Coolidge Hill Foundation in Lee, 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
| Coolidge Hill Foundation | |
| Employer Identification Number (EIN) | 042121312 |
| Name of Organization | Coolidge Hill Foundation |
| Address | 75 Park St, Lee, MA 01238-1701 |
| Activities | Aid to the handicapped (see also 031) |
| Subsection | Charitable Organization |
| 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 | $1,918,500 |
| Amount of Income | $465,669 |
| Form 990 Revenue Amount | $145,287 |
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 | $138,179 | $88,369 | $0 | |
| Contributions, gifts, grants, etc., received | $49,810 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $24,964 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $63,405 | |||
| Total expenses and disbursements | $144,366 | $10,381 | $0 | $130,342 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $20,366 | $10,381 | $6,342 | |
| Contributions, gifts, grants paid | $124,000 | |||
| Excess of revenue over expenses and disbursements | $-6,187 | |||
| Net investment income | $77,988 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,857,328 | $2,226,198 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $538,211 | |
| Investments-corporate bonds | $251,107 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $136,803 | |
| Other | $931,207 | |
| Total liabilities | $184 | |
| Mortgages and other notes payable | $0 | |
| Other | $184 | |
| Total liabilities and net assets/fund balances | $1,857,144 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $63,405 |
| 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 | $780 |
| Total credits and payments | $596 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $596 |
| 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 |
| Tax due | $184 |
| 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 | $1,165,010 |
| Net value of noncharitable-use assets | $1,147,540 |
| Minimum investment return | $57,377 |
| Distributable Amount (for 2012) | |
| Distributable amount | $56,597 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $56,597 |
| 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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| Other organizations in Massachusetts | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Contemporary Apartments Inc | 70 Lyman St, Holyoke, MA 01040-6206 | MA | 1992-03 | $1,314,946 |
| 2 | Continuing Education Program At Mmhc Incorporated | C/O Harvard Medical School 401 Park, Boston, MA 02215 | MA | 1996-02 | $16,384 |
| 3 | Converging Industries Research Foundation Inc | 271 Concord Avenue Unit 3, Cambridge, MA 02138-1336 | MA | 2000-05 | $1 |
| 4 | Conway Family Foundation | PO BOX 3425, Edgartown, MA 02539-3425 | MA | 1997-09 | $92,392 |
| 5 | Conway School Of Landscape Design Inc | PO BOX 179, Conway, MA 01341-0179 | MA | 1977-07 | $901,735 |
| 6 | Conway Sportsmans Club Inc | PO BOX 202, Conway, MA 01341-0202 | MA | 1973-03 | $65,346 |
| 7 | Cooke And Currie Fund | 37 Pocasset St, Teaticket, MA 02536-7540 | MA | 1969-03 | $62,015 |
| 8 | Cool Sandy Beach Community Water System Inc | 6a Kosta Ave, Rutland, MA 01543-2121 | MA | 1999-03 | $19,614 |
| 9 | Partners Healthcare System Inc, Cooley Dickinson Health Care Corpor | 30 Locust St, Northampton, MA 01060-2052 | MA | 2010-11 | $7,562,181 |
| 10 | Coolidge Corner Theatre Foundation Inc | 290 Harvard St, Brookline, MA 02446-2917 | MA | 1989-07 | $3,482,049 |
| 11 | Coolidge Hill Foundation | 75 Park St, Lee, MA 01238-1701 | MA | $465,669 | |
| 12 | Coolidge Middle School Pto Inc | 89 Birch Meadow Dr, Reading, MA 01867-1624 | MA | 2007-08 | $79,931 |
| 13 | Coolidge School Science Olympiad | 89 Birch Meadow Dr, Reading, MA 01867-1624 | MA | 1994-08 | $44,244 |
| 14 | Coonamessett Farm Foundation Inc | 277 Hatchville Rd, East Falmouth, MA 02536-4009 | MA | 2009-05 | $1,609,405 |
| 15 | Coonamessett River Trust Inc | 39 Marvin Circle, Falmouth, MA 02540 | MA | 2007-04 | $0 |
| 16 | Cooperative Development Institute | PO BOX 422, Shelburne Fls, MA 01370-0422 | MA | 1995-07 | $886,164 |
| 17 | Cooperative Elder Services Inc | 9 Meriam St Ste 28, Lexington, MA 02420-5312 | MA | 1979-10 | $4,871,262 |
| 18 | Cooperative For Human Services Inc | 420 Bedford St Ste 100, Lexington, MA 02420-1506 | MA | 1982-12 | $14,439,216 |
| 19 | Cooperative Metropolitan Ministries | 474 Centre St, Newton, MA 02458-2089 | MA | 1967-03 | $192,599 |
| 20 | Cooperative Production Inc | 455 Somerset Ave, North Dighton, MA 02764-1811 | MA | 1976-07 | $12,530,426 |
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