 80303 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $120 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $120 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $78,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $78,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $120 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $78,380 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $23,582 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $42,955 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $27,401 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $93,938 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $78,500 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $78,500 | RemainingDistriFromCorpusAmt |
| Total Corpus | $172,438 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $172,438 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $23,582 | ExcessFromYear3Amt |
| Excess From Year2 | $42,955 | ExcessFromYear2Amt |
| Excess From Year1 | $27,401 | ExcessFromYear1Amt |
| Excess From Current Year | $78,500 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN FRIENDS SERVICE COMMITTEE | ||||||
| 1501 CHERRY ST | PHILADELPHIA | PA | 19102 | PUBLIC | GENERAL | $1,000 |
| ASPEN CENTER FOR ENVIRONMENTAL STUD | ||||||
| 100 PUPPY SMITH ST | ASPEN | CO | 81611 | PUBLIC | GENERAL | $1,000 |
| CAMBRIDGE FRIENDS SCHOOL | ||||||
| 5 CADBURY RD | CAMBRIDGE | MA | 02140 | PUBLIC | GENERAL | $1,500 |
| CENTER FOR JUSTICE & ACCOUNTABILITY | ||||||
| 1 HALLIDIE PLAZA | SAN FRANSISCO | CA | 94102 | PUBLIC | GENERAL | $3,000 |
| CHAPEL HILL-CHAUNCY HALL SCHOOL | ||||||
| 785 BEAVER ST | WALTHAM | MA | 02452 | PUBLIC | GENERAL | $1,500 |
| FOTOKIDS-FUNDACION DE NINOS ARTISTA | ||||||
| PO BOX 661447 | MIAMI | FL | 33266 | PUBLIC | GENERAL | $25,000 |
| HAYMARKET PEOPLES FUND | ||||||
| 42 SEAVERNS AVE | BOSTON | MA | 02130 | PUBLIC | GENERAL | $1,000 |
| MU FILMS | ||||||
| 2960 HILLEGASS AVE | BERKELEY | CA | 94705 | PUBLIC | GENERAL | $1,000 |
| ONE DAY ON EARTH FOUNDATION | ||||||
| PO BOX 710 | SANTA MONICA | CA | 90401 | PUBLIC | GENERAL | $15,000 |
| PALO ALTO FRIENDS MEETING | ||||||
| 957 COLORADO AVE | PALO ALTO | CA | 94303 | PUBLIC | GENERAL | $2,000 |
| PEACE DEVELOPMENT FUND | ||||||
| 44 N PROSPECT ST | AMHERST | MA | 01002 | PUBLIC | GENERAL | $500 |
| PLANNED PARENTHOOD | ||||||
| 434 WEST 33RD ST | NEW YORK | NY | 10001 | PUBLIC | GENERAL | $1,000 |
| RETHINKING SCHOOLS | ||||||
| 1001 EAST KEEFE AVE | MILWAUKEE | WI | 53212 | PUBLIC | GENERAL | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $78,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,123 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,810 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $427 | ExclusionAmt |
| Related Or Exempt Function Incm | $57,144 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $12,360 | ExclusionAmt |
