Hinda L And Arthur Marcus Foundation, Aliber Sydney L Et Al Ttee in Watertown, 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
- Organizations performing similar types of work
| Hinda L And Arthur Marcus Foundation, Aliber Sydney L Et Al Ttee | |
| Employer Identification Number (EIN) | 043212098 |
| Name of Organization | Hinda L And Arthur Marcus Foundation |
| Secondary Name | Aliber Sydney L Et Al Ttee |
| Address | 100 Galen Street, Watertown, MA 02472-4540 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 10/1994 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 08/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,721,618 |
| Amount of Income | $511,926 |
| Form 990 Revenue Amount | $102,326 |
Non-representatives - add comments:
Amount of income in 2014: $511,926 (it was $1,539,547 in 2013)
Assets in 2014: $2,721,618 (it was $3,058,017 in 2013)
Expenses in 2012: $89,045
Income to expenses ratio in 2012: 5.7
Grants share in income in 2012: 32.9%
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 | $91,164 | $61,207 | $61,207 | |
| Contributions, gifts, grants, etc., received | $30,000 | |||
| Interest on savings and temporary cash investments | $38 | |||
| Dividends and interest from securities | $61,169 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $89,045 | $1,045 | $0 | $88,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,045 | $1,045 | $0 | |
| Contributions, gifts, grants paid | $88,000 | |||
| Excess of revenue over expenses and disbursements | $2,119 | |||
| Net investment income | $60,162 | |||
| Adjusted net income | $61,207 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,590,813 | $1,632,676 |
| Cash - non-interest-bearing | $15,546 | |
| Investments-U.S. and state government obligations | $101,672 | |
| Investments-corporate stock | $150,000 | |
| Investments-corporate bonds | $955,563 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $368,032 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $1,590,813 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-43 |
| 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 | $1,203 |
| Total credits and payments | $1,440 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,440 |
| 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 | $237 |
| Amount to be credited to 2013 estimated tax | $237 |
| 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 | $1,612,992 |
| Net value of noncharitable-use assets | $1,588,800 |
| Minimum investment return | $79,440 |
| Distributable Amount (for 2012) | |
| Distributable amount | $78,237 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $78,237 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Mental Health America Licking County | 65 Messimer Dr, Newark, OH 43055-1874 | OH | 1995-09 | $682,161 |
| 2 | Hinda L And Arthur Marcus Foundation, Aliber Sydney L Et Al Ttee | 100 Galen Street, Watertown, MA 02472-4540 | MA | 1994-10 | $511,926 |
| 3 | The University Of New Hampshire Chapter Of The American Associa-, Aaup-Unh | 328 Nesmith Hall Unh, Durham, NH 03824 | NH | 1994-11 | $196,764 |
| 4 | Meeker Classic Sheepdog Championship Inc | PO BOX 1394, Meeker, CO 81641-1394 | CO | 1995-10 | $170,259 |
| 5 | Texans For The Arts | PO BOX 4549, Austin, TX 78765-4549 | TX | 1995-10 | $67,033 |
| 6 | Texas Offshore Performance Powerboat Squadron Inc | PO BOX 1189, Seabrook, TX 77586-1189 | TX | 1996-11 | $42,425 |
| 7 | New Yorkers Against The Death Penalty Inc | 40 North Main Avenue, Albany, NY 12203-1481 | NY | 1994-11 | $34,435 |
| 8 | Texas Independent Insurance Adjusters Association | 12002 Da Vina Ln, Cypress, TX 77429-5612 | TX | 1995-11 | $30,936 |
| 9 | The Seymour And Sylvia Rothchild Charitable Foundation | 19 Hilltop Rd, Chestnut Hill, MA 02467-1806 | MA | 1994-06 | $1 |
| 10 | Heart To Heart-American Jewish Society For Distinguished Children | 383 Kingston Avenue, Brooklyn, NY 11213 | NY | 1994-11 | $0 |
| 11 | Tri-State Antique Truck And Tractor Association | Rr 4 Box 58, Amarillo, TX 79119-9720 | TX | 1996-01 | $0 |
| Number of organizations performing similar types of work | |||||||||||||
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| ||||||||||||
| Total | 11 | ||||||||||||
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