/  33
 
Return
of Private
Foundation
or
Section
4947(a)(1)
Nonexempt
Charitable Trust
Treated
as
a
Private
Foundation
ration
may
be
able
to
use
a
copy
of
this
return
to
satisfy
state
nspor
OMB
No
1
5
45-
0052
2004
nternal
Revenue
Service
I
Note
:
The
For
calendar
year
2004,
or
tax year
bE
and
Use
the IRS
Name
of
organization
label
.
Otherwise,
CARL
&
RUTH
SHAPIRO FAMLY
FOUNDATION
print
Number
and
street
(or
P
O
box
number
If
mad
Is
not
delivered
to street
address)
or
type-
399
BOYLSTON
STREET
See
Specific
City
or
town,
state,
and
ZIP
code
Instructions
.
OSTON
MA
02116
H
Check
type
of
organization
O
ection 501(c)(3)
exempt
private
foundationSection4947(a)(1)
nonexempt
charitable trust
=
ther
taxable
private
foundation
I
Fair
market
value
of
all
assets
at
end
of
year
J
Accountingmethod'
D
ash
0
(fromPart
ll,
Col
.
(c),
line
16)
=
ther
(specify)
11110
4
16
5
7
94978
.
(Part
l,
column
(c)
must
be on
cash
basis)
04-6135027
Roorn'suice
I
B
Telephone
number
617-778-7999
Accrual
I
loan
I
Analysis
of
Revenue
and Expenses
(a)
Revenueand
(b)
Net investment
(The
total
of
amount
in
columns
(b)
(c),
and
(d)
may
not
expenses
8f
books income
necessarily
equalthe
amounts
m
olumn
(~
~
P
Contributions,
gifts,
grants,
etc
.,
received
I
6865142
.1
Q
Check
lOHlMfoundation
lsnotrequlradtoattach
SchB
Interest
on
savings
and
temporary
-
-
.-
cash Investments
4
Dividends
and
interest
from
securities
. . _
5a
Gross
rents
. .
. . .
.
. . .
.
.
.
b
Net
rental
income
or
(lass)
Net
g
aln
or
(loss)
from
sale
of
asset
not
on
sa
line
10
"
..
.
....
.
'e
h
Gross
safes
price
for
ell
215915195
.
d
assets
on
line
Be
..
.
..
7
Capital
gain
net
Income
(from
Part
IV,
line2)
, ,
.
.
~
8
Net
short-term
capital
gain
,Z
9
Income
modifications
. .
.
. .
.
....
.
Gross
sales
less
returns
and
allowances
U
b
Less*
Cost
of
goods
sold
.
c
Gross
profit
or
(loss)
11 Other
income
12
Total
.
Add
lines
1
throw
h
1 i
.
.
. ..
.
...
1$
Compensation
ofofficers,directors,
trustees,
etc
.
14
Other
employee
salaries
and
wages
.
15
Pension
plans,
employee
benefits
y
16a
Legal fees
.
.
....
.
.....
Stm
.
3
....
d
b Accounting
fees
. .. .
Stm
4
c Other
professional
fees
StICit
.
.5
.
._
.
.z
17
Interest
...
._
. ... ...
Stm
6
dti~and
de
letion
,
,
,
18204331
.E
11339189
.
54166
.
0
.
245460
.
6373
.
37200
.
1
~
Tr~y
el
s~qq
~
~
ran
~
id
meetings
.
.
.
3946
.
c°'o
'Prihting
an~d'pu
ip~t
ns
. ..
.
.. .
.
198
.
Stm
7
8574
.
O~
4
~o~op~ti
ig
and
.
dmlnlstrative
..
.
3through
23
.
407375
.
X
25
Contributions,
gifts,
grants
paid
.,
.
.
3
205
4
00
.
26
Total
expenses
anddisbursements
.
Add
lines
24
and
25
3612775
.
27
Subtract
line
26
from
line
12
:
8
Excess
of
revenue
over
expenses
and
disbursements
14591556
.
b
Net Investment
Income
(if
negative,
enter
-0-)
.. ...
.
c
Adjusted
net
income
(if
negative,
enter
-o->
LHA
For
PrivacyAct
and
Paperwork
Reduction
Act
Notice,
see
the
Instructions
.
423501
01-03-OS
25642
.
25642
.
135471
--
---
I
Form
990-PF
(2004)
1
2-1-L
13120608
788779
fnd
2004
.05002
CARL
&
RUTH SHAPIROFAMLY FND
1
t
Form
990-PF
Department
of
the
Treasury
A
Employer
identification
number
06610
.E
306610
.
09518
.
1209518
.
C
If
exemption
application
is
pending,
check
here
101
"
D
1
.
Foreign
organizations,
check
here
Z
.
Foreign
organizations
meadng
the
85%
test,
check
here
and
attach
computation
E
If
private
foundation
status
was
terminated
under
section
507(b)(1)(A),
check
here
01
=
F
If
thefoundation
is
m
a
60-month
termination
under
section
507 b
1
B
,
check
here
.
.
(c)
Adjusted
net
(d)
Disbursements
income
forcharitable
purposes
(cash basis
only)
.
.
.
..
.
.
25284
.
13000
.
6107
.
12642
.
13000
.
0
.
0
.
0
.
0
 
