John And Carol Barry Foundation, Alexander Herbert S 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
John And Carol Barry Foundation, Alexander Herbert S Ttee | |
Employer Identification Number (EIN) | 043138733 |
Name of Organization | John And Carol Barry Foundation |
Secondary Name | Alexander Herbert S Ttee |
Address | 20 Rowes Wharf Ph 3, Boston, MA 02110-3325 |
Activities | Aid to the handicapped (see also 031) |
Subsection | Charitable Organization |
Ruling Date | 01/1994 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Corporation |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2013 |
Assets | $100,000 to $499,999 |
Income | $25,000 to $99,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $229,469 |
Amount of Income | $99,413 |
Form 990 Revenue Amount | $8,756 |
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 | $8,881 | $7,781 | $7,781 | |
Contributions, gifts, grants, etc., received | $1,100 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $7,781 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Total expenses and disbursements | $16,401 | $369 | $0 | $15,950 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $3,131 | $369 | $2,680 | |
Contributions, gifts, grants paid | $13,270 | |||
Excess of revenue over expenses and disbursements | $-7,520 | |||
Net investment income | $7,412 | |||
Adjusted net income | $7,781 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $214,793 | $214,793 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $139,651 | |
Investments-corporate bonds | $50,269 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $24,873 | |
Total liabilities | $1 | |
Mortgages and other notes payable | $0 | |
Other | $1 | |
Total liabilities and net assets/fund balances | $214,793 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $0 |
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 | $148 |
Total credits and payments | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $148 |
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 | $211,894 |
Net value of noncharitable-use assets | $208,720 |
Minimum investment return | $10,436 |
Distributable Amount (for 2012) | |
Distributable amount | $10,288 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $10,288 |
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 | John & Helga Green Scholarship Fund | 236 East St, Foxboro, MA 02035-3018 | MA | 1995-04 | $603 |
2 | The John And Mary Speroni Memorial Foundation | 16 Ridgefield Circle, Boylston, MA 01505-1552 | MA | 2007-11 | $56,230 |
3 | John A And Bonita G Hopkin Family Society | 132 Livingston Cir, Needham, MA 02492-4126 | MA | 1988-08 | $100,599 |
4 | John A And Ruth E Long Foundation | 77 Summer St 6th Fl, Boston, MA 02110-1006 | MA | 1964-10 | $2,085,311 |
5 | John A Bishop Parent Teacher Organization | 25 Columbia Rd, Arlington, MA 02474-2237 | MA | 1993-02 | $64,605 |
6 | Mccarthy Trifone Recreation Committee Inc | 387 Prospect Pl, Revere, MA 02151-3867 | MA | 1999-01 | $53,435 |
7 | John A Mcneice Jr Charitable Foundation, Giner A Silvana Ttee | 86 Hemmingway Pl, Wrentham, MA 02093-1191 | MA | 1997-10 | $1,301,131 |
8 | John A White Tr Under Deed 3000 | 186 Pleasant St, East Walpole, MA 02032-1219 | MA | 1959-05 | $30,790 |
9 | John Alden Sportsman Club | PO BOX 232, Manomet, MA 02345-0232 | MA | 1972-02 | $479,141 |
10 | John And Barbara Guiuggio Foundation, Guiggio John P Et Al Ttee | PO BOX 55806, Boston, MA 02205-5806 | MA | 1994-03 | $70,591 |
11 | John And Carol Barry Foundation, Alexander Herbert S Ttee | 20 Rowes Wharf Ph 3, Boston, MA 02110-3325 | MA | 1994-01 | $99,413 |
12 | John And Dorothy Magee Foundation | 51 Lewis Rd, Concord, MA 01742-1608 | MA | 1998-04 | $85,901 |
13 | John And Gertrude Donovan Foundation, Donovan Peter & Donovan Louise Ttee | 265 Far Reach Rd, Westwood, MA 02090-1075 | MA | 2005-09 | $267,964 |
14 | John And Judith Nelson Family Foundation, Nelson John & Judith Ttee | C/O The Colony Group 2 Atlantic, Boston, MA 02110 | MA | 1999-10 | $263,192 |
15 | John And Maria Doukas Foundation In | C/O Andrea Doukas Esq 6 Beacon St, Boston, MA 02108 | MA | 1995-02 | $14,501 |
16 | John And Sonia Lingos Family Foundation Inc | 32 Jacqueline Cir, West Yarmouth, MA 02673-8343 | MA | 1994-03 | $219,820 |
17 | John And Susan Spooner Charitable Tr, Spooner John Ttee | 101 Chestnut Street, Boston, MA 02108-1032 | MA | 1999-01 | $120,326 |
18 | John Andrew Mazie Memorial Foundation, Mazie Lowell I Ttee | 1502 Wisteria Way, Wayland, MA 01778-2851 | MA | 1997-10 | $225,028 |
19 | John Ashford Link House Inc, Link House Incorporated | 197 Elm St, Salisbury, MA 01952-1808 | MA | 1974-10 | $1,506,704 |
20 | John B Gray Charitable Trust | PO BOX 55806, Boston, MA 02205-5806 | MA | 1987-03 | $51,452 |
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