Jordan L Shapiro Charitable Trust

990PF • Fiscal year 2012 • EIN 04-6797086

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 10, 2013

Organization Profile

300 First Avenue02494

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$689,485

Flat from 2012

Net Assets

$689,485

No earlier filing loaded for comparison.

Liabilities

Down

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

No earlier filing loaded for comparison.

Expenses

Flat

$45,367

Flat from 2012

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2012

Assets$689,485

Liabilities$0

Net Assets$689,485

Open 2012 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2012

Revenue-

Expenses$45,367

Net Income-

Open 2012 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2012 to Dec 31, 2012
Signed: Apr 10, 2013
Return Version: 2012v2.2

Compensation and Service Providers

Employees

Name	Title	Full / Part Time	Base	Other	Total
-	Trustee	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	Kyle W Shapiro Foundation	General Charitable Purposes	501c3	Needham, MA, US	$30,000
Paid Grant	National MS Society	General Charitable Purposes	501c3	Waltham, MA, US	$3,000
Paid Grant	Sisters Of Notre Dame	General Charitable Purposes	501c3	Boston, MA, US	$1,000
Paid Grant	Alzheimers Association	General Charitable Purposes	501c3	Barnstable, MA, US	$1,000
Paid Grant	WGBH	General Charitable Purposes	501c3	Boston, MA, US	$1,000
Paid Grant	Samaritans Inc	General Charitable Purposes	501c3	Boston, MA, US	$1,000
Paid Grant	Yarmouth Firefighters & Relief Association Inc	General Charitable Purposes	501c3 or equiv	Yarmouth, MA, US	$1,000
Paid Grant	Cape Cod Foundation	General Charitable Purposes	501c3	Yarmouth Port, MA, US	$1,000
Paid Grant	Temple Emmanuel	General Charitable Purposes	501c3	Worcester, MA, US	$500
Paid Grant	Bailey's Team for Autism Research	General Charitable Purposes	501c3	Cambridge, MA, US	$500
Paid Grant	Jewish Healthcare Center Inc	General Charitable Purposes	501c3	Worcester, MA, US	$500
Paid Grant	Truro Rescue Squad	General Charitable Purposes	501c3 or equiv	Truro, MA, US	$500
Paid Grant	VOSH	General Charitable Purposes	501c3	Lake Mary, FL, US	$250

