Joseph Ogorman Tr 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
| Joseph Ogorman Tr | |
| Employer Identification Number (EIN) | 046957171 |
| Name of Organization | Joseph Ogorman Tr |
| In Care of Name | Cambridge Trust Company |
| Address | 75 State St 18th Fl, Boston, MA 02109-1827 |
| Subsection | Charitable Organization, Educational Organization |
| Ruling Date | 09/2002 |
| Deductibility | Contributions are deductible |
| Foundation | Private operating foundation (other) |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 08/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,482,020 |
| Amount of Income | $518,851 |
| Form 990 Revenue Amount | $93,847 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Philanthropy, Charity, Voluntarism Promotion, General |
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 | $93,847 | $93,847 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $37,040 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $56,807 | |||
| Total expenses and disbursements | $105,076 | $19,985 | $0 | $85,091 |
| Compensation of officers, directors, trustees, etc. | $18,320 | |||
| Total operating and administrative expenses | $21,270 | $19,985 | $1,285 | |
| Contributions, gifts, grants paid | $83,806 | |||
| Excess of revenue over expenses and disbursements | $-11,229 | |||
| Net investment income | $73,862 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,457,074 | $1,669,447 |
| Cash - non-interest-bearing | $134 | |
| Investments-U.S. and state government obligations | $149,839 | |
| Investments-corporate stock | $919,264 | |
| Investments-corporate bonds | $315,637 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $72,200 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,457,074 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $56,807 |
| 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 | $739 |
| Total credits and payments | $1,000 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,000 |
| 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 | $0 |
| Overpayment | $261 |
| 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? | Yes |
| 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? | Yes |
| 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 | $1,637,665 |
| Net value of noncharitable-use assets | $1,613,100 |
| Minimum investment return | $80,655 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| 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 | $1 | $0 | $0 | $0 | $1 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $1 | $0 | $0 | $0 | $1 |
| 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 | Joseph L Sweeney Charitable Foundation | 10 Union St, Natick, MA 01760-4759 | MA | 1962-03 | $37,668 |
| 2 | Joseph M & Thelma Linsey Foundation | 181 Wells Ave Ste 301, Newton, MA 02459-3344 | MA | 1947-02 | $82,371 |
| 3 | Joseph M Hamilburg Foundation | 16 Shaw Dr, Wayland, MA 01778-3214 | MA | 1966-01 | $272,656 |
| 4 | Joseph M Murphy Iii Memorial Scholarship Trust Fund, Murphy Mary E Ttee | 93 Lawson Rd, Winchester, MA 01890-3153 | MA | 2005-03 | $8,062 |
| 5 | Joseph M Smith Community Health Center Inc | 287 Western Ave, Allston, MA 02134-1010 | MA | 1973-01 | $12,865,635 |
| 6 | Joseph Matthew Liguori Memorial Scholarship | Triton Reg High School, Byfield, MA 01922 | MA | 1995-10 | $172 |
| 7 | Joseph Moynihan Jr James Mattaliano And Paul Perry Memorial Char Trust | 15 Front St, Salem, MA 01970-3707 | MA | 1997-04 | $163,092 |
| 8 | Joseph N Daddio Sr Scholarship Fund Inc | 1511 Avalon Way, Plymouth, MA 02360-7770 | MA | 1990-10 | $350 |
| 9 | Joseph N Hermann Youth Center Inc | PO BOX 215, North Andover, MA 01845-0215 | MA | 1996-01 | $242,447 |
| 10 | Joseph Novakoff Charitable Foundation, Novakoff Joseph Et Al Ttees | 208 Highland St, Weston, MA 02493-1112 | MA | 1995-03 | $387,012 |
| 11 | Joseph Ogorman Tr | 75 State St 18th Fl, Boston, MA 02109-1827 | MA | 2002-09 | $518,851 |
| 12 | Joseph P Donahue Charitable Foundation, Donahue David Ttee | 21 George Street, Lowell, MA 01852-2283 | MA | 1994-12 | $3,079,255 |
| 13 | Joseph P Pagos Scholarship Fund Inc | 105 SOMMERVILLE RD PO BOX 353, East Longmeadow, MA 01028-0353 | MA | 1999-03 | $0 |
| 14 | Joseph P Tynan Community School Council Inc, Tynan Community Center | 650 E 4th St, South Boston, MA 02127-3005 | MA | 1992-03 | $7,584 |
| 15 | Joseph Perini Memorial Foundation | 100 Erdman Way, Leominster, MA 01453-1804 | MA | 1966-11 | $604,668 |
| 16 | Joseph Persky Foundation | 370 Main St Ste 925, Worcester, MA 01608-1797 | MA | 1946-01 | $476,564 |
| 17 | Joseph R Dawe Jr School Pto | 131 Pine Street, Stoughton, MA 02072 | MA | 2003-02 | $33,436 |
| 18 | Joseph R Levis Foundation Inc | 23 Bobby Jones Dr, Andover, MA 01810-2880 | MA | 1999-11 | $552,713 |
| 19 | Joseph Rosenfeld Foundation C/O Mcgowan Engel Tucker & Garrett | 88 Plain St, Hopedale, MA 01747-2106 | MA | 1986-12 | $35,289 |
| 20 | Joseph W & Faith K Tiberio Charitable Foundation, Tiberio Joseph W Ttee | 79 Lowland St, Holliston, MA 01746-2030 | MA | 1995-03 | $365,061 |
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