ALTAMIRA FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: ALTAMIRA FOUNDATION (EIN 20-7190733)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-05-22
IRS object ID: 201321429349100107
Schema version: 2012v2.1
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
Investments Corp Stock Schedule
Other Decreases Schedule
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-05-22T14:40:53-05:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	042620388	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	COLES & BODOIN LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	75 SECOND AVENUE	AddressLine1
City	NEEDHAM	City
State	MA	State
ZIP Code	02494	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	207190733	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE ALTAMIRA FOUNDATION CO KENNETH L ABRAMS ET AL	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	ALTA	NameControl
Phone	7813295186	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	401 SUMMER STREET	AddressLine1
City	WESTWOOD	City
State	MA	State
ZIP Code	02090	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	KENNETH ABRAMS	Name
Title	TRUSTEE	Title
Phone	7813295186	Phone
Date Signed	2013-05-15	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	FRANK CONSTANCE CPA	Name
PTIN	P00047999	PTIN
Phone	7814551400	Phone
Date Prepared	2013-05-15	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	2817989	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	230255	ContriReceivedRevAndExpnss
Dividends Rev And Expnss	43880	DividendsRevAndExpnss
Dividends Net Invst Incm	43880	DividendsNetInvstIncm
Dividends Adj Net Incm	43880	DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss	31789	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	133117	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	31789	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	305924	TotalRevenueAndExpenses
Total Net Investment Income	75669	TotalNetInvestmentIncome
Total Adjusted Net Income	43880	TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss	0	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	0	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Adj Net Incm	0	CompOfcrDirTrstAdjNetIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	0	CompOfcrDirTrstDsbrsChrtblPrps
Other Expenses Rev And Expnss	1693	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	1568	OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm	0	OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps	125	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	1693	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	1568	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	0	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	125	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	175470	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	175470	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	177163	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	1568	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	0	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	175595	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	128761	ExcessOfRevenueOverExpenses
Net Investment Income	74101	NetInvestmentIncome
Adjusted Net Income	43880	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	99364	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	55275	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	55275	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	1880173	InvestmentsCorpStockBOY
Investments Corp Stock EOY	1770216	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	2762714	InvestmentsCorpStockEOYFMV
Total Assets BOY	1979537	TotalAssetsBOY
Total Assets EOY	1825491	TotalAssetsEOY
Total Assets EOYFMV	2817989	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	0	CapitalStockBOY
Capital Stock EOY	0	CapitalStockEOY
Paid In Or Capital Surplus BOY	0	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	0	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	1979537	RetainedEarningsBOY
Retained Earnings EOY	1825491	RetainedEarningsEOY
Total Net Assets BOY	1979537	TotalNetAssetsBOY
Total Net Assets EOY	1825491	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	1979537	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	1825491	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	1979537	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	128761	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	2108298	Subtotal
Other Decreases	282807	OtherDecreases
Total Net Assets Fund Balances EOY	1825491	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
4000 SH VANGUARD DEVELOPED MKTS	P	2008-12-02	2012-09-17	38720	28926	9794	9794
10000 SH VANGUARD DEVELOPED MKTS	P	2008-12-02	2012-10-23	94300	72314	21986	21986
CVS CAREMARK FRAC SH	P	2012-11-05	2012-12-13	41	39	2	2
MCKESSON FRAC SH	P	2012-10-02	2012-12-13	56	49	7	7

