Gerald R Jordan Jr Foundation, Gordan Gerald Ttee in Boston, 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
| Gerald R Jordan Jr Foundation, Gordan Gerald Ttee | |
| Employer Identification Number (EIN) | 043293081 |
| Name of Organization | Gerald R Jordan Jr Foundation |
| Secondary Name | Gordan Gerald Ttee |
| In Care of Name | Hellman Jordan Management Co Inc |
| Address | 125 High St Ste 801, Boston, MA 02110-2704 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 12/1995 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2014 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $50,000,000 to greater |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $32,294,385 |
| Amount of Income | $1,384,743,483 |
| Form 990 Revenue Amount | $295,761 |
| National Taxonomy of Exempt Entities (NTEE) | Arts, Culture and Humanities: Arts, Culture, and Humanities (Not Elsewhere Classified) |
Non-representatives - add comments:
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 | $8,062,529 | $8,062,529 | $145,082 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $443 | |||
| Dividends and interest from securities | $144,639 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $7,917,447 | |||
| Total expenses and disbursements | $3,934,339 | $285,070 | $285,070 | $3,703,801 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $230,538 | $285,070 | $0 | |
| Contributions, gifts, grants paid | $3,703,801 | |||
| Excess of revenue over expenses and disbursements | $4,128,190 | |||
| Net investment income | $7,777,459 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $29,782,419 | $30,226,376 |
| Cash - non-interest-bearing | $26,031,435 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $3,750,984 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $28,177 | |
| Mortgages and other notes payable | $0 | |
| Other | $28,177 | |
| Total liabilities and net assets/fund balances | $29,754,242 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $7,917,447 |
| 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 | $77,775 |
| Total credits and payments | $85,000 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $85,000 |
| 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 | $7,225 |
| Amount to be credited to 2013 estimated tax | $7,225 |
| 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 | $28,852,217 |
| Net value of noncharitable-use assets | $28,419,440 |
| Minimum investment return | $1,420,972 |
| Distributable Amount (for 2012) | |
| Distributable amount | $1,343,197 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $1,343,197 |
| 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 | Georgetown Baseball | PO BOX 67, Georgetown, MA 01833-0067 | MA | 2007-10 | $63,625 |
| 2 | Georgetown Park Associates Inc | World Trade Center East Two Seapor, Boston, MA 02210 | MA | 1992-11 | $83,061,118 |
| 3 | Georgetown Post 7608 Vfw Of Us Mar 31 1998, 7608 Vfw-Mass | 435 Andover St, Georgetown, MA 01833-1311 | MA | 1965-01 | $362,530 |
| 4 | Georgetown-Groveland Public Access Corporation Television Inc, C-C Pact | 181 Main St, Groveland, MA 01834-1312 | MA | 1994-06 | $272 |
| 5 | Georgia Hume Evans Memorial Inc | 244 Willow St, Yarmouthport, MA 02675-1757 | MA | 1939-01 | $28,745 |
| 6 | Georgiana Goddard Eaton Memorial Fund, Oliver A Spalding Ttee | C/O Welch Forbes Llc 45 School St, Boston, MA 02108 | MA | 1947-02 | $1,363,645 |
| 7 | Gerald & Judith Feldman Charitable Foundation, Feldman Gerald Ttee | 41 Mohawk Rd, Canton, MA 02021-1205 | MA | 2000-02 | $20,012 |
| 8 | Gerald & Paul Damour Founders Schlrshps For Acdmc Excll Char Tr | 2145 Roosevelt Ave, Springfield, MA 01104-1650 | MA | 1994-09 | $297,037 |
| 9 | Gerald E Anderson And Mary E Anderson Charitable Foundation | 6 Cutting Ln, Weston, MA 02493-1248 | MA | 2000-05 | $60,109 |
| 10 | Gerald Flaxer Charitable Foundation, Raphael Gale L Ttee | 10 Rogers St Apt 818, Cambridge, MA 02142-1250 | MA | 2000-11 | $608,215 |
| 11 | Gerald R Jordan Jr Foundation, Gordan Gerald Ttee | 125 High St Ste 801, Boston, MA 02110-2704 | MA | 1995-12 | $1,384,743,483 |
| 12 | Gerard Health Foundation Llc | 26 Rolling Ln, Dover, MA 02030-2446 | MA | 2002-05 | $410,000 |
| 13 | Gerard P Dewan Memorial Fund Inc | 18 Keith St, West Roxbury, MA 02132-3117 | MA | 2002-05 | $17,004 |
| 14 | Geriatric Authority Of Holyoke | 45 Lower Westfield Rd, Holyoke, MA 01040-2747 | MA | 1990-03 | $6,921,456 |
| 15 | Geriatric Care Managers New England Inc | PO BOX 67075, Chestnut Hill, MA 02467-0001 | MA | 2006-02 | $11,348 |
| 16 | German Aid Society Of Boston Inc | PO BOX 207, Walpole, MA 02081-0207 | MA | 1942-08 | $161,908 |
| 17 | German American Business Club Of Boston Inc | 170 Beacon St, Boston, MA 02116-1401 | MA | 1999-05 | $75,639 |
| 18 | German International School Boston Inc | 57 Holton St, Allston, MA 02134-1304 | MA | 2005-07 | $4,714,994 |
| 19 | German Ladies Aid Society Of Boston Inc | 2222 Centre St, West Roxbury, MA 02132-4034 | MA | 1947-03 | $196,473 |
| 20 | German Old Folks Home Inc | 374 Howard St, Lawrence, MA 01841-2980 | MA | 1963-06 | $951,845 |
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