Joseph & Anna C Dias Jr Family Foundation, Dias Jr Joseph Ttee in Ludlow, 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
- Organizations performing similar types of work
| Joseph & Anna C Dias Jr Family Foundation, Dias Jr Joseph Ttee | |
| Employer Identification Number (EIN) | 043357087 |
| Name of Organization | Joseph & Anna C Dias Jr Family Foundation |
| Secondary Name | Dias Jr Joseph Ttee |
| In Care of Name | Joseph Dias Jr |
| Address | 105 Higher Brook Dr, Ludlow, MA 01056-1424 |
| Activities | Community recreational facilities (park, playground, etc), Scholarships (other) |
| Subsection | Charitable Organization, Educational Organization |
| Ruling Date | 11/1998 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $6,015,390 |
| Amount of Income | $4,114,693 |
| Form 990 Revenue Amount | $71,127 |
| National Taxonomy of Exempt Entities (NTEE) | Recreation, Sports, Leisure, Athletics: Parks and Playgrounds |
Non-representatives - add comments:
Amount of income in 2013: $4,114,693 (it was $855,494 in 2012)
| This organization: | $4,114,693 |
| Other organizations performing similar types of work: | $147,847 |
Assets in 2013: $6,015,390 (it was $2,074,590 in 2012)
| Joseph & Anna C Dias Jr Family Foundation, Dias Jr Joseph Ttee: | $6,015,390 |
| Other organizations performing similar types of work: | $304,453 |
Expenses in 2012: $129,135
| This organization: | $129,135 |
| Other organizations performing similar types of work: | $111,342 |
Income to expenses ratio in 2012: 31.9
| This organization: | 31.9 |
| Other organizations performing similar types of work: | 1.2 |
Grants share in income in 2012: 95.9%
| Joseph & Anna C Dias Jr Family Foundation, Dias Jr Joseph Ttee: | 95.9% |
| Other organizations performing similar types of work: | 45.2% |
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 | $855,494 | $34,717 | $0 | |
| Contributions, gifts, grants, etc., received | $820,777 | |||
| Interest on savings and temporary cash investments | $4,973 | |||
| Dividends and interest from securities | $29,744 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $129,135 | $0 | $0 | $74,526 |
| Compensation of officers, directors, trustees, etc. | $40,000 | |||
| Total operating and administrative expenses | $74,135 | $0 | $19,526 | |
| Contributions, gifts, grants paid | $55,000 | |||
| Excess of revenue over expenses and disbursements | $726,359 | |||
| Net investment income | $34,717 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,074,590 | $2,211,617 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $524,415 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $1,550,175 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $2,074,590 | |
| 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 | $347 |
| Total credits and payments | $222 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $222 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $125 |
| 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 | $1,355,273 |
| Net value of noncharitable-use assets | $1,334,940 |
| Minimum investment return | $66,747 |
| Distributable Amount (for 2012) | |
| Distributable amount | $66,400 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $66,400 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Western National Parks Association | 12880 N Vistoso Village Dr, Oro Valley, AZ 85755-8797 | AZ | 1942-02 | $10,247,705 |
| 2 | Joseph & Anna C Dias Jr Family Foundation, Dias Jr Joseph Ttee | 105 Higher Brook Dr, Ludlow, MA 01056-1424 | MA | 1998-11 | $4,114,693 |
| 3 | Southeast Association For Special Parks And Recreation | 4500 Belmont Rd, Downers Grove, IL 60515-2500 | IL | 1994-08 | $2,425,919 |
| 4 | Spark | PO BOX 1562, Houston, TX 77251-1562 | TX | 1991-12 | $868,146 |
| 5 | Reading Ice Arena Authority Inc | 51 Symonds Way, Reading, MA 01867-1860 | MA | 1992-12 | $832,648 |
| 6 | The National Road Heritage Corridor | 65 West Main Street, Uniontown, PA 15401-3325 | PA | 1993-12 | $770,125 |
| 7 | Willard Library Foundation Inc | 21 First Ave, Evansville, IN 47710-1212 | IN | 1986-09 | $766,662 |
| 8 | Sugar House Park Authority Inc | 3383 S 300 E, Salt Lake Cty, UT 84115-4521 | UT | 1958-12 | $675,658 |
| 9 | Rotary Playland Inc | 890 W Belmont Ave, Fresno, CA 93728-2807 | CA | 1956-06 | $481,582 |
| 10 | Salems Riverfront Carousel Inc | 101 Front St Ne, Salem, OR 97301-3473 | OR | 1998-04 | $455,317 |
| 11 | Seguin-Guadalupe County Senior Citizens Center | 510 E Court St, Seguin, TX 78155-5712 | TX | 1994-04 | $385,046 |
| 12 | Trustees Of Roseland Park, Woodstock Golf Course | PO BOX 155, S Woodstock, CT 06267-0155 | CT | 1991-04 | $346,389 |
| 13 | Rec Place Afterschool Inc | 545 Grove St, Newton, MA 02462-1429 | MA | 1993-03 | $231,293 |
| 14 | Clifton Improvement Association Inc | 97 Seaview Ave, Marblehead, MA 01945 | MA | 1993-05 | $35,888 |
| 15 | Berkshire Hills Tennis Committee Inc | C/O 87 Brush Hill Road, Great Barrington, MA 01230 | MA | 1993-06 | $1,458 |
| 16 | Friends Of Hoyt Sullivan | 60 Adams St, Somerville, MA 02145-2602 | MA | 1993-02 | $0 |
| 17 | Friends Of Pioneer Park | 101 Locksley Rd, Lynnfield, MA 01940-1413 | MA | 1993-08 | $0 |
| 18 | Grand Trunk Trail-Blazers Inc | 56 Mcgilpin Road, Sturbridge, MA 01566 | MA | 1997-07 | $0 |
| 19 | New Friends Of The Playground Inc | 38 Blair Circle, Sharon, MA 02067 | MA | 1993-03 | $0 |
| 20 | Playground Improvement Project Pip | 40 John St, Tewksbury, MA 01876-3815 | MA | 1996-09 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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