Kaplan Goldstein Family Foundation, Hurwitz & Thibeault 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
| Kaplan Goldstein Family Foundation, Hurwitz & Thibeault | |
| Employer Identification Number (EIN) | 046716517 |
| Name of Organization | Kaplan Goldstein Family Foundation |
| Secondary Name | Hurwitz & Thibeault |
| In Care of Name | Henry W Comstock Sullivan & Worce |
| Address | One Post Office Square, Boston, MA 02109-2106 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1993 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $649,375 |
| Amount of Income | $54,142 |
| Form 990 Revenue Amount | $85,342 |
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 | $8,813 | $8,813 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $21 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $8,792 | |||
| Total expenses and disbursements | $187,453 | $0 | $0 | $185,705 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,803 | $0 | $55 | |
| Contributions, gifts, grants paid | $185,650 | |||
| Excess of revenue over expenses and disbursements | $-178,640 | |||
| Net investment income | $8,813 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $693,178 | $693,178 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $494,187 | |
| Other | $198,991 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $693,178 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $8,792 |
| 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 | $88 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $88 |
| 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? | Yes |
| 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? | Yes |
| 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 | $748,021 |
| Net value of noncharitable-use assets | $736,800 |
| Minimum investment return | $36,840 |
| Distributable Amount (for 2012) | |
| Distributable amount | $36,752 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $36,752 |
| 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 | International Society Of Hotel Association Executives | 374 Marlborough St, Boston, MA 02115-1575 | MA | 1981-10 | $144,091 |
| 2 | International Society For Ecological Economics | 15 River Street, Boston, MA 02108-3409 | MA | 1991-08 | $67,406 |
| 3 | Kirby Foundation | 1900 W Park Dr Ste 280, Westborough, MA 01581-3919 | MA | 2006-11 | $759,358 |
| 4 | Kenneth W And Janice W Freeman Family Foundation Inc | 82 Ivy St Apt 5, Brookline, MA 02446-4070 | MA | 2002-11 | $1 |
| 5 | Land Heritage Coalition Of Glastonbury Inc | 493 Slocum Road, North Darmouth, MA 02747 | MA | 1986-04 | $532 |
| 6 | Kaitlyn Langlois Memorial Foundation Inc | 5 Sullivan St, Spencer, MA 01562-2021 | MA | 2007-08 | $28,451 |
| 7 | Kaji Aso Studio Inc | 40 Saint Stephen St, Boston, MA 02115-4510 | MA | 1976-12 | $258,854 |
| 8 | Kalos Adult Health Programs Inc | 109 Water St Apt 306, Beverly, MA 01915-5076 | MA | 1978-09 | $213,217 |
| 9 | Kane Elementary School Pto Inc | 520 Farm Rd, Marlborough, MA 01752-2760 | MA | 2002-12 | $44,071 |
| 10 | Kangaroos Pouch Inc | 86 Chestnut St, Chelsea, MA 02150-3830 | MA | 1973-12 | $630,197 |
| 11 | Kaplan Goldstein Family Foundation, Hurwitz & Thibeault | One Post Office Square, Boston, MA 02109-2106 | MA | 1993-03 | $54,142 |
| 12 | Kappa Charities Incorporated | 9 Clifford St, Melrose, MA 02176-2407 | MA | 1983-09 | $5,510 |
| 13 | Kappa Delta Phi Educational Foundation | 22 Old Harbor Road, Chatham, MA 02633 | MA | 2000-01 | $3,462 |
| 14 | Kappa Delta Sorority-Eta Kappa, Eta Kappa Chapter | 360 Huntington Ave, Boston, MA 02115-5005 | MA | 1970-03 | $88,772 |
| 15 | Kappa Kappa Gamma Fraternity Inc, Springfield House Association | 32 Nutting Ave, Amherst, MA 01002-1915 | MA | 1972-03 | $467,918 |
| 16 | Kappa Sigma Fraternity | 1 University Road, Boston, MA 02215 | MA | 1940-12 | $0 |
| 17 | Kappa Sigma Fraternity, 271 Northeastern Univ-Xi Beta Chapc | 360 Huntington Ave, Boston, MA 02115-5005 | MA | 1978-12 | $81,209 |
| 18 | Kappa Sigma Fraternity | 407 Memorial Drive, Cambridge, MA 02139 | MA | 1940-12 | $455,110 |
| 19 | Karas Family Foundation, Frackiewicz Lisa M Ttee | 34 Mill Rd, Harvard, MA 01451-1312 | MA | 2006-03 | $49,282 |
| 20 | Karelran Scholarship Fund Inc | 21 Rice Spring Ln, Wayland, MA 01778-3515 | MA | 2003-01 | $6,654 |
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