Arthur Epstein Family Charitable Foundation in Chestnut Hill, 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
| Arthur Epstein Family Charitable Foundation | |
| Employer Identification Number (EIN) | 046112267 |
| Name of Organization | Arthur Epstein Family Charitable Foundation |
| In Care of Name | Bette Finkelstein |
| Address | 99-60 Florence St Apt 3-B, Chestnut Hill, MA 02467-1944 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 05/1954 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 11/2011 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $76,692 |
| Amount of Income | $347 |
| Form 990 Revenue Amount | $347 |
Non-representatives - add comments:
Expenses for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $347 | $347 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $347 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $20,563 | $0 | $0 | $20,556 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $742 | $0 | $735 | |
| Contributions, gifts, grants paid | $19,821 | |||
| Excess of revenue over expenses and disbursements | $-20,216 | |||
| Net investment income | $347 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $76,692 | $76,692 |
| Cash - non-interest-bearing | $76,692 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $76,692 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $3 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $3 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $86,800 |
| Net value of noncharitable-use assets | $85,500 |
| Minimum investment return | $4,275 |
| Distributable Amount (for 2011) | |
| Distributable amount | $4,272 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $4,272 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 | Artemas W Stearns Tr | 9 Bartlet St Ste 343, Andover, MA 01810-3655 | MA | 1972-02 | $1,010,441 |
| 2 | Artemis Fund Inc | Po Box 674, Northampton, MA 01061 | MA | 1998-08 | $8,940 |
| 3 | Arthritis Foundation Inc, New England Region | 25 Crafts St, Newton, MA 02458-1255 | MA | 1978-01 | $5,209,170 |
| 4 | Arthur & Delores Daniels Foundation | PO BOX 9350, Boston, MA 02114-0043 | MA | 1984-11 | $85,593 |
| 5 | Arthur And Sidney R Barnes Family Foundation | 84 State St Ste 11, Boston, MA 02109-2214 | MA | 2008-04 | $69,201 |
| 6 | Arthur And Tamara Waltzman Family Foundation, Waltzman Tamara Ttee | 11 Aletha Rd, Needham, MA 02492-4301 | MA | 2000-02 | $2,295 |
| 7 | Arthur Ashley Williams Foundation | PO BOX 6280, Holliston, MA 01746-6280 | MA | 1954-02 | $304,127 |
| 8 | Arthur C Murray Charitable Foundation | 18 Plymouth River Rd, Hingham, MA 02043-4816 | MA | 2000-03 | $122,319 |
| 9 | Arthur D Little Foundation | 25 Acorn Park, Cambridge, MA 02140-2301 | MA | 1957-08 | $1 |
| 10 | Arthur E And Cooley G Crane Charitable Foundation | 11 Main St, Dalton, MA 01226-1637 | MA | 1984-06 | $3 |
| 11 | Arthur Epstein Family Charitable Foundation | 99-60 Florence St Apt 3-B, Chestnut Hill, MA 02467-1944 | MA | 1954-05 | $347 |
| 12 | Arthur F Martins Scholarship Foundation | 81 Union Avenue Box 3, Framingham, MA 01702-8215 | MA | 1988-05 | $12,664 |
| 13 | Arthur Griffin Family Foundation | 22 Euclid Ave, Winchester, MA 01890-1447 | MA | 2002-03 | $51,053 |
| 14 | Arthur H Cort Family Foundation | 96 Jericho Rd, Weston, MA 02493-1220 | MA | 1973-05 | $8,545 |
| 15 | Arthur M And Martha R Pappas Foundation | C/O Rnlusardi Cpa 271 Main Street, Stoneham, MA 02180 | MA | 1989-05 | $2,043,418 |
| 16 | Arthur M Freeman Charitable Trust | 75 Federal St Ste 1100, Boston, MA 02110-1936 | MA | 1970-11 | $7,059 |
| 17 | Arthur R Lambert Memorial Foundation | PO BOX 1005, Northborough, MA 01532-4005 | MA | 2005-06 | $22,110 |
| 18 | Artisans Guild Of Cape Cod | 451 Stony Brook Rd, Brewster, MA 02631 | MA | 2009-03 | $0 |
| 19 | Artists Association Of Nantucket | PO BOX 1104, Nantucket, MA 02554-1104 | MA | 1952-01 | $3,552,927 |
| 20 | Artists For Humanity Inc | 100 W 2nd St, Boston, MA 02127-1112 | MA | 1996-08 | $3,917,339 |
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