Professional Documents
Culture Documents
0 Section 4947 ( a )( 1 ) nonexem pt chartable trust Li Other taxable p rivate foundation E If priva t e f oun d a t ion s t a t us was t erm i na t e d
I Fair market value of all assets at end of year J Accounting method 0 Cash 0 Accrual under section 507 (b)(1)(A), check here ^ Li
(from Part ll, col. (c), line 16) 0 Other (specify ) F If the foundation is in a 60-month termination
^$ 323 , 91 2 042 . (Part 1, column (d) must be on cash basis.) under section 507 ( b )( 1 ) B ), check here ^0
P t I Analysis of Revenue and Expenses ( a) Revenue and ( b) Net investment ( c) Adjusted net ( d) Disbursements
(The total of amounts in columns ( b), (c), and (d) may not for chartable purposes
necessarily equal the amounts in column (a)) ex p enses p er books income income (cash basis only)
ptt
T I
Form 990-PF (20071 CART, & RUTH SHAPIRO FAMILY FOUNDATION 04-6135027 Pane2
Attached schedule, andamounts Inthedescripbon Beginning of year End of year
P ^} B a l ance Sh ee t s column should beforend -of-year amounts only (a) Book Value (b) Book Value (c) Fair Market Value
1 Cash - non-Interest-bearing 88 , 046. 145,548. 145,548.
2 Savings and temporary cash investments 49,447,453. 100,415,876. 10 0, 15,876.
3 Accounts receivable ^
Less allowance for doubtful accounts ^
4 Pledges receivable ^
Less. allowance for doubtful accounts ^
5 Grants receivable
6 Receivables due from officers, directors, trustees, and other
disqualified persons
7 Oft notes and loans receivable
16 Total assets to be com p leted by all filers 252 , 974 , 037. 322 , 759 , 106. 323 , 912 , 042.
17 Accounts payable and accrued expenses
18 Grants payable
19 Deferred revenue
20 Loans from officers, directors, trustees , and other disqualified persons
tLu 21 Mortgages and other notes payable
J 22 Other liabilities (describe ^
31 Total liabilities and netassets /fund balances 252 , 974 , 037. 322 , 759 , 106 .
p ^^f Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year - Part II, column (a), line 30
(must agree with end-of-year figure reported on prior year's return) 111252,974,037.
2 Enter amount from Part I, line 27a 2 101,242,109.
3 Other increases not included in line 2 (itemize) ^
4 Add lines 1, 2, and 3 354,216,146.
5 Decreases not Included in line 2 (itemize) ^ SEE STATEMENT 9 31,457,040.
6 Total net assets or fund balances at end of year (line 4 minus line 5) - Part II, column line 30 322,759,106.
Form 990-PF (2007)
723511
02-20-08
Form990-PF(2007) CARL & RUTH SHAPIRO FAMILY FOUNDATION 04-6135027 Pag e 3
Part tV Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind (s) of property sold (e g , real estate, (b How acquired ( c) Date acquired ( d) Date sold
- Purchase ( mo , day , yr) (mo , day, yr )
2-story buck warehouse , or common stock, 200 shs MLC Co ) D - Donation
la
b SEE ATTACHED STATEMENT
C
d
e
( f) Depreciation allowed (g) Cost or other basis (h) Gain or (loss)
(e) Gross sales price
(or allowable ) plus expense of sale ( e) plus (f) minus (g)
a
b
C
d
e 451,533,267. 419,989,618. 31,543,649.
Complete only for assets showing gain in column ( h) and owned by t he foundation on 12/31 /69 (I) Gains ( Col (h) gain minus
(J ) Adjusted basis (k) Excess of col (i) col (k), but le ss th an -0-) or
( i ) F M V as of 12/31/69 as of 12/31/69 over col (I), if any (f rom col
a
b
C
d
e 31,543,649.
t If Pain,;also enter in Part I , line 7 } 31 , 543 , 649.
2 Capital gain net income or ( net capital loss ) If loss , enter -0- in Part I , line 7 2
3 Net short-term capital gain or ( loss) as defined in sections 1222(5) and (6)
If gain, also enter in Part I, line 8, column (c)
If (loss), enter -0- in Part I, line 8 3 N/A
I Part V I Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income )
If section 4940(d)(2) applies, leave this part blank
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? Yes M No
If "Yes "the foundation does not qualify under section 4940(e) Do not complete this part
1 Enter the appropriate amount in each column for each year , see instructions before making any entries
4 Enter the net value of nonchardable -use assets for 2007 from Part X , line 5 4 266,811 ,033.
Form 990-PF (2007) CARL & RUTH SHAPIRO FAMILY FOUNDATION 04- 6135027 Page4
Pert Vl Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948 - see instructions)
1 a Exempt operating foundations described in section 4940(d)(2), check here ^ 0 and enter 'N/A' on line 1.
Date of ruling letter ( attach copy of ruling letter if necessary-see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check here ^ EX and enter 1% 1 436,540.
of Part I, line 27b
c All other domestic foundations enter 2% of line 27b Exempt foreign organizations enter 4% of Part I, line 12, col (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-) 2 0.
3 Add lines 1 and 2 3 436,540.
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-) 4 0.
5 Tax based on Investment Income . Subtract line 4 from line 3 If zero or less, enter -0- 5 436,540.
6 Credits/Payments
a 2007 estimated tax payments and 2006 overpayment credited to 2007 6a 442,218.
b Exempt foreign organizations - tax withheld at source _ 6b
c Tax paid with application for extension of time to file (Form 8868) 6c
d Backup withholding erroneously withheld 6d
7 Total credits and payments Add lines 6a through 6d 7 442,218.
8 Enter any penalty for underpayment of estimated tax Check here if Form 2220 is attached 8 4,931.
9 Tax due . If the total of lines 5 and 8 is more than line 7, enter amount owed ^ 9
10 Overpayment . If line 7 is more than the total of lines 5 and 8, enter the amount overpaid ^ 10 747 .
11 Enter the amount of line 10 to be Credited to 2008 estimated tax ^ 7 4 7 . 1 Refunded ^ 11 0.
Part VII-A Statements Regarding Activities
1 a During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in Yes No
any political campaign? 1a X
b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see instructions for definition)? lb X
If the answer is "Yes" to 1 a or 1 b, attach a detailed description of the activities and copies of any materials published or
distributed by the foundation in connection with the activities.
c Did the foundation file Form 1120 -POL for this year? 1c X
d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year
(1) On the foundation ^ $ 0. (2) On foundation managers ^ $ 0.
e Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed on foundation
managers ^ $ 0.
