Mccall Fam Charitable Foundation Tr, Mccall William F Jr Et Al 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
| Mccall Fam Charitable Foundation Tr, Mccall William F Jr Et Al Ttee | |
| Employer Identification Number (EIN) | 046931843 |
| Name of Organization | Mccall Fam Charitable Foundation Tr |
| Secondary Name | Mccall William F Jr Et Al Ttee |
| In Care of Name | Mccall & Almy Inc |
| Address | 1 Post Office Sq Ste 2800, Boston, MA 02109-2192 |
| Subsection | Charitable Organization |
| Ruling Date | 03/2003 |
| 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 | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $581,633 |
| Amount of Income | $243,108 |
| Form 990 Revenue Amount | $-1,624 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Named Trusts/Foundations (Not Elsewhere Classified) |
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 | $167,378 | $17,417 | $0 | |
| Contributions, gifts, grants, etc., received | $161,606 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $17,417 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $85,124 | $0 | $0 | $83,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $2,124 | $0 | $0 | |
| Contributions, gifts, grants paid | $83,000 | |||
| Excess of revenue over expenses and disbursements | $82,254 | |||
| Net investment income | $17,417 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $422,315 | $464,728 |
| Cash - non-interest-bearing | $59,174 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $173,054 | |
| Investments-corporate bonds | $188,452 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $1,635 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $422,315 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-11,645 |
| 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 | $174 |
| Total credits and payments | $694 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $694 |
| 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 | $520 |
| Amount to be credited to 2013 estimated tax | $520 |
| 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? | Yes |
| 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 | $420,732 |
| Net value of noncharitable-use assets | $414,420 |
| Minimum investment return | $20,721 |
| Distributable Amount (for 2012) | |
| Distributable amount | $20,547 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $20,547 |
| 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 | Mayman Family Charitable Foundation, Mayman Muriel Et Al Ttees | 49 Fairfax St, West Newton, MA 02465-2606 | MA | 2000-10 | $201 |
| 2 | Maynard Community Chest Inc | P O Box 369, Maynard, MA 01754 | MA | 1973-02 | $0 |
| 3 | Maynard High School Athletic Hall Of Fame Inc, Maynard Athletic Hall Of Fame | 5 Nancy Cir, Maynard, MA 01754-2214 | MA | 2006-10 | $11,180 |
| 4 | Maynard Masonic Corporation | 58 Momument Square, Concord, MA 01742 | MA | 2001-08 | $468,176 |
| 5 | Maynard Police Relief Association, William Duggan | 197 Main St, Maynard, MA 01754-2511 | MA | 1993-04 | $10,315 |
| 6 | Mayor Salvatore Mancini Scholarship Fund | 111 Plymouth Street, Mansfield, MA 02048 | MA | 1984-08 | $0 |
| 7 | Mazal Institute Inc | 64 Wallingford Rd, Brighton, MA 02135-4706 | MA | 1999-11 | $42,300 |
| 8 | Mazar Charitable Foundation Fund, Mazar Brian Ttee | C/O The Colony Group 2 Atlantic, Boston, MA 02110 | MA | 1997-08 | $797,537 |
| 9 | Mbyll Inc | 5 Commonwealth Rd Ste 3c, Natick, MA 01760-1530 | MA | 2003-07 | $310,536 |
| 10 | Mcauley-Nazareth Home For Boys Inc | 77 Mulberry St, Leicester, MA 01524-1011 | MA | 1946-03 | $3,059,227 |
| 11 | Mccall Fam Charitable Foundation Tr, Mccall William F Jr Et Al Ttee | 1 Post Office Sq Ste 2800, Boston, MA 02109-2192 | MA | 2003-03 | $243,108 |
| 12 | Mccallum Family Foundation | 134 Middle Street, Lowell, MA 01852-1867 | MA | 1986-09 | $495,924 |
| 13 | Mccarthy Charitable Foundation | 27 Dexter St, Dedham, MA 02026-5601 | MA | 1961-07 | $0 |
| 14 | Mccarthy Family Foundation Charitable Tr, Mccarthy Arthur E Ttee | 25 Mandalay Dr, Peabody, MA 01960-4642 | MA | 2002-09 | $288,981 |
| 15 | Mccarthy Middle School Pto Inc | 250 North Road, Chelmsford, MA 01824 | MA | 2002-09 | $50,174 |
| 16 | Mccarthy Towne Parent Teacher Student Organization | PO BOX 460, Stow, MA 01775-0460 | MA | 2000-09 | $141,297 |
| 17 | Mcclosky Institute Of Voice Therapy Inc | 16 Grant St, Maynard, MA 01754-1814 | MA | 1987-03 | $55,233 |
| 18 | Mcconnell Family Foundation, Mcconnell Michael R Ttee | 175 Derby Street, Hingham, MA 02043-4007 | MA | 2004-07 | $10,700 |
| 19 | Mccoy Family Charitable Foundation | Sullivan Sorgi Dimmock6 Beacon St, Boston, MA 02108 | MA | 2004-05 | $40,672 |
| 20 | Mccutchin-Collins Charitable Trust Mass 031292 | 30 Old Farm Rd, Dover, MA 02030-2512 | MA | 1991-06 | $416,540 |
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