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Return
of
Private
Foundation
oMa
N
5.0052
Form
990-PF
or
Section
4947(a)(1)
Nonexempt
Charitable
Tnist
2005
Department
or
the
Treasury
Treatedas
a
Private
Foundation
Internal
Revenue
service
Note
:
Theo
rganization
may
be
able
to
use
a
co
py
of
this
returnto
sa
d*
stafereportingrequirements.
For
calendar
year
2005
,
ortax
yearbeginning
,
and
ending
n
L^-
..I...
1^1
I..
A:+^...^.,..,
GL..,I
...^.....
V
A.-.....
1...1-.....
V
AA.1.
......
.J.........
HH-
....,..
Use
the
IRS
label.
Otherwise
,
Name
of
organization
CARL
&
RUTHSHAPIROFAMILYFOUNDATION
A
Employer
identification
number
04-6135027
print
or
type
.
Number
and
street
(
or
P.O
.
box
number
it
mall
Is
not
delivered
tostreet
adds
s
)
75
PARK
PLAZA
Roarntsulte
BTelephone
number
617-778-7999
See
SpecificInstructions.
City
ortown,
state
,
and
ZIP
code
B
OSTON
,
MA
02116
C
It
exemption
application
Is
pending,
check
here
D
1.
Foreign
organizations,
check
here
.-
HCheck
type
of
organization
:
®
ection
501
(
c)(3)
exempt
private
foundation
Section
4947(
a)(1)
nonexempt
charitabletrust
Other
taxable
private
foundation
2.
Fehedraelgn
orghere
end
attach
on3
the
meeting
eling
Ihe0
.
85
..
96
....
tes
-t
--
E
If
rivate
found
was
terminat
i
statu
d
I
Fair
market
value
of
all
assets
at
end
of
year
(fromPart
11,
col.
(c),
line
16
)NO.
$
51
2
7
0
5
6
5
.
J
Accounting
method
:
®
ash
[]
Accrual
0
ther
(
specify)
(Part
1,
column
(
d)
must
be
on
cash
basis
.)
pa
on
e
under
section
507
(b)(1)(A),
check
here
...
F
If
thefoundation
Is
in
a
60
-
month
termination
under
section
507
(
b
)(
1
B
check
hero...
Part
I
Analysis
of
Revenue
and
Expenses
e
foul
or
amounts
In
o
o
lumns
(b)
(4
and
(
d)
may
not
e
ce
wsuilyequal
the
amounts
In
column
(ak)
(
a)
Revenueand
expenses
per
books
(b
)
Net
Investment
Income
(
a)
Adjusted
net
Income
r
^^n^
for
taste
purposes
(cash
basis
only)
1
Contributions
,
gifts,
grants,
etc.,
received
,-.
,--.-
14
,
077
,
399
.
N
/
A
2
Lredr
II
thetuendatseIs
colrequiredtoattach
s[h.a
3
's;,
inv
"s
andtempo
rary
..
................................
496
,
140
.
496
,
140.
4
Dividends
and
interest
from
securities
,,,,,,,,,,,,,,,
673
,
731.
673
.
731.
5a
Gross
rents
b
Net
rental
lnceme
or
puss)
611
Net
gain
or
(loss
)
from
sate
of
assetsnot
on
line
10
.
•..
_..
13
,
958.
Grow
assets
an
n^
,
ac
e
24,719,
883.
....
7
Capitalgainnot
time
(hare
Pmt
IV
,
line
2)
13
,
958.
8Net
short-
term
capital
gain
....
....................
9
Incomemodi
f
ications
..................................
Gross
sales
law
robins
108
and
allowances
...........
bLear
.
Cost
of
goads
sold
...
c
Gross
profit
or
(loss)
..
_,.•.,.....,
•-,
.................
11
Other
income
.........................................
12
Total.
Add
lilies
1
throwh11
........
......
,.
15
,
261
,
228.
1
,
183
,
829.
13
Compensation
of
officers.
directors
,
trustees
,
etc.....
....
61
624.
0
.
61
624.
14Other
employee
salaries
and
wages
.
•••,
•„••„••„
30
826.
0.
30
826.
16
Pension
plans,
employee
benefits
.............
„
•
17
468.
0.
17
468.
16a
Legal
fees
...
.
•
,,,,,,,,,,,,,,,,,,,••.,•.,,•-..••...,,_,•,
6
983.
3
492.
3
491.
b
Accounting
fees
......................................
11000.
11
'
000.
0.
c
Other
professionalfees
••,••,••„•••
..
,,,•
..
.
.
9
,
429.
0.
9
,
429.
...
.
..
.
17
Interest
...................................................
18
Taxes
...........................
.
..................
5505
0.
9
380.
.
.-
--
-------
9
Depreciation
and
depletion
•
--
..
.
I
VIL
0.
--
---
..
20Occupancy
.......
.
......
.
.
..
.....
..
....
37
,
200.
0.
37
200.
a
.
.....
..
..
...
..
21
Travel,
conferences
,
and
meetings
3
,
577.
0.
3
577.
g
,••.,••••,•••••••,
22
Printing
and
publications
..
...
•
,•
••
CO
.......
