Middlecott 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
| Middlecott Foundation | |
| Employer Identification Number (EIN) | 046155699 |
| Name of Organization | Middlecott Foundation |
| Address | 50 Congress Sst Rm 800, Boston, MA 02109-4007 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 10/1967 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,816,398 |
| Amount of Income | $1,873,421 |
| Form 990 Revenue Amount | $672,806 |
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 | $2,309,055 | $1,698,158 | $0 | |
| Contributions, gifts, grants, etc., received | $2,271,934 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $29,382 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $250 | |||
| Other | $7,489 | |||
| Total expenses and disbursements | $1,060,702 | $11,936 | $0 | $1,049,066 |
| Compensation of officers, directors, trustees, etc. | $384 | |||
| Total operating and administrative expenses | $22,355 | $11,936 | $10,719 | |
| Contributions, gifts, grants paid | $1,038,347 | |||
| Excess of revenue over expenses and disbursements | $1,248,353 | |||
| Net investment income | $1,686,222 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,036,784 | $2,297,631 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,281,714 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $755,070 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,036,784 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $7,489 |
| 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 | $33,724 |
| Total credits and payments | $8,257 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $8,257 |
| 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 | $25,467 |
| 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? | 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 | $1,837,104 |
| Net value of noncharitable-use assets | $1,809,540 |
| Minimum investment return | $90,477 |
| Distributable Amount (for 2012) | |
| Distributable amount | $56,753 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $56,753 |
| 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 | Middle Atlantic And New England Cou | 375 Church St, North Adams, MA 01247-4124 | MA | 2006-08 | $3,550 |
| 2 | Middle School Parent Teacher Organization | 30 Sherwood Ave, Shrewsbury, MA 01545-2742 | MA | 1997-10 | $91,379 |
| 3 | Middleboro Veterans Memorial Park Tr, Beaulieu Ed Ttee | 6101 Oak Point Dr, Middleboro, MA 02346-5368 | MA | 2004-12 | $16,557 |
| 4 | Middleboro Youth Soccer Assoc Inc | PO BOX 285, Middleboro, MA 02346-0285 | MA | 1991-08 | $109,264 |
| 5 | Middleboro Youth Softball League | PO BOX 1207, Middleboro, MA 02346-4207 | MA | 2000-01 | $32,119 |
| 6 | Middleborough Little League Inc | PO BOX 261, Middleborough, MA 02346-0261 | MA | 1981-05 | $136,353 |
| 7 | Middleborough On The Move Inc | 20 Center Street First Floor, Middleborough, MA 02346 | MA | 2005-02 | $0 |
| 8 | Middleborough Police Superior Officers Union Local 96 Ne Pba Inc, Iupa Local 9000afl-Cio | 99 N Main St, Middleboro, MA 02346-2419 | MA | 2006-06 | $24,889 |
| 9 | Middleborough Services To Elderly Inc | 27 Murdock St, Middleboro, MA 02346 | MA | 1989-05 | $0 |
| 10 | Middleborough Veterans Outreach Center Inc | 61 Summer Street, Middleboro, MA 02346 | MA | 2006-02 | $1,304 |
| 11 | Middlecott Foundation | 50 Congress Sst Rm 800, Boston, MA 02109-4007 | MA | 1967-10 | $1,873,421 |
| 12 | Middlemede Foundation | 282 Beacon St Apt 9, Boston, MA 02116-1101 | MA | 1999-08 | $1,285 |
| 13 | Middlesex Canal Association Inc | 1010 Waltham St 205, Lexington, MA 02421 | MA | 1976-01 | $0 |
| 14 | 4-H Clubs & Affiliated 4-H Organizations, Middlesex 4-H Fair Inc | PO BOX 352, Westford, MA 01886-0352 | MA | 1974-11 | $80,788 |
| 15 | Middlesex County Bar Foundation Inc | 200 Trade Center 3rd Fl, Woburn, MA 01801-1877 | MA | 1999-12 | $12 |
| 16 | Middlesex County Deputy Sheriffs Association Inc | 35 Center Street, Burlington, MA 01803-3054 | MA | 1991-10 | $80,153 |
| 17 | Middlesex County Foundation Inc | 1031 Erickson Rd, Ashby, MA 01431-2063 | MA | 1968-07 | $331,524 |
| 18 | Middlesex County Kennel Club Inc | 11 Pearl St, Upton, MA 01568-1221 | MA | 1996-11 | $79,984 |
| 19 | Middlesex Deputy Sheriffs Association Inc | 35 Center Street, Burlington, MA 01803-3054 | MA | 2005-06 | $17,703 |
| 20 | Middlesex District Society | C/O Sandra Sartell 18 Upland Road, Wakefield, MA 01880 | MA | 1982-03 | $91,487 |
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