| Related Or Exempt Function Incm | $57,144 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $69,504 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PATRICIA GOUDVIS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 179 HARVEY ST | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02140 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,810 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 445 SHARES APPLE INC. | NoncashPropertyDesc |
| Fair Market Value | $46,841 | FairMarketValueAmt |
| Received | 2015-12-16 | ReceivedDt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (57 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 59 BAXTER INTER | 2014-09 | PURCHASE | 2015-03 | $4,019 | $4,436 | -$417 |
| 53 CHURCH & DWIGHT | 2014-12 | PURCHASE | 2015-06 | $4,350 | $4,074 | $276 |
| 307 EVERNOC INC | 2015-03 | PURCHASE | 2015-12 | $1,165 | $3,452 | -$2,287 |
| 56 GILEAD SCIENCES | 2014-09 | PURCHASE | 2015-03 | $5,729 | $5,852 | -$123 |
| 13 GOOGLE | 2015-03 | PURCHASE | 2015-08 | $8,650 | $7,340 | $1,310 |
| 70 KEURIG | 2015-06 | PURCHASE | 2015-11 | $2,847 | $5,948 | -$3,101 |
| 75 SOLARCITY CORP | 2015-03 | PURCHASE | 2015-12 | $3,834 | $3,791 | $43 |
| .1 TELEFONICA | 2015-04 | PURCHASE | 2015-04 | $68 | $68 | |
| 61 ADOBE SYSTEMS | 2014-09 | PURCHASE | 2015-12 | $5,718 | $4,308 | $1,410 |
| 246 APPLIED MATERIALS | 2011-03 | PURCHASE | 2015-09 | $3,896 | $3,888 | $8 |
| 168 APPLIED MATERIALS | 2013-11 | PURCHASE | 2015-09 | $2,660 | $2,940 | -$280 |
| 504.6 BANCO BRADESCO | 2013-11 | PURCHASE | 2015-12 | $2,641 | $5,575 | -$2,934 |
| 458.4 BANCO BRADESCO | 2013-12 | PURCHASE | 2015-01 | $2,400 | $4,723 | -$2,323 |
| 74 BAXTER INTL | 2013-11 | PURCHASE | 2015-03 | $5,041 | $4,914 | $127 |
| 87 BAXTER INTL | 2012-01 | PURCHASE | 2015-09 | $3,129 | $2,545 | $584 |
| 34 BAXTER INTL | 2013-11 | PURCHASE | 2015-09 | $1,223 | $1,246 | -$23 |
| 211 CREE INC | 2013-11 | PURCHASE | 2015-03 | $8,062 | $12,268 | -$4,206 |
| 75 CUMMINS INC | 2013-11 | PURCHASE | 2015-03 | $10,383 | $9,731 | $652 |
| 178 EBAY | 2013-11 | PURCHASE | 2015-09 | $4,538 | $3,692 | $846 |
| 395 ENERNOC | 2014-06 | PURCHASE | 2015-12 | $1,499 | $7,295 | -$5,796 |
| 34 GILEAD SCIENCES | 2013-12 | PURCHASE | 2015-03 | $3,478 | $2,520 | $958 |
| 9 GOOGLE | 2012-01 | PURCHASE | 2015-08 | $5,988 | $2,648 | $3,340 |
| 3 GOOGLE | 2013-07 | PURCHASE | 2015-08 | $1,996 | $1,338 | $658 |
| 5 GOOGLE | 2013-11 | PURCHASE | 2015-08 | $3,327 | $2,553 | $774 |
| 317 INTERFACE | 2013-11 | PURCHASE | 2015-08 | $8,199 | $6,372 | $1,827 |
| 129 ITC HOLDINGS CORP | 2013-06 | PURCHASE | 2015-12 | $4,831 | $3,670 | $1,161 |
| 63 KEURIG GREEN MT | 2013-11 | PURCHASE | 2015-11 | $2,562 | $3,722 | -$1,160 |
| 91 MARATHON PETE | 2012-05 | PURCHASE | 2015-03 | $9,321 | $3,240 | $6,081 |
