Evander Lewis Family Foundation 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
Evander Lewis Family Foundation | |
Employer Identification Number (EIN) | 046142548 |
Name of Organization | Evander Lewis Family Foundation |
In Care of Name | K & L Gates |
Address | Kl Gates Llp - One Lincoln Street, Boston, MA 02111 |
Activities | Gifts, grants, or loans to other organizations |
Subsection | Charitable Organization |
Ruling Date | 12/1966 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 09/2014 |
Assets | $500,000 to $999,999 |
Income | $25,000 to $99,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $594,614 |
Amount of Income | $54,223 |
Form 990 Revenue Amount | $26,710 |
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 | $26,710 | $26,710 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $11 | |||
Dividends and interest from securities | $26,699 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Total expenses and disbursements | $39,810 | $1,562 | $0 | $38,248 |
Compensation of officers, directors, trustees, etc. | $2,500 | |||
Total operating and administrative expenses | $5,110 | $1,562 | $3,548 | |
Contributions, gifts, grants paid | $34,700 | |||
Excess of revenue over expenses and disbursements | $-13,100 | |||
Net investment income | $25,148 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $625,248 | $857,129 |
Cash - non-interest-bearing | $8,925 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $410,166 | |
Investments-corporate bonds | $100,425 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $105,732 | |
Total liabilities | $1 | |
Mortgages and other notes payable | $0 | |
Other | $1 | |
Total liabilities and net assets/fund balances | $625,248 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $0 |
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 | $503 |
Total credits and payments | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $503 |
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 | $848,681 |
Net value of noncharitable-use assets | $835,960 |
Minimum investment return | $41,798 |
Distributable Amount (for 2012) | |
Distributable amount | $41,295 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $41,295 |
Undistributed income for 2012. This amount must be distributed in 2013 | $37,820 |
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 | Ethel H Bradley Trust Uw Fbo 002835, Fleet National Bank | 109 Main St, Gloucester, MA 01930-5701 | MA | $255,450 | |
2 | Eastern Dog Club Inc | 189 Robbins St, Milton, MA 02186-2522 | MA | 1946-08 | $131,841 |
3 | Executives Without Borders Usa | 50 Milk St Fl 17, Boston, MA 02109-5002 | MA | 2009-02 | $308,857 |
4 | Fishers Island Conservancy Inc | 25 The Waterway, Wellesley, MA 02481-3242 | MA | 1985-09 | $243,724 |
5 | Foundation For The Advancement Of Midwifery Inc | PO BOX 320667, Boston, MA 02132-0012 | MA | 2001-03 | $310,536 |
6 | Fradian Foundation | C/O Steenhuysen Associates 1539 Fal, Seekonk, MA 02771 | MA | 2007-03 | $110,169 |
7 | First Marblehead Foundation For Education | 800 Boylston St 34th Fl, Boston, MA 02199-8001 | MA | 2006-08 | $8 |
8 | Frank Stanley Beveridge Foundation | 335 Brookline St, Needham, MA 02492-3525 | MA | 1986-12 | $8,137,007 |
9 | Fleming Family Foundation | PO BOX 308, Hardwick, MA 01037-0308 | MA | 1989-10 | $41,702 |
10 | Evan Henry Foundation For Autism | PO BOX 930, Norwell, MA 02061-0930 | MA | 2004-03 | $17,356 |
11 | Evander Lewis Family Foundation | Kl Gates Llp - One Lincoln Street, Boston, MA 02111 | MA | 1966-12 | $54,223 |
12 | Evangelical Christian Fellowship - Igreja Crista Evangelica Inc | 190 Cherry St, Fall River, MA 02720-2331 | MA | 2004-03 | $33,844 |
13 | Evangelical Missionary Project Of Pardieu Corp | PO BOX 417, Belmont, MA 02478-0008 | MA | 2001-07 | $48,729 |
14 | Evangelical Missionary Society In Massachusetts | 230 Congress Street, Boston, MA 02110-2437 | MA | 1966-03 | $22,284 |
15 | Evangelistic Association Of New England, Dba Vision New England | 85 Constitution Ln Ste 200a, Danvers, MA 01923-3630 | MA | 1932-09 | $761,315 |
16 | Evans Fam Foundation, Evans Bruce R Ttee | 31 Saint James Ave Ste 740, Boston, MA 02116-4186 | MA | 2002-03 | $2,306,355 |
17 | Evanswood 202 Housing Corporation | 17 Chipman Way, Kingston, MA 02364-1039 | MA | 1983-11 | $719,624 |
18 | Evelyn & Louis Grossman Fund Inc | 9 Yarmouth Rd, Wellesley, MA 02481-1233 | MA | 1962-05 | $17,800 |
19 | Evelyn And Herbert Chernis Foundation Inc | 100 Federal St Ste 37th Fl, Boston, MA 02110-1802 | MA | 1989-07 | $296,931 |
20 | Even Ground | 923 Massachusetts Ave, Cambridge, MA 02139-3133 | MA | 2006-03 | $6,993 |
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