Bushrod H Campbell And Adah F Hall Charity Fund 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
| Bushrod H Campbell And Adah F Hall Charity Fund | |
| Employer Identification Number (EIN) | 046013598 |
| Name of Organization | Bushrod H Campbell And Adah F Hall Charity Fund |
| In Care of Name | Palmer And Dodge |
| Address | PO BOX 961209, Boston, MA 02196-1209 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 08/1958 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 05/2014 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $13,198,640 |
| Amount of Income | $2,647,875 |
| Form 990 Revenue Amount | $336,663 |
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 | $336,663 | $468,503 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $124,102 | |||
| Dividends and interest from securities | $344,401 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $979,597 | $123,335 | $0 | $855,834 |
| Compensation of officers, directors, trustees, etc. | $5,000 | |||
| Total operating and administrative expenses | $233,817 | $123,335 | $110,054 | |
| Contributions, gifts, grants paid | $745,780 | |||
| Excess of revenue over expenses and disbursements | $-642,934 | |||
| Net investment income | $345,168 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $12,701,105 | $17,773,068 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $896,767 | |
| Investments-corporate stock | $8,427,412 | |
| Investments-corporate bonds | $1,136,550 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $909,528 | |
| Other | $1,330,848 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $12,701,105 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-131,840 |
| 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 | $6,903 |
| Total credits and payments | $14,394 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $7,894 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $6,500 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Overpayment | $7,491 |
| Amount to be credited to 2013 estimated tax | $7,491 |
| 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 | $18,248,836 |
| Net value of noncharitable-use assets | $17,975,100 |
| Minimum investment return | $898,755 |
| Distributable Amount (for 2012) | |
| Distributable amount | $891,852 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $891,852 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $825,583 |
| 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 | Burlington Police Command Officers Union | PO BOX 334, Burlington, MA 01803-0534 | MA | 2005-04 | $70,568 |
| 2 | Burlington Youth Soccer Association | PO BOX 213, Burlington, MA 01803-0313 | MA | 1991-07 | $94,771 |
| 3 | Burma Border Projects Inc | PO BOX 20173, Worcester, MA 01602-0173 | MA | 2000-12 | $168,586 |
| 4 | Burndy Library Inc | 151 Laurel Rd, Chestnut Hill, MA 02467-2210 | MA | 1954-06 | $4,193,526 |
| 5 | Burnham Foundation Inc | PO BOX 51400, Boston, MA 02205-1400 | MA | 1989-05 | $175,346 |
| 6 | Burr Community Afterschool Program Inc | 171 Pine St, Auburndale, MA 02466-1361 | MA | 1983-02 | $514,190 |
| 7 | Burr Cooperative Nursery School Inc | 64 Hancock St, Auburndale, MA 02466-2311 | MA | 1984-04 | $86,192 |
| 8 | Burr School Pto Inc | 171 Pine St, Newton, MA 02466-1361 | MA | 2001-12 | $43,379 |
| 9 | Burroughs Group | 4 Copley Place Ste 125, Boston, MA 02116 | MA | 2004-06 | $7,413 |
| 10 | Burton A And Maxine C Rice Foundation | PO BOX 2362, Brewster, MA 02631-8362 | MA | 2003-01 | $4,870 |
| 11 | Bushrod H Campbell And Adah F Hall Charity Fund | PO BOX 961209, Boston, MA 02196-1209 | MA | 1958-08 | $2,647,875 |
| 12 | Business Counsel Inc | PO BOX 85, Abington, MA 02351-0085 | MA | 1998-08 | $350,406 |
| 13 | Business Friends Of The Arts Inc | 1 Columbus Ctr, Springfield, MA 01103-1418 | MA | 1978-10 | $6,969 |
| 14 | Business History & Economic Life Program Inc | PO BOX 201, Dover, MA 02030-0201 | MA | 1968-08 | $50 |
| 15 | Business Rules Group Inc, Br Group | 75 Junction Square Dr, Concord, MA 01742-3049 | MA | 2009-02 | $5,388 |
| 16 | Busy Bee Transportation Inc | 43 Nickerson Rd, Ashland, MA 01721-3926 | MA | 1982-12 | $2,050,798 |
| 17 | Butcher Family Foundation Inc | 22 Holland Rd, Worcester, MA 01603-1813 | MA | 2009-03 | $28,400 |
| 18 | Butless Handicap Outdoor Adventures Corp | Adventures Corp 100 Perkins Street, Brockton, MA 02302 | MA | 2002-07 | $48,869 |
| 19 | Butterfield Foundation 05261999, Fortier Albert M Jr Ttee | 160 Federal St, Boston, MA 02110-1700 | MA | 2003-01 | $12,643 |
| 20 | Butterfly Educational Arts Inc | 81 N Main St, Florence, MA 01062-1217 | MA | 1979-04 | $42,376 |
Organization representatives - add corrected or new information about Bushrod H Campbell And Adah F Hall Charity Fund »
Non-representatives - add comments about Bushrod H Campbell And Adah F Hall Charity Fund»