2 Has the foundation engaged in any activities that have not previously been reported to the IRS? 2 X
If "Yes," attach a detailed description of the activities.
3 Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or
bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes 3 X
4a Did the foundation have unrelated business gross income of $1,000 or more during the year? 4a X
b If 'Yes,' has it filed a tax return on Form 990 -T for this year? N/A 4b
5 Was there a liquidation, termination, dissolution, or substantial contraction during the year? 5 X
If "Yes, " attach the statement required by General Instruction T.
6 Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either
• By language in the governing instrument, or
• By state legislation that effectively amends the governing instrument so that no mandatory directions that conflict with the state law
remain in the governing instrument? 6 X
7 Did the foundation have at least $5,000 in assets at any time during the year? 7 X
If "Yes," complete Part fl, col. (c), and Part XV.
8a Enter the states to which the foundation reports or with which it is registered (see instructions) ^
MA
b If the answer is 'Yes'to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate)
of each state as required by General Instruction G? If "No, " attach explanation 8b X
9 Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(I)(5) for calendar
year 2007 or the taxable year beginning in 2007 (see instructions for Part XIV)? If "Yes," complete Part XIV 9 X
10 Did any persons become substantial contributors during the tax year? If 'Yes.* attach a schedule listing their names and addresses 10 X
Form 990-PF (2007)
723531
02-20-08
Form 990 -PF (2007) CARL & RUTH SHAPIRO FAMILY FOUNDATION 04-6135027 Page 5
Part allA Statements Regarding Activities (continued)
11a At any time during the year , did the foundation , directly or indirectly , own a controlled entity within the meaning of section 512(b)(13)?
it 'Yes,* attach schedule (see instructions) 11a X
b if 'Yes ,' did the foundation have a binding written contract in effect on August 17, 2006, covering the interest, rents , royalties, and
annuities described in the attachment for line 1la' N/A 11b
12 Did the foundation acquire a direct or indirect interest in any applicable insurance contracts 12 X
13 Did the foundation comply with the public inspection requirements for its annual returns and exemption application? 13 X
Websiteaddress ^ WWW.SHAPIROFAMILYFDN.ORG
14 The books are in care of ^ WELLESLEY CAPITAL MANAGEMENT, INC. Telephone no ^ (7 81) 2 35 -610 7
Locatedat ^ ONE WASHINGTON STREET, SUITE 202, WELLESLEY, MA ZIP+4 ^ 02481
15 Section 4947 (a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 - Check here ^
and enter the amount of tax-exem pt interest received or accrued durin g the year ^ 15 N/A
Part VU-B Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the " Yes" column , unless an exception applies. Yes No
1 a During the year did the foundation (either directly or indirectly)
(1) Engage in the sale or exchange , or leasing of property with a disqualified person? 0 Yes [K] No
(2) Borrow money from , lend money to, or otherwise extend credit to (or accept it from)
a disqualified persons 0 Yes [I No
(3) Furnish goods , services , or facilities to ( or accept them from ) a disqualified person? _ Yes 0 No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? Yes 0 No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person )? Yes EI No
(6) Agree to pay money or property to a government officials ( Exception . Check "No'
if the foundation agreed to make a grant to or to employ the official for a period after
termination of government service , if terminating within 90 days ) Yes 0 No
b If any answer is 'Yes'to la ( 1)-(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53 4941 (d)-3 or in a current notice regarding disaster assistance ( see page 22 of the instructions )? N/A 1b
Organizations relying on a current notice regarding disaster assistance check here ^
c Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts, that were not corrected
before the first day of the tax year beginning in 2007? 1c X
2 Taxes on failure to distribute income ( section 4942) (does not apply for years the foundation was a private operating foundation
defined in section 4942( l)(3) or 4942 (j)(5))*
a At the end of tax year 2007, did the foundation have any undistributed income ( lines 6d and 6e, Part XIII ) for tax year( s) beginning
before 2007' = Yes No
If 'Yes' list the years ^
b Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942 ( a)(2) (relating to incorrect
valuation of assets ) to the year' s undistributed income? (If applying section 4942 ( a)(2) to all years listed , answer "No ' and attach
statement - see instructions .) N/A 2b
c If the provisions of section 4942 (a)(2) are being applied to any of the years listed in 2a, list the years here
3a Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time
during the year? Yes M No
b If 'Yes ' did it have excess business holdings in 2007 as a result of (1) any purchase by the foundation or disqualified persons after
May 26 , 1969, (2 ) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943 ( c)(7)) to dispose
of holdings acquired by gift or bequest , or (3) the lapse of the 10- , 15-, or 20-year first phase holding penod' (Use Schedule C,
Form 4720, to determine if the foundation had excess business holdings In 2007.) N/A 3b
4a Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? 4a X
b Did the foundation make any investment in a prior year ( but after December 31, 1969) that could jeopardize its charitable purpose that
X
Form 990-PF (2007)
723541
02-20-07
CARL & RUTH SHAPIRO FAMILY FOUNDATION 04-6135027
! Part VII-B I Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a Dunng the year did the foundation pay or incur any amount to
(1) Carry on propaganda , or otherwise attempt to influence legislation (section 4945 (e))? 0 Yes 0 No
(2) Influence the outcome of any specific public election (see section 4955 ), or to carry on , directly or indirectly,
any voter registration dnve? = Yes EXI
No
(3) Provide a grant to an individual for travel , study, or other similar purposes =Yes 0 No
(4) Provide a grant to an organization other than a charitable , etc., organization described in section
509(a )( 1), (2), or (3 ), or section 4940 (d)(2)? = Yes 0 No
(5) Provide for any purpose other than religious , charitable , scientific , literary , or educational purposes, or for
the prevention of cruelty to children or animals? = Yes M No
b if any answer is 'Yes' to 5a ( 1)-(5), did any of the transactions fail to qualify under the exceptions described in Regulations
section 53 4945 or in a current notice regarding disaster assistance ( see instructions ) ? N/A 5b
Organizations relying on a current notice regarding disaster assistance check here ^0
c If the answer is'Yes'to question 5a(4), does the foundation claim exemption from the tax because it maintained
expenditure responsibility for the grant? N/A Yes No
If "Yes, " attach the statement required by Regulations section 53 .4945-5(d).
6a Did the foundation , during the year , receive any funds , directly or indirectly , to pay premiums on
a personal benefit contract? Yes No
b Did the foundation , during the year , pay premiums , directly or indirectly, on a personal benefit contract? 6b X
If you answered " Yes" to 6b, also file Form 8870.
