Foundation For An American Vision Tr in Waltham, 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
| Foundation For An American Vision Tr | |
| Employer Identification Number (EIN) | 046694692 |
| Name of Organization | Foundation For An American Vision Tr |
| In Care of Name | Joseph Deitch |
| Address | 29 Sawyer Rd, Waltham, MA 02453-3467 |
| Activities | Gifts, grants, or loans to other organizations |
| 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 | 11/2014 |
| Assets | $1 to $9,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $8,645 |
| Amount of Income | $1,318,860 |
| Form 990 Revenue Amount | $1,723,424 |
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 | $406,988 | $406,988 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $44,720 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $362,268 | |||
| Total expenses and disbursements | $253,321 | $0 | $0 | $241,100 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $12,221 | $0 | $0 | |
| Contributions, gifts, grants paid | $241,100 | |||
| Excess of revenue over expenses and disbursements | $153,667 | |||
| Net investment income | $406,988 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $3,857,551 | $3,857,551 |
| Cash - non-interest-bearing | $507,643 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,778,413 | |
| Investments-corporate bonds | $1,571,495 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $3,857,551 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $362,268 |
| 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 | $8,140 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $25 |
| Tax due | $8,165 |
| 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 | $3,812,494 |
| Net value of noncharitable-use assets | $3,755,300 |
| Minimum investment return | $187,765 |
| Distributable Amount (for 2012) | |
| Distributable amount | $179,625 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $179,625 |
| 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 | Fosm Inc, Friends Of St Margarets School | 143 Main St, Buzzards Bay, MA 02532-3226 | MA | 2005-12 | $13,935 |
| 2 | Foster Family Foundation Inc | 131 Farm St, Dover, MA 02030-1724 | MA | 1999-10 | $367 |
| 3 | Foster Harvey Memorial Fund | C/Ojames Harveytrustee293 Riverdr, Hadley, MA 01035 | MA | 1996-04 | $195,581 |
| 4 | Foster Parrots Ltd | 35 Vernon St, Rockland, MA 02370-1903 | MA | 1999-05 | $453,263 |
| 5 | Foster School Pto | 55 Downer Ave, Hingham, MA 02043-1102 | MA | 2009-07 | $107,735 |
| 6 | Fosters Pond Corporation | David Brown Treasurer, Andover, MA 01810 | MA | 2005-12 | $19,898 |
| 7 | Foundation Entrepreneurship In Medicine Inc | 127 Farm St, Dover, MA 02030-1724 | MA | 2001-12 | $595 |
| 8 | Foundation For A Green Future | 4 Archdale Rd, Boston, MA 02131-1104 | MA | 2009-09 | $136,951 |
| 9 | Foundation For Abdominal Surgery Inc | 824 Main St 2nd Floor S1, Melrose, MA 02176-2711 | MA | 1965-05 | $1,164,750 |
| 10 | Foundation For African Relief | Po Box 400, Sharon, MA 02067 | MA | 2002-01 | $14,251 |
| 11 | Foundation For An American Vision Tr | 29 Sawyer Rd, Waltham, MA 02453-3467 | MA | 1993-04 | $1,318,860 |
| 12 | Foundation For Art And Healing Inc | 77 Stearns Rd, Brookline, MA 02446-6609 | MA | 2006-05 | $96,926 |
| 13 | Foundation For Children With Behavioral Challanges | 4 Russett Lane, Andover, MA 01810 | MA | 2005-12 | $5,514 |
| 14 | Foundation For Civic Leadership Inc | 30 Bow St, Cambridge, MA 02138-5001 | MA | 2004-11 | $56,646 |
| 15 | Foundation For Continuing Education Inc | PO BOX 458, Wenham, MA 01984-0958 | MA | 1985-04 | $57,502 |
| 16 | Foundation For Fair Contracting For Massachusetts Tr Fund, Gunning Thomas J Ttee | 6 Beacon St Ste 305, Boston, MA 02108-3841 | MA | 1994-03 | $505,471 |
| 17 | Foundation For Family Education Inc | 3570 Main St, Brewster, MA 02631-1519 | MA | 1982-10 | $4,843 |
| 18 | Foundation For Fiber Art Inc | 79 S Pleasant St, Amherst, MA 01002-2370 | MA | 2002-03 | $201,128 |
| 19 | Foundation For Hematology Research Inc | 159 Meadowbrook Rd, Dedham, MA 02026 | MA | 1993-04 | $0 |
| 20 | Foundation For Home Health Inc | 31 Saint James Ave Ste 780, Boston, MA 02116-4138 | MA | 1970-02 | $393,140 |
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