WANG FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WANG FOUNDATION (EIN 22-2858458)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-23
- IRS object ID
- 201212369349100201
- Schema version
- 2011v1.2
- 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 Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-23T09:05:55-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 041378465 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOODWIN PROCTER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | EXCHANGE PLACE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021092881 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222858458 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WANG FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O MARY KATHLEEN O'CONNELL TRUSTEE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WANG | NameControl |
| Phone | 6175701391 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GOODWIN PROCTER LLP EXCHANGE PLACE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021092881 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY-KATHLEEN O'CONNELL | Name |
| Title | TRUSTEE | Title |
| Phone | 6175701133 | Phone |
| Date Signed | 2012-08-22 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETER G NEWHALL | Name |
| PTIN | P00236859 | PTIN |
| Phone | 6175701133 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4601369 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 48 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 48 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 164870 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 164870 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 61041 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1022164 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 61041 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 668 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 226627 | TotalRevenueAndExpenses |
| Total Net Investment Income | 225959 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 22000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 11000 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 11000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 33567 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 33567 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3108 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2321 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 23062 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 3510 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 19552 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 81737 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 50398 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 30552 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 668156 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 668156 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 749893 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 50398 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 698708 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -523266 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 175561 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 16352 | CashBOY |
| Cash EOY | 110952 | CashEOY |
| Cash EOYFMV | 110952 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 32093 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 66860 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 66860 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 953425 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 496510 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 562721 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 3004865 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2819355 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3860836 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 4006735 | TotalAssetsBOY |
| Total Assets EOY | 3493677 | TotalAssetsEOY |
| Total Assets EOYFMV | 4601369 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 4006735 | CapitalStockBOY |
| Capital Stock EOY | 3493677 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 4006735 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3493677 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4006735 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3493677 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4006735 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -523266 | ExcessOfRevenueOverExpenses |
| Other Increases | 10208 | OtherIncreases |
| Subtotal | 3493677 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3493677 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (15 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 |
|---|---|---|---|---|---|---|---|
| 70M US TREAS NTS 5.000% 02/15/11 | P | 2001-08-20 | 2011-02-15 | 70000 | 70219 | -219 | -219 |
| 200 SHS CATERPILLAR INC | P | 2008-11-24 | 2011-07-22 | 20970 | 7254 | 13716 | 13716 |
| 1500 SHS WESTERN UNION CO | P | 2004-08-06 | 2011-07-22 | 28904 | 28491 | 413 | 413 |
| 600 UNITS ISHARES MSCI PACIFIC EX JAPAN | P | 2007-12-27 | 2011-08-19 | 25086 | 30693 | -5607 | -5607 |
| 300 SHS PRAXAIR INC | P | 2007-07-19 | 2011-08-19 | 27743 | 23198 | 4545 | 4545 |
| 50M US TREAS BILLS 12/15/11 | P | 2011-07-26 | 2011-09-13 | 49990 | 49990 | 0 | 0 |
| 1000 SHS DENTSPLY INTL INC | P | 2007-12-27 | 2011-09-16 | 34443 | 45099 | -10656 | -10656 |
| 455 SHS PROCTER & GAMBLE | P | 1999-01-04 | 2011-09-16 | 28906 | 22670 | 6236 | 6236 |
| 700 SHS EXXONMOBIL | P | 2001-08-16 | 2011-10-07 | 51484 | 28103 | 23381 | 23381 |
| 75M US TREAS BILLS 12/01/11 | P | 2011-07-26 | 2011-12-01 | 74986 | 74986 | 0 | 0 |
