Casey Family Foundation in Marblehead, 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
| Casey Family Foundation | |
| Employer Identification Number (EIN) | 026013556 |
| Name of Organization | Casey Family Foundation |
| Address | 3 Rainbow Rd, Marblehead, MA 01945-1260 |
| Activities | Other school related activities, Gifts, grants, or loans to other organizations, Other religious activities |
| Subsection | Charitable Organization |
| Ruling Date | 11/1965 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $3,719,022 |
| Amount of Income | $2,241,048 |
| Form 990 Revenue Amount | $156,240 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| 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 | $226,932 | $226,932 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $48,057 | |||
| Dividends and interest from securities | $40,573 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $19 | |||
| Other | $138,283 | |||
| Total expenses and disbursements | $230,992 | $0 | $0 | $207,357 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $23,635 | $0 | $0 | |
| Contributions, gifts, grants paid | $207,357 | |||
| Excess of revenue over expenses and disbursements | $-4,060 | |||
| Net investment income | $226,932 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $3,731,982 | $4,370,815 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $3,557,535 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $174,447 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $3,731,982 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $138,283 |
| 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 | $2,269 |
| Total credits and payments | $2,613 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,613 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $344 |
| Amount to be credited to 2013 estimated tax | $344 |
| 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 | $3,743,928 |
| Net value of noncharitable-use assets | $3,687,760 |
| Minimum investment return | $184,388 |
| Distributable Amount (for 2012) | |
| Distributable amount | $182,119 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $182,119 |
| 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 | Casa Monte Cassino Inc | 11 Tileston St, Boston, MA 02113-1906 | MA | 2003-12 | $42,141 |
| 2 | Casa Myrna Vasquez Inc | 38 Wareham St, Boston, MA 02118-2429 | MA | 1978-08 | $3,159,021 |
| 3 | Casa Nueva Vida Inc | 53 Glen Rd, Jamaica Plain, MA 02130-3340 | MA | 1992-11 | $1,612,130 |
| 4 | Casa Project Inc | 100 Grove St Ste 4, Worcester, MA 01605-2630 | MA | 1988-10 | $614,708 |
| 5 | Casa Verna Inc, Spring House | P0 112, Berlin, MA 01503 | MA | 1995-03 | $44,357 |
| 6 | Casavant Family Charitable Trust | 100 Front St, Worcester, MA 01608-1477 | MA | 1966-08 | $1,161 |
| 7 | Cascap Inc | 231 Somerville Ave, Somerville, MA 02143-3424 | MA | 1974-01 | $805,551 |
| 8 | Case Fund Inc | 100 Conant Rd, Weston, MA 02493-1604 | MA | 2006-09 | $301 |
| 9 | Case High Association Of Music Parents Of Swansea Inc, Champs | PO BOX 37, Swansea, MA 02777-0037 | MA | 1989-03 | $58,948 |
| 10 | Casey & Family Foundation Inc | PO BOX 623, Harvard, MA 01451-0623 | MA | 2002-03 | $24,225 |
| 11 | Casey Family Foundation | 3 Rainbow Rd, Marblehead, MA 01945-1260 | MA | 1965-11 | $2,241,048 |
| 12 | Casey-Girl Foundation Inc | 3 Harriman Avenue, Reading, MA 01867 | MA | 2003-09 | $0 |
| 13 | Caspa Charitable Tr, Cable Andrew Ttee | One Liberty Square, Boston, MA 02109-4825 | MA | 2000-10 | $1 |
| 14 | Caspar Inc | 66 Canal St, Boston, MA 02114-2002 | MA | 1972-06 | $3,744,883 |
| 15 | Cassidy Family Scholarship Fund | 990 Paradise Rd, Swampscott, MA 01907-1395 | MA | 1995-09 | $10,516 |
| 16 | Cast Inc | Harvard Mills Square Suite 3, Wakefield, MA 01880 | MA | 1986-11 | $8,016,503 |
| 17 | New Stage Performing Arts Center Inc | 80 Castle Hill Avenue, Great Barrington, MA 01230 | MA | 2008-08 | $160,294 |
| 18 | Castle Square Tenants Organization Inc | 476 Tremont St, Boston, MA 02116-6309 | MA | 1994-03 | $1,018,337 |
| 19 | Castles Caring Alum Supporting The Learning & Enrich Of Students Inc | 350 North St, Boston, MA 02113-2114 | MA | 2007-07 | $36,547 |
| 20 | Casty-Dunn Families Charitable Foundation | 850 Boylston St Ste 428, Chestnut Hill, MA 02467-2405 | MA | 1962-04 | $438,186 |
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