Ludcke Foundation, Strong Jlt & Jonathan 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
| Ludcke Foundation, Strong Jlt & Jonathan Ttee | |
| Employer Identification Number (EIN) | 046663582 |
| Name of Organization | Ludcke Foundation |
| Secondary Name | Strong Jlt & Jonathan Ttee |
| In Care of Name | Fiduciary Trust Co |
| Address | 175 Federal Street, Boston, MA 02110-2210 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 09/1991 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $10,000,000 to $49,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $37,105,784 |
| Amount of Income | $16,575,203 |
| Form 990 Revenue Amount | $3,074,387 |
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 | $1,910,989 | $1,792,716 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $625,462 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $513,675 | |||
| Other | $771,852 | |||
| Total expenses and disbursements | $2,023,658 | $403,323 | $0 | $1,757,920 |
| Compensation of officers, directors, trustees, etc. | $202,452 | |||
| Total operating and administrative expenses | $332,508 | $403,323 | $66,770 | |
| Contributions, gifts, grants paid | $1,691,150 | |||
| Excess of revenue over expenses and disbursements | $-112,669 | |||
| Net investment income | $1,389,393 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $36,390,361 | $39,096,130 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $10,320,687 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $25,267,013 | |
| Other | $802,661 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $36,390,361 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $771,852 |
| 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 | $27,788 |
| Total credits and payments | $45,000 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $30,000 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $15,000 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $17,212 |
| Amount to be credited to 2013 estimated tax | $17,212 |
| 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 | $38,908,068 |
| Net value of noncharitable-use assets | $38,324,440 |
| Minimum investment return | $1,916,222 |
| Distributable Amount (for 2012) | |
| Distributable amount | $1,888,434 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $1,888,434 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $1,323,962 |
| 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 | Lucille Foundation | 306 Main Street, Worcester, MA 01608-1550 | MA | 2001-05 | $1,527,289 |
| 2 | Luck Charitable Trust | 10 Longmeadow Way, Acton, MA 01720-7735 | MA | 2007-06 | $68,527 |
| 3 | Lucky Dog Foundation | 1 Oakland St, Lexington, MA 02420-3605 | MA | 2001-02 | $28,228 |
| 4 | Lucretia Fund | 59 Parsons St, Newton, MA 02465-2137 | MA | 1996-10 | $3,361,780 |
| 5 | Lucretia Philanthropic Foundation Inc | 1 Bridge St Ste 200, Newton, MA 02458-1138 | MA | 2006-09 | $9,458,191 |
| 6 | Lucretia Prentiss Bailey Trust Of Mass | Ten Post Office Sq-6th Fl, Boston, MA 02109 | MA | 1957-05 | $835,454 |
| 7 | Lucy Eleanor Dawson Trust | 75 State St 18th Flr, Boston, MA 02109-1827 | MA | 2004-05 | $373,233 |
| 8 | Lucy Parsons Center Inc | 358a Centre St, Jamaica Plain, MA 02130-1208 | MA | 1993-01 | $19,862 |
| 9 | Lucy Sherman Charitable Foundation | 11 Highland Ln, Milton, MA 02186-3715 | MA | 1999-08 | $2,049 |
| 10 | Lucys Love Bus Charitable Trust | PO BOX 464, Amesbury, MA 01913-0010 | MA | 2006-04 | $238,111 |
| 11 | Ludcke Foundation, Strong Jlt & Jonathan Ttee | 175 Federal Street, Boston, MA 02110-2210 | MA | 1991-09 | $16,575,203 |
| 12 | Ludes Family Foundation, Ludes John T Ttee | PO BOX 417, Marion, MA 02738-0007 | MA | 2000-02 | $291,489 |
| 13 | Ludlow Boys & Girls Club Inc, Randall Boys & Girls Club | 91 Claudias Way, Ludlow, MA 01056-3101 | MA | 1952-09 | $1,591,308 |
| 14 | Ludlow Boys And Girls Club Inc Charitable Foundation, Gomes Maria Ttee | 91 Claudias Way, Ludlow, MA 01056-3101 | MA | 1994-12 | $67,390 |
| 15 | Ludlow Country Club Inc | 40 Tony Lema Drive, Ludlow, MA 01056 | MA | 1948-08 | $1,087,753 |
| 16 | Ludlow Fish & Game Club Inc | PO BOX 172, Ludlow, MA 01056-0172 | MA | 1948-02 | $666,082 |
| 17 | Ludlow Tennis Club Inc | PO BOX 241, Ludlow, MA 01056-0241 | MA | 1990-12 | $415,904 |
| 18 | Ludlow Youth Soccer Association Inc | PO BOX 110, Ludlow, MA 01056-0110 | MA | 1989-01 | $107,383 |
| 19 | Luke A Wood Jr Trust Uw H Burton Pauvas Shelley D Vincent | 77 Summer St, Boston, MA 02110-1006 | MA | $31,008 | |
| 20 | Luke F Kelly Charitable Trust Fbo, Kelly Luke F & Josephine M | 2036 Washington St, Hanover, MA 02339-1617 | MA | $33,211 | |
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