WANG FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WANG FOUNDATION (EIN 22-2858458)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-11
- IRS object ID
- 201511319349101801
- Schema version
- 2014v5.0
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-11T13:27:51-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 041378465 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOODWIN PROCTER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | EXCHANGE PLACE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021092881 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222858458 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WANG FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARY KATHLEEN O'CONNELL TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WANG | BusinessNameControlTxt |
| Phone | 6175701391 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GOODWIN PROCTER LLP EXCHANGE PLACE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021092881 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY-KATHLEEN O'CONNELL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175701391 | PhoneNum |
| Signature | 2015-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBORA L POWELL | PreparerPersonNm |
| PTIN | P00710567 | PTIN |
| Phone | 6175701133 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,964,217 | 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 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $114,054 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $114,054 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $197,150 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $929,008 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $197,150 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $311,207 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $311,207 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $49,825 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $24,913 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $24,912 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,029 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $16,029 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,592 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,256 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,175 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,175 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $79,621 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47,373 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,912 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $501,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $501,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $581,571 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47,373 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $526,862 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$270,364 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $263,834 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,178 | CashBOYAmt |
| Cash EOY | $9,732 | CashEOYAmt |
| Cash EOYFMV | $9,732 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $61,376 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $55,428 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $55,428 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,086,202 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $809,127 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $815,739 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,830,618 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,862,743 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,083,318 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,007,374 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,737,030 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,964,217 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,007,374 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,737,030 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,007,374 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,737,030 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,007,374 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,737,030 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,007,374 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$270,364 | ExcessRevenueOverExpensesAmt |
| Other Increases | $20 | OtherIncreasesAmt |
| Subtotal | $2,737,030 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,737,030 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 400 SHS ABBVIE INC | P | 2013-08-09 | 2014-08-12 | $21,116 | $17,874 | $3,242 | $3,242 |
| .333 SHS CDK GLOBAL HOLDINGS LLC | P | 1998-12-31 | 2014-10-16 | $8 | $3 | $5 | $5 |
| 700 SHS EXXON MOBIL CORP | P | 1998-05-11 | 2014-02-11 | $63,300 | $17,472 | $45,828 | $45,828 |
| 1300 SHS NOVARTIS AG SPONS ADR | P | 2006-08-08 | 2014-02-11 | $104,798 | $71,940 | $32,858 | $32,858 |
| 4500 SHS SYSCO CORP | P | 1998-12-31 | 2014-05-28 | $164,786 | $42,976 | $121,810 | $121,810 |
| 150000 US TREAS NTS 4.750% 05/15/14 | P | 2006-08-10 | 2014-05-15 | $150,000 | $148,828 | $1,172 | $1,172 |
| 425000 US TREAS NTS 2.125% 11/30/14 | P | 2013-08-13 | 2014-11-30 | $425,000 | $432,765 | -$7,765 | -$7,765 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $197,150 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $635,320 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,323,962 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.146930 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $656,040 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,563,940 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.143744 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $696,952 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,067,028 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.137547 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $921,869 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,534,301 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.166574 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $889,660 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,767,997 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.154241 | DistributionYr5Rt |
