Amy J Bare Charitable Tr, Taradash Bernard Ttee in Fall River, Massachusetts (MA)

Amy J Bare Charitable Tr, Taradash Bernard Ttee
Employer Identification Number (EIN)	200358104
Name of Organization	Amy J Bare Charitable Tr
Secondary Name	Taradash Bernard Ttee
In Care of Name	Bernard A G Taradash
Address	PO BOX 488, Fall River, MA 02722-0488
Subsection	Charitable Organization
Ruling Date	10/2004
Deductibility	Contributions are deductible
Foundation	Private non-operating foundation
Organization	Trust
Exempt Organization Status	Unconditional Exemption
Tax Period	09/2014
Assets	$1,000,000 to $4,999,999
Income	$100,000 to $499,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$1,221,963
Amount of Income	$429,796
Form 990 Revenue Amount	$71,298
National Taxonomy of Exempt Entities (NTEE)	Human Services - Multipurpose and Other: Human Service Organizations - Multipurpose

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2014

Assets at the end of 2014

Expenses for 2014

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2014)
Total revenue	$177,398	$177,398	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$173
Dividends and interest from securities	$26,310
Gross rents	$0
Gross sales price for all assets	$403,313
Gross profit from sales of goods	$0
Other income	$0
Other	$150,915
Total expenses and disbursements	$118,721	$12,280	$0	$98,715
Compensation of officers, directors, trustees, etc.	$0
Pension plans, employee benefits	$0
Legal fees	$0
Accounting fees	$4,905
Interest	$0
Depreciation	$0
Occupancy	$0
Travel, conferences, and meetings	$0
Printing and publications	$0
Total operating and administrative expenses	$20,006	$12,280		$0
Contributions, gifts, grants paid	$98,715
Excess of revenue over expenses and disbursements	$58,677
Net investment income		$165,118
Adjusted net income			$0

	2011		2012		2013		2014
Balance Sheets
	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value
Total assets	$1,438,763	$1,373,585	$1,099,282	$1,135,480	$1,163,286	$1,343,487	$1,221,963	$1,325,680
Cash - non-interest-bearing	$0		$0		$47,626		$0
Investments-U.S. and state government obligations	$0		$0		$0		$0
Investments-corporate stock	$1,425,614		$1,074,653		$1,110,933		$1,125,415
Investments-corporate bonds	$7,370		$6,111		$4,727		$3,734
Investments-mortgage loans	$0		$0		$0		$0
Investments-other	$5,779		$18,518		$0		$91,500
Other assets			$0		$0		$0
Total liabilities	$349,563		$7,977		$1		$1
Mortgages and other notes payable	$0		$0		$0		$0
Other liabilities			$0		$0		$0
Total liabilities and net assets/fund balances	$1,089,200		$1,091,305		$1,163,286		$1,221,963

	2011	2012	2013	2014
Capital Gains and Losses for Tax on Investment Income
Capital gain net income	$42,992	$86,768	$87,544	$150,915
Net capital loss	$0	$0	$0	$0

	2011	2012	2013	2014
Excise Tax Based on Investment Income
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)	No	No	No	No
Tax based on investment income	$584	$1,622	$2,248	$1,651
Total credits and payments	$54	$2,200	$5,677	$3,202
Current year estimated tax payments and previous year's overpayment credited to current year	$54	$2,200	$5,677	$3,202
Exempt foreign organizations-tax withheld at source	$0	$0	$0	$0
Tax paid with application for extension of time to file (Form 8868)	$0	$0	$0	$0
Backup withholding erroneously withheld	$0	$0	$0	$0
Any penalty for underpayment of estimated tax	$13	$1	$0	$0
Tax due		$0	$0	$0
Overpayment		$577	$3,429	$1,551
Amount to be credited to next year's estimated tax	$0	$577	$3,429	$1,551

	2011	2012	2013	2014
Statements Regarding Activities
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	No	No	No
Has the foundation engaged in any activities that have not previously been reported to the IRS?		No	No	No
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?		No	No	No
Has the foundation filed a tax return on Form 990-T for this year?		Yes	No	No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?	No	No	No	No
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?		Yes	Yes	Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?	No	No	No	No
Did any persons become substantial contributors during the tax year?		No	No	No
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?		No	No	No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?		Yes	Yes	Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041		No	No	No

	2011	2012	2013	2014
Statements Regarding Activities for Which Form 4720 May Be Required
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	No	No	No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?	No	No	No	No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?	No	No	No	No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?	No	No	No	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	No	No	No
Agree to pay money or property to a government official?	No	No	No	No
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?		No	No	No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?		No	No	No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?	No	No	No	No
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?		No	No	No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?	No	No	No	No
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?	No	No	No	No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?	No	No	No	No
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?		No	No	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	No	No	No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?	No	No	No	No
Provide a grant to an individual for travel, study, or other similar purposes?	No	No	No	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	No	No	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	No	No	No
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?		No	No	No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No	No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No	No

	2011	2012	2013	2014
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes	$1,165,286	$1,113,235	$1,223,867	$1,345,448
Net value of noncharitable-use assets		$1,096,536	$1,205,509	$1,325,266
Minimum investment return	$57,390	$54,827	$60,275	$66,263

	2011	2012	2013	2014
Distributable Amount
Distributable amount	$56,118	$51,750	$58,027	$64,612

	2011	2012	2013	2014
Undistributed Income
Distributable amount for this year	$56,118	$51,750	$58,027	$64,612
Undistributed income for this year. This amount must be distributed in the next year	$0	$0	$0	$0

	2014	2013	2012	2011	Total
Private Operating Foundations (for 2011 - 2014)
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

