Colony Memorial in Walpole, 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
| Colony Memorial | |
| Employer Identification Number (EIN) | 042633276 |
| Name of Organization | Colony Memorial |
| In Care of Name | James A Manninen |
| Address | 20 Independence Dr, Walpole, MA 02081-2267 |
| Activities | Museum, zoo, planetarium, etc., Art exhibit, Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1978 |
| Deductibility | Contributions are deductible |
| Foundation | Private operating foundation exempt from paying excise taxes on investment income |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $741,673 |
| Amount of Income | $185,064 |
| Form 990 Revenue Amount | $80,915 |
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 | $126,431 | $118,260 | $84,694 | |
| Contributions, gifts, grants, etc., received | $286 | |||
| Interest on savings and temporary cash investments | $2 | |||
| Dividends and interest from securities | $84,692 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $7,885 | |||
| Other | $33,566 | |||
| Total expenses and disbursements | $194,456 | $15,665 | $14,107 | $178,691 |
| Compensation of officers, directors, trustees, etc. | $19,270 | |||
| Total operating and administrative expenses | $194,456 | $15,665 | $14,107 | |
| Contributions, gifts, grants paid | $178,691 | |||
| Excess of revenue over expenses and disbursements | $-68,025 | |||
| Net investment income | $102,594 | |||
| Adjusted net income | $70,586 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $858,810 | $4,248,578 |
| Cash - non-interest-bearing | $16,137 | |
| Investments-U.S. and state government obligations | $98,872 | |
| Investments-corporate stock | $228,534 | |
| Investments-corporate bonds | $50,431 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $464,836 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $858,810 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $33,566 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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? | Yes |
| 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 | $3,172,785 |
| Net value of noncharitable-use assets | $3,125,180 |
| Minimum investment return | $156,259 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| 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 | $70,586 | $67,718 | $67,195 | $72,377 | $277,876 |
| Qualifying distributions made directly for active conduct of exempt activities | $178,691 | $160,780 | $168,699 | $174,290 | $682,460 |
| Value of all assets | $1 | $0 | $0 | $0 | $1 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $104,173 | $105,198 | $99,482 | $90,206 | $399,059 |
| 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 | Collicot School P T O | 80 Edge Hill Rd, Milton, MA 02186-5309 | MA | 1996-06 | $66,958 |
| 2 | Collings Foundation | Riverhill Farm, Stow, MA 01775 | MA | 1979-01 | $64,431,313 |
| 3 | Colombia Vive Fund Inc | 48 Liberty Ave, Somerville, MA 02144-2022 | MA | 2003-08 | $1,786 |
| 4 | Colonel James R Truden Trust U-Ind | 2036 Washington St, Hanover, MA 02339-1617 | MA | 1984-02 | $5,660 |
| 5 | Colonial Bassett Hound Rescue | 84 River St, Middleboro, MA 02346-1304 | MA | 2001-08 | $7,263 |
| 6 | Colonial Chorus Inc | PO BOX 443, Reading, MA 01867-0643 | MA | 1962-04 | $68,203 |
| 7 | Colonial Figure Skating Club Inc | PO BOX 517, Acton, MA 01720-0517 | MA | 2005-07 | $1,338,044 |
| 8 | Colonial Society Of Massachusetts | 230 Congress St Fl 12, Boston, MA 02110-2464 | MA | 1987-05 | $1,364,649 |
| 9 | Colonial Theatre Association Inc | 111 South St, Pittsfield, MA 01201-6174 | MA | 2000-05 | $1,463,303 |
| 10 | Colony Club | 1500 Main Street, Springfield, MA 01115 | MA | 1942-10 | $1,147,348 |
| 11 | Colony Memorial | 20 Independence Dr, Walpole, MA 02081-2267 | MA | 1978-03 | $185,064 |
| 12 | Colony Retirement Homes Iii Inc | 101 Chadwick St, Worcester, MA 01605-1273 | MA | 1964-06 | $2,068,580 |
| 13 | Colony Retirement Homes Iv Inc | 123 Holden Street, Worcester, MA 01606-3455 | MA | 1964-06 | $967,873 |
| 14 | Colony Retirement Homes Of Holden Inc | 68 Reservoir Street, Holden, MA 01520-1257 | MA | 1980-03 | $956,773 |
| 15 | Colony Retirement Homes Inc | 101 Chadwick Street, Worcester, MA 01605-1273 | MA | 1964-06 | $1,297,447 |
| 16 | Color Of Film Collaborative Inc | 19 Clifford Street, Roxbury, MA 02119 | MA | 2004-03 | $23,326 |
| 17 | Colrain Vol Amb Assoc Inc | PO BOX 37, Colrain, MA 01340-0037 | MA | 1996-09 | $105,689 |
| 18 | Columbia Arts Team Inc | 35 South Prospect St, Lee, MA 01238 | MA | 2006-08 | $28,714 |
| 19 | Columbia Cultural Trust | P O Box 988, Taunton, MA 02780 | MA | 1984-04 | $17,900 |
| 20 | Columbia Road Community Development Corporation | 51 Sleeper St, Boston, MA 02210-1276 | MA | 2004-11 | $272,892 |
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