| Total Distribution | 0.749036 | TotalDistributionRt |
| Average Distribution | 0.149807 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,177,289 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $625,787 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,638 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $628,425 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $526,862 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,277 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,277 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,277 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,680 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,680 | TotalPaymentsAndCreditsAmt |
| Overpayment | $403 | OverpaymentAmt |
| Applied To ES Tax | $403 | 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 | MARY-KATHLEEN O'CONNELL ESQ | IndividualWithBooksNm |
| Phone | 6175701391 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GOODWIN PROCTER LLP EXCHANGE PLACE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| LORRAINE C WANG | ||||||||
| 100 BEDFORD STREET | LINCOLN | MA | 01773 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| FREDERICK A WANG | ||||||||
| 118 HUNTINGTON AVENUE APT601 | BOSTON | MA | 02116 | TRUSTEE | 4.00 | $20,000 | $0 | $0 |
| COURTNEY S WANG | ||||||||
| 14114 DALLAS PARKWAY SUITE 300 | DALLAS | TX | 75240 | TRUSTEE | 0.50 | $2,000 | $0 | $0 |
| JULIETTTE W COOMBS | ||||||||
| 138 WESTWOOD ROAD | WEST FALMOUTH | MA | 02556 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARY KATHLEEN O'CONNELLESQ | ||||||||
| GOODWIN PROCTER LLP EXCHANGE PLACE | BOSTON | MA | 021092881 | TRUSTEE | 2.00 | $27,825 | $0 | $0 |
| GOODWIN PROCTER LLP | ||||||||
| EXCHANGE PLACE | BOSTON | MA | 021092881 | LEGAL FEE | 0.50 | $16,029 | $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 | $4,167,383 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $73,520 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,240,903 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,240,903 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $63,614 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,177,289 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $208,864 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $208,864 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,277 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,277 | TotalTaxAmt |
| Distributable Before Adj | $203,587 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $203,587 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $203,587 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $526,862 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $526,862 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $526,862 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $203,587 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $604,836 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $647,834 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $447,113 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $435,803 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $430,434 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,566,020 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $526,862 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $203,587 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $323,275 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,889,295 | 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 | $604,836 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,284,459 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $647,834 | ExcessFromYear4Amt |
| Excess From Year3 | $447,113 | ExcessFromYear3Amt |
| Excess From Year2 | $435,803 | ExcessFromYear2Amt |
| Excess From Year1 | $430,434 | ExcessFromYear1Amt |
| Excess From Current Year | $323,275 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | OPEN NOTES PROJECT | $8,000 |
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | CURRENT YEAR SUPPORT | $20,000 |
| BOSTON CHINATOWN NEIGHBORHOOD CENTER | |||||||
| 38 ASH STREET | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | CURRENT YEAR PROGRAMS | $26,000 |
| BROWN UNIVERSITY-ANNUAL FUND | |||||||
| 71 GEORGE ST | PROVIDENCE | RI | 02912 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL & ALUMNI MAGAZINE | $1,000 |
| BROWN UNIVERSITY-FA WANG SCHOLARSHIP FUND | |||||||
| 71 GEORGE ST | PROVIDENCE | RI | 02912 | NONE | PUBLIC CHARITY | STUDENT SCHOLARSHIPS | $10,000 |
| CHILDREN'S TRUST FUND | |||||||
| 294 WASHINGTON ST SUITE 640 | BOSTON | MA | 02109 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $1,000 |
| CHILDRENS HOSPITAL - BOSTON | |||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | CURRENT YEAR SUPPORT | $1,000 |
| CITI PERFORMING ARTS CENTER | |||||||
| 270 TREMONT STREET | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | CURRENT YEAR PROGRAMS | $5,000 |
| CRYSTAL CHARITY BALL | |||||||
| 30 HIGHLAND PARK VILLAGE | DALLAS | TX | 75205 | NONE | PUBLIC CHARITY | CRYSTAL CHARITY BALL | $30,000 |
| ENVIRONMENTAL LEAGUE OF MASSACHUSETTS | |||||||
| 14 BEACON ST SUITE 714 | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | CURRENT YEAR EXPENSES | $1,500 |
| FIRST PARISH CHURCH OF LINCOLN | |||||||
| PO BOX 6218 | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | ANNUAL PLEDGE | $2,500 |
| FOUNDATION FOR CHINESE PERFORMING ARTS | |||||||