7a At any time during the tax year , was the foundation a party to a prohibited tax shelter transaction? Yes 0 No
b If ves . did the foundation receive any proceeds or have any net income attributable to the transaction? N/A 7b
2 Gomoensation of live mahest-paid emulovees (other than those included on line 1). It none. enter "NONE."
(b) Title and average (d) Con t oIto (e) Exp ense
(a) Name and address of each employee paid more than $50,000 hours per week (c) Compensation ,ndele,ed account, other
devoted to p osition comvensauon allowances
NONE
723551
02-20-08
Form 990-PF (2007) CARL & RUTH SHAPIRO FAMILY FOUNDATION 04-6135027 Pagel
Information About Officers, Directors , Trustees , Foundation Managers , Highly
Pa>'t Ytli Paid Employees, and Contractors (continued
3 'Five highest - paid independent contractors for professional services. If none , enter " NONE."
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receivin g over $50 ,000 for p rofessional services 0
{ Part IX-A I Summary of Direct Charitable Activities
List the foundation ' s four largest direct charitable activities during the tax year Include relevant statistical information such as the
Expenses
number of organizations and other beneficiaries served , conferences convened , research papers produced, etc
N/A
723561
02-20-08
Form 990-PF (2007 ) CARL & RUTH SHAPIRO FAMILY FOUNDATION 04-61350 27 Page 8
Part k Minimum Investment Return (All domestic foundations must complete this part . Foreign foundations, see instructions.)
1 ' Fair market value of assets not used ( or held for use ) directly in carrying out charitable , etc , purposes
a Average monthly fair market value of securities 1a 197 , 983 , 139.
b Average of monthly cash balances 1b 72 , 820,018 .
c Fair market value of all other assets 1c 70 , 988 .
d Total ( add lines la , b, and c ) 1d 270, 874, 145.
e Reduction claimed for blockage or other factors reported on lines la and
1c (attach detailed explanation) le 0.
2 Acquisition indebtedness applicable to line 1 assets 2 0
3 Subtract line 2 from line l d 3 270 , 874,145 .
4 Cash deemed held for charitable activities Enter 1 1/2% of line 3 (for greater amount , see instructions ) 4 , 063 , 112 .
4
5 Net value of noncharitable -use assets . Subtract line 4 from line 3 Enter here and on Part V, line 4 5 266 , 811 , 033 .
6 Minimum Investment return . Enter 5 % of line 5 6 13,340,552 .
Foii m Distributable Amount (see instructions) (Section 4942(j)(3) and (I)(5) private operating foundations and certain
foreign organizations check here ^ 0 and do not complete this part )
1 Minimum investment return from Part X, line 6 1 13 , 340,552.
2a Tax on investment income for 2007 from Part VI, line 5 2a 436,540.
b Income tax for 2007 (This does not include the tax from Part VI) 2b
c Add lines 2a and 2b 2c 436 , 540.
3 Distributable amount before adjustments Subtract line 2c from line 1 3 12 , 904,012 .
4 Recoveries of amounts treated as qualifying distributions 4 0 .
5 Addlines3and4 5 12 , 904,012 .
6 Deduction from distributable amount (see instructions) 6 0
7 Distributable amount as adjusted Subtract line 6 from line 5 Enter here and on Part XIII, line 1 7 12 , 904 , 012 .
Part XIl Qualifying Distributions (see instructions)
723571
o2-20-08
r ,
b The form in which applications should be submitted and information and materials they should include
d Any restrictions or limitations on awards , such as by geographical areas , charitable fields , kinds of institutions, or other factors
PUBLIC
SEE SCHEDULE ATTACHED ONE CHARITIES VARIOUS 12884837.
Total ^ 3a 12884837.
b Approved for future payment
NONE
Total 1111- 3b 1 0.
723611/02-20-08 Form 990-PF (2007)
Form 990-PF (2007) CARL & RUTH SHAPIRO FAMILY FOUNDATION 04-6135027 Page 12
PaftXVl-A Analysis of Income - Producing Activities
Enter cro ss amounts u nless otherwise indicated Unrelat ed business income c ai des by section 512 , 513 , or 514 (e)
(a) (b) Ex^ „_ ( d) Related or exempt
Business Amount s Amount function income
1 Pro gram service revenue. code ee
a
b
c
d
e
t
9 Fees and contracts from government agencies
2 Me mbership dues and assessments
3 Int B rest on savings and temporary cash
my estments 14 421,529.
4 Div idends and interest from securities 14 11,726 , 154.
5 Nett rental income or (loss ) from real estate
a Debt-financed property
b Not debt-financed property
6 Nett rental income or ( loss) from personal
proo perty
7 Ot h er investment income
8 Gai n or (loss ) from sales of assets other
tha ninventory 18 31,543 649.
9 Net income or ( loss) from special events
10 Gr o ss profit or ( loss) from sales of inventory
11 0th er revenue
a FEDERAL TAX OVERPAYMENT
b APPLIED 18 3 , 493.
c
d
e
12 Su ) total Add columns ( b) , (d), and (e) 0. 4 3 6 9 4 8 2 5. 0.
13 Total . Add line 12, columns (b), (d), and (e) 13 43,694,825.
(See worksheet in line 13 instructions to verify calculations
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of Yes Nc
the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
a Transfers from the reporting foundation to a nonchardable exempt organization of.
(1) Cash 1.( i ) X
(2) Other assets 1a(2)1 X
b Other transactions
(1) Sales of assets to a nonchantable exempt organization 1b 1 X
(2) Purchases of assets from a nonchantable exempt organization 1b ( 2 ) X
(3) Rental of facilities, equipment, or other assets 1 b (3 ) X
(4) Reimbursement arrangements 1b ( 4 ) X
(5) Loans or loan guarantees 1 b(5) X
(6) Performance of services or membership or fundraising solicitations 1 b ( 6) X
c Sharing of facilities, equipment, mailing lists, other assets, or paid employees 1c X
d If the answer to any of the above is 'Yes, complete the following schedule Column (b) should always show the fair market value of the goods, ot her ass ets,
or services given by the reporting foundation If the foundation received less than fair market value in any transaction or sharing arrangement, sh ow in
2a Is the foundation directly or indirectly affiliated with , or related to , one or more tax-exempt organizations described
in section 501 ( c) of the Code ( other than section 501(c)(3 )) or in section 527? 0 Yes ® No
b If'Yes ' complete the following schedule
(a) Name of organization (b) Type of organization (c) Description of relationship
N/A
Under penalties of perjury, I declare that I have examined this return , including accompanying schedules and statements , and to the best of my knowledge and belief, it is true , correct,
and complete Declarat n of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge
723622
o2-20-08
Schedule B Schedule of Contributors OMB No 1545-0047
(Form 990 , 990-EZ,
or 990-PF) Supplementary Information for
Department of the Treasury
Internal Revenue Service
line 1 of Form 990, 990-EZ, and 990-PF (see instructions) 2007
Name of organization I Employer identification number
Check if your organization is covered by the General Rule or a Special Rule. (Note : Only a section 501(c)(7), (8), or (10) organization can check boxes
for both the General Rule and a Special Rule-see Instructions.)