| 190M US TREAS BILLS 12/1/11 | P | 2011-08-23 | 2011-12-01 | 189881 | 189934 | -53 | -53 |
| 125M US TREAS NTS 4.875% 02/15/12 | P | 2006-08-10 | 2011-12-21 | 125859 | 125352 | 507 | 507 |
| 50M US TREAS NTS 4.375% 08/15/12 | P | 2005-08-10 | 2011-12-21 | 51359 | 50422 | 937 | 937 |
| 150M US TREAS NTS 4.750% 05/15/14 | P | 2007-07-23 | 2011-12-21 | 165609 | 149062 | 16547 | 16547 |
| 65M US TREAS NTS 4.875% 08/15/16 | P | 2007-01-22 | 2011-12-21 | 76944 | 65650 | 11294 | 11294 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 61041 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 921869 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5534301 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.166574 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 889660 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5767997 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.154241 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 772896 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 7290742 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.106011 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 455452 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 8466500 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.053795 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 411370 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 8195472 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.050195 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.530816 | TotalDistributionRatio |
| Average Distribution Ratio | 0.106163 | AverageDistributionRatio |
| Net Noncharitable Assets | 5067028 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 537931 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1756 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 539687 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 698708 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1756 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1756 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1756 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1020 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 1176 | TaxPaidWithExtension |
| Total Credits And Payments | 2196 | TotalCreditsAndPayments |
| Penalty For Underpayment | 4 | PenaltyForUnderpayment |
| Overpayment | 436 | Overpayment |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
| Amount To Be Refunded | 436 | 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 | MARY-KATHLEEN O'CONNELL ESQ | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6175701391 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GOODWIN PROCTER LLP EXCHANGE PLACE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02109 | 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 | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| LORRAINE C WANG | ||||||||
| 100 BEDFORD STREET | LINCOLN | MA | 01773 | TRUSTEE | 1.00 | 1000 | 0 | 0 |
| FREDERICK A WANG | ||||||||
| 141 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | TRUSTEE | 3.00 | 20000 | 0 | 0 |
| COURTNEY S WANG | ||||||||
| 14114 DALLAS PARKWAY SUITE 300 | DALLAS | TX | 75240 | TRUSTEE | 1.00 | 1000 | 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 | 33567 | 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 |
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 | 4935393 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 208798 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5144191 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 5144191 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 77163 | CashDeemedCharitable |
| Net Noncharitable Assets | 5067028 | NetNoncharitableAssets |
| Minimum Investment Return | 253351 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 253351 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1756 | TaxBasedOnInvestmentIncome |
| Total Tax | 1756 | TotalTax |
| Distributable Amount Before Adj | 251595 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 251595 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 251595 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 698708 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 698708 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1756 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 696952 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 251595 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 235888 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 604836 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 647834 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1488558 | TotalExcessDistriCarryover |
| Qualifying Distributions | 698708 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 251595 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 447113 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1935671 | 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 | 1935671 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 235888 | ExcessFromYear3 |
| Excess From Year2 | 604836 | ExcessFromYear2 |
| Excess From Year1 | 647834 | ExcessFromYear1 |
| Excess From Current Year | 447113 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (34 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | CELEBRATION OF LIFE | $109,000 |
| BROWN ALUMNI MONTHLY | |||||||
| 71 GEORGE ST | PROVIDENCE | RI | 02912 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $30,100 |
| 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 | THE DR EVA GUINAN BONE MARROW TRANSPLANT FLOOR | $1,250 |
| CITI PERFORMING ARTS CENTER | |||||||
| 270 TREMONT STREET | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | CURRENT YEAR PROGRAMS | $180,000 |
| CRYSTAL CHARITY BALL | |||||||