| 3 PARTRIDGE LANE | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | CURRENT YEAR PROGRAMS | $2,500 |
| GIVE THE KIDS THE WORLD FOUNDATION | |||||||
| 210 SOUTH BASS ROAD | KISSIMMEE | FL | 34746 | NONE | PUBLIC CHARITY | CURRENT YEAR PROGRAMS | $1,000 |
| GREATER BOSTON LEGAL SERVICES | |||||||
| 197 FRIEND STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | CURRENT YEAR PROGRAMS | $1,000 |
| HIGH MOUNTAIN INSTITUTE | |||||||
| PO BOX 970 | LEADVILLE | CO | 80461 | NONE | PUBLIC CHARITY | CURRENT YEAR EXPENSES | $1,000 |
| HOSPICE OF THE GOOD SHEPARD | |||||||
| 125 WESTERN AVE | BOSTON | MA | 02134 | NONE | PUBLIC CHARITY | GIFT IN MEMORY OF EVELYN O'CONNOR | $250 |
| KWONG KOW SCHOOL | |||||||
| 87 TYLER STREET | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | CURRENT YEAR PROGRAMS | $10,000 |
| MASS AUDUBON SOCIETY | |||||||
| 208 SOUTH GREAT RD | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $1,000 |
| MOUNT HOLYOKE COLLEGE | |||||||
| 50 COLLEGE ST | SOUTH HADLEY | MA | 01075 | NONE | PUBLIC CHARITY | GIFT TO THE CLASS OF 1978 | $1,000 |
| PHILLIPS BROOKS HOUSE ASSOCIATION | |||||||
| NORTH HARVARD YARD | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $3,500 |
| PRIMARY SOURCE | |||||||
| 101 WALNUT STREET | WATERTOWN | MA | 02472 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $30,000 |
| SHADY HILL SCHOOL | |||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL FOR ALLISON | $100 |
| SHADY HILL SCHOOL | |||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL FOR ANDREA | $100 |
| SHADY HILL SCHOOL - BLUEPRINTS CAMPAIGN | |||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | BLUE PRINTS CAMPAIGN | $75,000 |
| SHADY HILL SCHOOL - FA WANG SCHOLARSHIP FUND | |||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | SUPPORT FOR CURRENT YEAR | $5,000 |
| SHADY HILL SCHOOL ANNUAL FUND | |||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $7,500 |
| SOUTH COVE CAPITAL CAMPAIGN | |||||||
| 288 WASHINGTON STREET | QUINCY | MA | 02169 | NONE | PUBLIC CHARITY | SUPPORT TO BUILD THE NEW SOUTH COVE MANOR | $20,000 |
| THE HOCKADAY SCHOOL | |||||||
| 14114 DALLAS PARKWAY | DALLAS | TX | 75254 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL & SCHOLARSHIPS | $21,000 |
| THE WANG CENTER FOR THE PERFORMING ARTS | |||||||
| 265 TREMONT STREET | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $105,000 |
| THE WANG YMCA OF CHINA TOWN | |||||||
| 316 TREMONT ST | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | CAMPAIGN FOR KEEPING FAMILIES STRONG | $5,000 |
| THE YMCA OF GREATER BOSTON | |||||||
| 316 TREMONT ST | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | YMCA HEALTHY FAMILIES & HEALTHY COMMUNITIES CAMPAIGN | $50,000 |
| THE YMCA OF GREATER BOSTON - ANNUAL FUND | |||||||
| 316 TREMONT ST | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | DREAM HAPPY PARTY FUND | $15,000 |
| TUFTS UNIVERSITY | |||||||
| 650 FOREST ST | MEDFORD | MA | 02149 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $36,000 |
| WELLESLEY COLLEGE | |||||||
| 106 CENTRAL ST | WELLESLEY | MA | 02481 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $2,500 |
| WGBH | |||||||
| 125 WESTERN AVE | BOSTON | MA | 02134 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $501,950 | 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 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $114,054 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $197,150 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $311,207 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $311,207 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 600 SHS ABB LTD SPONS ADR | $13,560 | $12,690 |
| 1100 SHS ABBOTT LABS | $43,747 | $49,522 |
| 1000 SHS ADP | $18,432 | $83,370 |
| 600 SHS BAXTER INTL INC | $44,664 | $43,974 |
| 333 SHS CDK GLOBAL HOLDINGS LLC | $2,616 | $13,573 |
| 1800 SHS EXXON/MOBIL CORP | $44,929 | $166,410 |
| 10000 SHS GENERAL ELECTRIC | $242,620 | $252,700 |
| 1500 SHS JOHNSON & JOHNSON | $38,274 | $156,855 |
| 3000 SHS MERCK & CO | $116,972 | $170,370 |
| 1900 SHS PROCTER & GAMBLE | $51,638 | $173,071 |
| 5600 SHS CISCO SYSTEMS INC | $141,308 | $155,764 |
| 4200 SHS INTEL CORP | $123,624 | $152,418 |
| 1000 SHS MICROSOFT | $26,544 | $46,450 |
| 1500 SHS EMERSON ELECTRIC CO | $41,842 | $92,595 |
| 3500 SHS COCA COLA | $72,310 | $147,770 |
| 1000 SHS SOUTHERN CO | $28,189 | $49,110 |
| 700 SHS COLGATE-PALMOLIVE | $17,525 | $48,433 |
| 800 SHS FISERV INC | $13,024 | $56,776 |
| 1300 SHS NOVARTIS AG SPOMSORED ADR | $69,224 | $120,458 |
| 3500 SHS UNILEVER PLC SPONSORED ADR | $79,442 | $141,680 |
| 900 SHS BHP BILLITON LTD SPON ADR | $37,949 | $42,588 |
| 4000 SHS WESTERN UNION CO | $53,982 | $71,640 |
| 400 SHS PRAXAIR INC | $21,937 | $51,824 |
| 1500 SHS SIGMA ALDRICH CORP | $67,177 | $205,905 |
| 1000 SHS PEPSICO INC | $71,285 | $94,560 |
| 1000 SHS WALGREENS BOOTS ALLIANCE INC | $35,279 | $76,050 |
| 150 SHS CATERPILLAR INC | $5,440 | $13,730 |
| 1000 SHS ISHARES MSCI EAFE INDEX FD | $78,756 | $60,840 |
| 2300 SHS NORTHERN TR CORP | $108,665 | $155,020 |
| 1200 SHS VERIZON COMM | $38,976 | $56,136 |
| 1500 SHS KINDER MORGAN INC | $52,951 | $63,465 |
| 200 SHS QUALCOMM INC | $14,842 | $14,866 |
| 500 SHS SCHLUMBERGER LTD | $45,020 | $42,705 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $809,127 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $815,739 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GOODWIN PROCTER LLP | CategoryTxt |
| Legal Fees | $16,029 | LegalFeesAmt |
| Net Investment Income | $16,029 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRUSTEE EXPENSES | $5,105 | $5,105 | $0 |
| FILING FEE | $70 | $70 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK VALUE ADJUSTMENT | Desc |
| Amt | $20 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $7,336 | $0 | $0 |
| FOREIGN TAXES | $1,256 | $1,256 | $0 |