Chase 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
| Chase Foundation | |
| Employer Identification Number (EIN) | 046531773 |
| Name of Organization | Chase Foundation |
| In Care of Name | Elizabeth C Herberich |
| Address | PO BOX 51400, Boston, MA 02205-1400 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 01/1986 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2010 |
| Assets | $25,000 to $99,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $63,069 |
| Amount of Income | $32,315 |
| Form 990 Revenue Amount | $-21,045 |
Non-representatives - add comments:
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $-21,045 | $1,309 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $965 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $344 | |||
| Total expenses and disbursements | $11,744 | $1,200 | $0 | $10,544 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,744 | $1,200 | $544 | |
| Contributions, gifts, grants paid | $10,000 | |||
| Excess of revenue over expenses and disbursements | $-32,789 | |||
| Net investment income | $109 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $48,694 | $30,689 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $39,228 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $5,586 | |
| Other | $3,880 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $48,694 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $-22,354 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $1 |
| Total credits and payments | $280 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $280 |
| 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 |
| Overpayment | $279 |
| Amount to be credited to 2012 estimated tax | $279 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $38,157 |
| Net value of noncharitable-use assets | $37,580 |
| Minimum investment return | $1,879 |
| Distributable Amount (for 2011) | |
| Distributable amount | $1,878 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $1,878 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 | Charlton Historical Society Incorporated | Po Box 252, Charlton, MA 01507 | MA | 1975-12 | $9,275 |
| 2 | Charlton Information Project | 132 Osgood Rd, Charlton, MA 01507-5342 | MA | 1991-10 | $34,904 |
| 3 | Charlton Long Term Care Services Inc | 363 Highland Ave, Fall River, MA 02720-3703 | MA | 1991-08 | $688,878 |
| 4 | Charlton Middle School Parents Association | 2 Oxford Road, Charlton, MA 01507 | MA | 2004-08 | $0 |
| 5 | Charlton Parent Teacher Organizatio N, Pto | 2 Oxford Rd, Charlton, MA 01507-1420 | MA | 1993-12 | $81,730 |
| 6 | Charlton Public Library Charitable Trust Fund | 40 Main St, Charlton, MA 01507 | MA | 1991-11 | $0 |
| 7 | Charlton Youth Soccer Inc | PO BOX 1069, Charlton City, MA 01508-1069 | MA | 2000-07 | $82,448 |
| 8 | Chartered Alternative Investment Analyst Association Inc | 100 University Drive, Amherst, MA 01002-2357 | MA | 2003-11 | $8,442,520 |
| 9 | Chartered Property And Casualty Underwriters Society Boston Chapte | Assoc Of Boston 156 State St, Boston, MA 02109 | MA | 1961-07 | $92,822 |
| 10 | Chartis Foundation | 20 Bow St, Cohasset, MA 02025-1330 | MA | 2007-06 | $145,997 |
| 11 | Chase Foundation | PO BOX 51400, Boston, MA 02205-1400 | MA | 1986-01 | $32,315 |
| 12 | Chase Library Assoc Inc | PO BOX 457, West Harwich, MA 02671-0457 | MA | 2005-01 | $16,472 |
| 13 | Chasen Family Charitable Trust | 15 Cahill Park Dr, Framingham, MA 01702-6105 | MA | 2007-02 | $32,000 |
| 14 | Chatham Athletic Association Inc | PO BOX 428, Chatham, MA 02633-0428 | MA | 1967-03 | $383,181 |
| 15 | Chatham Athletic Booster Club Inc | 104 Crowell Rd, Chatham, MA 02633-1966 | MA | 1998-01 | $8,491 |
| 16 | Chatham Band Inc | PO BOX 14, Chatham, MA 02633-0014 | MA | 2011-12 | $10,023 |
| 17 | Chatham Chamber Of Commerce | PO BOX 793, Chatham, MA 02633-0793 | MA | 1942-05 | $251,619 |
| 18 | Chatham Chorale Inc | PO BOX 1111, West Dennis, MA 02670-1111 | MA | 1980-08 | $183,373 |
| 19 | Chatham Conservation Foundation Inc | 104 Crowell Rd, Chatham, MA 02633-1966 | MA | 1963-08 | $675,330 |
| 20 | Chatham Drama Guild Inc | PO BOX 92, Chatham, MA 02633-0092 | MA | 2003-03 | $36,491 |
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