| 30 HIGHLAND PARK VILLAGE | DALLAS | TX | 75205 | NONE | PUBLIC CHARITY | CRYSTAL CHARITY BALL | $30,000 |
| DALLAS SYMPHONY | |||||||
| 2301 FLORA STREET | DALLAS | TX | 75201 | NONE | PUBLIC CHARITY | CURRENT YEAR PROGRAMS | $2,500 |
| 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 | $3,500 |
| FOUNDATION FOR CHINESE PERFORMING ARTS | |||||||
| 3 PARTRIDGE LANE | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | CURRENT YEAR PROGRAMS | $1,000 |
| 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 | $5,000 |
| HIGH MOUNTAIN INSTITUTE | |||||||
| PO BOX 970 | LEADVILLE | CO | 80461 | NONE | PUBLIC CHARITY | CURRENT YEAR EXPENSES | $20,000 |
| 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 AUBURN HOSPITAL | |||||||
| 330 MOUNT AUBURN ST | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | CURRENT YEAR EXPENSES | $10,000 |
| MOUNT HOLYOKE COLLEGE | |||||||
| 50 COLLEGE ST | SOUTH HADLEY | MA | 01075 | NONE | PUBLIC CHARITY | GIFT TO THE CLASS OF 1978 | $1,500 |
| PHILLIPS BROOKS HOUSE ASSOCIATION | |||||||
| NORTH HARVARD YARD | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $3,500 |
| PINE STREET INN | |||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | CURRENT YEAR PROGRAMS | $250 |
| PRIMARY SOURCE | |||||||
| 101 WALNUT STREET | WATERTOWN | MA | 02472 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $500 |
| SHADY HILL SCHOOL | |||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $5,000 |
| SHADY HILL SCHOOL ANNUAL FUND | |||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $5,200 |
| THE HOCKADAY SCHOOL | |||||||
| 14114 DALLAS PARKWAY | DALLAS | TX | 75254 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL & SCHOLARSHIPS | $111,750 |
| THE YMCA OF GREATER BOSTON | |||||||
| 316 TREMONT ST | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | YMCA HEALTHY FAMILIES & HEALTHY COMMUNITIES CAMPAIGN | $5,000 |
| THE YMCA OF GREATER BOSTON - ANNUAL FUND | |||||||
| 316 TREMONT ST | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $57,500 |
| TUFTS UNIVERSITY | |||||||
| 650 FOREST ST | MEDFORD | MA | 02149 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $35,000 |
| 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 | $2,000 |
| ASIAN AMERICAN POLICY REVIEW - HARVARD UNIVERSITY | |||||||
| 12 HOLYOKE STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $11,256 |
| SAFEHOUSE PROGRESSIVE ALLIANCE | |||||||
| 835 NORTH STREET | BOULDER | CO | 80304 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $5,000 |
| CHINESE HISTORICAL SOCIETY OF NE | |||||||
| 20 BOYLSTON STREET | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $10,000 |
| THE WANG CENTER FOR THE PERFORMING ARTS | |||||||
| 265 TREMONT STREET | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $5,000 |
| LINCOLN OLD TOWN HALL | |||||||
| PO BOX 6044 | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | ANNUAL FUND APPEAL | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 668156 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $48 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $164,870 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $61,041 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL REFUND | Description |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $668 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $226,627 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 226627 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (31 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 3600 SHS ADP | 75780 | 194436 |
| 4000 SHS EXXON/MOBIL CORP | 110846 | 339040 |
| 10000 SHS GENERAL ELECTRIC | 242620 | 179100 |
| 5000 SHS JOHNSON & JOHNSON | 141033 | 327900 |
| 4000 SHS MERCK & CO | 162622 | 150800 |
| 4690 SHS PROCTER & GAMBLE | 151150 | 312870 |
| 6200 SHS SYSCO CORP | 59211 | 181846 |
| 5600 SHS CISCO SYSTEMS INC | 141308 | 101248 |
| 4200 SHS INTEL CORP | 123624 | 101850 |
| 4000 SHS MICROSOFT | 140189 | 103840 |
| 3000 SHS EMERSON ELECTRIC CO | 83685 | 139770 |
| 1100 SHS LINEAR TECHNOLOGY CORP | 47899 | 33033 |
| 3700 SHS COCA COLA | 163917 | 258889 |
| 3000 SHS SOUTHERN CO | 84566 | 138870 |
| 1500 SHS COLGATE-PALMOLIVE | 75105 | 138585 |
| 600 SHS FISERV INC | 19536 | 35244 |
| 2600 SHS NOVARTIS AG SPOMSORED ADR | 141164 | 148642 |
| 4100 SHS UNILEVER PLC SPONSORED ADR | 93068 | 137432 |
| 900 SHS BHP BILLITON LTD SPON ADR | 37949 | 63567 |
| 500 SHS WESTERN UNION CO | 9497 | 9130 |
| 1700 SHS PRAXAIR INC | 108970 | 181730 |
| 1500 SHS SIGMA ALDRICH CORP | 67177 | 93690 |
| 1000 SHS PEPSICO INC | 71285 | 66350 |
| 1000 SHS DENTSPLY INTL INC | 45099 | 34990 |
| 2000 SHS WALGREEN CO | 70558 | 66120 |
| 150 SHS CATERPILLAR INC | 5440 | 13590 |
| 900 SHS ISHARES MSCI PACIFIC | 46040 | 35037 |
| 1000 SHS ISHARES MSCI EAFE INDEX FD | 78756 | 49530 |
| 1500 SHS ABBOTT LABS | 73620 | 84345 |
| 2300 SHS NORTHERN TR CORP | 108665 | 91218 |
| 1200 SHS VERIZON COMM | 38976 | 48144 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 496510 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 562721 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GOODWIN PROCTER LLP | Category |
| Amount | $33,567 | Amount |
| Net Investment Income | 33567 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| TRUSTEE EXPENSES | 19552 | 0 | 19552 |
| FILING FEE | 70 | 70 | 0 |
| TAX PREP FEE | 3440 | 3440 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL REFUND | Description |
| Revenue And Expenses Per Books | 668 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 668 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DISTRIBUTIONS ON BOOKS REPORTED ON PRIOR RETURNS | Description |
| Amount | $10,208 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INTERNAL REVENUE SERVICE | $787 | 0 | 0 |
| FOREIGN TAXES | $2,321 | 2321 | 0 |