Charlotte Home in North Andover, 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
| Charlotte Home | |
| Employer Identification Number (EIN) | 046107990 |
| Name of Organization | Charlotte Home |
| Address | PO BOX 111, North Andover, MA 01845-0111 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 07/1935 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,122,935 |
| Amount of Income | $199,716 |
| Form 990 Revenue Amount | $67,600 |
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 | $98,682 | $98,682 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $31,409 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $67,273 | |||
| Total expenses and disbursements | $57,128 | $1,091 | $0 | $54,393 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $5,628 | $1,091 | $2,893 | |
| Contributions, gifts, grants paid | $51,500 | |||
| Excess of revenue over expenses and disbursements | $41,554 | |||
| Net investment income | $97,591 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,116,162 | $1,244,567 |
| Cash - non-interest-bearing | $202 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $922,700 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $193,260 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,116,162 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $67,273 |
| 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 | $1,952 |
| Total credits and payments | $1,330 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,330 |
| 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 | $8 |
| Tax due | $630 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| 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 | $1,201,032 |
| Net value of noncharitable-use assets | $1,183,020 |
| Minimum investment return | $59,151 |
| Distributable Amount (for 2012) | |
| Distributable amount | $57,199 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $57,199 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $2,724 |
| 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
  |
|
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
|
|
Twilight Throwers in Chelmsford, MA
|
| Wayland Baseball And Softball Association Inc in Wayland, MA |
Wellspring Inc in Hull, MA
 |
| Reason Alliance Ltd in Somerville, MA |
| Other organizations in Massachusetts | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Charlestown Lacrosse Inc | PO BOX 290537, Charlestown, MA 02129-0209 | MA | 2000-02 | $94,418 |
| 2 | Charlestown Mothers Association Inc | 10 Cedar St, Charlestown, MA 02129-2502 | MA | 2000-09 | $50,186 |
| 3 | Charlestown Preservation Society Inc | Po Box 290201, Charlestown, MA 02129 | MA | 2014-06 | $16,079 |
| 4 | Charlestown Recovery House Inc | 400 Blue Hill Dr Ste 2c, Westwood, MA 02090-2161 | MA | 2006-10 | $172,639 |
| 5 | Charlestown Working Theater Inc | 442 Bunker Hill St, Charlestown, MA 02129-1718 | MA | 1978-09 | $121,438 |
| 6 | Charlestown Youth Hockey Association Inc | 6 Hill St, Charlestown, MA 02129-1914 | MA | 1994-02 | $198,768 |
| 7 | Charlesview Inc | 123 Antwerp, Brighton, MA 02135-1340 | MA | 1971-01 | $4,116,233 |
| 8 | Charleys Fund Inc | 635 Main Street Ste 3, Great Barrington, MA 01230-2002 | MA | 2005-09 | $5,747,889 |
| 9 | Charleys Strays Inc | 23 Harris Street, Waltham, MA 02452 | MA | 1995-10 | $0 |
| 10 | Charlotte Foundation | 1100 Massachusetts Ave Ste 2, Cambridge, MA 02138-5241 | MA | 2000-08 | $2,604,634 |
| 11 | Charlotte Home | PO BOX 111, North Andover, MA 01845-0111 | MA | 1935-07 | $199,716 |
| 12 | Charlotte M Johnson Irrv Tr Of 2001, Charlotte Johnson 2001 Tr 429644016 | PO BOX 1180, S Yarmouth, MA 02664-0180 | MA | 2006-03 | $231,569 |
| 13 | Charlotte Palmer Phillips Foundation Inc | One Bowdoin Squire, Boston, MA 02114 | MA | 1959-12 | $1,331,045 |
| 14 | Charlottes Web | 53 State St Fl 38, Boston, MA 02109-3003 | MA | 1997-06 | $403,139 |
| 15 | Charlton Community Interest Inc, Gould Mary A | 10 Main St, Charlton, MA 01507-1354 | MA | 1995-09 | $11,168 |
| 16 | Charlton Historical Society Incorporated | Po Box 252, Charlton, MA 01507 | MA | 1975-12 | $9,275 |
| 17 | Charlton Information Project | 132 Osgood Rd, Charlton, MA 01507-5342 | MA | 1991-10 | $34,904 |
| 18 | Charlton Long Term Care Services Inc | 363 Highland Ave, Fall River, MA 02720-3703 | MA | 1991-08 | $688,878 |
| 19 | Charlton Middle School Parents Association | 2 Oxford Road, Charlton, MA 01507 | MA | 2004-08 | $0 |
| 20 | Charlton Parent Teacher Organizatio N, Pto | 2 Oxford Rd, Charlton, MA 01507-1420 | MA | 1993-12 | $81,730 |
Organization representatives - add corrected or new information about Charlotte Home »
Non-representatives - add comments about Charlotte Home»