General Rule-
EKI organizations filing Form 990 , 990-EZ , or 990- PF that received , during the year, $5,000 or more (in money or property) from any one
contributor . (Complete Parts I and II.)
Special Rules-
For a section 501(c)(3) organization filing Form 990 , or Form 990 - EZ, that met the 33 1/3% support test of the regulations under
sections 509 (a)(1)/170 (b)(1)(A)(vl), and received from any one contributor , during the year , a contribution of the greater of $5,000 or 2%
of the amount on line 1 of these forms . (Complete Parts I and II.)
For a section 501 (c)(7), (8), or (10) organization filing Form 990, or Form 990 - EZ, that received from any one contributor , during the year,
aggregate contributions or bequests of more than $ 1,000 for use exclusively for religious , charitable , scientific , literary, or educational
purposes , or the prevention of cruelty to children or animals . (Complete Parts I. II, and III.)
For a section 501 (c)(7), (8), or ( 10) organization filing Form 990 , or Form 990 - EZ, that received from any one contributor , during the year,
some contributions for use exclusively for religious , charitable , etc., purposes, but these contributions did not aggregate to more than
$1,000 . ( If this box is checked, enter here the total contributions that were received during the year for an exclusively religious,
charitable , etc., purpose . Do not complete any of the Parts unless the General Rule applies to this organization because it received
nonexclusively religious , charitable , etc., contributions of $5,000 or more during the year.) ^ $
Caution : Organizations that are not covered by the General Rule and/or the Special Rules do not file Schedule B (Form 990, 990-EZ, or 990-PF), but
they must check the box in the heading of their Form 990, Form 990-EZ, or on line 2 of their Form 990-PF, to certify that they do not meet the filing
requirements of Schedule B (Form 990, 990-EZ, or 990-PF).
LHA For Paperwork Reduction Act Notice, see the Instructions Schedule B (Form 990 , 990-EZ, or 990 -PF) (2007)
for Form 990, Form 990-EZ, and Form 990-PF.
723451 12-27-07
5 of Pen i
Name of organization Employer Identification number
Person
Payroll
$ Noncash
(Complete Part II if there
is a noncash contribution
Person
Payroll
$ Noncash
(Complete Part II if there
is a noncash contnbution.;
Person
Payroll
$ Noncash
(Complete Part II if there
is a noncash contnbution.)
723452 12-27-07 Schedule B (Form 9 90 . 990-EZ. or 990 - PF) (20071
Schedule B (Form 990, 990-E7, or 1 of 4 of Part ll
Name oForganization Employer identification number
$ 2,497,190. 01/02/07
(a) (c)
No. (b) (d)
FMV (or estimate)
from Description of noncash property given Date received
(see instructions)
Part I
60,000SHS AETNA
5
$ 2,583,300. 01/02/07
(a) (c)
No.
FMV (or estimate)
from Description of noncash property given Date received
(see instructions)
Part I
2,200 SHS BANK OF AMERICA
6
$ 117,887. 01/02/07
(a) (c)
No.
FMV (or estimate)
from Description of noncash property given Date received
(see instructions)
Part I
40,000 SHS XEROX
7
$ 677,400. 01/02/07
(a) (c)
No.
FMV (or estimate)
from Description of noncash property given Date received
eived
(see instructions)
Part I
20,000 SHS COACH
8
$ 879,400. 01/02/07
(a) (c)
No. (d)
(b) FMV (or estimate)
from Description of noncash property given Date received
(see instructions)
Part I
81,600 SHS NEWS CORP
9
$ 1,823,760. 01/02/07
723453 12-27-07 Schedule B (Form 990 , 990-EZ , or 990 -PF) (2007)
Schedule B (Form 990, 99 2 of 4 o f Part II
Name oforganization Employer identification number
(a) (c)
FMV (or estimate)
fom Description of noncash property given Date received
(see instructions)
Part I
12,456 SHS KRAFT
10
$ 414,909. 05/24/07
(a)
No. (c) (d)
(b) FMV (or estimate)
from Description of noncash property given Date received
(see instructions)
Part I
61,200 SHS NEWS CORP
11
$ 1,403,928. 05/24/07
(a) (c)
No. (b) (d)
FMV (or estimate)
from Description of noncash property given Date received
(see instructions)
Part I
40,000 SHS REYNOLDS AMERICA
12
$ 2,634,800. 05/24/07
(a) (c)
No. (d)
(b) FMV (or estimate)
from Description of noncash property given Date received
(see instructions)
Part I
18,000 SHS ALTRIA CORP
13
$ 1,302,480. 11/01/07
(a)
No. (c)
(b)
FMV (or estimate)
from Description of noncash property given Date received
(see instructions)
Part I
90,000SHS BANK OF AMERICA
14
$ 4,161,600. 11/01/07
(a)
No. (c)
FMV (or estimate)
from Description of noncash property given Date received
(see instructions)
Part I
25,000 SHS BANK OF AMERICA
15
$ 1,156,000. 11/01/07
723453 12-27-07 Schedule B (Form 9 90 . 990-EZ. or 990 - PF) (2007)
Schedule B (Form 990, 990-EZ, or 990- 3 of 4 of Pert u
Name of• organization Employer identification number
(a) (c)
No. (b) (d)
FMV (or estimate)
from Description of noncash property given Date received
(see instructions)
Part 1
40,000 SHS ABBOTT LAB
16
$ 2,180,800. 11/01/07
(a) (c)
No. (b) (d)
FMV (or estimate)
from Description of noncash property given Date received
(see instructions)
Part 1
20,000 SHS ABBOTT LAB
17
$ 1,090,400. 11/01/07
(a) (c)
No. (b) (CO
FMV (or estimate)
from Description of noncash property given Date received
(see instructions)
Part
34,800 SHS GENERAL ELECTRIC
18
$ 1,412,010. 11/01/07
(a) (c)
No. (b) FMV (or estimate) (d)
from Description of noncash property given Date received
(see instructions)
Part I
32,400 SHS GENERAL ELECTRIC
19
$ 1,314,630. 11/01/07
(a) (c)
No. (b) (CQ
FMV (or estimate)
from Description of noncash property given Date received
(see instructions)
Part I
50,000 SHS HARTFORD FINANCIAL
20
$ 4,752,000. 11/01/07
(a) (c)
No.
