Frances W Emerson Foundation in Bellingham, 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
| Frances W Emerson Foundation | |
| Employer Identification Number (EIN) | 046051127 |
| Name of Organization | Frances W Emerson Foundation |
| In Care of Name | Goldman Tax Services |
| Address | PO BOX 799, Bellingham, MA 02019-0799 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 08/1945 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $25,000 to $99,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $40,789 |
| Amount of Income | $35,010 |
| Form 990 Revenue Amount | $9,910 |
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 | $8,097 | $8,097 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $2,004 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $6,093 | |||
| Total expenses and disbursements | $18,004 | $1,379 | $0 | $16,425 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $2,004 | $1,379 | $425 | |
| Contributions, gifts, grants paid | $16,000 | |||
| Excess of revenue over expenses and disbursements | $-9,907 | |||
| Net investment income | $6,718 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $39,406 | $66,327 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $5,431 | |
| Investments-corporate stock | $28,382 | |
| Investments-corporate bonds | $540 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $3,986 | |
| Other | $1,067 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $39,406 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $6,093 |
| 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 | $67 |
| Total credits and payments | $99 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $99 |
| 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 | $32 |
| Amount to be credited to 2013 estimated tax | $32 |
| 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 | $71,418 |
| Net value of noncharitable-use assets | $70,340 |
| Minimum investment return | $3,517 |
| Distributable Amount (for 2012) | |
| Distributable amount | $3,450 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $3,450 |
| 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 | Framingham Union Hospital Aid Association Inc | 115 Lincoln St, Framingham, MA 01702-6358 | MA | 1997-05 | $484,925 |
| 2 | Framingham United Soccer Boosters Club Inc | 1257 Worcester Rd Ste 135, Framingham, MA 01701-5217 | MA | 2001-04 | $23,893 |
| 3 | Framingham United Soccer Club Inc | 1257 Worcester Rd Ste 135, Framingham, MA 01701-5217 | MA | 1984-04 | $244,227 |
| 4 | Framingham Youth Lacrosse Program | 56 Jean St, Framingham, MA 01701-4314 | MA | 2007-06 | $55,383 |
| 5 | Fran & Johanna Lunger Family Foundation | 2 Atlantic Avenue, Boston, MA 02110-3918 | MA | 2006-03 | $10,169 |
| 6 | Fran Delaney Foundation | 5 Fuller Pl, Franklin, MA 02038-1005 | MA | 2003-12 | $80,090 |
| 7 | Frances D Baker Charitable Trust | 306 Main Street, Worcester, MA 01608-1550 | MA | 1963-07 | $2 |
| 8 | Frances Fund Inc | 150 Main St Ste 25 # 25, Northampton, MA 01060-3131 | MA | 2006-03 | $8,439,735 |
| 9 | Frances Pew Hayes Family Foundation Inc | 103 Drumlin Hill Rd, Bolton, MA 01740-2021 | MA | 1992-02 | $3,155,348 |
| 10 | Frances R Dewing Foundation Med-26041 | 45 School St Fl 5, Boston, MA 02108-3207 | MA | $320,896 | |
| 11 | Frances W Emerson Foundation | PO BOX 799, Bellingham, MA 02019-0799 | MA | 1945-08 | $35,010 |
| 12 | Francis H Leblanc Chartiable Tr, Leblanc Thomas F Ttee | 213 School St Ste 201, Gardner, MA 01440-2782 | MA | 1993-02 | $25,152 |
| 13 | Francis Keville Memorial Trust Fund, Keville Christine Ttee | PO BOX 2417, Ocean Bluff, MA 02065-2417 | MA | 1994-06 | $39,288 |
| 14 | Francis M & Micheline M Bator Foundation | 85 Grove St Ste Le 2, Wellesley, MA 02482-7812 | MA | 1969-04 | $1 |
| 15 | Francis M Barrett Memorial Foundation, Mary Barrett Costello Ttee | 1235 Bedford St, Abington, MA 02351-1273 | MA | 2009-09 | $82,473 |
| 16 | Francis N Gaboriault Foundation | 63 Grey Wolf Dr, Franklin, MA 02038-1686 | MA | 1994-10 | $6,650 |
| 17 | Francis O & Elizabeth M Hunnewell Foundation, Hunnewell Francis & Elizabeth Ttes | 10 Tremont St Ste 500, Boston, MA 02108-2060 | MA | 1992-06 | $15,800 |
| 18 | Francis W Roys Marion T Roys And Alden T Roys Trust | 30 Highland St, Worcester, MA 01609-2704 | MA | 2009-02 | $5,006 |
| 19 | Francis X Messina Charitable Foundation, Messina Francis X Ttee | 400 Franklin Street, Braintree, MA 02184-5534 | MA | 2001-01 | $1 |
| 20 | Franciscan Hospital For Children Inc | 30 Warren St, Brighton, MA 02135-3602 | MA | 1946-03 | $55,510,884 |
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