0
.
0
.
0
.
54166
.
7067
.
12642
.
0
.
6107
.
4792
.
37200
.
3946
.
198
.
8026
.
134144
.
3205400
.
3339544
.
 
k
Form
990-PF(2004)
CARL
&
RUTH
SHAPIRO FAMILY
FOUNDATION
Balance
SFleetS
edschedules
andamounts
inthedescription
Beginning
of
year
column
should
betaendof-yearartwunlsonly
.
(a)Book
Value
Z
`
04-6135027
Page
2
1040
.
1040
.
733
.
1300
.
c0
1
ula
.
naul
.
..
U.
-
uw
i
uuvu
n
cc
.... .
.
.
. .
....
.
....
.
....
.
.
Organizations
that
follow
SFAS
117,
check
here
~
D
and
complete
lines
24
through
26
and
lines
30
and
31
.
N
24
Unrestricted
. ...
.
... . ..
---
. ..
.
. ... ...
.
.. .
.
....
.
....
a
25
Temporally
restricted
. ..
.
. .
.
.
.,
...
.
.. ....
.
....
.
... . ...
.
....
.
.. .
m
26
Permanently
restricted
. .
.
.......,
.
.
.
...
.
. ..
.
... .
.
...
Organizations
that
do
not
follow
SFAS
117,
check
here
"
D
and
complete
lines
27
through
81
.
,~°
27
Capital
stock,
trust principal,
or
current
funds
. .
.
.
.
. .
.
. . .
.
. .
28
Paid-in
or
capital
surplus,
or
land,
bldg
.,
and
equipment fund
a
29
Retained
earnings,
accumulated income,
endowment,
or other
funds
...
Z
30
Total
net
assets
or
fund
balances
.
.. ...
.
.
.
.. .. . .
.
.
...
.
....
.
...
29046392
.
29046392
.
0
.
0
.
113544886
.
128136442
.
142591278
.
157182834
.
X
31
Total
liabilities
and
net assets/tund
balances
.. 1
142592578
.1
157183812
.1
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)
,
.
....
.
... ....
.
.
.
.
._,
,
.
.
.
. . .. ..
.
....
.
..
1
142591278
.
2
Enter
amount
from
Part
I,
line
27a
.. .. . ..
.
. .
2
14591556
3
Other
increases
not
included
in
line
2
(itemize)
"
8
0
4
Add
lines
1,
2,
and
3
... ..
.
4
157182834
.
5
Decreases
not
included
in line
2 (itemize)
"
5
0
8
Total net
assets
or fund
balances
at
end
of
ear
line
4
minus
line
5
-
Part
II,
column
(
b
)
,
line
30
.. .. .
.
. ..
.
. .. ..
.
..
g
157182834
Form
990-PF
(2004)
42351101-03-05
2
13120608 788779
fnd
2004
.05002
CARL
&
RUTH
SHAPIRO FAMILY FND
1
1
Cash
-
non-interest-bearing
2
Savings
and
temporary cashinvestments
..
3
Accounts
receivable
Lessallowance
for
doubtful
accounts
4
Pledges
receivable
Less'
allowance
for
doubtful
accounts
1
5
Grants
receivable
...
6
Receivables
due
from
officers,
directors, trustees,
and
other
disqualified
persons
.
.
...
7
Other
noles
and
loans
receivable
Less
.
allowance
for
doubtful
accounts
8
Inventories for sale or
use
.
.
....
.
. .
.
9
Prepaid
expenses
and
deferred
charges
_
.
..
10a
Investments
-
U
.S
.
and
state
government
obligations
Stltlt
8
b
Investments-corporate
stock
_ .
.
.... ...
.
.StTCIt
9
c
Investments
-
corporate
bonds
. .
.
.
.
....
.
... .
.
..... . ........ .
.
...
11
Imestrronts-Wnd,bulldnps,andequipment
basis
.
. .
L
.esS
:accumulated
depreciation
....
.
.. ..
1
12 Investments
-
mortgage
loans
... .. ..
.
... ..
.
..
.
....
.
....
13Investments
-
other
.
..
.
. ....
.
... ..
. ._
. ... ...
14
Land,
buildings,
and equipment
:
basis
1
95606
Lm
 
accumulated
depreciation
Stm
10
00
.
94566
.
15
Otherassets
(describe
"
)
17
Accounts
payable
and
accrued expenses
..
.
.. , .
.
.
.
... ..
.
.. . . ..
18
Grants payable
_ ..
.
.. ....
.
....
.
19
Deferred
revenue
.. .
.
... .. .... .... ....
.
....
.
.
.
....
.
......
20
Loans
from
officers,
directors,
trustee,
and
other
diequalifled
persons
.
.
.,
..
.
.
.,
21
Mortgages
and
other
notes payable
. .. . ..
.
... ....
20
.
..
J
22
Other
liabilities
(describe
1110-
Statement
11
6238104
.
11800
.
134211471
.
2129470
.
End
of
year
b)
Book
Value
(c) Fair
Market
Value
364
.
364
.
22145467
.
22145467
.
11800
.
11800
.
132812211
.
133503471
.
2212930
.
10132836
.
142592578
.1
1571
78
.
 
