Civic Intelligence

Jordan L Shapiro Charitable Trust

990PF • Fiscal year 2014 • EIN 04-6797086

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 04, 2015

300 First AvenueNeedham, MA 02494

(781) 707-2540

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

36th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

2nd percentile

-278%

Higher net margin than 2% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

23rd percentile

-4.6%

Faster asset growth than 23% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

33rd percentile

-3.9%

Faster revenue growth than 33% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Down

$630,039

Down $30,094 (-4.6%) from 2013

Net Assets

Down

$630,039

Down $30,094 (-4.6%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$10,842

Down $443 (-3.9%) from 2013

Expenses

Up

$40,936

Up $299 (+0.7%) from 2013

Net Income

Down

-$30,094

Down $742 (-2.5%) from 2013

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $663,821Liabilities 2010: $0Net Assets 2010: $663,8212010Assets 2011: $728,032Liabilities 2011: $0Net Assets 2011: $728,0322011Assets 2012: $689,485Liabilities 2012: $12012Assets 2013: $660,133Liabilities 2013: $0Net Assets 2013: $660,1332013Assets 2014: $630,039Liabilities 2014: $0Net Assets 2014: $630,0392014Assets 2015: $345,159Liabilities 2015: $0Net Assets 2015: $345,1592015Assets 2016: $268,427Liabilities 2016: $0Net Assets 2016: $268,4272016Assets 2017: $181,809Liabilities 2017: $0Net Assets 2017: $181,8092017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2014

Assets$630,039
Liabilities$0
Net Assets$630,039

Operations Trend

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

$400K$200K$0-$200K-$400KExpenses 2010: $39,5352010Expenses 2011: $41,2682011Revenue 2012: $6,820Expenses 2012: $45,367Net Income 2012: -$38,5472012Revenue 2013: $11,285Expenses 2013: $40,637Net Income 2013: -$29,3522013Revenue 2014: $10,842Expenses 2014: $40,936Net Income 2014: -$30,0942014Revenue 2015: -$38,255Expenses 2015: $246,687Net Income 2015: -$284,9422015Revenue 2016: $5,311Expenses 2016: $82,101Net Income 2016: -$76,7902016Revenue 2017: $13,474Expenses 2017: $100,092Net Income 2017: -$86,6182017Revenue 2018: $0Expenses 2018: $181,809Net Income 2018: -$181,8092018

Highlighted filing

2014

Revenue$10,842
Expenses$40,936
Net Income-$30,094
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 4, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Jordan L Shapiro Charitable Trust
EIN
04-6797086
Phone
7817072540
Address
300 First Avenue, Needham, MA 02494

Signing Officer

Name
Andrew Shapiro
Title
Trustee
Signed
2015-08-04
Discuss with paid preparer
Yes

Preparer

Firm
Stephen J O'Connor
Address
300 First Avenue, Needham, MA 02494
Preparer
Stephen J O'Connor
Phone
7817072540
Raw XML Appendix369 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.

Path#Value
ExplnOfNonFilingWithAGStmt/ExplanationTxt0This will be provided with Massachusetts Form PC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt01997-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0GS High Yield Fund Institutional Shs
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt032969
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt023000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02014-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-9969
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Goldman Sachs acct GS Hi Yield Inst. Shs
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1Goldman Sachs acct GS Core Fixed Income Inst. Shs
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0149712
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1300000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt099700
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1296365
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0134004
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0135649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm010515 shares of Goldman Sachs asset alloc. investments
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/BusinessCd0900099
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt019001
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0900099
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-8300
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Miscellaneous
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt010701
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt010701
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt040750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt040750
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt019001
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt019001
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-30094
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt024669
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-8300
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt019142
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt071
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt071
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0141
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0141
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0115
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0115
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt040936
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt040936
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt019142
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt010842
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0186
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt01997-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt032969
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-9969
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-9969
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt023000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0GS High Yield Fund Institutional Shs
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-8300
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-30094
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0630039
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0660133
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0630039
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt029861
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt029861
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt029861
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt030244
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0383
IRS990PF/DistributableAmountGrp/TotalTaxAmt0383
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0921
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01304
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0383
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt01304
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0921
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0383
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0383
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01304
IRS990PF/FMVAssetsEOYAmt0578037
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt032857
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt042176
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt042176
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0482681
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0449712
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0396065
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0130541
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0134004
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0135649
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt014054
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04147
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04147
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0660133
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0630039
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0578037
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0660133
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0630039
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0660133
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0630039
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0660133
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0630039
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0614095
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt037516
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0576579
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09211
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt030244
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0604884
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0614095
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0Jordan L Shapiro
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0300 First Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Needham
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002494
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt044314
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt044505
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt040637
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt045367
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt041268
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt039500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt053257
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt0000.073260
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt0000.066433
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt0000.072992
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt0000.067249
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt0000.064055
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt0000.095569
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0191
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0604884
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0611701
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0621530
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0613664
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0616653
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0557264
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt040936
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt0000.366298
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt040936
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt040936
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt040936
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt18
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt211
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Income earned is available for Charitable Grants
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1Income earned is available for Charitable Grants
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2Income earned is available for Charitable Grants
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Ralph A CadmanStephen J O'Connor
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0300 First Avenue
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Needham
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002494
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07814496500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt730000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt81000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt9500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt101000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Charitable Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Charitable Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Charitable Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General Charitable Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General Charitable Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5General Charitable Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6General Charitable Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7General Charitable Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8General Charitable Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9General Charitable Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10General Charitable Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11General Charitable Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12General Charitable Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0National MS Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Sisters Of Notre Dame
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Alzheimers Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3WGBH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4VOSH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Bailey's Team for Autism Research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Jewish Healthcare Center Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7Kyle W Shapiro Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8Samaritans Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9Truro Rescue Squad
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10Yarmouth Firefighters & Relief Association Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11Cape Cod Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12Temple Emmanuel'
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9501c3 or equiv
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10501c3 or equiv
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt11PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt12PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0101 A First Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1133 Dorchester St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 953
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31 Guest St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4111 Linda Lane
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5955 Massachusetts Ave Suite 201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6Salisbury St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt755 Kingsbury St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt841 West Street 4th Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9PO Box 2013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1096 Old Main Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11259 Willow St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12280 May St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Waltham
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Boston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Barnstable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Boston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Lake Mary
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Cambridge
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Worcester
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Needham
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Boston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Truro
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Yarmouth
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11Yarmouth Port
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12Worcester
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002451
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102127
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202630
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302135
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd4327464208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd502139
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd601609
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd702492
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd802111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd9026663013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1002664
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd11026751762
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd12016022599
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt040750
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt029861
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt029861
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010527
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt014558
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt012697
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09026
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt025892
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt025892
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt057883
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011075
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010527
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt014558
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt012697
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09026
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040936
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011075
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt083775
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt072700
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Filing fee - Mass
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt136
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt136
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Miscellaneous
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Other
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt081
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt160
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt081
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt160
TaxesSchedule/TaxesDetail/Amt0115
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0115
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Andrew Shapiro
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jordan L Shapiro Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0JORD
ReturnHeader/Filer/EIN0046797086
ReturnHeader/Filer/PhoneNum07817072540
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 First Avenue
ReturnHeader/Filer/USAddress/CityNm0Needham
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002494
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stephen J O'Connor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 First Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Needham
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002494
ReturnHeader/PreparerPersonGrp/PhoneNum07817072540
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen J O'Connor
ReturnHeader/ReturnTs02015-08-04T02:57:57-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings