Gendler Family Foundation, Gendler Everett & Mary Et Al Ttees in Great Barrington, 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
Gendler Family Foundation, Gendler Everett & Mary Et Al Ttees | |
Employer Identification Number (EIN) | 043371753 |
Name of Organization | Gendler Family Foundation |
Secondary Name | Gendler Everett & Mary Et Al Ttees |
In Care of Name | Burns & Levinson |
Address | 264 Monument Valley Road, Great Barrington, MA 01230 |
Activities | Gifts, grants, or loans to other organizations |
Subsection | Charitable Organization |
Ruling Date | 12/1997 |
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 | $25,000 to $99,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $226,106 |
Amount of Income | $35,982 |
Form 990 Revenue Amount | $51,937 |
National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2013: $35,982 (it was $113,014 in 2012)
Gendler Family Foundation, Gendler Everett & Mary Et Al Ttees: | $35,982 |
Other organizations performing similar types of work: | $120,160 |
Assets in 2013: $226,106 (it was $264,104 in 2012)
Gendler Family Foundation, Gendler Everett & Mary Et Al Ttees: | $226,106 |
Other organizations performing similar types of work: | $450,518 |
Expenses in 2012: $81,493
This organization: | $81,493 |
Other organizations performing similar types of work: | $61,287 |
Income to expenses ratio in 2012: 0.4
Gendler Family Foundation, Gendler Everett & Mary Et Al Ttees: | 0.4 |
Other organizations performing similar types of work: | 7.3 |
Grants share in income in 2012: 0.0%
Gendler Family Foundation, Gendler Everett & Mary Et Al Ttees: | 0.0% |
Other organizations performing similar types of work: | 8.9% |
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 | $17,997 | $17,997 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $5,757 | |||
Dividends and interest from securities | $7,345 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $4,895 | |||
Total expenses and disbursements | $81,493 | $406 | $0 | $80,966 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $2,649 | $406 | $2,122 | |
Contributions, gifts, grants paid | $78,844 | |||
Excess of revenue over expenses and disbursements | $-63,496 | |||
Net investment income | $17,591 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $264,104 | $295,992 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $172,889 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $35,000 | |
Other | $56,215 | |
Total liabilities | $2,045 | |
Mortgages and other notes payable | $0 | |
Other | $2,045 | |
Total liabilities and net assets/fund balances | $262,059 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $4,895 |
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 | $176 |
Total credits and payments | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $176 |
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? | Yes |
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 | $337,437 |
Net value of noncharitable-use assets | $332,380 |
Minimum investment return | $16,619 |
Distributable Amount (for 2012) | |
Distributable amount | $16,443 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $16,443 |
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 | Towards Sustainability Foundation | 265 Franklin St, Boston, MA 02110-3113 | MA | 1998-08 | $4,169,915 |
2 | Trefler Foundation, Trefler Alan & Pamela Ttee | 233 Needham St Ste 420, Newton, MA 02464-1573 | MA | 1997-10 | $3,328,940 |
3 | Straetz Foundation Inc | 69 Cricket Dr, Sturbridge, MA 01566-1029 | MA | 1997-09 | $1,329,372 |
4 | The George Seymour Bissell Charitable Foundation | 128 Suffolk Rd, Wellesley, MA 02481-1235 | MA | 1995-05 | $1,280,672 |
5 | The Scrooby Foundation | 225 Franklin St Ma1-225-04-02, Boston, MA 02110-2804 | MA | 1995-07 | $1,239,399 |
6 | The@daniel F And Margaret Macadam Loughry Charitable Foundation, Vinciullo Marguerite M Ttee | 77 Southfield Dr, Brockton, MA 02302-4149 | MA | 1997-08 | $789,612 |
7 | William And Jacqueline Shaw Fam Foundation Inc | 215 Sandy Pond Rd, Lincoln, MA 01773-1802 | MA | 1998-06 | $754,460 |
8 | The@michael And Vincenza Vinciullo Charitable Foundation, Vinciullo Salvatore A Ttee | 175 Bedford St Ste 5, Lexington, MA 02420-4481 | MA | 1997-08 | $675,953 |
9 | Running Deer Foundation | 790 Boylston St Apt 23h, Boston, MA 02199-7923 | MA | 1998-04 | $600,470 |
10 | The@neil L Thompson Family Foundation Inc | 155 Chestnut Hill Rd, Chestnut Hill, MA 02467-1311 | MA | 1997-09 | $285,106 |
11 | The Faye H Deane Scholarship Fund C/O Thomas A Maddigan | PO BOX 382, Woods Hole, MA 02543-0382 | MA | 1998-03 | $245,630 |
12 | St Louis Endowment Fund Inc | 15 Lake St, Webster, MA 01570-2605 | MA | 1990-11 | $231,851 |
13 | The Albright Foundation, Albright Nile & Martina Ttee | 282 D Newton Street, Brookline, MA 02445-7427 | MA | 1998-11 | $210,839 |
14 | Rowe Fam Char Tr, Rowe Patricia T Ttee | 100 Nonantum St, Newton, MA 02458-2444 | MA | 1998-11 | $196,022 |
15 | The@alfred & Jeanne A M Contarino Charitable Foundation, Contarino Alfred F Ttee | 98 Valley Rd, Boxford, MA 01921-1331 | MA | 1998-05 | $131,534 |
16 | Schechter Foundation, Schechter David Ttee | 60 Kensington Cir, Chestnut Hill, MA 02467-2624 | MA | 1998-12 | $114,775 |
17 | William R And Ruth D Cuming Char Foundation, Steffensen John E Et Al Ttee | C/O Jon E Steffensen 45 School, Boston, MA 02108 | MA | 1998-07 | $96,045 |
18 | Russells Garden Center Charitable Foundation Inc | 397 Boston Post Rd, Wayland, MA 01778-1802 | MA | 1997-10 | $95,383 |
19 | Shirley Charitable Foundation Inc | PO BOX 1277, Shirley, MA 01464-1277 | MA | 1998-07 | $86,045 |
20 | The Max Bearon Charitable Trust | One Post Office Square, Boston, MA 02109-2106 | MA | 1995-06 | $51,542 |
Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Total | 5,225 |
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