Forest Foundation, Fitts David W Ttee in Boxford, 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
| Forest Foundation, Fitts David W Ttee | |
| Employer Identification Number (EIN) | 043177775 |
| Name of Organization | Forest Foundation |
| Secondary Name | Fitts David W Ttee |
| In Care of Name | Day Pitney Llc |
| Address | PO BOX 112, Boxford, MA 01921-0112 |
| Activities | Other health services, Art exhibit |
| Subsection | Charitable Organization |
| Ruling Date | 04/1993 |
| 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 | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,095,515 |
| Amount of Income | $330,959 |
| Form 990 Revenue Amount | $273,491 |
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 | $384,681 | $74,681 | $0 | |
| Contributions, gifts, grants, etc., received | $310,000 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $74,681 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $315,067 | $627 | $0 | $130,190 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $130,817 | $627 | $130,190 | |
| Contributions, gifts, grants paid | $184,250 | |||
| Excess of revenue over expenses and disbursements | $69,614 | |||
| Net investment income | $74,054 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,017,171 | $2,501,230 |
| Cash - non-interest-bearing | $159 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,997,149 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $19,863 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,017,171 | |
| 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 | $1,481 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $1,481 |
| 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 | $2,407,271 |
| Net value of noncharitable-use assets | $2,371,160 |
| Minimum investment return | $118,558 |
| Distributable Amount (for 2012) | |
| Distributable amount | $117,077 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $117,077 |
| 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 | Football Incorporated | PO BOX 233, Tyngsboro, MA 01879-0233 | MA | 2008-03 | $86,829 |
| 2 | Foothills Theatre | 110 Front Street, Worcester, MA 01608-1446 | MA | 2005-06 | $1,342,282 |
| 3 | Footlight Club | 7a Eliot St, Jamaica Plain, MA 02130-2724 | MA | 1953-05 | $252,722 |
| 4 | For Kids Only Afterschool Incorporated | 194 Essex St, Salem, MA 01970-3705 | MA | 1990-11 | $4,802,496 |
| 5 | For My God And My Country In New England Inc | 61 Waverly St, Framingham, MA 01702-7127 | MA | 1981-07 | $128,312 |
| 6 | For Our Residents Of Easton Inc | PO BOX 326, North Easton, MA 02356-0326 | MA | 1998-11 | $81,899 |
| 7 | For Spacious Skies Inc | 111 Brickyard Rd 2 C, Athol, MA 01331 | MA | 1981-08 | $0 |
| 8 | Forbes Kirkside Foundation Inc | PO BOX 855, Westborough, MA 01581-0855 | MA | 1968-08 | $38,860 |
| 9 | Ford Hall Forum Inc | 41 Temple St At Suffolk University, Boston, MA 02114 | MA | 1953-06 | $144,759 |
| 10 | Fore River Watershed Association | 150 Middle St, East Weymouth, MA 02189-1307 | MA | 2001-01 | $5,450 |
| 11 | Forest Foundation, Fitts David W Ttee | PO BOX 112, Boxford, MA 01921-0112 | MA | 1993-04 | $330,959 |
| 12 | Forest Hills Educational Tr | 95 Forest Hills Ave, Jamaica Plain, MA 02130-3714 | MA | 1992-09 | $148,412 |
| 13 | Forest Meadows Residential Home Inc | 20 Banbury St 2nd Floor, Springfield, MA 01104 | MA | 1997-10 | $27,777 |
| 14 | Forest Park Zoological Society Inc | PO BOX 80295, Springfield, MA 01138-0295 | MA | 1967-05 | $842,443 |
| 15 | Forestdale Cemetery Association | 304 Cabot St, Holyoke, MA 01040-3121 | MA | 1942-11 | $2,683,402 |
| 16 | Forever Home Rescue New England | 31 Jorie Ln, Walpole, MA 02081-1923 | MA | 2008-05 | $280,045 |
| 17 | Forever Paws Animal Shelter | 300 Lynwood St, Fall River, MA 02721-2103 | MA | 1996-07 | $328,946 |
| 18 | Forges Farm Inc | 53 State St 39th Fl, Boston, MA 02109-2809 | MA | 2002-05 | $363,264 |
| 19 | Forgiveness International Inc | 51 Chestnut St, Concord, MA 01742 | MA | 2010-03 | $0 |
| 20 | Forgotten Cat Inc | Po Box 154, North Quincy, MA 02171 | MA | 2005-12 | $0 |
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