Supplementary Information (for 2014)
Grants approved for future payment	$0

	Amount	Related or exempt function income
Analysis of Income-Producing Activities (for 2014)
Program service revenue
Fees and contracts from government agencies	$0	$0
Membership dues and assessments	$0	$0
Interest on savings and temporary cash investments	$173	$0
Dividends and interest from securities	$26,310	$0

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2014)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
Cash	No
Other assets	No
Other transactions:
Sales of assets to a noncharitable exempt organization	No
Purchases of assets from a noncharitable exempt organization	No
Rental of facilities, equipment, or other assets	No
Reimbursement arrangements	No
Loans or loan guarantees	No
Performance of services or membership or fundraising solicitations	No
Sharing of facilities, equipment, mailing lists, other assets, or paid employees	No

Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review

Would you recommend Amy J Bare Charitable Tr, Taradash Bernard Ttee to others? (optional)

Yes

Add photo of Amy J Bare Charitable Tr, Taradash Bernard Ttee (optional)

About You

Your nickname:
I have read, and agree to the Terms of Service

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

	Log in» \| Register - it's free and very quick!
Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
	Show my IP address (13.59.116.xxx) to everybody
	Leave your signature» Clear Make my signature public

Recently Added Reviews
Havens Healing Hands Foundation in Fall River, MA
The Red Sox Foundation Inc in Boston, MA
King Solomon Humanitarian Foundation For Handicapped Childre, Handi-Kids in Bridgewater, MA
Iglesia Camino Al Calvario in Lynn, MA
Rossbach Charitable Remainder Tr, Rossbach Janice & C E Ahara Ttees in Lexington, MA
Massachusetts-Ponkapoag Tribal Council Inc in Bridgewater, MA
Fc Blazers in Needham Hgts, MA
Twilight Throwers in Chelmsford, MA
Wayland Baseball And Softball Association Inc in Wayland, MA
Wellspring Inc in Hull, MA

Recently Added Reviews

Havens Healing Hands Foundation in Fall River, MA

The Red Sox Foundation Inc in Boston, MA

King Solomon Humanitarian Foundation For Handicapped Childre, Handi-Kids in Bridgewater, MA

Iglesia Camino Al Calvario in Lynn, MA

Rossbach Charitable Remainder Tr, Rossbach Janice & C E Ahara Ttees in Lexington, MA

Massachusetts-Ponkapoag Tribal Council Inc in Bridgewater, MA

Fc Blazers in Needham Hgts, MA

Twilight Throwers in Chelmsford, MA

Wayland Baseball And Softball Association Inc in Wayland, MA

Wellspring Inc in Hull, MA

Id	Name	Address	State	Established	Total Income
Other organizations in Massachusetts
1	Amvets, 0208 Amvets	5 South St, Hudson, MA 01749-2204	MA	1968-01	$140,846
2	Amvets, 146 John P Mckeon Post	4 Hill Top St, Dorchester, MA 02124-5843	MA	1970-07	$448,786
3	Amvets, 1977 Amvets	1575 Central St, Stoughton, MA 02072-1686	MA	1945-05	$106,086
4	Amvets	17 Fitchburg St, Marlborough, MA 01752-1261	MA	1945-05	$71,956
5	Amvets, 208 Hudson Ma	5 South St, Hudson, MA 01749-2204	MA	1954-02	$6,166
6	Amvets, 495 Post	PO BOX 207, Millis, MA 02054-0207	MA	1982-09	$149,801
7	Amvets, 74 Post Amvets Inc	2150 Main St, Three Rivers, MA 01080-1119	MA	1954-02	$264,829
8	Amvets, Amvets Dept Of Ma Service	State House Ste 546-3, Boston, MA 02133-1000	MA	1954-02	$63,194
9	Amvets, Corp Convention Corporation	State House Ste 546-3, Boston, MA 02133-1000	MA	1954-02	$266,724
10	Amy & Stephen Gerson Charitable Foundation	6 Nolte Cir, Weston, MA 02493-1242	MA		$3,400
11	Amy J Bare Charitable Tr, Taradash Bernard Ttee	PO BOX 488, Fall River, MA 02722-0488	MA	2004-10	$429,796
12	Amy Smith And John G Berylson Charitable Foundation	400 Atlantic Ave, Boston, MA 02110-3331	MA	2005-12	$2,981,886
13	Amyotrophic Lateral Sclerosis Association, Massachusetts Chapter	315 Norwood Park S Ste 1, Norwood, MA 02062-4681	MA	1990-07	$1,017,073
14	An Artists Life Inc	PO BOX 52150, Boston, MA 02205-2150	MA	2001-12	$65,700
15	An Association Foundation Inc	99 High St Fl 10, Boston, MA 02110-2349	MA	1952-05	$1,272,780
16	An Orphans Dream Inc	21 Mcgrath Hwy, Quincy, MA 02169-5351	MA	2007-05	$76,912
17	Anastos Family Foundation Inc	30 James Massey Ln, Stoughton, MA 02072-5015	MA	2003-09	$15,532
18	Anawan Club	117 Carpenter St, Rehoboth, MA 02769-1832	MA	1945-05	$57,688
19	Anchor House Inc	60 Cherry St, Plymouth, MA 02360-4466	MA	1973-08	$458,609
20	Anchor To Windward Incorporated	PO BOX 813, Marblehead, MA 01945-0813	MA	1994-04	$179,736

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Amy J Bare Charitable Tr, Taradash Bernard Ttee and has no official or unofficial affiliation with Amy J Bare Charitable Tr, Taradash Bernard Ttee