Benjamin H Katz Family Foundation in E Longmeadow, 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
| Benjamin H Katz Family Foundation | |
| Employer Identification Number (EIN) | 046113249 |
| Name of Organization | Benjamin H Katz Family Foundation |
| In Care of Name | David Katz |
| Address | 13 Feather Reed Ln, E Longmeadow, MA 01028-2811 |
| Activities | Gifts, grants, or loans to other organizations, Gifts or grants to individuals (other than scholarships) |
| Subsection | Charitable Organization |
| Ruling Date | 08/1967 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $272,892 |
| Amount of Income | $280,804 |
| Form 990 Revenue Amount | $32,252 |
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 | $26,663 | $26,663 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $8,013 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $18,650 | |||
| Total expenses and disbursements | $27,882 | $4,686 | $0 | $21,830 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $6,052 | $4,686 | $0 | |
| Contributions, gifts, grants paid | $21,830 | |||
| Excess of revenue over expenses and disbursements | $-1,219 | |||
| Net investment income | $21,977 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $266,599 | $292,272 |
| Cash - non-interest-bearing | $3,946 | |
| Investments-U.S. and state government obligations | $15,586 | |
| Investments-corporate stock | $166,793 | |
| Investments-corporate bonds | $68,835 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $11,439 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $266,599 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $18,650 |
| 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 | $440 |
| Total credits and payments | $560 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $560 |
| 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 | $120 |
| Amount to be credited to 2013 estimated tax | $120 |
| 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 | $297,763 |
| Net value of noncharitable-use assets | $293,300 |
| Minimum investment return | $14,665 |
| Distributable Amount (for 2012) | |
| Distributable amount | $14,225 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $14,225 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| 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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| Other organizations in Massachusetts | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Benevolent & Protective Order Of Elks Of The Usa, Massachusetts Association Inc | 87 Maplewood Rd, Lynn, MA 01904-2044 | MA | 1951-10 | $407,393 |
| 2 | Benevolent & Protective Order Of Elks Of The Usa, Ri State Elks Assoc | 43 Johnson Pl, Wakefield, MA 01880 | MA | 1951-10 | $89,604 |
| 3 | Benevolent & Protective Order Of, 1425 Natick | PO BOX 381, Natick, MA 01760-0004 | MA | 1951-10 | $388,471 |
| 4 | Benevolent & Protective Order Of Elks Of The Usa, 1476 Plymouth | PO BOX 1476, Plymouth, MA 02362-1476 | MA | 1951-10 | $217,539 |
| 5 | Benevolent Fraternity Of Unitarian Church | 10 Putnam St, Roxbury, MA 02119-3527 | MA | 1991-01 | $1,750,942 |
| 6 | Benfamil Charitable Trust, Reservoir Woods | 100 High St Ste 1104, Boston, MA 02110-1757 | MA | 1964-05 | $8 |
| 7 | Benfica Usa Inc | 15 Leblanc Dr, Peabody, MA 01960-2341 | MA | 2009-04 | $458,820 |
| 8 | Benjamin Bean Trust Uw, Norman S Parks Et Al Trs | 7 Mishaum Point Rd, S Dartmouth, MA 02748-5400 | MA | $50 | |
| 9 | Sheri L Jamieson Charitable Foundation, Sparrow Marvin Ttee | 400 Atlantic Ave, Boston, MA 02110-3331 | MA | 1990-08 | $1,149 |
| 10 | Benjamin Franklin Classical Charter School Public Parent Community Org, Bfccs Pco | 201 Main St, Franklin, MA 02038-1933 | MA | 2006-08 | $51,607 |
| 11 | Benjamin H Katz Family Foundation | 13 Feather Reed Ln, E Longmeadow, MA 01028-2811 | MA | 1967-08 | $280,804 |
| 12 | Benjamin S Harrison Memorial Scholarship | 17 Everett Rd, Buzzards Bay, MA 02532-3428 | MA | 1992-01 | $226 |
| 13 | Bennett Dance Company Inc | 7 Milton St, Cambridge, MA 02140-1215 | MA | 2001-08 | $26,562 |
| 14 | Bennett Public Library Association | PO BOX 5103, Billerica, MA 01822-5103 | MA | 1943-08 | $74,166 |
| 15 | Bennett-Hemenway Pto Inc | 13 Wight Farm Rd, Natick, MA 01760-2071 | MA | 2007-12 | $48,575 |
| 16 | Berger Family Charitable Foundation | 2 Avery St Apt 34e, Boston, MA 02111-1018 | MA | 2007-05 | $351,708 |
| 17 | Berkeley Retirement Home | 150 Berkeley St, Lawrence, MA 01841-1224 | MA | 1942-07 | $2,810,923 |
| 18 | Berkeley Social Club Inc | 41 Pleasant St, Lawrence, MA 01841-2909 | MA | 1983-10 | $152,602 |
| 19 | Berkley Athletic Association Inc | 60 R Anthony St, Berkley, MA 02779-1602 | MA | 1996-02 | $184,324 |
| 20 | Berkley Parent Teachers Organization | 59 S Main St, Berkley, MA 02779-1508 | MA | 1998-03 | $73,094 |
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