Feller Fam Charitable Foundation Tr, Feller Thomas & Barbara Ttee 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
| Feller Fam Charitable Foundation Tr, Feller Thomas & Barbara Ttee | |
| Employer Identification Number (EIN) | 026113705 |
| Name of Organization | Feller Fam Charitable Foundation Tr |
| Secondary Name | Feller Thomas & Barbara Ttee |
| In Care of Name | Colony Group |
| Address | C/O The Colony Group 2 Atlantic, Boston, MA 02110 |
| Activities | Other religious activities |
| Subsection | Charitable Organization |
| Ruling Date | 07/1998 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $454,212 |
| Amount of Income | $326,999 |
| Form 990 Revenue Amount | $14,030 |
| National Taxonomy of Exempt Entities (NTEE) | Unknown: Unknown |
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 | $121,582 | $120,559 | $0 | |
| Contributions, gifts, grants, etc., received | $103,086 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $8,477 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $42 | |||
| Other | $9,977 | |||
| Total expenses and disbursements | $141,106 | $5,031 | $0 | $136,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $5,106 | $5,031 | $0 | |
| Contributions, gifts, grants paid | $136,000 | |||
| Excess of revenue over expenses and disbursements | $-19,524 | |||
| Net investment income | $115,528 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $399,234 | $674,677 |
| Cash - non-interest-bearing | $14,839 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $298,013 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $86,382 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $399,234 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $9,977 |
| 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 | $1,155 |
| Total credits and payments | $3,082 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $3,082 |
| 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 | $0 |
| Overpayment | $1,927 |
| Amount to be credited to 2013 estimated tax | $1,927 |
| 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 | $676,612 |
| Net value of noncharitable-use assets | $666,460 |
| Minimum investment return | $33,323 |
| Distributable Amount (for 2012) | |
| Distributable amount | $32,168 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $32,168 |
| 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 | Federation Of State Conservation Voter Leagues Inc | 12 Eliot Street, Cambridge, MA 02138 | MA | 1998-02 | $174,181 |
| 2 | Feeding Hills Cemetery Association Inc | 141 N West St, Feeding Hills, MA 01030-1023 | MA | 1988-02 | $110,395 |
| 3 | Feeds Inc | 265 State St, Springfield, MA 01103-1950 | MA | 2012-03 | $9,076 |
| 4 | Fei Boston Foundation Inc | One Adams Place 859 Willard St, Quincy, MA 02169 | MA | 2007-04 | $1 |
| 5 | Feiga-Olch Tr, Baylis Carl E Ttee | 446 Main St Ste 8, Worcester, MA 01608-2302 | MA | 2014-09 | $52,399 |
| 6 | Feigenbaum Foundation Inc | 2 South St Ste 235, Pittsfield, MA 01201-6296 | MA | 1989-01 | $24,436,073 |
| 7 | Felicia M Delorenzo Scholarship Foundation Inc, Mintz Levin Cohn Ferris Glovsky & | PO BOX 5140, Boston, MA 02205 | MA | 2001-06 | $894,230 |
| 8 | Feline Adoption & Rescue Society Inc | 63 Elm St, Salisbury, MA 01952 | MA | 2005-11 | $99,095 |
| 9 | Feline Friends Inc | PO BOX 174, Feeding Hills, MA 01030-0174 | MA | 2005-07 | $105,127 |
| 10 | Felix Neck Wildlife Trust Inc | P O Box 2180, Vineyard Haven, MA 02568 | MA | 1965-03 | $0 |
| 11 | Feller Fam Charitable Foundation Tr, Feller Thomas & Barbara Ttee | C/O The Colony Group 2 Atlantic, Boston, MA 02110 | MA | 1998-07 | $326,999 |
| 12 | Fellows Foundation | PO BOX 961209, Boston, MA 02196-1209 | MA | 1965-04 | $3,243 |
| 13 | Fellowship Of Christian Firefighters, Boston Northwest | 4 Sandy Brook Rd, Burlington, MA 01803-3921 | MA | 1979-09 | $312 |
| 14 | Fels Family Foundation | 370 Main St Ste 800, Worcester, MA 01608-1741 | MA | 2004-03 | $8,407,483 |
| 15 | Female Benevolent Society At South Danvers | 6 Peabody Rd, Peabody, MA 01960-2533 | MA | 1990-10 | $1,257 |
| 16 | Female Charitable Association Of Gloucester | 30 Quarry St Co Carol Murray, Gloucester, MA 01930 | MA | 1949-09 | $92,189 |
| 17 | Female Leadership Interest Councilinc | 182 Turnpike Rd Ste 200, Westborough, MA 01581-2834 | MA | 2007-06 | $559 |
| 18 | Fenmore Realty Corporation | 55 Shattuck St, Boston, MA 02115-6012 | MA | 1983-12 | $9,778,184 |
| 19 | Fenwal Credit Union | PO BOX 9100, Chelsea, MA 02150-9100 | MA | 1945-10 | $71,607 |
| 20 | Fenway Alliance Inc | 337a Huntington Ave, Boston, MA 02115-4401 | MA | 1977-05 | $287,593 |
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