Field	Value	IRS element (for citing)
Capital Gain Net Income	31789	CapitalGainNetIncome
Net Short Term Capital Gain Or Loss	9	NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	230014	QualifyingDistributionsYear1
Noncharitable Assets Year1	2066196	NoncharitableAssetsYear1
Distribution Ratio Year1	0.111322	DistributionRatioYear1
Qualifying Distributions Year2	93439	QualifyingDistributionsYear2
Noncharitable Assets Year2	1665290	NoncharitableAssetsYear2
Distribution Ratio Year2	0.056110	DistributionRatioYear2
Qualifying Distributions Year3	143081	QualifyingDistributionsYear3
Noncharitable Assets Year3	1220513	NoncharitableAssetsYear3
Distribution Ratio Year3	0.117230	DistributionRatioYear3
Qualifying Distributions Year4	80230	QualifyingDistributionsYear4
Noncharitable Assets Year4	1286573	NoncharitableAssetsYear4
Distribution Ratio Year4	0.062359	DistributionRatioYear4
Qualifying Distributions Year5	23219	QualifyingDistributionsYear5
Noncharitable Assets Year5	1114229	NoncharitableAssetsYear5
Distribution Ratio Year5	0.020839	DistributionRatioYear5
Total Distribution Ratio	0.367860	TotalDistributionRatio
Average Distribution Ratio	0.073572	AverageDistributionRatio
Net Noncharitable Assets	2380456	NetNoncharitableAssets
Adjusted Noncharitable Assets	175135	AdjustedNoncharitableAssets
One Percent Net Investment Income	741	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	175876	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	175595	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	1482	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	1482	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	1482	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	2228	EstTaxPaymentsAndOverpayment
Total Credits And Payments	2228	TotalCreditsAndPayments
Overpayment	746	Overpayment
Amount Credited To Next Year	746	AmountCreditedToNextYear
Amount To Be Refunded	0	AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	1	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	MA	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	KENNETH L ABRAMS	BooksInCareOfPersonName
Books In Care Of Phone Number	7813295186	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	401 SUMMER STREET	AddressLine1
City	WESTWOOD	City
State	MA	State
ZIP Code	02090	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	0	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
KENNETH L ABRAMS
401 SUMMER STREET	WESTWOOD	MA	02090	TRUSTEE	0.00	0	0	0
SUSAN N ABRAMS
401 SUMMER STREET	WESTWOOD	MA	02090	TRUSTEE	0.00	0	0	0
JESSICA L ABRAMS
401 SUMMER STREET	WESTWOOD	MA	02090	TRUSTEE	0.00	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	DONATIONS TO VARIOUS OTHER CHARITIES	Description1
Expenses1	175470	Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	2351589	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	65118	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	2416707	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	2416707	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	36251	CashDeemedCharitable
Net Noncharitable Assets	2380456	NetNoncharitableAssets
Minimum Investment Return	119023	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	119023	MinimumInvestmentReturn
Tax Based On Investment Income	1482	TaxBasedOnInvestmentIncome
Total Tax	1482	TotalTax
Distributable Amount Before Adj	117541	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	117541	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	117541	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	175595	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	175595	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	175595	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	117541	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year3	68137	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	10906	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	127556	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	206599	TotalExcessDistriCarryover
Qualifying Distributions	175595	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	117541	AppliedToCurrentYear
Remaining Distri From Corpus	58054	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	264653	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	264653	ExcessDistriCyovToNextYear
Excess From Year3	68137	ExcessFromYear3
Excess From Year2	10906	ExcessFromYear2
Excess From Year1	127556	ExcessFromYear1
