Carlee Charitable Tr Ua 020191 15010248, Ballou Frederick D Et Al Ttee 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
- Organizations performing similar types of work
| Carlee Charitable Tr Ua 020191 15010248, Ballou Frederick D Et Al Ttee | |
| Employer Identification Number (EIN) | 046796657 |
| Name of Organization | Carlee Charitable Tr Ua 020191 15010248 |
| Secondary Name | Ballou Frederick D Et Al Ttee |
| In Care of Name | Loring Wolcott & Coolidge |
| Address | Lwc 230 Congress St 12fl, Boston, MA 02110 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 02/1996 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,144,615 |
| Amount of Income | $611,120 |
| Form 990 Revenue Amount | $144,414 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations |
Non-representatives - add comments:
Amount of income in 2013: $611,120 (it was $467,525 in 2012)
| This organization: | $611,120 |
| Other organizations performing similar types of work: | $120,021 |
Assets in 2013: $2,144,615 (it was $2,179,424 in 2012)
| Carlee Charitable Tr Ua 020191 15010248, Ballou Frederick D Et Al Ttee: | $2,144,615 |
| Other organizations performing similar types of work: | $470,342 |
Expenses in 2012: $274,660
| Carlee Charitable Tr Ua 020191 15010248, Ballou Frederick D Et Al Ttee: | $274,660 |
| Other organizations performing similar types of work: | $61,754 |
Income to expenses ratio in 2012: 2.2
| Carlee Charitable Tr Ua 020191 15010248, Ballou Frederick D Et Al Ttee: | 2.2 |
| Other organizations performing similar types of work: | 2.0 |
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 | $157,484 | $155,915 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $71,092 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $1,817 | |||
| Other | $84,575 | |||
| Total expenses and disbursements | $274,660 | $24,306 | $0 | $248,474 |
| Compensation of officers, directors, trustees, etc. | $14,291 | |||
| Total operating and administrative expenses | $34,660 | $24,306 | $8,474 | |
| Contributions, gifts, grants paid | $240,000 | |||
| Excess of revenue over expenses and disbursements | $-117,176 | |||
| Net investment income | $131,609 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,179,424 | $3,212,572 |
| Cash - non-interest-bearing | $689 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,837,686 | |
| Investments-corporate bonds | $251,049 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $90,000 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $2,179,424 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $84,575 |
| 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 | $1,316 |
| Total credits and payments | $1,700 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,200 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $500 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $384 |
| Amount to be credited to 2013 estimated tax | $384 |
| 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? | 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 | $3,128,565 |
| Net value of noncharitable-use assets | $3,081,640 |
| Minimum investment return | $154,082 |
| Distributable Amount (for 2012) | |
| Distributable amount | $152,766 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $152,766 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Twenty Plus Foundation Inc | 314 Commonwealth Ave Unit 2, Boston, MA 02115-2140 | MA | 1998-01 | $15,022,560 |
| 2 | The Poss Family Foundation | 450 Warren St, Brookline, MA 02445-5907 | MA | 1998-04 | $3,468,602 |
| 3 | The Bressler Family Foundation, Bressler Karen Ttee | 776 Boylston St Unit E10d, Boston, MA 02199-7847 | MA | 1997-07 | $2,530,888 |
| 4 | Wilson Caruso Charitable Foundation, Caruso Judith & R & P Wilson Ttees | 315 Clapboardtree St, Westwood, MA 02090-2907 | MA | 1998-04 | $1,515,184 |
| 5 | The Elizabeth T Fessenden Charitable Foundation | 100 High St Ste 1000, Boston, MA 02110-2318 | MA | 1996-05 | $1,092,635 |
| 6 | Salem Five Charitable Foundation Inc | 210 Essex St, Salem, MA 01970-3705 | MA | 1997-06 | $684,361 |
| 7 | Seamens Longpoint Charitable Foundation Inc | 350 Route 6, North Truro, MA 02652 | MA | 1997-09 | $426,860 |
| 8 | William E & Janet Burrows James Foundation Tr, James William E & Janet B Ttees | 160 Federal St, Boston, MA 02110-1700 | MA | 1998-12 | $208,029 |
| 9 | The@roger And Myrna Landay Charitable Foundation | PO BOX 140, Mansfield, MA 02048-0140 | MA | 1998-01 | $152,257 |
| 10 | Arthur Griffin Foundation For Winchester, Peter Segerstrom Ttee | C/O Helen Babcock 5 Myrtle Street, Winchester, MA 01890 | MA | 1998-06 | $108,688 |
| 11 | Russell And Richardson Family Foundation Inc | PO BOX 51400, Boston, MA 02205-1400 | MA | 1997-10 | $52,773 |
| 12 | The Moses And Minna G Alpers 1990 Charitable Trust, Paula M Bianchi Ttee | 16 Birch Rd 01984, Wenham, MA 01984-1902 | MA | 1995-02 | $19,831 |
| 13 | The Patriot Foundation | 1330 Boylston St Ste 510, Chestnut Hill, MA 02467-2111 | MA | 1998-06 | $18,753 |
| 14 | The@ray And Karyn Hendrickson Foundation, Hendrickson Ray E Ttee | 300 Crown Colony Dr Ste 400, Quincy, MA 02169-0904 | MA | 1998-03 | $17,010 |
| 15 | Susan & Lawrence Bailis Family Foundation | 133 Brattle St, Cambridge, MA 02138-2201 | MA | 1997-10 | $7,970 |
| 16 | Richard E Griffin Family Foundation Inc | 101 Federal St Ste 650, Boston, MA 02110-1817 | MA | 1997-06 | $2,500 |
| 17 | Westborough Savings Charitable Foundation Inc | 42 Main St, Hudson, MA 01749-2123 | MA | 1997-09 | $1,689 |
| 18 | American Foundation For The Disabled Of Chernobyl Inc | 17 Aspinwall Ave Apt 2, Brookline, MA 02446-6440 | MA | 1998-08 | $0 |
| 19 | City Of Presidents Fund Inc | 100 Southern Artery, Quincy, MA 02170-3835 | MA | 1990-10 | $0 |
| 20 | Emmanuel Evangelical Church Inc | 22 Park Ter, Everett, MA 02149-2516 | MA | 1995-05 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 2,744 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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