David Greenewalt Charitable Tr 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
| David Greenewalt Charitable Tr | |
| Employer Identification Number (EIN) | 046145922 |
| Name of Organization | David Greenewalt Charitable Tr |
| In Care of Name | Ropes & Gray Llp |
| Address | 800 Boylston St 36 Fl, Boston, MA 02199-8001 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1967 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,778,301 |
| Amount of Income | $691,443 |
| Form 990 Revenue Amount | $202,462 |
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 | $118,981 | $118,630 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $6 | |||
| Dividends and interest from securities | $47,376 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $71,599 | |||
| Total expenses and disbursements | $118,578 | $21,178 | $0 | $94,440 |
| Compensation of officers, directors, trustees, etc. | $20,784 | |||
| Total operating and administrative expenses | $39,578 | $21,178 | $15,440 | |
| Contributions, gifts, grants paid | $79,000 | |||
| Excess of revenue over expenses and disbursements | $402 | |||
| Net investment income | $97,451 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,747,924 | $1,916,192 |
| Cash - non-interest-bearing | $294 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $453,763 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $1,247,250 | |
| Other | $46,617 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,747,924 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $71,598 |
| 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 | $1,949 |
| Total credits and payments | $1,733 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,733 |
| 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 | $216 |
| 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? | 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 | $1,884,295 |
| Net value of noncharitable-use assets | $1,856,020 |
| Minimum investment return | $92,801 |
| Distributable Amount (for 2012) | |
| Distributable amount | $90,852 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $90,852 |
| 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 | David A And Robin E Jaye Foundation Charitable Tr, Meyer Steven A Ttee | C/O David Jaye 380 Beacon St, Boston, MA 02116 | MA | 1993-07 | $153,071 |
| 2 | David Adam Schoolman Tr Under Art 4, Leith John A Ttee | Taylor Ganson Perrin Llp 160, Boston, MA 02110 | MA | 1996-02 | $54,077 |
| 3 | David And Elizabeth A Gormley Family Foundation Inc | 83 Carriage Way, Sudbury, MA 01776-2840 | MA | 1997-06 | $126,682 |
| 4 | David Auerbach Family Foundation | C/O Darmody Merlino 75 Federal St, Boston, MA 02110 | MA | $52,000 | |
| 5 | David B Melville Foundation The | 30 Colpitts Road, Weston, MA 02493-1534 | MA | 1979-11 | $12,505 |
| 6 | David E Moeser Ind Trust 0709485 | PO BOX 51400, Boston, MA 02205-1400 | MA | 1970-12 | $70,511 |
| 7 | David E Smith Trust | PO BOX 252, Rowley, MA 01969-0552 | MA | 1980-06 | $3,823 |
| 8 | David F Brooks Foundation Inc | PO BOX 960163, Boston, MA 02196-0163 | MA | 2000-10 | $29,647 |
| 9 | David Frawley 2003 Foundation | 319 Longwood Ave, Boston, MA 02115-5728 | MA | 2008-08 | $15,503 |
| 10 | David Gopen Foundation | 76 Seattle Street 7, Allston, MA 02134-1245 | MA | 1964-07 | $26,666 |
| 11 | David Greenewalt Charitable Tr | 800 Boylston St 36 Fl, Boston, MA 02199-8001 | MA | 1967-03 | $691,443 |
| 12 | David J & Sydney E Feldman Charitable Trust | 47 Village Ave Unit 207, Dedham, MA 02026-4232 | MA | 1986-09 | $243,078 |
| 13 | David J Boutin Memorial Scholarship Fund Inc | 13 Dallas Drive Unit 208, Dracut, MA 01826 | MA | 2001-01 | $0 |
| 14 | David Jamieson Memorial Golf | 84 Fuller Pond Rd, Middleton, MA 01949-2509 | MA | 2006-11 | $15,834 |
| 15 | David Joyce Charitable Trust, Wong David & Joyce Ttee | 44 Farina Rd, Newton, MA 02459-2860 | MA | 2004-08 | $445 |
| 16 | The David K Johnson Foundation Inc | 168 Washington St, Reading, MA 01867-3250 | MA | 2002-01 | $71,034 |
| 17 | David Katz Foundation Inc | C/O Field Roos Llp 3 Center Plaza, Boston, MA 02108 | MA | 1987-04 | $2,471 |
| 18 | David M Sullivan Memorial Foundation Inc | 41 Accord Park Dr, Norwell, MA 02061-1614 | MA | 2007-06 | $4,195 |
| 19 | David Oransky Memorial Fund, Stanley Oransky | PO BOX 563, Becket, MA 01223-0563 | MA | 1998-11 | $200 |
| 20 | David P Wheatland Char Tr, Anderson Eileen M Ttee | 111 Devonshire St Ste 620, Boston, MA 02109-5419 | MA | 1994-04 | $1,544,768 |
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