Claudia Baer Charitable Trust in Weston, 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
| Claudia Baer Charitable Trust | |
| Employer Identification Number (EIN) | 046147203 |
| Name of Organization | Claudia Baer Charitable Trust |
| Address | 26 Spruce Hill Rd, Weston, MA 02493-2134 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 05/1967 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $30,929 |
| Amount of Income | $418 |
| Form 990 Revenue Amount | $150 |
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 | $150 | $150 | $150 | |
| Contributions, gifts, grants, etc., received | $150 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $3,919 | $3,919 | $3,919 | $3,919 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $45 | $45 | $45 | |
| Contributions, gifts, grants paid | $3,874 | |||
| Excess of revenue over expenses and disbursements | $-3,769 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $23,837 | $23,837 |
| Cash - non-interest-bearing | $27 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $23,810 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $23,837 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $0 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Amount to be credited to 2012 estimated tax | $0 |
| 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 | $0 |
| Net value of noncharitable-use assets | $0 |
| Minimum investment return | $0 |
| Distributable Amount (for 2011) | |
| Distributable amount | $0 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $0 |
| 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 | Clarendon Early Education Services Inc | 200 The Great Road No 258, Bedford, MA 01730-2719 | MA | 1978-11 | $9,769,043 |
| 2 | Clarendon Hill Towers Tenant Association Inc | 1374 Broadway Apt 1b, Somerville, MA 02144-1767 | MA | 1990-10 | $109,545 |
| 3 | Clark Charitable Trust | PO BOX 631, Lincoln, MA 01773-0631 | MA | 1971-08 | $745,038 |
| 4 | Clark Chatterton Memorial Fund | PO BOX 652, Cohasset, MA 02025-0652 | MA | 2002-05 | $20,615 |
| 5 | Clark School For Creative Learning Inc | 487 Locust St, Danvers, MA 01923-1252 | MA | $2,108,461 | |
| 6 | Clarke School For The Deaf | 45 Round Hill Rd, Northampton, MA 01060-2123 | MA | 1938-04 | $23,487,495 |
| 7 | Clarks Companies Employee Assistance Fund | 156 Oak St, Newton U F, MA 02464-1440 | MA | 2007-06 | $13,623 |
| 8 | Clarks Companies Foundation | 156 Oak St, Newton U F, MA 02464-1440 | MA | 2006-06 | $230,774 |
| 9 | Class Action Network Inc, Class Action | 30 Germania St Building L, Jamaica Plain, MA 02130-2315 | MA | 2005-03 | $146,247 |
| 10 | Classics For Kids Foundation | PO BOX 5977, Holliston, MA 01746-5977 | MA | 1998-07 | $452,975 |
| 11 | Claudia Baer Charitable Trust | 26 Spruce Hill Rd, Weston, MA 02493-2134 | MA | 1967-05 | $418 |
| 12 | Clean Air Communities Inc | 89 South St Ste 602, Boston, MA 02111-2674 | MA | 2001-04 | $4,558 |
| 13 | Clean Air Task Force Inc | 18 Tremont St Ste 530, Boston, MA 02108-2305 | MA | 2000-09 | $6,544,251 |
| 14 | Clean Power Now Inc | PO BOX 2717, Hyannis, MA 02601-7717 | MA | 2004-10 | $253,628 |
| 15 | Clearway School Inc | 61 Chestnut St, West Newton, MA 02465-2550 | MA | 1975-11 | $1,649,916 |
| 16 | Cleghorn Athletic Assn Or St Josephs Club | 109 Oak Hill Rd, Fitchburg, MA 01420-3975 | MA | 1943-09 | $205,273 |
| 17 | Clementi Family Charitable Trust | C/O Longview Develop 80 Erdman Way, Leominster, MA 01453 | MA | 1992-04 | $946,163 |
| 18 | Clerc Foundation Ltd | 1166 Washington St Apt 201, Boston, MA 02118-4114 | MA | 1992-02 | $5,147 |
| 19 | Clf Foundation, Oliver F Ames Ttee | 75 Federal St Ste 2100, Boston, MA 02110-1926 | MA | 1961-09 | $157,150 |
| 20 | Clf Ventures Inc | 62 Summer St, Boston, MA 02110-1008 | MA | 1998-01 | $561,651 |
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