Elizabeth And George L Sanborn Foundation For The Treatment And in Arlington, 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
- Unrelated Trade or Business Income
- Deductions Not Taken Elsewhere
- Organizations performing similar types of work
| Elizabeth And George L Sanborn Foundation For The Treatment And | |
| Employer Identification Number (EIN) | 043452444 |
| Name of Organization | Elizabeth And George L Sanborn Foundation For The Treatment And |
| In Care of Name | Kevin F Wall Cpa Esq |
| Address | PO BOX 417, Arlington, MA 02476-0052 |
| Subsection | Charitable Organization |
| Ruling Date | 08/1999 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $6,574,189 |
| Amount of Income | $4,036,727 |
| Form 990 Revenue Amount | $336,725 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2013: $4,036,727 (it was $2,959,390 in 2012)
| Elizabeth And George L Sanborn Foundation For The Treatment And: | $4,036,727 |
| Other organizations performing similar types of work: | $105,489 |
Assets in 2013: $6,574,189 (it was $5,662,668 in 2012)
| Elizabeth And George L Sanborn Foundation For The Treatment And: | $6,574,189 |
| Other organizations performing similar types of work: | $325,460 |
Expenses in 2012: $233,464
| This organization: | $233,464 |
| Other organizations performing similar types of work: | $49,058 |
Income to expenses ratio in 2012: 17.3
| This organization: | 17.3 |
| Other organizations performing similar types of work: | 1.0 |
Grants share in income in 2012: 0.4%
| Elizabeth And George L Sanborn Foundation For The Treatment And: | 0.4% |
| Other organizations performing similar types of work: | 22.8% |
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 | $631,652 | $629,147 | $0 | |
| Contributions, gifts, grants, etc., received | $2,505 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $142,947 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $486,200 | |||
| Total expenses and disbursements | $233,464 | $37,749 | $0 | $184,587 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $120,327 | $37,749 | $71,450 | |
| Contributions, gifts, grants paid | $113,137 | |||
| Excess of revenue over expenses and disbursements | $398,188 | |||
| Net investment income | $591,398 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $5,662,668 | $5,662,668 |
| Cash - non-interest-bearing | $19,351 | |
| Investments-U.S. and state government obligations | $525,721 | |
| Investments-corporate stock | $1,958,256 | |
| Investments-corporate bonds | $878,472 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $2,053,158 | |
| Other | $227,710 | |
| Total liabilities | $15,731 | |
| Mortgages and other notes payable | $0 | |
| Other | $15,731 | |
| Total liabilities and net assets/fund balances | $5,646,937 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $486,200 |
| 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 | $11,828 |
| Total credits and payments | $11,039 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $0 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $11,039 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $266 |
| Tax due | $1,055 |
| 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 | $5,463,482 |
| Net value of noncharitable-use assets | $5,381,540 |
| Minimum investment return | $269,077 |
| Distributable Amount (for 2012) | |
| Distributable amount | $257,249 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $257,249 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $72,662 |
| 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 |
| Unrelated Trade or Business Income (for 2008) | |||
| Income | Expenses | Net | |
|---|---|---|---|
| Total | $-24,107 | $0 | $-24,107 |
| Gross receipts or sales less returns and allowances | $0 | $0 | $0 |
| Cost of goods sold | $0 | $0 | $0 |
| Gross profit | $0 | $0 | $0 |
| Capital gain net income | $0 | $0 | $0 |
| Net gain | $0 | $0 | $0 |
