Ogden Codman Trust Uw Dorothy Sfm Codman 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
- Unrelated Trade or Business Income
- Deductions Not Taken Elsewhere
- Other organizations in Massachusetts
| Ogden Codman Trust Uw Dorothy Sfm Codman | |
| Employer Identification Number (EIN) | 046225360 |
| Name of Organization | Ogden Codman Trust Uw Dorothy Sfm Codman |
| In Care of Name | William B Tyler |
| Address | 160 Federal St Fl 15, Boston, MA 02110-1700 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 01/1971 |
| 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 | $2,788,366 |
| Amount of Income | $792,759 |
| Form 990 Revenue Amount | $377,248 |
Non-representatives - add comments:
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 | $178,682 | $194,592 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $194,592 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $236,817 | $38,656 | $0 | $198,161 |
| Compensation of officers, directors, trustees, etc. | $32,382 | |||
| Total operating and administrative expenses | $64,397 | $38,656 | $25,741 | |
| Contributions, gifts, grants paid | $172,420 | |||
| Excess of revenue over expenses and disbursements | $-58,135 | |||
| Net investment income | $155,936 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,789,932 | $4,303,727 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $455,158 | |
| Investments-corporate stock | $1,415,745 | |
| Investments-corporate bonds | $398,794 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $445,510 | |
| Other | $74,725 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,789,932 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-15,910 |
| 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 | $3,119 |
| Total credits and payments | $6,800 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $6,800 |
| 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 | $3,681 |
| Amount to be credited to 2013 estimated tax | $3,681 |
| 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 | $4,351,259 |
| Net value of noncharitable-use assets | $4,286,000 |
| Minimum investment return | $214,300 |
| Distributable Amount (for 2012) | |
| Distributable amount | $211,181 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $211,181 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $194,639 |
| 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 |
| Unrelated Trade or Business Income (for 2008) | |||
| Income | Expenses | Net | |
|---|---|---|---|
| Total | $0 | $0 | $0 |
| Gross receipts or sales less returns and allowances | $0 | $0 | $0 |
| Cost of goods sold | $0 | $0 | $0 |
| Gross profit | $0 | $0 | $0 |
| Capital gain net income | $0 | $0 | $0 |
| Net gain | $0 | $0 | $0 |
| Capital loss deduction for trusts | $0 | $0 | $0 |
| Income (loss) from partnerships and S corporations | $0 | $0 | $0 |
| Rent income | $0 | $0 | $0 |
| Unrelated debt-financed income | $0 | $0 | $0 |
| Interest, annuities, royalties, and rents from controlled organizations | $0 | $0 | $0 |
| Investment income of a section 501(c)(7), (9), or (17) organization | $0 | $0 | $0 |
| Exploited exempt activity income | $0 | $0 | $0 |
| Advertising income | $0 | $0 | $0 |
| Other income | $0 | $0 | $0 |
| Deductions Not Taken Elsewhere (for 2008) | |
| Total deductions | $0 |
| Compensation of officers, directors, and trustees | $0 |
| Salaries and wages | $0 |
| Repairs and maintenance | $0 |
| Bad debts | $0 |
| Interest | $0 |
| Taxes and licenses | $0 |
| Charitable contributions | $0 |
| Depreciation | $0 |
| Depletion | $0 |
| Contributions to deferred compensation plans | $0 |
| Employee benefit programs | $0 |