Filing and Contact Details

Filer

EIN: 04-6797086

Raw XML Appendix362 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	1	2012-12-05
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IRS990PF/MethodOfAccountingCash	0	X
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine1	0	Jordan L Shapiro
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	0	300 First Ave
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	0	Needham
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IRS990PF/StatementsRegardingActivities/Form1120POLFiled	0	false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities	0	false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent	0	false
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IRS990PF/StatementsRegardingActivities/StatesFiledWith	0	MA
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IRS990PF/StatementsRegardingActivities/WebsiteAddress	0	N/A
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IRS990PF/SummaryOfDirectCharitableActy/Description1	0	NONE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	12	General Charitable Purposes
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	5	VOSH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	6	Bailey's Team for Autism Research
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	7	Jewish Healthcare Center Inc
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	8	Kyle W Shapiro Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	9	Samaritans Inc
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	10	Truro Rescue Squad
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	4	501c3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	5	501c3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	6	501c3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	7	501c3
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	9	501c3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	10	501c3 or equiv
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	11	501c3 or equiv
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	101 A First Ave
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	1	133 Dorchester St
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	2	280 May St
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	3	PO Box 953
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	4	1 Guest St
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	5	111 Linda Lane
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	6	955 Massachusetts Ave Suite 201
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	7	Salisbury St
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	8	55 Kingsbury St
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	9	41 West Street 4th Floor
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	11	96 Old Main Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	12	259 Willow St
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	2	Worcester
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	3	Barnstable
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	4	Boston
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	5	Lake Mary
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	6	Cambridge
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	7	Worcester
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	8	Needham
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	9	Boston
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	10	Truro
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	11	Yarmouth
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	12	Yarmouth Port
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	1	MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	2	MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	3	MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	4	MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	5	FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	6	MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	7	MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	8	MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	9	MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	10	MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	11	MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	12	MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	02451
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	1	02127
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	2	01602
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	3	02630
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	4	02135
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	5	327464208
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	6	02139
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	7	01609
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	8	02492
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	9	02111
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	10	026663013
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	11	02664
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	12	026751762
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	41250
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	false
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	30809
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	30809
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1	0	12697
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2	0	9026
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3	0	25892
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4	0	19623
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	81796
IRS990PF/UndistributedIncome/ExcessFromCurrentYear	0	14558
IRS990PF/UndistributedIncome/ExcessFromYear1	0	12697
IRS990PF/UndistributedIncome/ExcessFromYear2	0	9026
IRS990PF/UndistributedIncome/ExcessFromYear3	0	25892
IRS990PF/UndistributedIncome/ExcessFromYear4	0	19623
IRS990PF/UndistributedIncome/QualifyingDistributions	0	45367
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	14558
IRS990PF/UndistributedIncome/TotalCorpus	0	81796
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	67238
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
OtherExpensesSchedule/OtherExpenses/Description	0	Filing fee - Mass
OtherExpensesSchedule/OtherExpenses/Description	1	Bank fees
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	0	35
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	1	19
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	0	35
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	1	19
TaxesSchedule/Taxes/Amount	0	4000
TaxesSchedule/Taxes/Amount	1	63
TaxesSchedule/Taxes/Category	0	Tax on investment income
TaxesSchedule/Taxes/Category	1	Foreign Taxes
TaxesSchedule/Taxes/DisbursementsCharitablePrps	0	4000
TaxesSchedule/Taxes/DisbursementsCharitablePrps	1	63
TaxesSchedule/Taxes/NetInvestmentIncome	0	4000
TaxesSchedule/Taxes/NetInvestmentIncome	1	63
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	046797086
ReturnHeader/Filer/Name/BusinessNameLine1	0	Jordan L Shapiro Charitable Trust
ReturnHeader/Filer/NameControl	0	JORD
ReturnHeader/Filer/Phone	0	7814496500
ReturnHeader/Filer/USAddress/AddressLine1	0	300 First Avenue
ReturnHeader/Filer/USAddress/City	0	Needham
ReturnHeader/Filer/USAddress/State	0	MA
ReturnHeader/Filer/USAddress/ZIPCode	0	02494
ReturnHeader/Officer/AuthorizeThirdParty	0	true
ReturnHeader/Officer/DateSigned	0	2013-04-10
ReturnHeader/Officer/Name	0	Jordan Shapiro
ReturnHeader/Officer/Title	0	Trustee
ReturnHeader/Preparer/DatePrepared	0	2013-04-10
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	Stephen J O'Connor
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	300 First Avenue
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	Needham
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	02494
ReturnHeader/Preparer/Name	0	Stephen O'Connor
ReturnHeader/Preparer/Phone	0	7817072540
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2012-01-01
ReturnHeader/TaxPeriodEndDate	0	2012-12-31
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-04-10T10:08:08-00:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $689,485
Liabilities: $0
Net assets: $689,485
Revenue: -
Expenses: $45,367
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2018Import issue. A filing source exists for this year, but detailed import did not complete cleanly.	$0.00	$0.00	$0.00	$0.00	$1.82	$1.82
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.82	$0.00	$1.82	$0.13	$1.00	$0.87
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.68	$0.00	$2.68	$0.05	$0.82	$0.77
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.	$3.45	$0.00	$3.45	$0.38	$2.47	$2.85
2014Detailed filing. Detailed filing data is available for this year.	$6.30	$0.00	$6.30	$0.11	$0.41	$0.30
2013Detailed filing. Detailed filing data is available for this year.	$6.60	$0.00	$6.60	$0.11	$0.41	$0.29
2012Detailed filing. Detailed filing data is available for this year.	$6.89	$0.00	$6.89		$0.45
2012Summary only. Only limited summary data is available for this year.	$6.89	$0.00		$0.07	$0.45	$0.39
2011Detailed filing. Detailed filing data is available for this year.	$7.28	$0.00	$7.28		$0.41
2010Detailed filing. Detailed filing data is available for this year.	$6.64	$0.00	$6.64		$0.40