Joan Bentinck-Smith Charitable Foundation in Osterville, 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
Joan Bentinck-Smith Charitable Foundation | |
Employer Identification Number (EIN) | 043254592 |
Name of Organization | Joan Bentinck-Smith Charitable Foundation |
In Care of Name | Jbs Enterprises Inc |
Address | 1340 Main St, Osterville, MA 02655-1542 |
Activities | Gifts, grants, or loans to other organizations |
Subsection | Charitable Organization |
Ruling Date | 08/1995 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2011 |
Assets | $1,000,000 to $4,999,999 |
Income | $1,000,000 to $4,999,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $1,558,393 |
Amount of Income | $1,047,463 |
Form 990 Revenue Amount | $-43,013 |
National Taxonomy of Exempt Entities (NTEE) | Human Services - Multipurpose and Other: Human Service Organizations - Multipurpose |
Non-representatives - add comments:
Expenses for 2011
Assets for 2011
Analysis of Revenue and Expenses (for 2011) | ||||
Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
---|---|---|---|---|
Total revenue | $-43,013 | $27,339 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $27,339 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $3,635 | |||
Total expenses and disbursements | $81,026 | $0 | $0 | $81,026 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $26 | $0 | $26 | |
Contributions, gifts, grants paid | $81,000 | |||
Excess of revenue over expenses and disbursements | $-124,039 | |||
Net investment income | $27,339 | |||
Adjusted net income | $0 |
Balance Sheets (for 2011) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $1,558,393 | $1,177,763 |
Cash - non-interest-bearing | $28 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $1,515,323 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $43,042 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $1,558,393 |
Capital Gains and Losses for Tax on Investment Income (for 2011) | |
Capital gain net income | $0 |
Net capital loss | $-73,987 |
Excise Tax Based on Investment Income (for 2011) | |
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
Tax based on investment income | $547 |
Total credits and payments | $1,500 |
2011 estimated tax payments and 2010 overpayment credited to 2011 | $750 |
Exempt foreign organizations-tax withheld at source | $0 |
Tax paid with application for extension of time to file (Form 8868) | $750 |
Backup withholding erroneously withheld | $0 |
Any penalty for underpayment of estimated tax | $5 |
Overpayment | $948 |
Amount to be credited to 2012 estimated tax | $948 |
Statements Regarding Activities (for 2011) | |
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 2011 or the taxable year beginning in 2011? | No |
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $1,386,236 |
Net value of noncharitable-use assets | $1,365,440 |
Minimum investment return | $68,272 |
Distributable Amount (for 2011) | |
Distributable amount | $67,725 |
Undistributed Income (for 2011) | |
Distributable amount for 2011 | $67,725 |
Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
Private Operating Foundations (for 2011) | |||||
2011 | 2010 | 2009 | 2008 | 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 |
Cape Cod Challenger Club Inc in Osterville, MA
|
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
|
Other organizations in Massachusetts | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | Jilmar Foundation Inc | 45 Dunham Rd, Billerica, MA 01821-5729 | MA | 1994-10 | $70,409 |
2 | Jim & Ruth Couture Charitable Foundation Tr, Couture James B Ttee | 40 Elmwood Ave, Fitchburg, MA 01420-4934 | MA | 1993-11 | $64,732 |
3 | Jim White Scholarship Fund | 43 King St, Middleton, MA 01949-2242 | MA | 2004-02 | $2,348 |
4 | Loring Wolcott & Coolidge Charitable Trust | Lwc 230 Congress Street 12fl, Boston, MA 02110 | MA | 1964-07 | $303,788 |
5 | Jireh Foundation | 8 Highmeadow Rd, Weston, MA 02493-1941 | MA | 2008-11 | $2,658,792 |
6 | Jitegemee Inc | 81 Hudson Ave Apt 1, Somerville, MA 02143-1112 | MA | 2001-02 | $136,337 |
7 | Jj Nicastro Foundation Inc | 9 Lattoff Circle, Rockport, MA 01966 | MA | 2008-12 | $25,869 |
8 | Jms Family Foundation Inc | 78 Hancock Street, Braintree, MA 02184-7010 | MA | 2001-02 | $758,022 |
9 | Jo Hir Publications Inc Good News Hungarian Literature Mission | 98 W Main St, Georgetown, MA 01833-1523 | MA | 1987-06 | $48,294 |
10 | Joan And Steven Belkin Foundation | 30 Colpitts Road, Weston, MA 02493-1534 | MA | 2001-04 | $2 |
11 | Joan Bentinck-Smith Charitable Foundation | 1340 Main St, Osterville, MA 02655-1542 | MA | 1995-08 | $1,047,463 |
12 | Joan E Appleton 1997 Charitable Foundation | 100 Summer St, Boston, MA 02110-1221 | MA | 2005-01 | $611,322 |
13 | Joan Harris Cancer Foundation | 10 Post Office Sq Ste 1200s, Boston, MA 02109-4628 | MA | 2005-01 | $62,185 |
14 | Joan K Sexton Foundation | 11 Holbrook St, Foxborough, MA 02035-1255 | MA | 2002-04 | $892,211 |
15 | Joanne B Simches Charitable Foundation, Richard B Smiches | 99 High St Fl 21, Boston, MA 02110-2352 | MA | 1992-05 | $85 |
16 | Job Options Inc | 20 Wheeler Street, Lynn, MA 01902-4178 | MA | 1971-02 | $1,323,306 |
17 | Job S Gidley Parents Group Inc | 1390 Tucker Rd, N Dartmouth, MA 02747-3149 | MA | 2005-03 | $57,475 |
18 | Jobs For Baystate Graduates Inc | 141 Tremont St Fl 4, Boston, MA 02111-1288 | MA | 1982-12 | $798,066 |
19 | Jobs For Massachusetts Inc | 600 Atlantic Ave, Boston, MA 02210-2211 | MA | 1972-06 | $452,778 |
20 | Jobs For The Future Inc | 88 Broad St Fl 8, Boston, MA 02110-3407 | MA | 1986-06 | $20,462,774 |
Organization representatives - add corrected or new information about Joan Bentinck-Smith Charitable Foundation »
Non-representatives - add comments about Joan Bentinck-Smith Charitable Foundation»