Goodtree Gordon Charitable Foundation Tr in Needham, 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
| Goodtree Gordon Charitable Foundation Tr | |
| Employer Identification Number (EIN) | 043541560 |
| Name of Organization | Goodtree Gordon Charitable Foundation Tr |
| In Care of Name | David Goodtree |
| Address | 60 Colonial Rd, Needham, MA 02492-1613 |
| Subsection | Charitable Organization |
| Ruling Date | 06/2001 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,261,307 |
| Amount of Income | $38,599 |
| Form 990 Revenue Amount | $1,184 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Named Trusts/Foundations (Not Elsewhere Classified) |
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 | $88,628 | $37,222 | $0 | |
| Contributions, gifts, grants, etc., received | $51,406 | |||
| Interest on savings and temporary cash investments | $2,681 | |||
| Dividends and interest from securities | $21,729 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $12,812 | |||
| Total expenses and disbursements | $65,575 | $3,292 | $0 | $60,550 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $5,025 | $3,292 | $0 | |
| Contributions, gifts, grants paid | $60,550 | |||
| Excess of revenue over expenses and disbursements | $23,053 | |||
| Net investment income | $33,930 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,244,979 | $1,244,979 |
| Cash - non-interest-bearing | $1 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $1,100,906 | |
| Other | $144,072 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,244,979 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $12,812 |
| 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 | $339 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $339 |
| 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 | $1,186,013 |
| Net value of noncharitable-use assets | $1,168,220 |
| Minimum investment return | $58,411 |
| Distributable Amount (for 2012) | |
| Distributable amount | $58,072 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $58,072 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $54,650 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
The Red Sox Foundation Inc in Boston, MA
  |
|
King Solomon Humanitarian Foundation For Handicapped Childre, Handi-Kids in Bridgewater, MA
|
| Iglesia Camino Al Calvario in Lynn, MA |
| Rossbach Charitable Remainder Tr, Rossbach Janice & C E Ahara Ttees in Lexington, MA |
| Massachusetts-Ponkapoag Tribal Council Inc in Bridgewater, MA |
|
Fc Blazers in Needham Hgts, MA
|
|
Twilight Throwers in Chelmsford, MA
|
| Wayland Baseball And Softball Association Inc in Wayland, MA |
Wellspring Inc in Hull, MA
 |
| Reason Alliance Ltd in Somerville, MA |
| Other organizations in Massachusetts | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Golf Fights Cancer Inc | 300 Arnold Palmer Blvd, Norton, MA 02766-1365 | MA | 2005-06 | $623,653 |
| 2 | Gomidas Organ Fund | 145 Trapelo Rd, Lincoln, MA 01773-2802 | MA | 1995-01 | $25 |
| 3 | Good Friday Walk Inc | PO BOX 646, Beverly, MA 01915-0009 | MA | 1983-11 | $72,870 |
| 4 | Good Hope Adoption Services Inc | 900 Route 134 Unit 3-30, South Dennis, MA 02660-2580 | MA | 2007-03 | $252,345 |
| 5 | Ascentria Care Alliance Inc, Good News Garage Lss Inc | 14 East Worcester St Ste 300, Worcester, MA 01604-3612 | MA | 1983-09 | $4,185,036 |
| 6 | Good Samaritan Hospice | 500 Boylston St, Boston, MA 02116-3740 | MA | 1946-03 | $0 |
| 7 | Good Samaritan Mission Council Inc | 800 Main St Ste 126, Holden, MA 01520-1838 | MA | 2014-07 | $450,783 |
| 8 | Good Sports Inc | 1515 Hancock St Ste 301, Quincy, MA 02169-5244 | MA | 2004-05 | $3,839,812 |
| 9 | Goodman Foundation Inc | 132 N Walker St, Taunton, MA 02780-2146 | MA | 1988-06 | $1 |
| 10 | Goodnow Library Foundation Inc | 21 Concord Rd, Sudbury, MA 01776-2328 | MA | 2008-07 | $198,487 |
| 11 | Goodtree Gordon Charitable Foundation Tr | 60 Colonial Rd, Needham, MA 02492-1613 | MA | 2001-06 | $38,599 |
| 12 | Goodwill Industries Of The Berkshires Inc | 158 Tyler St, Pittsfield, MA 01201-4222 | MA | 1971-10 | $2,139,458 |
| 13 | Gorbach Family Foundation | 31 Perry Ln, Weston, MA 02493-2433 | MA | 2005-03 | $258,409 |
| 14 | The Gorbachev Foundation Of North America Inc | 3 Centennial Drive, Peabody, MA 01960 | MA | 1997-10 | $15 |
| 15 | Gordon Family Foundation | 126 Brookline Avenue, Boston, MA 02215-3920 | MA | 1999-06 | $23,438,359 |
| 16 | Gordon Foundation | 16b Electronics Ave, Danvers, MA 01923 | MA | 1983-11 | $6,643,741 |
| 17 | Gore Place Society | 52 Gore St, Waltham, MA 02453-6866 | MA | 1946-10 | $4,346,743 |
| 18 | Gorham L Cross & Joan F Cross Foundation | 155 Federal St 13th Fl Standard Pub, Boston, MA 02110-1727 | MA | 1998-09 | $78 |
| 19 | Goshen Firefighters Association Inc | PO BOX 135, Goshen, MA 01032-0135 | MA | 2002-03 | $10,647 |
| 20 | Gottschall Autism Center Inc | 2 Brandt Island Road, Mattapoisett, MA 02739 | MA | 2002-05 | $0 |
Organization representatives - add corrected or new information about Goodtree Gordon Charitable Foundation Tr »
Non-representatives - add comments about Goodtree Gordon Charitable Foundation Tr»