FMV (or estimate)
from Description of noncash property given Date received
(see instructions)
Part I
30,000 SHS HARTFORD FINANCIAL
21
$ 2,851,200. 11/01/07
„'Ids, ,,.,,_m Schedule B (Form 990 . 990-EZ . or 990 - PF) (2007)
Schedule B (Form 990, 991 4 of 4 of Pert u
Name of organization Employer Identification number
(a) (c)
No. (b) (d)
FMV (or estimate)
from Description of noncash property given Date received
(see instructions)
Part I
25,000 SHS MICROSOFT
22
$ 923,125. 11/01/07
(a) (c)
No. (b) (CQ
FMV (or estimate)
from Description of noncash property given Date received
(see instructions)
Part I
25,000 SHS MICROSOFT
23
$ 923,125. 11/01/07
(a) (c)
No. (b) FMV (or estimate) (CO
from Description of noncash property given Date received
(see instructions)
Part I
20,000SHS PROCTER & GAMBLE
24
$ 1,384,400. 11/01/07
(a)
No. (c)
(b) (d)
from ( FMV (or estimate)
Description of noncash property given Date received
(see instructions)
Part 1
30,000 SHS PROCTER & GAMBLE
25
$ 2,076,600. 11/01/07
(a)
No. (c)
from FMV (or estimate)
Description of noncash property given Date received
Part I (see instructions)
$ 727,650. 11/01/07
(a)
No. (c)
from FMV (or estimate)
Description of noncash property given Date received
Part I (see instructions)
$ 888,800. 11/01/07
723453 12-27-07 Schedule B (Form 990 , 990-EZ, or 990 -PF) (2007)
CONTINUATION FOR 990-PF, PART IV
CARL & RUTH SHAPIRO FAMILY FOUNDATION 04-6135027 PAGE 1 OF 1
Pad PSI Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind ( s) of property sold, e g , real estate , ( b How acquired ( c) Date acquired (d) Date sold
Purc h ase (mo , day, yr ) (mo , day, yr )
2-story brick warehouse , or common stock, 200 shs MLC Co D-
ia'BERNARD MADOFF ACCT #191-3 STOCKS P VARIOUS VARIOUS
b BERNARD MADOFF ACCT #191-3 US TREAS P VARIOUS VARIOUS
c BERNARD MADOFF ACCT #193-3 STOCKS P VARIOUS VARIOUS
d MADOFF ACCT # 25-2 FHLB 7/11/07 4.05% P VARIOUS VARIOUS
e MADOFF ACCT #188-3 US TREAS BILLS P VARIOUS VARIOUS
f MADOFF ACCT # 25-3 US TREAS BILLS P VARIOUS VARIOUS
29500000 FED HOME LOAN BANK 4.0% 3/280/ P
h
m
n
0
( f) Depreciation allowed (g) Cost or other basis ( h) Gain or (loss)
(e) Gross sales price
(or allowable ) plus expense of sale ( e) plus (f) minus (g)
a 49,586 015. 37,907,486. 11 678 529.
b 529,658. 529 658. 0.
c 21,716 736. 1,853 398. 19 863,338.
d 6 , 000 , 000. 6 , 000 , 000. 0.
e 63 275 000. 63 275 000. 0.
f 280,925 858. 280,924 076. 1 , 782.
29,500 000. 29,500 000. 0.
h
m
n
0
C omplete only for assets showing gain in column ( h) and owned by the foundation on 12/31/69 (I) Losses (from col (h))
(1) Adjusted basis ( k) Excess of col (I) Gains (excess of col ( h) gain over col (k),
(1) F M V as of 12/31/69 as of 12/31/69 over col (j), if any but not less than '-02)
a 11 678 529.
b 0.
c 19 863,338.
d 0.
e 0.
f 1 , 782.
0.
h
k
I
m
n
0
ss)a lso enter in Part I, Ilne 7 1
(loain, 2
2 Capital gain net income or ( net capital loss)) If loss , enter"-021n Part I , line 7 1 31 , 543,649.
3 Net short-term capital gain or ( loss) as defined in sections 1222 ( 5) and (6)
If gain, also enter in Part I , line 8, column (c)
If (loss), enter'-0- In Part I, line 8 3 N/A
723591
04-27-07
2007 DEPRECIATION AND AMORTIZATION REPORT
FORM 990-PF PAGE 1 990-PF
reset Date Line Unadjusted Bus % Reduction In Basis For Accumulated Current Current Year
No Description Acquired Method Life No Cost Or Basis Excl Basis Depreciation Depreciation Sec 179 Deduction
728102
04-27-07 (D) - Asset disposed • ITC, Section 179, Salvage, Bonus, Commercial Revitalization Deduction, GO Zone
CARL & RUTH SHAPIRO FAMILY FOUNDATION 04-6135027
SOURCE AMOUNT
MORGAN CD 93,633.
MORGAN PREMIER 320,272.
MORGAN-SWEEP 7,624.
STATEMENT(S) 1, 2, 3
CARL & RUTH SHAPIRO FAMILY FOUNDATION 04-6135027
STATEMENT(S) 4, 5, 6, 7
CARL & RUTH SHAPIRO FAMILY FOUNDATION 04-6135027
DESCRIPTION AMOUNT
STATEMENT(S) 8, 9, 10
CARL & RUTH SHAPIRO FAMILY FOUNDATION 04-6135027
FAIR MARKET
DESCRIPTION BOOK VALUE VALUE
COST OR ACCUMULATED
DESCRIPTION OTHER BASIS DEPRECIATION BOOK VALUE
EMPLOYEE
TITLE AND COMPEN- BEN PLAN EXPENSE
NAME AND ADDRESS AVRG HRS/WK SATION CONTRIB ACCOUNT
NAME OF MANAGER
CARL J. SHAPIRO
RUTH G. SHAPIRO
STATEMENT(S) 14, 15
Form 2220 Underpayment of Estimated Tax by Corporations
OMB No 1545-0142
2 a Personal holding company tax (Schedule PH (Form 1120), line 26) included on line 1 2a
b Look-back interest included on line 1 under section 460(b)(2) for completed long-term
contracts or section 167(g) for depreciation under the income forecast method 2b
5 Required annual payment . Enter the smaller of line 3 or line 4 If the corporation is required to skip line 4,
enter the amount from line 3 436,540.
