Beta Kappa Phi Alpha Gamma Rho Scholarship Foundation in Westborough, 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
| Beta Kappa Phi Alpha Gamma Rho Scholarship Foundation | |
| Employer Identification Number (EIN) | 043124308 |
| Name of Organization | Beta Kappa Phi Alpha Gamma Rho Scholarship Foundation |
| In Care of Name | Jim Bove |
| Address | PO BOX 154, Westborough, MA 01581-0154 |
| Activities | Scholarships (other), Other school related activities |
| Subsection | Educational Organization |
| Ruling Date | 04/1992 |
| 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 | $313,186 |
| Amount of Income | $160,615 |
| Form 990 Revenue Amount | $18,942 |
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 | $28,272 | $28,272 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $9,629 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $18,643 | |||
| Total expenses and disbursements | $28,877 | $5,187 | $0 | $23,690 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $7,585 | $5,187 | $2,398 | |
| Contributions, gifts, grants paid | $21,292 | |||
| Excess of revenue over expenses and disbursements | $-605 | |||
| Net investment income | $23,085 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $309,978 | $346,994 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $58,024 | |
| Investments-corporate stock | $206,526 | |
| Investments-corporate bonds | $32,909 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $12,519 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $309,978 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $18,643 |
| 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 | $231 |
| Total credits and payments | $1,039 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,039 |
| 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 | $808 |
| Amount to be credited to 2013 estimated tax | $808 |
| 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? | Yes |
| 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 | $347,830 |
| Net value of noncharitable-use assets | $342,620 |
| Minimum investment return | $17,131 |
| Distributable Amount (for 2012) | |
| Distributable amount | $16,900 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $16,900 |
| 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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| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Bertolon Family Foundation Tr, Bertolon Henry Ttee | 80 City Sq, Boston, MA 02129-3742 | MA | 2000-08 | $386,144 |
| 2 | Bertram A Druker Charitable Foundation | 400 Atlantic Ave Ste 401, Boston, MA 02110-3331 | MA | 1982-04 | $3,656,866 |
| 3 | Berwich Research Institute Inc, Berwick Research Institute Inc | Po Box 190087, Roxbury, MA 02119 | MA | 2001-05 | $0 |
| 4 | Berwick Boys Foundation Inc | 335 West St, W Bridgewater, MA 02379-1438 | MA | 1952-03 | $361,035 |
| 5 | Beryl David Gorin Foundation | C/O Tyler Lynch 186 Alewife Br No, Cambridge, MA 02138 | MA | 1967-04 | $296,122 |
| 6 | Bess And Arthur Collias Charitable Foundation | 24 Hemlock Dr, Canton, MA 02021-1134 | MA | 2001-06 | $107,615 |
| 7 | Bessie Pappas Charitable Foundation Inc | PO BOX 318, Belmont, MA 02478-0003 | MA | 1985-01 | $58,193 |
| 8 | Bessie Tartt Wilson Initiative For Children Inc | 142 Berkeley St Fl 3, Boston, MA 02116-5290 | MA | 2002-05 | $255,056 |
| 9 | Bet Shalom I Inc | 475 Chandler Street, Worcester, MA 01602-2856 | MA | 2007-12 | $1,012,033 |
| 10 | Beta Community Partnerships Inc | 146 Bank St, Attleboro, MA 02703-1743 | MA | 1978-08 | $3,830,891 |
| 11 | Beta Kappa Phi Alpha Gamma Rho Scholarship Foundation | PO BOX 154, Westborough, MA 01581-0154 | MA | 1992-04 | $160,615 |
| 12 | Beta Nu House Corporation | 633 Chapman St, Canton, MA 02021-2065 | MA | 1944-12 | $76,400 |
| 13 | Beta Theta Pi Fraternity, 198 Beta Upsilon Chapter | 119 Bay State Rd, Boston, MA 02215-1700 | MA | 1967-10 | $204,224 |
| 14 | Bete Family Foundation | 75 Meadowood Dr, Greenfield, MA 01301-1152 | MA | 2000-04 | $333,494 |
| 15 | Beth And Peter Shribman Foundation | PO BOX 961019, Boston, MA 02196-1019 | MA | 2005-11 | $5,001 |
| 16 | Beth Israel Anaesthesia Foundation Inc | 330 Brookline Avenue No E/Ya-2, Boston, MA 02215-5400 | MA | 1989-10 | $2,417,514 |
| 17 | Beth Israel Deaconess Department Of Medicine Foundation Inc | 330 Brookline Avenue W-Cc-2, Boston, MA 02215-5491 | MA | 2000-08 | $2,021,124 |
| 18 | Beth Israel Deaconess Department Of Neurology Foundation Inc | 330 Brookline Avenue No Eks406, Boston, MA 02215-5400 | MA | 2007-07 | $28 |
| 19 | Beth Israel Deaconess Department Of Surgery Foundation Inc | 110 Francis St Ste 9d, Boston, MA 02215-5501 | MA | 2003-06 | $408,657 |
| 20 | Beth Israel Deaconess Department Oforthopaedic Surgery Foundation Inc | 330 Brookline Avenue No Shpcc2, Boston, MA 02215-5400 | MA | 2008-04 | $3,400 |
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