Douglas & Isabelle Crocker Foundation in Fitchburg, 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
| Douglas & Isabelle Crocker Foundation | |
| Employer Identification Number (EIN) | 046044767 |
| Name of Organization | Douglas & Isabelle Crocker Foundation |
| In Care of Name | Martin F Connors Jr Rollstone Ban |
| Address | C/O Martin Connors Jr 780 Main St, Fitchburg, MA 01420 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 11/1958 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 11/2013 |
| 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 | $1,823,850 |
| Amount of Income | $756,145 |
| Form 990 Revenue Amount | $115,648 |
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 | $86,671 | $86,671 | $86,671 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $42,071 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $44,600 | |||
| Total expenses and disbursements | $116,528 | $12,213 | $0 | $104,315 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $21,553 | $12,213 | $9,340 | |
| Contributions, gifts, grants paid | $94,975 | |||
| Excess of revenue over expenses and disbursements | $-29,857 | |||
| Net investment income | $74,458 | |||
| Adjusted net income | $86,671 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,569,571 | $1,829,670 |
| Cash - non-interest-bearing | $32,520 | |
| Investments-U.S. and state government obligations | $103,547 | |
| Investments-corporate stock | $881,854 | |
| Investments-corporate bonds | $516,679 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $34,971 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,569,571 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $44,600 |
| 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 | $1,489 |
| Total credits and payments | $1,080 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,080 |
| 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 | $409 |
| 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 | $1,799,054 |
| Net value of noncharitable-use assets | $1,772,060 |
| Minimum investment return | $88,603 |
| Distributable Amount (for 2012) | |
| Distributable amount | $87,114 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $87,114 |
| 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 | Ethan Allan Brown Trust, Santangelo Frank Ttee | 25 Winterberry Ln, Hanover, MA 02339-1240 | MA | 1985-12 | $2 |
| 2 | Ethel Dow Wells Foundation Inc | 91 Main St, Greenfield, MA 01301-3248 | MA | 1958-05 | $16,115 |
| 3 | Ethical Investment Research Services Eiris Usa | 89 South Street, Boston, MA 02111-2651 | MA | 2007-11 | $65,351 |
| 4 | Ethics And Compliance Officerassociation Foundation | 411 Waverly Oaks Road Suite 324, Waltham, MA 02452-8420 | MA | 2008-01 | $156,871 |
| 5 | Ethics Officer Association | 411 Waverley Oaks Rd Ste 324, Waltham, MA 02452-8401 | MA | 1997-01 | $2,352,102 |
| 6 | Electronic Literature Organization | Ma Inst Of Tech 77 Ma Ave 14w 234, Cambridge, MA 02139 | MA | 2000-05 | $0 |
| 7 | Eli And Bessie Cohen Camps Of Massachusetts Inc | 888 Worcester St Ste 350, Wellesley, MA 02482-3752 | MA | 1942-03 | $2,391,554 |
| 8 | Elliot L Gruenberg And Ruth F Gruenberg Foundation | 53 Spy Pond Ln, Arlington, MA 02474-8239 | MA | 1987-03 | $1 |
| 9 | Engaging Schools Inc | 23 Garden St, Cambridge, MA 02138-3623 | MA | 1991-03 | $2,108,215 |
| 10 | Enable Hope Foundation | 29 Water St, Dartmouth, MA 02748-3450 | MA | 1997-06 | $417,981 |
| 11 | Douglas & Isabelle Crocker Foundation | C/O Martin Connors Jr 780 Main St, Fitchburg, MA 01420 | MA | 1958-11 | $756,145 |
| 12 | Emergency Assistance Fund Of The Association Of Ymca Professionals | Stitzer Ymca Ctr263 Alden Street, Springfield, MA 01109 | MA | 1966-11 | $653,380 |
| 13 | Ethel H Bradley Trust Uw Fbo 002835, Fleet National Bank | 109 Main St, Gloucester, MA 01930-5701 | MA | $255,450 | |
| 14 | Eastern Dog Club Inc | 189 Robbins St, Milton, MA 02186-2522 | MA | 1946-08 | $131,841 |
| 15 | Executives Without Borders Usa | 50 Milk St Fl 17, Boston, MA 02109-5002 | MA | 2009-02 | $308,857 |
| 16 | Fishers Island Conservancy Inc | 25 The Waterway, Wellesley, MA 02481-3242 | MA | 1985-09 | $243,724 |
| 17 | Foundation For The Advancement Of Midwifery Inc | PO BOX 320667, Boston, MA 02132-0012 | MA | 2001-03 | $310,536 |
| 18 | Fradian Foundation | C/O Steenhuysen Associates 1539 Fal, Seekonk, MA 02771 | MA | 2007-03 | $110,169 |
| 19 | First Marblehead Foundation For Education | 800 Boylston St 34th Fl, Boston, MA 02199-8001 | MA | 2006-08 | $8 |
| 20 | Frank Stanley Beveridge Foundation | 335 Brookline St, Needham, MA 02492-3525 | MA | 1986-12 | $8,137,007 |
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