Part 11 Reasons for Filing - Check the boxes below that apply If any boxes are checked , the corporation must file Form 2220
even if it does not owe a penalty (see instructions)
6 The corporation is using the adjusted seasonal installment method
7 The corporation is using the annualized income installment method
8 The cor p oration is a'lar a cor p oration ' fi g urin g its first re q uired installment based on the p rior y ear's tax
Cinuurinn t b I l nrlnrnnvmnnt
(a) (b) (c ) (d )
9 Installment due dates. Enter in columns (a) through
(d) the 15th day of the 4th ( Form 990 - PF filers:
Use 5th month) , 6th, 9th , and 12th months of the
corporation ' s tax year 9 5/15/07 6/15/07 9/15/07 2/15/07
10 Required Installments . If the box on line 6 and /or line 7
above is checked, enter the amounts from Sch A, line 38 If
the box on line 8 (but not 6 or 7) is checked , see instructions
for the amounts to enter If none of these boxes are checked,
enter 25 % of line 5 above in each column 10 109,135. 109 , 135. 109 , 135. 109 , 135.
11 Estimated tax paid or credited for each period (see
instructions ) For column (a) only, enter the amount
from line 11 on fine 15 11 122,218. 50,000. 270,000.
Complete lines 12 through 18 of one column before
going to the next column.
12 Enter amount , if any, from line 18 of the preceding column 12 13,083.
13 Add lines 11 and 12 13 13,083. 50 000. 270,000.
14 Add amounts on lines 16 and 17 of the preceding column 14 9 6 , 052. 155,187.
15 Subtract line 14 from line 13 If zero or less , enter -0- 15 122,218. 13,083. 0. 114 , 813 .
16 If the amount on line 15 is zero , subtract line 13 from line
14 Otherwise , enter -0- 16 0. 46,052.
17 Underpayment . If line 15 is less than or equal to line 10,
subtract line 15 from line 10 Then go to line 12 of the next
column Otherwise , go to line 18 17 96,052. 109 , 135.
18 Overpayment . If line 10 is less than line 15, subtract line 10
from line 15 Then g o to line 12 of the next column 18 13 , 083. 1
Go to Part IV on page 2 to figure the penalty . Do not go to Part IV if there are no entries on line 17 - no penalty is owed.
JWA For Paperwork Reduction Act Notice, see separate Instructions . Form 2220 (2007)
712801
02-13-08
FORM 990-PF
Form2220(2007) CARL & RUTH SHAPIRO FAMILY FOUNDATION 04-6135027 Page 2
19 Enter the date of payment or the 15th day of the 3rd month
after the close of the tax year, whichever is earlier (see
instructions ) (Form 990 - PF and Form 990-T filers : Use 5th
month instead of 3rd month ) 19
20 Number of days from due date of Installment on line 9 to the
27 Number of days online 20 after 6/302008 and before 10/1/2008 1271 SEEI ATTACHED WORKSHEET
34 Penalty . Add columns (a) through (d) of line 33 Enter the total here and on Form 1120, line 33,
4,931.
' For underpayments paid after March 31 , 2008 : For lines 26, 28, 30, and 32, use the penalty interest rate for each calendar quarter, which the IRS
will determine during the first month in the preceding quarter These rates are published quarterly in an IRS News Release and in a revenue ruling in
the Internal Revenue Bulletin To obtain this information on the Internet, access the IRS website at www.irs .gov. You can also call 1-800-829-4933
to get interest rate information
JWA Form 2220 (2007)
712802
02-13-08
FORM 990-PF
UNDERPAYMENT OF ESTIMATED TAX WORKSHEET
-0-
712511
04-27-07
•
OMB No 1545-017 2
CARL & RUTH SHAPIRO FAMILY FOUNDATION IFORM 990-PF PAGE 1 104-6135027
P art I Election To Exp ense Certain Property Under Section 179 Note: If you have any listed pro erty, complete Part V before you complete Part 1.
1 Maximum amount. See the instructions for a higher limit for certain businesses 1 125 , 000.
2 Total cost of section 179 property placed in service (see instructions) 2
3 Threshold cost of section 179 property before reduction in limitation 3 500 , 000.
4 Reduction in limitation. Subtract line 3 from line 2. If zero or less, enter -0- 4
6 (a) Description of property I (b) Cost (business use only) I (c) Elected cost
Section B - Assets Placed in Service Durina 2007 Tax Year Usina the General Depreciation System
(b) Month and (c) Basis for depreciation (d) Recovery
(a) Classification of property year placed (businessAnvestment use ( e) Convention (}) Method (g) Depreciation deduction
only - see instructions) period
In service
11s^07 LHA For Paperwork Reduction Act Notice , see separate instructions . Form 4562 (2007)
Form4562 (2007) CARL & RUTH SHAPIRO FAMILY FOUNDATION 04-6135027 Page2
pan Vf Listed Property (Include automobiles, certain other vehicles, cellular telephones , certain computers , and property used for entertainment,
recreation , or amusement)
Note : For any vehicle for which you are using the standard mileage rate or deducting lease expense, complete only 24a, 24b, columns (a)
through (c) of Section A, all of Section B. and Section C if applicable.
Section A - Depreciation and Other Information (Caution : See the instructions for limits for passenger automobiles.)
9da no you have evidence to sunnort the husmesslnvestment use claimed? Ti Yes F-1 No 24h If 'Yec' is the evidence wntten? F1 Yes n No
(a) (b) (c) (e) (f) (9) (h) (i)
Type of property Date Business/ Basis for depreciation
Recovery Method/ Depreciation Elected
placed in investment Cost or rousinessrnvestment
(list vehicles first) other basis period Convention deduction section 179
service use percentage use onyx cost
25 Special allowance for qualified Gulf Opportunity Zone property placed in service during the tax year and
u sed more than 50% Ina q ualified business use 25
%I I I IS/L
28 Add amounts in column (h), lines 25 through 27. Enter here and on line 21, page 1
29 Add amounts in column (I), line 26. Enter here and on line 7, page 1
Section B - Information on Use of Vehicles
Complete this section for vehicles used by a sole proprietor, partner, or other more than 5% owner,' or related person.
If you provided vehicles to your employees, first answer the questions in Section C to see if you meet an exception to completing this section for
those vehicles.
(a) (b) (c) (d) (e) (f)
30 Total business/investment miles driven during the Vehicle Vehicle Vehicle Vehicle Vehicle Vehicle
year ( do not include commuting miles)
31 Total commuting miles driven during the year
32 Total other personal (noncommuting) miles
driven
33 Total miles driven dunng the year.
Add lines 30 through 32
34 Was the vehicle available for personal use Yes No Yes No Yes No Yes No Yes No Yes No
during off-duty hours?