...
.
.
_.
.
..
.
.....
3
Other
expenses
.................
.
19
,
206.
0
.
18
956
.
a
.
..
.......
24
Totaloperating
and
administrative
expenses
.
Add
lines
13
through
23
5
3
13
4
.
14
4
191
9
51
25
Contributions
,
gifts,
grantspaid
14
10
0
.
514
10
0
.
26
Total
expensesanddisbursements.
Add
lines
24and
25
.
67
234.
14
49
.
G®I
706051.
27
Subtract
line
26
from
line
12:
aExcess
or
revenue
over
expensesand
disbursements
-
.......
t
Net
Investment
income
(it
negative
,
enter
-o
.)
1
,
16
9
337.
c
Adjusted
net
Income
(it
negative
,
enter
-o-)........
.
NA
C
L
823501
01-05-08
LHA
For
PrivacyAct
andPaperwork
Reduction
Act
Notice,
see
the
instructions.
Form
990-PF
(2005)
C-
Dl1_6C
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T
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n
BalanceSheets
Attachedschedules
andamounts
In
thedescription
Beginning
of
year
End
of
year
v
v
r
'
P
art
II
column
shouldbe
for
end-ol-year
amounts
only
(a)
Book
Value
(b)
Book
Value
(c)
Fair
Market
Value
1
Cash
-
non-interest-bearing
364.
1
,
130.
1
,
130.
2
Savingsandtemporary
cashinvestments
22
,
135
,
304.
31
,
480
,
136.
.
31
,
480
,
136.
3
Accounts
receivable
^
Less:
allowance
for
doubtful
accounts
^
4
Pledges
receivable
^
Less.
allowance
for
doubtful
accounts
^
5
Grantsreceivable
6
Receivables
duefrom
officers,
directors,trustees,
and
other
disqualified
persons
7
Other
notes
and
loans
receivable
^
Less:
allowance
for
doubtful
accounts
^
U)
8
Inventories
for
sale
or
use
y
9Prepaid
expensesand
deferred
charges
11
,
800.
11
,
800.
11
800.
a
10a
Investments
-
U.S
and
state
government
obligations
STMT
8
20
,
851
,
188.
20
,
000
,
000.
19
,
776
,
875.
b
Investments
-
corporate
stock
c
Investments
-
corporate
bonds
11
investments
-
land,
buildings
,
and
equipment
basis
^
Lessaccumulated
depreciation
^
12Investments
-
mortgage
loans13
Investments
-
other14
Land,
buildings,
and
equipment:
basis
^
95
,
606.
Less
accumulated
depreciation
STMT
94
,
982.
1
,
040.624.624.
15
Other
assets(describe
^
16Total
assets
to
be
com
p
leted
by
all
filers
42
,
999
,
696.
51
,
493
,
690.
51
,
270
,
565.
17
Accounts
payable
and
accrued
expenses
18Grants
payable
u)
19Deferred
revenue
20
Loans
from
officers
,
directors,
trustees
,
and
other
disqualified
persons
!g
21
Mortgagesand
othernotespayable
J
22
Other
liabilities
(describe
^
STATEMENT
10)
978.978.
23
Total
liabilities
(
add
lines
17throwh
22
)
978.978.
Organizations
that
follow
SFAS
117,
check
here
^
and
complete
lines
24
through
26
and
lines
30
and
31.
24
Unrestricted
S
AME
NDED
25Temporarily
restricted
m
26Permanently
restricted
C
Organizations
that
do
notfollow
SFAS
117
,
check
here
^
11
and
complete
lines
27
through
31.
y
27
Capitalstock,
trustprincipal,
or
current
funds
45
,
897
,
580.
45
,
897
,
580.
N
28
Paid-inor
capital
surplus,
or
land,
bldg.,
andequipment
fund
0.0.
<
29
Retained
earnings,
accumulated
income,
endowment,
orother
funds
-2
,
898
,
862.
5
,
595
,
132.
Z
30
Totalnet
assets
or
fund
balances
42
,
998
,
718.
51
,
492
,
712.
31Total
liabilities
and
net
assets
/
fund
balances
42
,
999
,
696.
51
,
493
,
690.
Part
III
Analysis
of
Changes
in
Net
Assets
or
Fund
Balances
1
Totalnet
assets
or
fundbalances
at
beginning
of
year
-
Part
II,
column
(a),line
30(must
agreewithend-of-year
figure
reported
on
prior
year's
return)
2Enter
amount
from
Part
I,
line
27a
3
Other
increasesnotincluded
in
line
2
(itemize)
^
4
Add
lines
1,
2,
and
3
5
Decreases
notincluded
in
line
2
(itemize)
^
6
Total
netassets
or
fundbalances
at
end
of
year
(line4
minus
line
5)
-
Part
II,
column
V.
line
30
52351101-05-06
141
51.492.712.
51,4y6,/1L.
Form
990-PF
(2005)
2
14310513
805532
6135027X
2005.09001
CARL
&
RUTHSHAPIROFAMILY
61350202
Form
990-PF
(2005)
CARL
&
RUTH
S
HAP
IRO
FAMILYFOUNDATION
04-6135027
Page
3
Part
IV
Capital
GainsandLosses
for
Taxon
Investment
Income
(a)
List
and
describethekind(s)
of
property
sold
(e.g.,
realestate,
2-story
brick
warehouse;
or
common
stock,
200
shs.
