Old Mutual Charitable Foundation Inc 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
| Old Mutual Charitable Foundation Inc | |
| Employer Identification Number (EIN) | 043221224 |
| Name of Organization | Old Mutual Charitable Foundation Inc |
| Address | 200 Clarendon St Fl 53, Boston, MA 02116-5045 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1994 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1 to $9,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,557 |
| Amount of Income | $285,598 |
| Form 990 Revenue Amount | $278,707 |
Non-representatives - add comments:
| 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 | $294,454 | $0 | $0 | |
| Contributions, gifts, grants, etc., received | $294,454 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $290,492 | $0 | $0 | $290,492 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $290,492 | $0 | $290,492 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $3,962 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $6,391 | $6,391 |
| Cash - non-interest-bearing | $6,391 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $6,391 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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? | 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 | $19,219 |
| Net value of noncharitable-use assets | $18,920 |
| Minimum investment return | $946 |
| Distributable Amount (for 2012) | |
| Distributable amount | $946 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $946 |
| 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 | Old Colony Historical Society | 66 Church Grn, Taunton, MA 02780-3445 | MA | 1941-09 | $1,449,405 |
| 2 | Old Colony Hospice Inc | 1 Credit Union Way, Randolph, MA 02368-4633 | MA | 1985-09 | $7,527,368 |
| 3 | Old Colony Library Network Inc | 220 Forbes Rd Ste 401, Braintree, MA 02184-2715 | MA | 1987-02 | $1,089,970 |
| 4 | Old Colony Model Railroad & Technical Society | P O Box 45, Raynham, MA 02767 | MA | 2006-11 | $0 |
| 5 | Old Colony Montessori School Inc | 20 Derby Street, Hingham, MA 02043 | MA | 1964-07 | $1,338,352 |
| 6 | Old Colony Sportsmen Assn Inc Pembroke Mass | 159 Forest St, Pembroke, MA 02359-3317 | MA | 1944-10 | $249,809 |
| 7 | Old Colony Yacht Club, David J Harrington - Treas | 235 Victory Rd, Dorchester, MA 02122-3549 | MA | 1952-07 | $658,379 |
| 8 | Old Deerfield Nursery School Inc Memorial St | PO BOX 22, Deerfield, MA 01342-0022 | MA | 1990-04 | $76,992 |
| 9 | Old Deerfield Productions Inc | 7 Memorial Street, Deerfield, MA 01342-0015 | MA | 2008-04 | $76,807 |
| 10 | Girdler House | 78 Lothrop St, Beverly, MA 01915-5860 | MA | 1942-10 | $775,663 |
| 11 | Old Mutual Charitable Foundation Inc | 200 Clarendon St Fl 53, Boston, MA 02116-5045 | MA | 1994-03 | $285,598 |
| 12 | Old North Bridge Hounds Inc | 68 West Street, Berlin, MA 01501-1121 | MA | 1995-09 | $34,308 |
| 13 | Old North Foundation Of Boston Inc | 193 Salem St, Boston, MA 02113-1123 | MA | 1991-08 | $1,521,049 |
| 14 | Old Rochester Community Television Inc | 345 Front St, Marion, MA 02738-1583 | MA | 2006-01 | $327,607 |
| 15 | Old Silver Beach Estates Homeowners Assn Inc | PO BOX 1347, N Falmouth, MA 02556-1347 | MA | 1990-08 | $50,148 |
| 16 | Old Village Associaton Inc | 78 Water St, Chatham, MA 02633-2453 | MA | 1997-09 | $6,735 |
| 17 | Old West End Housing Corporation | 150 Staniford St Ste 7, Boston, MA 02114-2557 | MA | 2014-07 | $0 |
| 18 | Olde Holyoke Development Corporation | 70 Lyman St, Holyoke, MA 01040-6206 | MA | 1972-08 | $2,107,152 |
| 19 | Olde Marlborough Inc | PO BOX 293, Marlborough, MA 01752-0293 | MA | 2006-07 | $29,402 |
| 20 | Oldways Preservation & Exchange Trust Inc | 266 Beacon Street, Boston, MA 02116-1224 | MA | 1990-09 | $1,769,566 |
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