Calderwood Charitable Foundation 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
| Calderwood Charitable Foundation | |
| Employer Identification Number (EIN) | 046186166 |
| Name of Organization | Calderwood Charitable Foundation |
| In Care of Name | Choate Hall And Stewart |
| Address | PO BOX 961019, Boston, MA 02196-1019 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1968 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $10,000,000 to $49,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $27,525,942 |
| Amount of Income | $10,034,686 |
| Form 990 Revenue Amount | $4,722,700 |
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 | $2,813,956 | $2,812,616 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $285 | |||
| Dividends and interest from securities | $879,869 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $1,933,802 | |||
| Total expenses and disbursements | $5,911,812 | $203,998 | $0 | $5,682,814 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $292,834 | $203,998 | $63,836 | |
| Contributions, gifts, grants paid | $5,618,978 | |||
| Excess of revenue over expenses and disbursements | $-3,097,856 | |||
| Net investment income | $2,608,618 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $25,591,631 | $29,884,768 |
| Cash - non-interest-bearing | $17,562 | |
| Investments-U.S. and state government obligations | $241,875 | |
| Investments-corporate stock | $15,578,998 | |
| Investments-corporate bonds | $6,427,405 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $3,325,791 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $25,591,631 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $1,933,802 |
| 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 | $52,172 |
| Total credits and payments | $65,540 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $57,540 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $8,000 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $13,368 |
| Amount to be credited to 2013 estimated tax | $13,368 |
| 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? | Yes |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | Yes |
| 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 | $32,266,393 |
| Net value of noncharitable-use assets | $31,782,400 |
| Minimum investment return | $1,589,120 |
| Distributable Amount (for 2012) | |
| Distributable amount | $1,536,948 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $1,536,948 |
| 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 | Cabot Boston Credit Union | Two Seaport Ln, Boston, MA 02210-2001 | MA | 1944-08 | $247,269 |
| 2 | Cabot Corporation Foundation Inc | 2 Seaport Ln Ste 1300, Boston, MA 02210-2058 | MA | 1954-12 | $150,024 |
| 3 | Cabot Family Charitable Tr | 70 Federal St, Boston, MA 02110-1906 | MA | 1944-04 | $9,940,306 |
| 4 | Cabot Parent Teacher Organization | 229 Cabot St, Newton, MA 02460-2018 | MA | 1998-01 | $150,468 |
| 5 | Cadmus Life Sharing Association Inc | 20 Stockbridge Rd Ste 8, Gt Barrington, MA 01230-1771 | MA | 2001-05 | $110,680 |
| 6 | Cahn Fund For Social Change Inc 802 74c21 | 634 Walden St, Concord, MA 01742-3619 | MA | 2002-06 | $1,024,759 |
| 7 | Cail Family Foundation | 99 Florence St Bldg N 60 Apt 3c, Chestnut Hill, MA 02467-1935 | MA | 2008-01 | $811,891 |
| 8 | Cairdes Inc | 30 Monisa Kay Dr, Plymouth, MA 02360-1466 | MA | 2002-06 | $33,325 |
| 9 | Caithness Foundation Inc | 67 Little Island Rd, Falmouth, MA 02540 | MA | 2009-12 | $1,699,588 |
| 10 | Caitlin Corbett Dance Company Inc | 12 Haskell St, Cambridge, MA 02140-1835 | MA | 2003-11 | $9,049 |
| 11 | Calderwood Charitable Foundation | PO BOX 961019, Boston, MA 02196-1019 | MA | 1968-04 | $10,034,686 |
| 12 | Caldwell Foundation, Stewart Robert G Et Al Ttee | 3 Heritage Way, Gloucester, MA 01930-2267 | MA | 2000-01 | $30,595 |
| 13 | Caldwell Stair Foundation | 46 Woodcliff Rd, Newton, MA 02461-1825 | MA | 2000-09 | $370,255 |
| 14 | Caleb Foundation Inc | 491 Humphrey St, Swampscott, MA 01907-2618 | MA | 1993-09 | $1,608,829 |
| 15 | Caleb Group Inc | 491 Humphrey St, Swampscott, MA 01907-2618 | MA | 2000-01 | $2,330,530 |
| 16 | Caleb Maine Development Inc | 491 Humphrey Street, Swampscott, MA 01907 | MA | 2012-03 | $28,133 |
| 17 | Caleb Village Heights Foundation Inc | 491 Humphrey St, Swampscott, MA 01907-2618 | MA | 1995-09 | $1,684,272 |
| 18 | California Street Corporation | 59 E Militia Heights Dr, Needham, MA 02492-1341 | MA | 1997-05 | $54,662 |
| 19 | Calliope Film Resources Inc | 1116 Massachusetts Ave, Lexington, MA 02420 | MA | 2014-03 | $0 |
| 20 | Calliope Productions Incorporated | PO BOX 581, Boylston, MA 01505-0581 | MA | 1983-08 | $146,520 |
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