| Excess exempt expenses | $0 |
| Excess readership costs | $0 |
| Other deductions | $0 |
| Unrelated business taxable income | $0 |
| Unrelated business taxable income before net operating loss deduction | $0 |
| Net operating loss deduction | $0 |
| Unrelated business taxable income before specific deduction | $0 |
| Specific deduction | $1,000 |
| Write your review! |
|
|
| Recently Added Reviews |
The Red Sox Foundation Inc in Boston, MA
  |
|
Ben And Rose Cole Charitable Pria Foundation in Boston, MA
|
|
Chefs Table Foundation in Boston, MA
|
|
Chester Square Neighborhood Association Inc in Boston, MA
|
|
Landry Family Charitable Foundation in Boston, MA
|
|
King Solomon Humanitarian Foundation For Handicapped Childre, Handi-Kids in Bridgewater, MA
|
| Iglesia Camino Al Calvario in Lynn, MA |
| Rossbach Charitable Remainder Tr, Rossbach Janice & C E Ahara Ttees in Lexington, MA |
| Massachusetts-Ponkapoag Tribal Council Inc in Bridgewater, MA |
|
Fc Blazers in Needham Hgts, MA
|
| Other organizations in Massachusetts | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Norman Knight Charitable Foundation | 63 Bay State Rd, Boston, MA 02215-1802 | MA | 1959-02 | $2,744,054 |
| 2 | North And South Rivers Watershed Association Inc | PO BOX 43, Norwell, MA 02061-0043 | MA | 1972-07 | $393,954 |
| 3 | North Bennet Street School | 150 North St, Boston, MA 02109-1405 | MA | 1927-05 | $11,765,249 |
| 4 | North Shore Arts Association Of Gloucester Inc | Of Gloucester Inc 11 Pirates Lane, Gloucester, MA 01930 | MA | 1971-03 | $249,969 |
| 5 | North Shore Heritage Associates Inc | 64 Holten St, Danvers, MA 01923-1973 | MA | 1983-10 | $769,417 |
| 6 | North Shore Jewish Press Ltd The Journal Of The North Shore | 27 Congress St Ste 501, Salem, MA 01970-5577 | MA | 1978-09 | $693,253 |
| 7 | Northeast Health Systems Inc | 85 Herrick St, Beverly, MA 01915-1790 | MA | 1997-05 | $10,861,022 |
| 8 | Northeast Organic Farming Association Massachusetts Chapter, Inc | 411 Sheldon Rd, Barre, MA 01005-9219 | MA | 1994-01 | $692,932 |
| 9 | Eastern Millwright Regional Council Apprenticeship & Training Fund | Apprenticeship Training Fund 90 Bra, Allston, MA 02134 | MA | 1994-03 | $583,060 |
| 10 | Northern Berkshire Health System Inc | 71 Hospital Ave, North Adams, MA 01247-2504 | MA | 1986-11 | $6,327,592 |
| 11 | Ogden Codman Trust Uw Dorothy Sfm Codman | 160 Federal St Fl 15, Boston, MA 02110-1700 | MA | 1971-01 | $792,759 |
| 12 | On Stage Theatrical Productions Inc | 3770 N Main St, Fall River, MA 02720 | MA | 1999-04 | $62,220 |
| 13 | One Thousand Southern Artery Senior Citizens Center Inc | 1000 Southern Artery, Quincy, MA 02169-8550 | MA | 1968-04 | $884,260 |
| 14 | Operation Outreach-Usa Inc | 360 Woodland St Ste 2, Holliston, MA 01746-1826 | MA | 1997-08 | $411,741 |
| 15 | Pacer Foundation | 101 Arch St 18th Flr, Boston, MA 02110-1122 | MA | 1991-06 | $827,998 |
| 16 | Pakachoag Acres Day Care Center Inc | 482 Southbridge St, Auburn, MA 01501-2468 | MA | 1979-05 | $3,470,423 |
| 17 | Parent Talk | PO BOX 920531, Needham, MA 02492-0006 | MA | 1993-07 | $158,517 |
| 18 | Participatory Culture Foundation | 150 Hardwick Rd, Barre, MA 01005-9208 | MA | 2006-03 | $940,492 |
| 19 | Partners Healthcare System Inc, Partners Continuing Care Inc | 800 Boylston St Ste 1150, Boston, MA 02199-8123 | MA | 2010-11 | $0 |
| 20 | Partners Healthcare System Inc, Partners Home Care Inc | 529 Main St Ste 510, Charlestown, MA 02129-1116 | MA | 2010-11 | $0 |
Organization representatives - add corrected or new information about Ogden Codman Trust Uw Dorothy Sfm Codman »
Non-representatives - add comments about Ogden Codman Trust Uw Dorothy Sfm Codman»