Ben & Zelma Dorson Family Charitable Foundation, Goldman Charles M Etal Ttees 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
- Other organizations in Massachusetts
| Ben & Zelma Dorson Family Charitable Foundation, Goldman Charles M Etal Ttees | |
| Employer Identification Number (EIN) | 046607402 |
| Name of Organization | Ben & Zelma Dorson Family Charitable Foundation |
| Secondary Name | Goldman Charles M Etal Ttees |
| In Care of Name | Vincent De Angelis Etal P C |
| Address | One Beacon St 33rd, Boston, MA 02108 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1989 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 09/2013 |
| Assets | $500,000 to $999,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $522,063 |
| Amount of Income | $21,896 |
| Form 990 Revenue Amount | $35,253 |
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 | $12,512 | $27,377 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $27,323 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $54 | |||
| Total expenses and disbursements | $66,679 | $13,274 | $0 | $53,220 |
| Compensation of officers, directors, trustees, etc. | $22,989 | |||
| Total operating and administrative expenses | $26,679 | $13,274 | $13,220 | |
| Contributions, gifts, grants paid | $40,000 | |||
| Excess of revenue over expenses and disbursements | $-54,167 | |||
| Net investment income | $14,103 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $557,226 | $834,551 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $383,767 | |
| Investments-corporate bonds | $51,532 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $121,927 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $557,226 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-14,865 |
| 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 | $141 |
| Total credits and payments | $365 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $365 |
| 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 | $224 |
| Amount to be credited to 2013 estimated tax | $145 |
| 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 | $825,064 |
| Net value of noncharitable-use assets | $812,680 |
| Minimum investment return | $40,634 |
| Distributable Amount (for 2012) | |
| Distributable amount | $40,493 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $40,493 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $27,010 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
The Red Sox Foundation Inc in Boston, MA
  |
|
Ben And Rose Cole Charitable Pria Foundation in Boston, MA
|
|
Chefs Table Foundation in Boston, MA
|
|
Chester Square Neighborhood Association Inc in Boston, MA
|
|
Landry Family Charitable Foundation 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
|
| Other organizations in Massachusetts | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Belmont Day School Inc | 55 Day School Ln, Belmont, MA 02478-2030 | MA | 1944-12 | $15,406,808 |
| 2 | Belmont Education Foundation, Foundation For Belmont Education | PO BOX 518, Belmont, MA 02478-0004 | MA | 1993-10 | $372,734 |
| 3 | Belmont Elderly Citizens Inc | 11 Louise Rd, Belmont, MA 02478-3922 | MA | 1977-04 | $18,581 |
| 4 | Belmont High School Hall Of Fame Inc | PO BOX 341, Belmont, MA 02478 | MA | 1997-12 | $0 |
| 5 | Belmont High School Pto Inc | 221 Concord Ave, Belmont, MA 02478-3026 | MA | 2002-09 | $46,139 |
| 6 | Belmont Historical Society Inc | PO BOX 125, Balmont, MA 02478-0904 | MA | 1968-10 | $10,354 |
| 7 | Belmont Land Trust Inc | PO BOX 79158, Belmont, MA 02479-0158 | MA | 1999-09 | $20,867 |
| 8 | Belmont Library Foundation Inc | 336 Concord Ave, Belmont, MA 02478-3032 | MA | 2005-02 | $19,424 |
| 9 | Belmont Ranger Youth Hockey Association Inc | PO BOX 154, Belmont, MA 02478-0002 | MA | 1989-05 | $423,710 |
| 10 | Belmont Soccer Association Inc | 57 Winn St, Belmont, MA 02478-3259 | MA | 2004-03 | $220,997 |
| 11 | Ben & Zelma Dorson Family Charitable Foundation, Goldman Charles M Etal Ttees | One Beacon St 33rd, Boston, MA 02108 | MA | 1989-04 | $21,896 |
| 12 | Ben E Factors Foundation | 45 School St Fl 5, Boston, MA 02108-3207 | MA | 2001-01 | $230,892 |
| 13 | Ben Greenberg Childrens Foundation Inc | 384 Manning St, Needham, MA 02492-3443 | MA | 2005-11 | $1,900 |
| 14 | Ben Hall Masterson Memorial Fund | 110 Durant St, Lowell, MA 01850-2585 | MA | 2006-02 | $13 |
| 15 | Benchmark One Company Fund Inc | 40 William St Ste 350, Wellesley, MA 02481-3904 | MA | 2007-09 | $522,999 |
| 16 | Benevolent & Protective Order Of Elks Of The Usa, 0165 Haverhill | 24 Summer St, Haverhill, MA 01830-5810 | MA | 1951-10 | $360,847 |
| 17 | Benevolent & Protective Order Of Elks Of The Usa, 0272 Pittsfield | 27 Union St, Pittsfield, MA 01201-4527 | MA | 1951-10 | $350,985 |
| 18 | Benevolent & Protective Order Of Elks Of The Usa, 10 Boston | 1 Morrell St, West Roxbury, MA 02132-5051 | MA | 1951-10 | $825,349 |
| 19 | Benevolent & Protective Order Of Elks Of The Usa, 1011 North Attleboro | 52 Bulfinch St, N Attleboro, MA 02760-3102 | MA | 1951-10 | $376,571 |
| 20 | Benevolent & Protective Order Of Elks Of The Usa, 1014 Attleboro | 887 S Main St, Attleboro, MA 02703-6222 | MA | 1951-10 | $767,423 |
Organization representatives - add corrected or new information about Ben & Zelma Dorson Family Charitable Foundation, Goldman Charles M Etal Ttees »
Non-representatives - add comments about Ben & Zelma Dorson Family Charitable Foundation, Goldman Charles M Etal Ttees»