Oedel Foundation, Oedel Herbert Virginia Et Al Ttee in N Andover, 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
| Oedel Foundation, Oedel Herbert Virginia Et Al Ttee | |
| Employer Identification Number (EIN) | 046655524 |
| Name of Organization | Oedel Foundation |
| Secondary Name | Oedel Herbert Virginia Et Al Ttee |
| Address | 575 Osgood St Apt 7505, N Andover, MA 01845-1993 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1991 |
| 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 | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,732,381 |
| Amount of Income | $532,270 |
| Form 990 Revenue Amount | $75,748 |
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 | $69,310 | $77,023 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $6 | |||
| Dividends and interest from securities | $75,676 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $1,341 | |||
| Total expenses and disbursements | $125,967 | $10,331 | $0 | $115,500 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $10,467 | $10,331 | $0 | |
| Contributions, gifts, grants paid | $115,500 | |||
| Excess of revenue over expenses and disbursements | $-56,657 | |||
| Net investment income | $66,692 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,741,169 | $2,300,785 |
| Cash - non-interest-bearing | $80,145 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,077,239 | |
| Investments-corporate bonds | $531,233 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $52,552 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $1,741,169 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-7,713 |
| 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 | $667 |
| Total credits and payments | $1,480 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,480 |
| 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 | $813 |
| Amount to be credited to 2013 estimated tax | $813 |
| 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 | $2,304,158 |
| Net value of noncharitable-use assets | $2,269,600 |
| Minimum investment return | $113,480 |
| Distributable Amount (for 2012) | |
| Distributable amount | $112,813 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $112,813 |
| 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 | Oci Healing Research Foundation Inc | 15 Cottage Ave Ste 501, Quincy, MA 02169-5216 | MA | 2008-10 | $48,489 |
| 2 | Ockeghem Foundation | 18 Wildwood Ln, Amherst, MA 01002-1860 | MA | 2000-01 | $4,229 |
| 3 | Oconnell Foundation, 786-74e31 | 500 Victory Road, N Quincy, MA 02171-3139 | MA | 2002-08 | $75,684 |
| 4 | Ocpc Regional Operation And Management Inc | 70 School St, Brockton, MA 02301-4031 | MA | 1988-06 | $70,200 |
| 5 | October As Italian Heritage Month Committee | PO BOX 185, Medford, MA 02155-0002 | MA | 2002-03 | $10,075 |
| 6 | Ocular Immunology And Uveitus Foundation Inc | 348 Glen Rd, Weston, MA 02493-1403 | MA | 2006-11 | $933,362 |
| 7 | The C Stephen And Frances B Foster Foundation | 348 Glen Rd, Weston, MA 02493-1403 | MA | 1983-02 | $1,259,864 |
| 8 | Odaiko New England Inc | 29 Montvale Ave Suit 23, Woburn, MA 01801-7020 | MA | 2004-12 | $59,291 |
| 9 | Odd Fellows Home Of Ma Inc | 104 Randolph Rd, Worcester, MA 01606-2465 | MA | 1983-05 | $6,437,966 |
| 10 | Odwin Learning Center Inc | 211 Congress St Ste 704, Boston, MA 02110-2479 | MA | 1968-12 | $588 |
| 11 | Oedel Foundation, Oedel Herbert Virginia Et Al Ttee | 575 Osgood St Apt 7505, N Andover, MA 01845-1993 | MA | 1991-04 | $532,270 |
| 12 | Oedipus Foundation Charitable Tr, Hyson Edward Ttee | PO BOX 373, Dover, MA 02030-0373 | MA | 2004-01 | $20,050 |
| 13 | Office And Professional Employees International Union, 1021 Opeiu Local | 11 Peabody Square, Peabody, MA 01960-5600 | MA | $53,922 | |
| 14 | Office And Professional Employees International Union, 1295 Opeiu | PO BOX 253, Woburn, MA 01801-0353 | MA | 1961-03 | $68,280 |
| 15 | Office And Professional Employees International Union, 453 Opeiu | 147 W 4th St, South Boston, MA 02127-1815 | MA | 1946-04 | $291,880 |
| 16 | Office And Professional Employees International Union, 6 Opeiu | 77 Parkingway, Quincy, MA 02169-5059 | MA | 1946-04 | $1,745,609 |
| 17 | Officer Harold L Vitale Memorial Fund Inc | 20 Bristol Rd, Peabody, MA 01960-3474 | MA | 1992-10 | $102,063 |
| 18 | Officer Jamie Cochrane Memorial Road Race Inc | PO BOX 690268, Quincy, MA 02269-0268 | MA | 2008-10 | $43,000 |
| 19 | Oficina Hispana De La Comunidad | 2010 Columbus Ave, Roxbury, MA 02119-1106 | MA | 1981-06 | $387,116 |
| 20 | Ofs Realty Corporation | 101 Arch St, Boston, MA 02110-1130 | MA | 1992-08 | $479 |
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