| 60 MIDDLEBY CORP | 2013-11 | PURCHASE | 2015-12 | $6,563 | $4,331 | $2,232 |
| 1315 NOKIA CORP | 2014-03 | PURCHASE | 2015-06 | $9,139 | $10,118 | -$979 |
| 169 PENTAIR | 2013-03 | PURCHASE | 2015-09 | $9,041 | $8,631 | $410 |
| 88 QUALCOMM | 2011-01 | PURCHASE | 2015-12 | $4,154 | $4,536 | -$382 |
| 19 QUALCOM | 2011-07 | PURCHASE | 2015-12 | $897 | $1,049 | -$152 |
| 106 SOLARCITY | 2013-12 | PURCHASE | 2015-12 | $5,419 | $5,896 | -$477 |
| 44 SOLARCITY | 2014-09 | PURCHASE | 2015-12 | $2,249 | $2,964 | -$715 |
| 41 SVB FINANCIAL GROUP | 2013-11 | PURCHASE | 2015-06 | $5,874 | $3,960 | $1,914 |
| 429 TELEFONICA | 2013-11 | PURCHASE | 2015-12 | $4,963 | $7,048 | -$2,085 |
| 250 UMPQUA HOLDINGS | 2013-12 | PURCHASE | 2015-12 | $4,093 | $4,717 | -$624 |
| 189 UMPQUA | 2014-03 | PURCHASE | 2015-12 | $3,094 | $3,505 | -$411 |
| 122 UNITEDHEALTH | 2011-01 | PURCHASE | 2015-03 | $14,580 | $4,879 | $9,701 |
| 52 VERISK ANALYTICS | 2014-03 | PURCHASE | 2015-12 | $4,047 | $3,276 | $771 |
| 28 WABTEC | 2012-08 | PURCHASE | 2015-03 | $2,691 | $1,136 | $1,555 |
| 31 WABTEC | 2012-11 | PURCHASE | 2015-03 | $2,979 | $1,254 | $1,725 |
| 151 WESTPORT INNOVATION | 2013-11 | PURCHASE | 2015-09 | $470 | $3,435 | -$2,965 |
| 135 WESTPORT INNOVATION | 2013-10 | PURCHASE | 2015-09 | $420 | $3,358 | -$2,938 |
| 7 WESTPORT INNOVATION | 2013-11 | PURCHASE | 2015-09 | $22 | $159 | -$137 |
| 286 WESTPORT INNOVATION | 2013-12 | PURCHASE | 2015-09 | $891 | $4,985 | -$4,094 |
| 22 WW GRAINGER | 2013-11 | PURCHASE | 2015-09 | $4,840 | $5,870 | -$1,030 |
| 28 APPLE | 2009-09 | PURCHASE | 2015-03 | $3,583 | $701 | $2,882 |
| 91 APPLE | 2010-01 | PURCHASE | 2015-03 | $11,644 | $2,794 | $8,850 |
| 135 APPLE | 2010-01 | PURCHASE | 2015-03 | $17,274 | $4,147 | $13,127 |
| 79 APPLE | 2009-06 | PURCHASE | 2015-06 | $10,027 | $1,532 | $8,495 |
| 42 APPLE | 2009-09 | PURCHASE | 2015-06 | $5,331 | $1,051 | $4,280 |
| 96 APPLE | 2009-06 | PURCHASE | 2015-09 | $11,091 | $1,862 | $9,229 |
| 22 HOME DEPOT | 2010-01 | PURCHASE | 2015-03 | $2,581 | $636 | $1,945 |
| 200 POWERSHARES | 2009-06 | PURCHASE | 2015-03 | $11,639 | $2,675 | $8,964 |
| 14 POWERSHARES | 2010-01 | PURCHASE | 2015-03 | $815 | $235 | $580 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt |
|---|---|
| IBRD GREEN BOND | $49,125 |
| BANK AMER CORP | $49,997 |
| BAXTER INTL | $25,051 |
| VORNADO RLTY LP GREEN BD | $10,042 |
| HSBC HLDGS PLC | $5,712 |
| REGENCY CTRS LP GREEN BD | $10,360 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (98 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt |
|---|---|
| 8POINT ENERGY PTR 586 SHS | $8,231 |
| AO SMITH 140 SHS | $10,875 |
| ABB LTD 899 SHS | $20,860 |
| ABB LTD 494 SHS | |
| ACUITY BRANDS 76 SHS | $12,698 |
| ADOBE SYSTEMS 308 SHS | |
| ADOBE SYSTEMS 247 SHS | $15,106 |
| ALPHABET INC | $10,099 |
| APPLE INC 445 SHS | $5,810 |
| APPLE INC 470 SHS | |
