Beech Tree Tr, Bancroft W & J Frothingham Ttee Eta in Boston, 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
| Beech Tree Tr, Bancroft W & J Frothingham Ttee Eta | |
| Employer Identification Number (EIN) | 046942305 |
| Name of Organization | Beech Tree Tr |
| Secondary Name | Bancroft W & J Frothingham Ttee Eta |
| In Care of Name | J M Forbes & Co |
| Address | 121 Mount Vernon St, Boston, MA 02108-1104 |
| Subsection | Charitable Organization |
| Ruling Date | 09/2001 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 06/2014 |
| 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 | $1,277,769 |
| Amount of Income | $743,038 |
| Form 990 Revenue Amount | $44,634 |
| National Taxonomy of Exempt Entities (NTEE) | Environmental Quality, Protection and Beautification: Fund Raising and/or Fund Distribution |
Non-representatives - add comments:
Amount of income in 2014: $743,038 (it was $607,662 in 2012)
| Beech Tree Tr, Bancroft W & J Frothingham Ttee Eta: | $743,038 |
| Other organizations performing similar types of work: | $115,830 |
Assets in 2014: $1,277,769 (it was $1,265,548 in 2012)
| This organization: | $1,277,769 |
| Other organizations performing similar types of work: | $74,257 |
Expenses in 2012: $77,059
| This organization: | $77,059 |
| Other organizations performing similar types of work: | $62,975 |
Income to expenses ratio in 2012: 9.6
| This organization: | 9.6 |
| Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2012: 0.0%
| Beech Tree Tr, Bancroft W & J Frothingham Ttee Eta: | 0.0% |
| Other organizations performing similar types of work: | 100.0% |
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 | $44,634 | $47,625 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $47,349 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $276 | |||
| Total expenses and disbursements | $77,059 | $15,428 | $0 | $60,950 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $16,109 | $15,428 | $0 | |
| Contributions, gifts, grants paid | $60,950 | |||
| Excess of revenue over expenses and disbursements | $-32,425 | |||
| Net investment income | $32,197 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,265,548 | $1,478,101 |
| Cash - non-interest-bearing | $1 | |
| Investments-U.S. and state government obligations | $53,403 | |
| Investments-corporate stock | $626,356 | |
| Investments-corporate bonds | $546,266 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $39,522 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,265,548 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-2,991 |
| 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 | $322 |
| Total credits and payments | $760 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $760 |
| 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 |
| Overpayment | $438 |
| Amount to be credited to 2013 estimated tax | $324 |
| 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 | $1,463,766 |
| Net value of noncharitable-use assets | $1,441,820 |
| Minimum investment return | $72,091 |
| Distributable Amount (for 2012) | |
| Distributable amount | $71,769 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $71,769 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $71,769 |
| 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 | Wrangell Institute For Science And Environment | Hc 60 Box 338a, Copper Center, AK 99573-9705 | AK | 2002-03 | $130,778 |
| 2 | Swift Foundation | 1157 Coast Village Road Ste A, Santa Barbara, CA 93108 | CA | 2002-08 | $12,840,145 |
| 3 | Micronesia Conservation Trust | Pohnpei Fm 96941, Kolonia | international | 2010-07 | $4,949,455 |
| 4 | Butler Outdoor Education Fund | C/O Dhru Patel Amin 60 Cuttermill, Great Neck, NY 11021 | NY | 2013-01 | $1,740,000 |
| 5 | Seaworld & Busch Gardens Conservation Fund | 9205 South Park Center Loop, Orlando, FL 32819-8651 | FL | 2003-09 | $1,099,131 |
| 6 | Lake Tahoe Conservation Fund, The Tahoe Fund | Po Box 7124, Tahoe City, CA 96145 | CA | 2010-11 | $869,779 |
| 7 | Ajp Educational Foundation Inc | 10101 S Roberts Rd, Palos Hills, IL 60465-1556 | IL | 2010-03 | $824,710 |
| 8 | Omaha Parks Foundation Inc | 1819 Farnam Street Suite 701, Omaha, NE 68183 | NE | 2011-01 | $808,726 |
| 9 | Beech Tree Tr, Bancroft W & J Frothingham Ttee Eta | 121 Mount Vernon St, Boston, MA 02108-1104 | MA | 2001-09 | $743,038 |
| 10 | The Hoosier Environmental Council Inc | 3951 N Meridian St Ste 100, Indianapolis, IN 46208-4062 | IN | 1985-05 | $695,014 |
| 11 | Savannah Ocean Exchange | 480 Butler Ave, Savannah, GA 31406-8825 | GA | 2011-05 | $572,632 |
| 12 | Ian Somerhalder Foundation | 10990 Wilshire Blvd Fl 8, Los Angeles, CA 90024-3918 | CA | 2011-03 | $522,384 |
| 13 | Turtle Lake Wildlife Foundation | PO BOX 99027, Troy, MI 48099-9027 | MI | 2003-11 | $333,333 |
| 14 | Ocean River Institute Inc | 12 Eliot Jr, Cambridge, MA 02138 | MA | 2007-05 | $284,983 |
| 15 | Sunshine Polka-Dot Foundation | 584 Castro Street 206, San Francisco, CA 94114-2512 | CA | 2008-09 | $267,479 |
| 16 | New Orleans Oyster Festival | 1 Galleria Blvd Ste 2100, Metairie, LA 70001-7588 | LA | 2010-12 | $252,795 |
| 17 | Siesta Beach Festival Inc | 5118 Ocean Blvd, Sarasota, FL 34242 | FL | 2012-09 | $198,467 |
| 18 | Michael R Paine Conservation Tr, Davidson M & W Bancroft Ttee Et Al | 121 Mount Vernon St, Boston, MA 02108-1104 | MA | 2001-09 | $165,204 |
| 19 | Friends Of Ashland Council On Aging Inc | PO BOX 507, Ashland, MA 01721-0507 | MA | 2000-11 | $58,237 |
| 20 | Chac-Mool Institute Inc | 67 Forbes Street, Jamaica Plain, MA 02130 | MA | 2003-07 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 188 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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