35 Was the vehicle used primarily by a more
than 5% owner or related person?
36 Is another vehicle available for personal
use?
Section C - Questions for Employers Who Provide Vehicles for Use by Their Employees
Answer these questions to determine if you meet an exception to completing Section B for vehicles used by employees who are not more than 5%
owners or related persons.
37 Do you maintain a written policy statement that prohibits all personal use of vehicles, including commuting, by your
employees?
38 Do you maintain a written policy statement that prohibits personal use of vehicles, except commuting, by your
employees? See the instructions for vehicles used by corporate officers, directors, or 1 % or more owners
39 Do you treat all use of vehicles by employees as personal use?
40 Do you provide more than five vehicles to your employees, obtain information from your employees about
the use of the vehicles, and retain the information received?
41 Do you meet the requirements concerning qualified automobile demonstration use?
Part VI Amortization
(a) (b) (c) (d) (e) (f)
Description of costs Dateamortzatlon Amortizable Code AmonAabon Amortization
beams amount section period or percentage for this year
Alpert Jewish Family & Children's Public Charity None Jewish Interests Operating Support $25,000
Services
American Cancer Society Public Charity None Health Operating Support $40,000
American Committee for the Public Charity None Jewish Interests Operating Support $25,000
Weizmann Institute of Science
Amer. Friends of Livnot U' Lehibanot Public Charity None Jewish Interests Operating Support $1,000
American Friends of the Hebrew Univ. Public Charity None Jewish Interests Operating Support $11,000
Amer. Friends of the Israel Museum Public Charity None Jewish Interests Operating Support $10,000
American Friends of the Israel Public Charity None Jewish Interests Operating Support $45,000
Philharmonic Orchestra
American Heart Association Public Charity None Health Operating Support $20,000
American Jewish Committee Public Charity None Jewish Interests Operating Support $15,000
American Society for Technion Public Charity None Jewish Interests Operating Support $25,000
Anti-Defamation League Public Charity None Jewish Interests Operating Support $150,000
Artists for Humanity Public Charity None Arts & Culture Project Support $30,000
Associated Grant Makers Public Charity None Human Services Project Support $20,500
BalletRox Public Charity None Arts & Culture Project Support $20,000
Belmont Hill School Public Charity None Education Operating Support $2,500
Berklee College of Music Public Charity None Arts & Culture Project Support $30,000
Beth Israel Deaconess Medical Center Public Charity None Health Operating Support $1,500
Beth Israel Deaconess Medical Center Public Charity None Health Capital $700,000
Boston Ballet Public Charity None Arts & Culture Operating Support $55,000
Carl and Ruth Shapiro Family Foundation 04-6135027 Statement # , Page 2
Recipient Name Status Relationship Program Area Purpose of Grant Amount
Boston Center for Independent Living Public Charity None Human Services Project Support $25,000
Boston Children 's Chorus Public Charity None Arts & Culture Project Support $30,000
Boston Chinatown Neighborhood Ctr. Public Charity None Human Services Project Support $25,000
Boston Foundation, The Public Charity None Human Services Project Support $15,000
Boston Medical Center Public Charity None Health Operating Support $10,000
Boston Symphony Orchestra Public Charity None Arts & Culture Operating Support $10,000
Boston Univ . School of Social Work Public Charity None Education Project Support $5,000
Boys and Girls Clubs of Boston Public Charity None Human Services Operating Support $25,000
Brain Tumor Society Public Charity None Health Operating Support $10,000
Breast Cancer Research Foundation Public Charity None Health Operating Support $50,000
Brigham & Women ' s Hospital Public Charity None Health Project Support $535,000
Brigham & Women ' s Hospital Public Charity None Health Operating Support $64,200
Brigham & Women ' s Hospital Public Charity None Health Capital $1,919,567
Brimmer and May School Public Charity None Education Operating Support $52,000
Camp Harbor View Public Charity None Human Services Project Support $25,000
Casa Myrna Vasquez Public Charity None Human Services Project Support $25,000
Center for Teen Empowerment, The Public Charity None Human Services Project Support $25,000
Charley ' s Fund, Inc Public Charity None Health Operating Support $1,000
Children's Museum Public Charity None Arts & Culture Operating Support $10,000
Children 's Museum Public Charity None Arts & Culture Capital $200,000
:arl and Ruth Shapiro Family Foundation 04-6135027 Statement # , Page 3
Recipient Name Status Relationship Program Area Purpose of Grant Amount
CityStage Company Public Charity None Arts & Culture Project Support $10,000
Combined Jewish Philanthropies Public Charity None Jewish Interests Project Support $4,000
Combined Jewish Philanthropies Public Charity None Jewish Interests Operating Support $356,500
Community Art Center Public Charity None Arts & Culture Project Support $15,000
Community Music Center Public Charity None Arts & Culture Project Support $20,000
Community Rowing Public Charity None Human Services Project Support $25,000
Cystic Fibrosis Supportis Public Charity None Health Operating Support $10,000
Dana Farber Cancer Institute Public Charity None Health Operating Support $75,000
Donors Forum of South Florida Public Charity None Other Membership $2,500
Dorchester Community Center for the Public Charity None Arts & Culture Project Support $25,000
Visual Arts
Duke University Public Charity None Jewish Interests Project Support $2,500
Education Development Center , Inc. Public Charity None Health Operating Support $5,000
Elizabeth Stone House Public Charity None Human Services Project Support $30,000
Facing History and Ourselves Public Charity None Education Operating Support $25,000
Fed. Dorchester Neighborhood Houses Public Charity None Arts & Culture Project Support $15,000
Food Project , The Public Charity None Human Services Project Support $25,000
Friends of the Public Garden , The Public Charity None Arts & Culture Operating Support $5,000
Gift of Life Bone Marrow Foundation Public Charity None Health Operating Support $45,000
Greater Boston Guild for the Blind Public Charity None Human Services Project Support $35,000
Handel and Haydn Society Public Charity None Arts & Culture Operating Support $2,500
Harbor COV Public Charity None Human Services Project Support $30,000
Harvard Graduate School of Education Public Charity None Education Operating Support $2,500
:arl and Auth Shapiro Family Foundation 04-6135027 Statement # , Page 4
Recipient Name Status Relationship P r og ram Area Purpose of Gra n t Amount
Hebrew Senior Life Public Charity None Jewish Interests Project Support $25,000
Home for Little Wanderers , The Public Charity None Human Services Operating Support $1,000
