Adelard A & Valeda Lea Roy Foundation, Spencer Carlton W Etal Ttees in Framingham, 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
| Adelard A & Valeda Lea Roy Foundation, Spencer Carlton W Etal Ttees | |
| Employer Identification Number (EIN) | 046652923 |
| Name of Organization | Adelard A & Valeda Lea Roy Foundation |
| Secondary Name | Spencer Carlton W Etal Ttees |
| In Care of Name | C W Spencer Spencer And Stone |
| Address | 1500 Worcester Rd, Framingham, MA 01702-8967 |
| Activities | Gifts, grants, or loans to other organizations, Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 03/1991 |
| 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 | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $4,923,986 |
| Amount of Income | $961,949 |
| Form 990 Revenue Amount | $305,571 |
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 | $645,403 | $645,403 | $309,217 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $18,665 | |||
| Dividends and interest from securities | $290,552 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $336,186 | |||
| Total expenses and disbursements | $709,754 | $30,892 | $30,892 | $678,862 |
| Compensation of officers, directors, trustees, etc. | $53,346 | |||
| Total operating and administrative expenses | $63,754 | $30,892 | $32,862 | |
| Contributions, gifts, grants paid | $646,000 | |||
| Excess of revenue over expenses and disbursements | $-64,351 | |||
| Net investment income | $614,511 | |||
| Adjusted net income | $278,325 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $4,768,914 | $8,689,800 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $102,401 | |
| Investments-corporate stock | $2,997,842 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $1,309,468 | |
| Other | $359,203 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $4,768,914 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $336,186 |
| 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 | $6,145 |
| Total credits and payments | $2,700 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,700 |
| 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 | $3,415 |
| 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 | $8,817,673 |
| Net value of noncharitable-use assets | $8,685,400 |
| Minimum investment return | $434,270 |
| Distributable Amount (for 2012) | |
| Distributable amount | $428,125 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $428,125 |
| 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 | Adams Street Foundation Inc | 155 Main St, Medway, MA 02053-1567 | MA | 2008-01 | $71,224 |
| 2 | Adams Turners Inc | 6 Turners Ave, Adams, MA 01220-1528 | MA | 1984-01 | $142,135 |
| 3 | Adapt Association Of Data Processing Trainers | 9 Brahman Drive, Norton, MA 02766 | MA | 1990-08 | $0 |
| 4 | Adath Jeshurun Cemetery Association Inc | 1340 Centre St Ste 101, Newton Center, MA 02459-2453 | MA | 1971-05 | $96,239 |
| 5 | Adath Jeshurun Cemetery Association Inc Perpetual Care Fund | 1340 Centre St Ste 101, Newton, MA 02459-2453 | MA | 1971-05 | $359,597 |
| 6 | Addgene Inc, Kenneth Fan Dof | 1 Kendall Sq Ste B7102, Cambridge, MA 02139-1669 | MA | 2005-06 | $7,152,346 |
| 7 | Addiction Treatment Center Of New England Inc | 77 F Warren Street Building 5, Brighton, MA 02135 | MA | $2,468,865 | |
| 8 | Addictions Referral Center Inc | 186 Main St Ste 1, Marlboro, MA 01752-3813 | MA | 1990-10 | $59,774 |
| 9 | Adelaide Breed Bayrd Foundation | 350 Main Street, Malden, MA 02148-5089 | MA | 1928-11 | $31,988,152 |
| 10 | Adelante Inc | 40 Lawrence Street, Lawrence, MA 01840-1412 | MA | 1989-10 | $309,430 |
| 11 | Adelard A & Valeda Lea Roy Foundation, Spencer Carlton W Etal Ttees | 1500 Worcester Rd, Framingham, MA 01702-8967 | MA | 1991-03 | $961,949 |
| 12 | Adelia C Richards Ttee Uw Fbo Adelia Richards Scholarship Fund C | 2036 Washington St, Hanover, MA 02339-1617 | MA | 1970-01 | $5,057 |
| 13 | Adelson Family Foundation, Sheldon G Adelson Et Al Ttee | 300 First Ave, Needham, MA 02494-2736 | MA | 2010-02 | $53,251,367 |
| 14 | Adenoid Cystic Carcinoma Researchfoundation, Jeffrey A Kaufman Ttee | PO BOX 442, Needham, MA 02494-0010 | MA | 2006-03 | $781,903 |
| 15 | Aditus Inc | 11 Glendale Rd, E Longmeadow, MA 01028-2227 | MA | 1983-08 | $2,119,101 |
| 16 | Adl Alumni Association Inc | PO BOX 222, Arlington, MA 02476-0003 | MA | 1989-02 | $22,534 |
| 17 | Adminstrators Of Special Education | 80 Prospect Suite 211, Cambridge, MA 02139-2503 | MA | 1982-01 | $250,346 |
| 18 | Admiral Sir Isaac Coffins Lacasterian School | PO BOX 1225, Nantucket, MA 02554-1225 | MA | 1938-04 | $1,563,781 |
| 19 | Adolescent Wellness | 103 Old Colony Rd, Wellesley Hills, MA 02481 | MA | 2006-11 | $42,520 |
| 20 | Adolph Katten Family Foundation | 532 Parker St, Newton Centre, MA 02459-2975 | MA | 1963-09 | $4,540 |
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