Harold And Anna S Ullian Charitable Foundation 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
| Harold And Anna S Ullian Charitable Foundation | |
| Employer Identification Number (EIN) | 043107591 |
| Name of Organization | Harold And Anna S Ullian Charitable Foundation |
| In Care of Name | Steven A Meyer Posternak Blankste |
| Address | 800 Boylston St Fl 33, Boston, MA 02199-8109 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 05/1994 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 10/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,358,683 |
| Amount of Income | $320,615 |
| Form 990 Revenue Amount | $235,521 |
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 | $234,719 | $232,994 | $232,994 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $30,793 | |||
| Dividends and interest from securities | $27,062 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $175,139 | |||
| Other | $1,725 | |||
| Total expenses and disbursements | $211,858 | $28,837 | $29,358 | $182,500 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $29,358 | $28,837 | $0 | |
| Contributions, gifts, grants paid | $182,500 | |||
| Excess of revenue over expenses and disbursements | $22,861 | |||
| Net investment income | $204,157 | |||
| Adjusted net income | $203,636 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,355,633 | $2,768,443 |
| Cash - non-interest-bearing | $33,455 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $518,071 | |
| Investments-corporate bonds | $636,991 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $1,167,116 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,355,633 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $1,725 |
| 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 | $4,083 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $92 |
| Tax due | $4,175 |
| 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 | $2,784,128 |
| Net value of noncharitable-use assets | $2,742,360 |
| Minimum investment return | $137,118 |
| Distributable Amount (for 2012) | |
| Distributable amount | $133,035 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $133,035 |
| 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 | Graphic Communications International Union, North American Newspaper Conference | C/0 Kevin Toomey 79 Parkingway, Quincy, MA 02169 | MA | 1941-10 | $13,435 |
| 2 | Greater Tiverton Community Chorus Inc | C/O Narda Snell 8 Randolph St, Somerset, MA 02725 | MA | 1998-01 | $44,181 |
| 3 | Gsp Rescue New England Inc | 452 Chandler St, Tewksbury, MA 01876-2849 | MA | 2008-03 | $66,741 |
| 4 | Gurdjieff Society Of Mass Inc | 12 Howard St, Cambridge, MA 02139-3720 | MA | 1996-08 | $147,941 |
| 5 | H M Shaw Sr Trust | PO BOX 1330, Hyannis, MA 02601-1330 | MA | 1962-12 | $257,985 |
| 6 | Greensboro Justice Fund Inc | 504 Cottage St, Springfield, MA 01104-3219 | MA | 2005-06 | $1,879 |
| 7 | Hope Renews Inc | 300 Rosewood Dr Ste 203, Danvers, MA 01923-1389 | MA | 2005-01 | $36,196 |
| 8 | Hoenemeyer Family Foundation Inc | 97 Captains Walk, North Chatham, MA 02650-1041 | MA | 1998-11 | $24,057 |
| 9 | Harness Horsemans Association Of New England Inc | 301 Washington St, Plainville, MA 02762-1314 | MA | 2003-03 | $36,858 |
| 10 | Harold Adler Foundation | PO BOX 55806, Boston, MA 02205-5806 | MA | 2007-05 | $1,389 |
| 11 | Harold And Anna S Ullian Charitable Foundation | 800 Boylston St Fl 33, Boston, MA 02199-8109 | MA | 1994-05 | $320,615 |
| 12 | Harold And Esther Edgerton Family Foundation, Sherman Linda K Et Al Ttee | Silver Bridge 255 State St 6th Fl, Boston, MA 02127 | MA | 1986-07 | $990,250 |
| 13 | Harold And Janice Cohen Foundation 52-008296 | Two Intl Pl, Boston, MA 02110 | MA | 1979-07 | $217,498 |
| 14 | Harold And Nancy Parritz Family Foundation | 88 Charles St Ste 1, Boston, MA 02114-4688 | MA | 2001-05 | $329,225 |
| 15 | Harold And Ruth Goldberg Family Private Foundation | 80a Seminary Avenue, Audburndale, MA 02466-2600 | MA | 1992-04 | $269 |
| 16 | Harold B And Elizabeth L Shattuck Memorial Fund | Eastern Bank Agent 605broadway, Saugus, MA 01906 | MA | 1998-10 | $1,693,028 |
| 17 | Harold S Coleman & Marian B Coleman Charitable Foundation Inc, B | 2 Old Apple Tree Trl, Plymouth, MA 02360-8807 | MA | 1961-03 | $26,010 |
| 18 | Harold T N Smith Memorial Foundation, Smith Elizabeth | 256 Essex St, Salem, MA 01970-3434 | MA | 1954-06 | $1,358,527 |
| 19 | Harold Whitworth Pierce Charit Able Trust C/O Goodwin Procter & Hoar | 50 Congress St, Boston, MA 02109-4002 | MA | 1972-12 | $4,268,365 |
| 20 | Harper Family Foundation | 160 Federal St Fl 20, Boston, MA 02110-1700 | MA | 2003-02 | $28,493 |
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