MLC
Co.)
(b
How
acgwred
o
-
Purchase
D
-
Donation
Dateacquired^mo.,
day,
yr.)
(d)
Date
sold
(mo.,
day,
yr.)
la
20
,
000
SHS
METLIFE
CL
B
6.5%
PRFRD
P
06
/
16
/
05
09
/
12
/
05
b
20
,
000
SHS
METLIFE
CL
B
6.5%
PRFRD
P
06
/
16
/
05
09
/
28
/
05
c
US
T-BILL
7
/
7
/
05
10
,
000
,
000
P
02
/
17
/
05
07
/
07
/
05
d
US
T-BILL
9
/
29
/
05
10
,
000
,
000
P
03
/
28
/
05
09
/
29
/
05
e
FHLB
11
/
18
/
05
4
,
000
,
000
P
08
/
22
/
05
11
/
18
/
08
(e)
Gross
sales
price
(f)
Depreciation
allowed
(or
allowable)
(g)
Cost
or
otherbasisplus
expense
of
sale
(h)
Gain
or(loss)(e)
plus
(f)
minus
(g)
a
509
979.
500
000.
9
979.
b
503
979.500
000.
3
,
979.
c
9
,
896
,
136.
9
,
896
,
136.
0.
d
9
,
844
,
289.
9
,
844
,
289.
0.
e
3
,
965
,
500.
3
,
965
,
500.
0.
Complete
only
for
assets
showing
gain
in
column
(h)
and
owned
by
the
foundationon12/31/69
(I)
Gains
(Col.
(h)
gain
minus
(i)
F.M.V
as
of
12/31/69
(j)
Adjusted
basisas
of
12/31/69
(k)
Excess
ofcol.
(i)
over
col.
(I),
if
any
col.
(k),
but
not
less
than
-0-)
or
Losses
(from
col.
(h))
a
9
,
979.
b
3
,
979.
C
0.
d
0.
e
0.
2
Capital
net
income
or
net
capitalloss).
If
gain,also
enter
in
Part
I,
line
7gain
(
If
(loss),
enter
-0-
in
Part
I,
line
7
1
2
13
,
958.
3
Netshort-term
capital
gain
or(loss)
asdefined
in
sections
1222(5)and
(6):
If
gain,also
enter
in
Part
I,
line8,
column
(c).
It
(loss),
enter-0-
in
Part
I,
line
8
3
N
/
A
Part
V
I
Qualification
Under
Section4940(
e)
for
Reduced
Tax
onNet
Investment
Income
(For
optional
useby
domestic
private
foundations
subject
to
thesection
4940(a)
tax
on
net
investmentincome.)
If
section
4940(d)(2)
applies,
leave
this
partblank.
Was
the
organization
liable
for
the
section
4942
tax
on
the
distributable
amount
of
any
year
in
the
base
period?
AS
AMENDED
0
es
®
o
If
"Yes,
theorganization
does
not
quality
under
section
4940(e).
Do
not
complete
this
part
1
Enter
the
appropriate
amount
in
each
column
for
each
year;
see
instructions
before
makingany
entries.
Base
periiod
yearsCalendar
year
(
ortaxy
ear
be
g
innin
g
in
)
Adjusted
(b
ualify
i
ng
distributions
(c)
Netvalue
of
noncharitable-use
assets
Distribution
ratio
(
col.
(b)
divided
by
col.
(c))
2004
3
,
345
,
224.
155
208
719.
.021553
2003
6
,
809
,
240.
148
563
393.
.045834
2002
7
,
700
,
592.
139
233
371.
.055307
2001
7
,
929
,
251.
133
023
383.
.
059608
2000
8
,
268
,
194.
131
336054.
.062954
2
Total
of
line
1,
column
(d)
2
.
2
45
2
5
6
3
Average
distribution
ratiofor
the5-year
base
period
-
dividethe
total
on
line
2
by
5,
the
foundation
has
been
in
existence
if
less
than5
years
or
by
the
number
of
yea
rs
3
.
049051
4Enter
thenet
value
of
noncharitable
-
use
assets
for
2005
fro
m
Part
X,
line
54
40
,
940
,
785.
5
Multiply
line
4
by
line
3
5
2
,
008
,
186.
6
Enter
1
%
of
net
investment
income
(
1%
of
Part
I,
line
27b)
6
11
,
693.
7
Add
lines
5
and
6
7
2
,
019
,
879.
8
Enter
qualifyingdistributions
from
Part
XII,line
4
8
6
,
706
,
051.
If
line
8
is
equal
to
or
greater
than
line
7
,
check
the
box
in
Part
VI,
line
1b,
andcomplete
that
part
using
a
1%
tax
rate.
See
the
PartVI
instructions.
523521
/
01-05-06
Form
990-PF
(2005)
3
143105138055326135027X2005.09001
CARL
&
RUTH
SHAPIROFAMILY
61350202
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