Excess From Current Year	58054	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	KENNETH L ABRAMS	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (29 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
ACCESS SPORTS AMERICA
119 HIGH ST	ACTON	MA	01720	NONE	PUBLIC CHARITY	CHARITABLE	$5,200
ALS FAMILY CHARITABLE
121 MAIN ST	BUZZARDS BAY	MA	02532	NONE	PUBLIC CHARITY	CHARITABLE	$250
AUGUSTANA COLLEGE
639 38TH STREET	ROCK ISLAND	IL	61201	NONE	PUBLIC CHARITY	CHARITABLE	$75,000
BRIDGE BOSTON CHARTER SCHOOL
633 CENTRE STREET	JAMAICA PLAIN	MA	02130	NONE	PUBLIC CHARITY	CHARITABLE	$1,000
GEORGETOWN UNIVERSITY HOSPITAL
54000 RESERVOIR ROAD NW	WASHINGTON	DC	20007	NONE	PUBLIC CHARITY	CHARITABLE	$20,000
JIMMY FUND
44 BINNEY STREET	BOSTON	MA	02115	NONE	PUBLIC CHARITY	CHARITABLE	$14,850
MARCH OF DIMES
112 TURNPIKE RD	WESTBOROUGH	MA	01581	NONE	PUBLIC CHARITY	CHARITABLE	$500
MFA BOSTON
465 HUNTINGTON AVE	BOSTON	MA	02115	NONE	PUBLIC CHARITY	CHARITABLE	$250
PAN MASS CHALLENGE
77 FOURTH AVENUE	NEEDHAM	MA	02494	NONE	PUBLIC CHARITY	CHARITABLE	$250
ROBYN ELISE ABRAMS MEMORIAL SCHOLARSHIP
580 HIGH STREET	WESTWOOD	MA	02090	NONE	PUBLIC CHARITY	CHARITABLE	$25,000
WBUR
890 COMMONWEALTH AVENUE	BOSTON	MA	02215	NONE	PUBLIC CHARITY	CHARITABLE	$700
WESTWOOD BOOSTERS
580 HIGH STREET	WESTWOOD	MA	02090	NONE	PUBLIC CHARITY	CHARITABLE	$250
WESTWOOD COMMUNITY CHEST
580 HIGH STREET	WESTWOOD	MA	02090	NONE	PUBLIC CHARITY	CHARITABLE	$250
WESTWOOD EDUCATIONAL FOUNDATION
580 HIGH STREET	WESTWOOD	MA	02090	NONE	PUBLIC CHARITY	CHARITABLE	$250
WESTWOOD HISTORICAL SOCIETY
580 HIGH STREET	WESTWOOD	MA	02090	NONE	PUBLIC CHARITY	CHARITABLE	$150
WGBH
PO BOX 55875	BOSTON	MA	02205	NONE	PUBLIC CHARITY	CHARITABLE	$250
WVIK (AUGUSTANA PUBLIC RADIO)
639 38TH STREET	ROCK ISLAND	IL	61201	NONE	PUBLIC CHARITY	CHARITABLE	$500
AMERICAN LEGION
90 DEERFIELD AVE	WESTWOOD	MA	02090	NONE	PUBLIC CHARITY	CHARITABLE	$150
FRIENDS OF WESTWOOD LIBRARY
580 HIGH STREET	WESTWOOD	MA	02090	NONE	PUBLIC CHARITY	CHARITABLE	$150
HOPE FOR HENRY FOUNDATION
PO BOX 39133	WASHINGTON	DC	20016	NONE	PUBLIC CHARITY	CHARITABLE	$1,000
STEPHEN J PLANETA MEMORIAL SCHOLARSHIP (WESTWOOD MA)
580 HIGH STREET	WESTWOOD	MA	02090	NONE	PUBLIC CHARITY	CHARITABLE	$250
METROPOLITAN MUSEUM OF ARTS
1000 5TH AVE	NEW YORK	MA	10028	NONE	PUBLIC CHARITY	CHARITABLE	$120
U DANCE
AVAILABLE UPON REQUEST	WESTWOOD	MA	02090	NONE	PUBLIC CHARITY	CHARITABLE	$100
NEW ENGLAND DEACONESS
330 BROOKLINE AVE	BOSTON	MA	02215	NONE	PUBLIC CHARITY	CHARITABLE	$500
RELAY FOR LIFE
5 MANLEY ST	WEST BRIDGEWATER	MA	02379	NONE	PUBLIC CHARITY	CHARITABLE	$100
CENTRAL ASIA INSTITUTE
PO BOX 7209	BOZEMAN	MA	59771	NONE	PUBLIC CHARITY	CHARITABLE	$100
ROOM TO GROW
142 BERKELEY ST	BOSTON	MA	02116	NONE	PUBLIC CHARITY	CHARITABLE	$250
WELLINGTON FOUNDATION
280 CONGRESS ST	BOSTON	MA	02210	NONE	PUBLIC CHARITY	CHARITABLE	$4,100
CAPITAL HIGH SCHOOL
2707 CONGER AVE NW	OLYMPIA	WA	98502	NONE	PUBLIC CHARITY	CHARITABLE	$24,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	175470	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$43,880	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$31,789	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$75,669	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	75669	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber
Contributor Name Individual	KENNETH L ABRAMS	ContributorNameIndividual

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	401 SUMMER STREET	AddressLine1
City	WESTWOOD	City
State	MA	State
ZIP Code	02090	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	230255	AggregateContributions
Noncash Contribution Type	X	NoncashContributionType

Noncash Property NoncashProperty

Field	Value	IRS element (for citing)
Contributor Number From Part I	1	ContributorNumberFromPartI
Noncash Property Description	14000 SH MEDCO	NoncashPropertyDescription
Fair Market Value	305900	FairMarketValue
Date Received	2012-12-12	DateReceived

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (7 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
VANGUARD DEVELOPED MARKETS	350469	467131
VANGUARD EMERGING MARKETS	226501	432050
VANGUARD EUROPEAN STOCK MKT	361397	377681
CVS	235369	351021
MCKESSON	122625	521451
ALKERMES	243600	277800
MEDCO	230255	335580

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Field	Value	IRS element (for citing)
Description	COST BASIS ADJUSTMENT	Description
Amount	$282,807	Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Adjusted Net IncomeAdjustedNetIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
MA FILING FEE	125	0	0	125
FOREIGN TAXES AND OTHER COSTS	1568	1568	0	0