Baker Brook Foundation, Leonard Herman B & K A Angell Co-Tt in Concord, 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
- Organizations performing similar types of work
| Baker Brook Foundation, Leonard Herman B & K A Angell Co-Tt | |
| Employer Identification Number (EIN) | 046879863 |
| Name of Organization | Baker Brook Foundation |
| Secondary Name | Leonard Herman B & K A Angell Co-Tt |
| In Care of Name | Herman Leonard & Kathryn A Angell |
| Address | 267 Main St, Concord, MA 01742-2405 |
| Subsection | Charitable Organization |
| Ruling Date | 02/2000 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 11/2013 |
| Assets | $500,000 to $999,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $691,479 |
| Amount of Income | $19,539 |
| Form 990 Revenue Amount | $24,955 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Fund Raising and/or Fund Distribution |
Non-representatives - add comments:
Amount of income in 2013: $19,539 (it was $19,828 in 2012)
| This organization: | $19,539 |
| Other organizations performing similar types of work: | $107,771 |
Assets in 2013: $691,479 (it was $673,475 in 2012)
| This organization: | $691,479 |
| Other organizations performing similar types of work: | $292,134 |
Expenses in 2012: $40,285
| Baker Brook Foundation, Leonard Herman B & K A Angell Co-Tt: | $40,285 |
| Other organizations performing similar types of work: | $48,744 |
Income to expenses ratio in 2012: 0.5
| This organization: | 0.5 |
| Other organizations performing similar types of work: | 1.8 |
Grants share in income in 2012: 2.0%
| Baker Brook Foundation, Leonard Herman B & K A Angell Co-Tt: | 2.0% |
| Other organizations performing similar types of work: | 0.0% |
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 | $26,134 | $26,134 | $0 | |
| Contributions, gifts, grants, etc., received | $535 | |||
| Interest on savings and temporary cash investments | $2 | |||
| Dividends and interest from securities | $19,291 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $6,306 | |||
| Total expenses and disbursements | $40,285 | $500 | $0 | $40,285 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $535 | $500 | $535 | |
| Contributions, gifts, grants paid | $39,750 | |||
| Excess of revenue over expenses and disbursements | $-14,151 | |||
| Net investment income | $25,634 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $673,475 | $726,035 |
| Cash - non-interest-bearing | $7,445 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $233,066 | |
| Investments-corporate bonds | $432,964 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $673,475 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $6,306 |
| 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 | $513 |
| Total credits and payments | $813 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $813 |
| 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 | $300 |
| Amount to be credited to 2013 estimated tax | $300 |
| 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 | $736,534 |
| Net value of noncharitable-use assets | $725,480 |
| Minimum investment return | $36,274 |
| Distributable Amount (for 2012) | |
| Distributable amount | $35,761 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $35,761 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $-203 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Webber Family Foundation | 3112 Windsor Rd A336, Austin, TX 78703-2350 | TX | 2000-04 | $5,985,789 |
| 2 | Velma Moore T W Charities | Pnc Bank 620 Liberty Avenue No 10, Pittsburgh, PA 15222 | PA | 1999-01 | $2,555,878 |
| 3 | William & Anna Tenenblatt Foundation Inc | 3750 Broadway Pl, Los Angeles, CA 90007-4400 | CA | 2000-04 | $1,924,464 |
| 4 | Water First International | 1904 3rd Ave Ste 1012, Seattle, WA 98101-1123 | WA | 2005-06 | $1,692,165 |
| 5 | The Scholtz Family Foundation | 2591 Windward Way, Naples, FL 34103-4067 | FL | 1999-12 | $1,283,832 |
| 6 | Weiss Family Foundation, Weiss Richard & Barbara Co-Ttee | 1660 N Prospect Ave Unit 1901, Milwaukee, WI 53202-2485 | WI | 1999-01 | $919,334 |
| 7 | Rbo Bragg Charitable Trust Uw | PO BOX 831041, Dallas, TX 75283-1041 | TX | 1999-04 | $595,023 |
| 8 | Raymond H Jr & Bonnie B Hefner Fam Affiliated Fund Of Oc Commmunity | PO BOX 1146, Oklahoma City, OK 73101-1146 | OK | 1999-03 | $571,203 |
| 9 | The Great Georgia Airshow Inc | PO BOX 2035, Peachtree Cty, GA 30269-0035 | GA | 2001-07 | $510,381 |
| 10 | Walter N Charles Trust | 124 S 1st St, Oskaloosa, IA 52577-3126 | IA | 2012-01 | $506,639 |
| 11 | Willis Family Foundation Inc | 112 S Tryon St Ste 1765, Charlotte, NC 28284-2198 | NC | 1999-03 | $430,120 |
| 12 | Zichron Yona Vsara Charitable Foundation, Herzog Herman Et Al Ttees | 6 Lenore Ave, Monsey, NY 10952-2705 | NY | 1999-01 | $413,957 |
| 13 | Peace And Hope Frontier Mission Inc | 13 Thoreau Cir, Beverly, MA 01915-1342 | MA | 2000-11 | $148,239 |
| 14 | A Keith Brodkin Foundation | PO BOX 730, Sherborn, MA 01770-0730 | MA | 1999-01 | $75,129 |
| 15 | Irena Bronstein & Eugene Bonte Charitable Foundation, Bonte Eugene A Ttee | Katz Nannis Solomon 800 South, Waltham, MA 02453 | MA | 2000-03 | $55,685 |
| 16 | Marshall Family Foundation 12071998 | 190 Conners Rd, Centerville, MA 02632-1818 | MA | 1999-03 | $42,400 |
| 17 | Paisner Family Charitable Foundation Tr, Paisner Marshall Ttee | 172 Worcester St, Natick, MA 01760-2229 | MA | 2000-03 | $34,660 |
| 18 | Caldwell Foundation, Stewart Robert G Et Al Ttee | 3 Heritage Way, Gloucester, MA 01930-2267 | MA | 2000-01 | $30,595 |
| 19 | Baker Brook Foundation, Leonard Herman B & K A Angell Co-Tt | 267 Main St, Concord, MA 01742-2405 | MA | 2000-02 | $19,539 |
| 20 | Neal F Finnegan Charitable Tr, Finnegan Neal F Ttee | 5 Merrall Rd, Dedham, MA 02026-4054 | MA | 1999-12 | $12,539 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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