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 |
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| 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 |
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