Hospice of Palm Beach County Public Charity None Human Services Operating Support $30,000
Huntington Theater Company Public Charity None Arts & Culture Operating Support $65,000
Huntington Theater Company Public Charity None Arts & Culture Project Support $20,000
Hyde Square Task Force Public Charity None Arts & Culture Project Support $20,000
Inquilinos Boricuas En Accion Public Charity None Arts & Culture Project Support $20,000
Institute of Contemporary Art Public Charity None Arts & Culture Capital $100,000
Institute of Contemporary Art Public Charity None Arts & Culture Project Support $30,000
Interfaithfamily .com Public Charity None Jewish Interests Operating Support $2,500
Jewish Adoption and Foster Care Public Charity None Jewish Interests Operating Support $5,000
Jewish Big Brother and Big Sister Public Charity None Human Services Project Support $15,000
Jewish Family & Children's Services Public Charity None Human Services Project Support $30,000
Jewish Federation of Palm Beach Cty. Public Charity None Jewish Interests Operating Support $160,000
Jewish Guild for the Blind Public Charity None Jewish Interests Operating Support $10,000
Jewish Home for the Aged of Palm Public Charity None Jewish Interests Project Support $10,000
Beach County
Jewish Home for the Aged of Palm Public Charity None Jewish Interests Capital $200,000
Beach County
Jewish Theological Seminary Public Charity None Jewish Interests Operating Support $3,600
Jewish Women ' s Archive Public Charity None Jewish Interests Operating Support $2,500
Judge Baker's Children ' s Center Public Charity None Human Services Operating Support $5,000
Kenneth B. Schwartz Center Public Charity None Health Operating Support $1,000
:arl and Ruth Shapiro Family Foundation 04-6135027 Statement # , Page 5
Recipient Name Status Relationship Program Area Purpose of Grant Amount
Kravis Center for the Performing Arts Public Charity None Arts & Culture Operating Support $35,000
Kravis Center for the Performing Arts Public Charity None Arts & Culture Capital $300,000
Lesley University Public Charity None Arts & Culture Project Support $20,000
Leukemia and Lymphoma Society Public Charity None Health Operating Support $20,000
Little Kids Rock Public Charity None Arts & Culture Project Support $10,000
Lymphoma Research Foundation Public Charity None Health Operating Support $100,000
Medicine Wheel Productions Public Charity None Arts & Culture Project Support $25,000
Michael J Fox Foundation Public Charity None Health Operating Support $100,000
Mujeres Unidas en Accion Public Charity None Human Services Project Support $25,000
Muscular Dystrophy Association Public Charity None Health Operating Support $10,000
Museum of Fine Arts Public Charity None Arts & Culture Project Support $20,000
Museum of Fine Arts Public Charity None Arts & Culture Capital $1,500,000
Museum of Science Public Charity None Arts & Culture Capital $200,000
Natl. Center for Family Philanthropy Public Charity None Other Membership $1,000
Natl. Council on Spinal Cord Injury Public Charity None Health Operating Support $5,000
Norton Museum of Art Public Charity None Arts & Culture Operating Support $120,000
Norton Museum of Art Public Charity None Arts & Culture Capital $100,000
NYU Hospitals Center Public Charity None Health Project Support $14,500
NYU Hospital Center Public Charity None Health Operating Support $24,500
One Family Inc. Public Charity None Human Services Project Support $35,000
Origination Public Charity None Arts & Culture Project Support $10,000
Carl and Ruth Shapiro Family Foundation 04-6135027 Statement # , Page 6
Recipient Name Status Relationsh ip Program Area Purpose of Grant Amount
Palm Beach Comm. Chest United Way Public Charity None Human Services Operating Support $107,000
Palm Beach Country Club Foundation Public Charity None Arts & Culture Operating Support $4,000
Palm Beach Opera Public Charity None Arts & Culture Operating Support $10,000
Partners for Youth with Disabilities Public Charity None Human Services Project Support $25,000
Perkins School for the Blind Public Charity None Human Services Project Support $50,000
Planned Parenthood League of MA Public Charity None Health Operating Support $10,000
Planned Parenthood of Palm Beaches Public Charity None Health Operating Support $10,000
Project Hope Public Charity None Human Services Project Support $30,000
Project STEP Public Charity None Arts & Culture Project Support $20,000
Rehab . Center for Children and Adults Public Charity None Health Operating Support $10,000
Richard David Kann Melanoma Fdn. Public Charity None Health Operating Support $10,000
Rivers School , The Public Charity None Education Operating Support $7,500
Rodman Rides for Kids Public Charity None Health Project Support $25,000
Roxbury Prepatory Charter School Public Charity None Education Operating Support $5,000
Sarah Lawrence College Public Charity None Education Operating Support $10,000
Second Step , The Public Charity None Human Services Project Support $25,000
Simon Wiesenthal Center Public Charity None Jewish Interests Operating Support $25,000
Sippican Lands Trust , Inc. Public Charity None Other Operating Support $20,000
Society of the Four Arts Public Charity None Arts & Culture Operating Support $5,000
Somerville Arts Council Public Charity None Arts & Culture Project Support $9,000
South End Community Health Center Public Charity None Health Operating Support $1,000
Spaulding Rehabilitation Center Public Charity None Health Operating Support $5,000
;all and O!uth Shapiro Family Foundation 04-6135027 Statement # , Page 7
Recipient Name Status Relationship Program Area Purpose of Grant Amount
Summer Search Public Charity None Human Services Project Support $35,000
Temple Israel Public Charity None Human Services Project Support $3,600
Thompson Island Outward Bound Public Charity None Human Services Project Support $25,000
Topf Center for Dance Education Public Charity None Arts & Culture Project Support $15,000
United South End Settlements Public Charity None Arts & Culture Project Support $10,000
U.S. Holocaust Memorial Museum Public Charity None Jewish Interests Project Support $25,000
United Way of MA Bay Public Charity None Human Services Operating Support $10,000
Urban Improv Public Charity None Arts & Culture Project Support $20,000
Vinfen Corporation Public Charity None Human Services Project Support $20,000
WBUR Public Charity None Arts & Culture Operating Support $1,000
Wellness Community , The Public Charity None Health Operating Support $2,000
West End House Boys and Girls Club Public Charity None Human Services Project Support $25,000
WGBH Educational Foundation Public Charity None Human Services Capital $150,000
Whittier Street Health Center Public Charity None Arts & Culture Project Support $10,000
Women ' s Express Public Charity None Human Services Project Support $30,000
Zumix Public Charity None Arts & Culture Project Support $30,000
Total $12,884,837
Number of Organizations 146