Lancaster Foundation 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
Lancaster Foundation | |
Employer Identification Number (EIN) | 046037206 |
Name of Organization | Lancaster Foundation |
In Care of Name | Welch & Forbes |
Address | 45 School St Fl 5, Boston, MA 02108-3207 |
Activities | Gifts, grants, or loans to other organizations |
Subsection | Charitable Organization |
Ruling Date | 10/1959 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Corporation |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2013 |
Assets | $500,000 to $999,999 |
Income | $100,000 to $499,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $528,292 |
Amount of Income | $401,374 |
Form 990 Revenue Amount | $42,355 |
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 | $13,454 | $14,958 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $2,610 | |||
Dividends and interest from securities | $12,348 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Total expenses and disbursements | $60,689 | $7,273 | $0 | $52,550 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $8,139 | $7,273 | $0 | |
Contributions, gifts, grants paid | $52,550 | |||
Excess of revenue over expenses and disbursements | $-47,235 | |||
Net investment income | $7,685 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $437,591 | $505,434 |
Cash - non-interest-bearing | $6,444 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $334,865 | |
Investments-corporate bonds | $25,222 | |
Investments-mortgage loans | $0 | |
Investments-other | $54,708 | |
Other | $16,352 | |
Total liabilities | $1 | |
Mortgages and other notes payable | $0 | |
Other | $1 | |
Total liabilities and net assets/fund balances | $437,591 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $0 |
Net capital loss | $-1,504 |
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 | $77 |
Total credits and payments | $493 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $493 |
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 | $416 |
Amount to be credited to 2013 estimated tax | $416 |
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 | $528,582 |
Net value of noncharitable-use assets | $520,660 |
Minimum investment return | $26,033 |
Distributable Amount (for 2012) | |
Distributable amount | $25,956 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $25,956 |
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 | Lakeview Pavillion Charitable Foundation Corporation | 45 Lakeview Rd, Foxborough, MA 02035-1739 | MA | 1991-12 | $20,500 |
2 | Lakeville Area Mothers Club Inc | Po Box 27, Middleboro, MA 02346 | MA | 1994-04 | $1,358 |
3 | Lakeville Haunted House Inc | 34 Vernon St, Middleboro, MA 02346-1012 | MA | 1996-04 | $82,293 |
4 | Lakewood Hills Property Owners Association Inc | 7 Kiahs Way, East Sandwich, MA 02537 | MA | 1985-04 | $49,948 |
5 | Lakewood Tennis Club | PO BOX 610221, Newton Hlds, MA 02461-0221 | MA | 1994-03 | $49,829 |
6 | Lakian Foundation Inc | 600 Atlantic Ave, Boston, MA 02210-2211 | MA | 1988-08 | $-348,695 |
7 | Laliberte Parents Organization | 777 Pleasant St, Raynham, MA 02767-1561 | MA | 2010-12 | $36,483 |
8 | Lalor Foundation Inc | 77 Summer St 8th Fl, Boston, MA 02110-1006 | MA | 1938-01 | $2,841,379 |
9 | Lama Yeshe Wisdom Archive | 6 Goose Pond Rd, Lincoln, MA 01773-2506 | MA | 1997-09 | $1,763,503 |
10 | Lambda Chi Alpha Fraternity Inc, Pi Zeta | 30 Dean St, Worcester, MA 01609-3115 | MA | 1941-01 | $77,213 |
11 | Lancaster Foundation | 45 School St Fl 5, Boston, MA 02108-3207 | MA | 1959-10 | $401,374 |
12 | Lancaster Historical Society Inc | Po Box 244 20 Barnes Court, Lancaster, MA 01523 | MA | 1993-10 | $14,856 |
13 | Lancaster Parent Teacher Organization | 103 Hollywood Dr, Lancaster, MA 01523-4500 | MA | 2004-03 | $42,742 |
14 | Lancaster Social Service Association | 36 Neck Rd, Lancaster, MA 01523-2235 | MA | 1934-10 | $1,279 |
15 | Land Is Life Inc | 18 Holyoak Rd Suite 3, Summerville, MA 02144-3232 | MA | 1991-05 | $307,916 |
16 | Land Preservation Society Of Norton Inc | 205 Plain St, Norton, MA 02766-2401 | MA | 1971-04 | $68,603 |
17 | Lander Family Charitable Foundation | 255 State St 6th Fl, Boston, MA 02109-2617 | MA | 1998-04 | $585,797 |
18 | Lander-Grinspoon Academy Solomon Sc Hechter Day School | 257 Prospect St, Northampton, MA 01060-2126 | MA | 1996-08 | $1,443,293 |
19 | Landlords Business Association Inc | 84 Meadowood Dr, Greenfield, MA 01301-1152 | MA | 2003-01 | $13,515 |
20 | Landman Family Charitablefoundation, Jessica C Landman Ttee | 26 Chalk St, Cambridge, MA 02139-4401 | MA | 2006-11 | $50,258 |
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