| Capital loss deduction for trusts | $0 | $0 | $0 |
| Income (loss) from partnerships and S corporations | $-24,107 | $0 | $-24,107 |
| Rent income | $0 | $0 | $0 |
| Unrelated debt-financed income | $0 | $0 | $0 |
| Interest, annuities, royalties, and rents from controlled organizations | $0 | $0 | $0 |
| Investment income of a section 501(c)(7), (9), or (17) organization | $0 | $0 | $0 |
| Exploited exempt activity income | $0 | $0 | $0 |
| Advertising income | $0 | $0 | $0 |
| Other income | $0 | $0 | $0 |
| Deductions Not Taken Elsewhere (for 2008) | |
| Total deductions | $0 |
| Compensation of officers, directors, and trustees | $0 |
| Salaries and wages | $0 |
| Repairs and maintenance | $0 |
| Bad debts | $0 |
| Interest | $0 |
| Taxes and licenses | $0 |
| Charitable contributions | $0 |
| Depreciation | $0 |
| Depletion | $0 |
| Contributions to deferred compensation plans | $0 |
| Employee benefit programs | $0 |
| Excess exempt expenses | $0 |
| Excess readership costs | $0 |
| Other deductions | $0 |
| Unrelated business taxable income | $-24,107 |
| Unrelated business taxable income before net operating loss deduction | $-24,107 |
| Net operating loss deduction | $0 |
| Unrelated business taxable income before specific deduction | $-24,107 |
| Specific deduction | $1,000 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | State Street Foundation Inc | 1 Lincoln St Fl 24, Boston, MA 02111-2901 | MA | 2007-06 | $31,367,698 |
| 2 | Spector Foundation | 10 St James Ave 11th Fl, Boston, MA 02116-3813 | MA | 2010-08 | $26,474,636 |
| 3 | Ruby W And Lavon P Linn Foundation, Borek Jo Anne Ttee | PO BOX 961019, Boston, MA 02196-1019 | MA | 2001-10 | $21,959,990 |
| 4 | Lookout Foundation Inc | 60 State St 800, Boston, MA 02109-1800 | MA | 2010-08 | $10,559,425 |
| 5 | Sherry And Alan Leventhal Family Foundation | C/O Beacon Capital 200 State Street, Boston, MA 02109 | MA | 2010-04 | $10,475,591 |
| 6 | Amg Charitable Foundation | 600 Hale St, Prides Crossing, MA 01965 | MA | 2011-08 | $10,000,000 |
| 7 | The Romney Foundation For Children, Ann D & W Mitt Romney Ttee | 137 Newbury St, Boston, MA 02116-2912 | MA | 2000-09 | $9,066,861 |
| 8 | The@sdsc Global Foundation, Shue Chikong Ttee | 2 Possum Hollow Rd, Andover, MA 01810-2446 | MA | 2000-08 | $8,284,655 |
| 9 | University Industry Research Corporation | 401 Edgewater Place Suite 600, Wakefield, MA 01880 | MA | 2014-09 | $7,912,904 |
| 10 | Goldhirsh Foundation | 101 Federal St Fl 14, Boston, MA 02110-1859 | MA | 2010-08 | $7,547,783 |
| 11 | William S Kaiser Family Foundation | 23 Inverness Rd, Wellesley, MA 02481-6114 | MA | 2009-02 | $6,851,041 |
| 12 | The Tripadvisor-Expedia Foundation | 141 Needham St, Newton, MA 02464-1505 | MA | 2010-02 | $6,809,524 |
| 13 | Steinberg-Lalli Charitable Foundation, Steinberg Stephen P Ttee | PO BOX 2350, Acton, MA 01720-6350 | MA | 2005-06 | $6,265,265 |
| 14 | Black-Brogan Foundation | 101 Federal Street, Boston, MA 02110-1817 | MA | 2014-07 | $6,000,013 |
| 15 | Janes Trust Foundation | PO BOX 961209, Boston, MA 02196-1209 | MA | 2011-05 | $5,481,038 |
| 16 | Windover Foundation, Lewis David W Jr Ttee | Nutter Mcclennen 155 Seaport Blvd, Boston, MA 02210 | MA | 1999-10 | $5,309,125 |
| 17 | The Firstgreen Foundation Inc | 20 Walnut St Ste 302, Wellesley, MA 02481-2104 | MA | 2006-04 | $5,296,809 |
| 18 | Andrew And Corey Morris-Singer Foundation | C/O Holland Knight 10 Saint James, Boston, MA 02116 | MA | 2012-01 | $5,002,531 |
| 19 | Sperling Fam Charitable Foundation, Sperling Scott M Ttee | 4 Moore Rd, Wayland, MA 01778-1410 | MA | 2001-12 | $4,264,433 |
| 20 | Ben And Rose Cole Charitable Pria Foundation | C/O Howland Capital 75 Federal St, Boston, MA 02110 | MA | 2012-09 | $3,633,190 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 22,395 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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