Calvin And Sylvia Margolis Charitable Trust, Margolis Calvin in Boston, Massachusetts (MA)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Massachusetts
| Calvin And Sylvia Margolis Charitable Trust, Margolis Calvin | |
| Employer Identification Number (EIN) | 656149383 |
| Name of Organization | Calvin And Sylvia Margolis Charitable Trust |
| Secondary Name | Margolis Calvin |
| Address | 60 State St 9th Fl, Boston, MA 02109-1800 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 08/1994 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $1 to $9,999 |
| Income | $0 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $9,773 |
| Amount of Income | $4 |
| Form 990 Revenue Amount | $4 |
Non-representatives - add comments:
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $0 | $0 | $0 | |
| Total expenses and disbursements | $50,000 | $0 | $0 | $50,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $0 | $0 | $0 | |
| Contributions, gifts, grants paid | $50,000 | |||
| Excess of revenue over expenses and disbursements | $-50,000 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $9,773 | $9,773 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $9,773 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $9,773 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| 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)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $9,773 |
| Net value of noncharitable-use assets | $9,620 |
| Minimum investment return | $481 |
| Distributable Amount (for 2012) | |
| Distributable amount | $481 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $481 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in Massachusetts | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Caldwell Stair Foundation | 46 Woodcliff Rd, Newton, MA 02461-1825 | MA | 2000-09 | $370,255 |
| 2 | Caleb Foundation Inc | 491 Humphrey St, Swampscott, MA 01907-2618 | MA | 1993-09 | $1,608,829 |
| 3 | Caleb Group Inc | 491 Humphrey St, Swampscott, MA 01907-2618 | MA | 2000-01 | $2,330,530 |
| 4 | Caleb Maine Development Inc | 491 Humphrey Street, Swampscott, MA 01907 | MA | 2012-03 | $28,133 |
| 5 | Caleb Village Heights Foundation Inc | 491 Humphrey St, Swampscott, MA 01907-2618 | MA | 1995-09 | $1,684,272 |
| 6 | California Street Corporation | 59 E Militia Heights Dr, Needham, MA 02492-1341 | MA | 1997-05 | $54,662 |
| 7 | Calliope Film Resources Inc | 1116 Massachusetts Ave, Lexington, MA 02420 | MA | 2014-03 | $0 |
| 8 | Calliope Productions Incorporated | PO BOX 581, Boylston, MA 01505-0581 | MA | 1983-08 | $146,520 |
| 9 | Callow Family Foundation | Two Intl Pl, Boston, MA 02110 | MA | 1997-09 | $97,312 |
| 10 | Calphad Inc | 9 Washington Pl, Sharon, MA 02067-1933 | MA | 1977-04 | $284,355 |
| 11 | Calvin And Sylvia Margolis Charitable Trust, Margolis Calvin | 60 State St 9th Fl, Boston, MA 02109-1800 | MA | 1994-08 | $4 |
| 12 | Camblar Inc | 162 Broadway, Arlington, MA 02474-5400 | MA | 2003-08 | $5,290 |
| 13 | Cambodia-Pride Inc | 69 Mount Vernon St, Boston, MA 02108-1330 | MA | 2007-09 | $23,992 |
| 14 | Cambodian Orphanage International | 61 Marginal St, Lowell, MA 01851-1239 | MA | 2004-07 | $14,434 |
| 15 | Cambridge Art Association | 25r Lowell St, Cambridge, MA 02138 | MA | 1964-03 | $173,137 |
| 16 | Cambridge Arts Council Fund | 344 Broadway 2nd Fl, Cambridge, MA 02139-1701 | MA | 1976-10 | $78,896 |
| 17 | Cambridge At Home Inc | 545 Concord Ave Ste 104, Cambridge, MA 02138-1125 | MA | 2007-01 | $267,817 |
| 18 | Cambridge Boat Club | 2 Gerrys Landing Rd, Cambridge, MA 02138-5512 | MA | 1943-10 | $584,756 |
| 19 | Cambridge Camping Association Inc | 99 Bishop Allen Dr, Cambridge, MA 02139-3428 | MA | 1936-10 | $494,321 |
| 20 | Cambridge Cares About Aids Inc | 359 Green St, Cambridge, MA 02139-3334 | MA | 1993-12 | $3,485,701 |
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