| APPLIED MATERIALS 414 SHS | |
| ARM HOLDINGS 175 SHS | $6,940 |
| ASML HLDG 111 SHS | $12,033 |
| AUTODESK INC 173 SHS | $10,702 |
| BANCO BRADESCO 803 SHS | |
| BAXALTA INC 121 SHS | $3,077 |
| BAXTER INTL 254 SHS | |
| BIOGEN 62 SHS | $24,394 |
| BORG WARNER 140 SHS | |
| BORG WARNER 241 SHS | $11,095 |
| BRANDYWINE 398 SHS | $6,250 |
| BT GROUP 292 SHS | $8,766 |
| CBRE GROUP 357 SHS | $7,993 |
| CERNER CORP 290 SHS | $15,616 |
| CHURCH 53 SHS | |
| CISCO SYSTEMS 707 SHS | $12,396 |
| CITRIX SYS 157 SHS | $10,422 |
| CREE INC 211 SHS | |
| CUMMINS INC 75 SHS | |
| DISCOVERY 320 SHS | $10,945 |
| EATON CORP 199 SHS | |
| EATON CORP 261 SHS | $17,263 |
| EBAY 178 SHS | |
| ENERNOC 395 SHS | |
| FIRST SOLAR 260 SHS | $13,082 |
| FOREST CITY 540 SHS | $10,701 |
| GILEAD SCIENCES 170 SHS | $12,600 |
| GILEAD SCIENCES 260 SHS | |
| GOOGLE 28 SHS | |
| HANNON ARMSTRONG 350 SHS | $6,635 |
| HEXCEL COR 284 SHS | $11,195 |
| HOLOGIC 561SHS | $11,285 |
| HOME DEPOT 22 SHS | |
| HSBC HLDS 143 SHS | |
| HSBC HLDS 313 SHS | $13,874 |
| INTERFACE 810 SHS | |
| INTERFACE 493 SHS | $9,909 |
| ITC HOLDINGS 129 SHS | |
| JB HUNT 107 SHS | $7,654 |
| JOHNSON CTLS 356 SHS | $13,946 |
| KEURIG 63 SHS | |
| LULULEMON ATHLETICA 204 SHS | $12,983 |
| MARATHON PETE CORP 91 SHS | |
| MIDDLEBY CORP 126 SHS | |
| MIDDLEBY CORP 66 SHS | $4,764 |
| MINERALS TECH INC 240 SHS | $8,565 |
| NOKIA 1315 SHS | |
| NOVARTIS A G 242 SHS | $19,735 |
| NXP SEMICONDUCTORS SHS | $9,547 |
| ORMAT TECH 479 SHS | |
| ORMAT TECH 586 SHS | $16,911 |
| OWENS ILLINOIS 390 SHS | $6,656 |
| PALO ALTO NETWORKS 54 SHS | $7,768 |
| PAYPAL HOLDINGS 265 SHS | $8,664 |
| POWERSHARES 214 SHS | |
| PANERA BREAD 106 SHS | $16,985 |
| PENTAIR 169 SHS | |
| PROLOGICS INC 343 SHS | $13,283 |
| QUALCOMM 107 SHS | |
| ROGERS CORP 114 SHS | |
| ROGERS CORP 274 SHS | $15,953 |
| ROYAL BK OF CAN 132 SHS | $7,141 |
| SALESFORCE 164 SHS | $9,373 |
| SOLARCITY 150 SHS | |
| SONOCO 170 SHS | $7,417 |
| STARBUCKS CORP 316 SHS | $9,106 |
| STARWOOD HOTELS 178 SHS | $13,992 |
| SVB FINANCIAL 202 SHS | |
| SVB FINANCIAL 161 SHS | $16,340 |
| TELEFONICA S A 429 | |
| TESLA MOTORS 16 SHS | $3,715 |
| UMPQUA H 1235 SHS | |
| UMPQUA HOLDINGS 796 SHS | $13,995 |
| UNILEVER 289 SHS | |
| UNILEVER 417 SHS | $17,028 |
| UNITED HEALTH GROUP 122 SHS | |
| UNITED HAT FOODS 234 SHS | |
| UNITED NAT FOODS 406 SHS | $21,375 |
| VERISK 149 SHS | |
| VERISK 97 SHS | $6,111 |
| WW GRALI 22 SHS | |
| WABTEC 193 SHS | $11,005 |
| WABTEC 148 SHS | |
| WATERS COV 73 SHS | $7,402 |
| WESTOIRT 579 SHS | |
| WHITEWAVE FOODS 439 SHS | $18,222 |
| WHOLE FOODS 430 SHS | $15,230 |
| XYLEM INC | $8,146 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| INVESTMENT MANAGEMENT FEES | $6,129 |
| ADR FEES | $92 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $384 | Amt |
| Net Investment Income | $384 | NetInvestmentIncomeAmt |