"
Form
990-PF
2004
CARL
&
RUTH
SHAPIRO
FAMILYFOUNDATION
ftt
1V
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
acqw
2-story
back warehouse
;
or
common
stock,
200 shs
.
MLC
Co
.)
D
-
Donatioi
1a
e
See
Attached
Statements
(f)
Depreciation allowed
I
(p)
Cost
or
other
basis
(or
allowable) plus
expense
of sale
215915195
.omplete
only
for
assets
show!
(i)
F.M
.V
as
of
12/31169
in
column
(h)
and
owned
by
thefoundation
on
12/31/69
(J)
Adjusted
basis
(k)
Excess
of col
.
(i)
as
of
12/31/69
over
col
.
(j),
If
any
2 Capital gain
net
income
or
net
capital loss)
.If
gain,
also
enter
in
Part
I,
line
7
9
(
~
If
(loss),
enter-0-in
Part
I,
line
73
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)
.
J
f
(loss),
enter-0-in
Part
I,
line
8
_____
......
.
.. ...
.
... , . ....
.
N/A
8
Enter
qualifying distributions
from
Part
XII, line
4
....
.
.,
....
.
.... .
.
....
.
...
..
. ...
.
...
.
... ...
.
.. . ~
8
~
3345224
.
If
line
8
is
equal
to or
greater
than
line
7,
check
the
box
in
Part
VI,
line
1b,
and complete
that
part
using
a
1
%
tax
rate
.
See
the
Part
VI instructions
.
a2asziro1-a3-os
Form
990-PF
(2004)
3
13120608
788779 fnd 2004.05002
CARL
&
RUTH
SHAPIRO
FAMILY
FND
1
(e)
Gross
sales price
[~V
 
Qualification
Under
Section
4940(e)
for
Reduced
Tax
onNet
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
organization
liable
for
the section
4942
tax
on
the
distributable
amount
of
any
year
In
the
base
period?
.
...
0
es
[XI
No
If
'Yes,'theorganization
does
not
aualiiv
under
section
4940(e)
.
Do
not
complete
this
part
.
1
Enterthe
appropriate
amount
in
each
column
for
each
year
;
sae
instructions
before
making
any
entries
.
(
b
)
Base
period
Calendar
ear or
tax earyears
bem
nin
in
Adjusted
qualifying distributions
Net
value
of
noncharitable-use assets
Distribution
ratio
(col
.
(b)
divided
by
col
.
(c))
2003
6809240
.
148563393
.
.0458339
2002
7700592
.
139233371
.
.0553071
2001
7929251
.
133023383
.
.0596079
2000
I
8268194
.E
131336054
.E
.0629545
,oaa
11687976
.
149443178
.
.0782102
2
Total
of
linet,
column
(d)
.
...
2
.3019136
3
Average
distribution ratio
for
he
5-year
base
period -divide
the
total
online
2by
5,
or bythe
number
of
years
the
foundation
has been
in
existence
if
less
than
5
years
..
.
.
.
....
.
.,
. .
.
.. ... .
.
.. ...
.
.. .
8
.0603827
4
Enterthe net
value
of
noncharitable-use assets for
2004
from
Part X,
line
5
..
.
..
.
....
.
....
.
.. .. .... .
.
..
.
.. . . .
.
1
4
1
155208719
.
5
Multiply
line
4
by
line
3
.
.
...
.
.
.
.... ....
.
....
.
.. ...
.
.. ..
.
.....
.
..
.
....
.
....
.
...
.
. .. ..... ...
.
... ..
.
... .
.
. .
.
.. .
.
.. 1
5
I
9371922
.6
Enter
1%
of net
investment
income
(1%
of
Part
I,
line
27b)
.
... ... ....
.
....
.
....
.
. . .
.
.. ..
.
. ... ..
.
8
113135
.
7
Add
lines
5 and 6
.
.
....
.
...
7
9485057
.
04-6135027
(c
Date
acquired
(d)
Date sold
~mo
.,
day,
yr
.)
I
(mo
.,
day,
yr
.)
(h)
Gam
or
(loss)(e)
plus
(f)
minus
(g)
(I)
Gains
(Col
.
(h)
gain
minus
col
.
(k),
but
not
less
than
-0-)
or
Losses
(from
col
.
(h))
9823061
.
9823061
.

2004 Carl & Ruth Shapiro Family Foundation 990

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