Orchard Foundation, Lehner Carl & Gordon Ehrlich Ttees in Rockland, 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
| Orchard Foundation, Lehner Carl & Gordon Ehrlich Ttees | |
| Employer Identification Number (EIN) | 046660214 |
| Name of Organization | Orchard Foundation |
| Secondary Name | Lehner Carl & Gordon Ehrlich Ttees |
| In Care of Name | Leigh Fibers Inc |
| Address | 100 Ledgewood Pl Ste 103, Rockland, MA 02370-1075 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 06/1991 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $10,650,727 |
| Amount of Income | $1,230,730 |
| Form 990 Revenue Amount | $403,887 |
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 | $500,494 | $459,494 | $0 | |
| Contributions, gifts, grants, etc., received | $41,000 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $213,414 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-46,771 | |||
| Other | $292,851 | |||
| Total expenses and disbursements | $1,139,336 | $122,548 | $0 | $1,016,788 |
| Compensation of officers, directors, trustees, etc. | $60,000 | |||
| Total operating and administrative expenses | $168,326 | $122,548 | $45,778 | |
| Contributions, gifts, grants paid | $971,010 | |||
| Excess of revenue over expenses and disbursements | $-638,842 | |||
| Net investment income | $336,946 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $10,921,723 | $11,076,795 |
| Cash - non-interest-bearing | $4,789 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $6,460,695 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $4,456,239 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $10,921,723 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $292,851 |
| 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 | $6,739 |
| Total credits and payments | $13,742 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $13,742 |
| 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 | $7,003 |
| Amount to be credited to 2013 estimated tax | $7,003 |
| 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? | 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 | $12,098,690 |
| Net value of noncharitable-use assets | $11,917,220 |
| Minimum investment return | $595,861 |
| Distributable Amount (for 2012) | |
| Distributable amount | $589,122 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $589,122 |
| 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 | Options For Children In Zambia | 20 Dassance Dr, Foxboro, MA 02035-3002 | MA | 2007-06 | $82,818 |
| 2 | Options In Education Inc | PO BOX 869, West Tisbury, MA 02575-0869 | MA | 1995-08 | $263,153 |
| 3 | Options Properties Inc | 82 Brigham St, Marlborough, MA 01752-3137 | MA | 2000-06 | $69,394 |
| 4 | Ora Gaylord Arooth Tr, Rowley Glenn H Ttee | PO BOX 2402, Brewster, MA 02631-8402 | MA | $46,914 | |
| 5 | Dentaquest Foundation Inc | 465 Medford St, Boston, MA 02129-1426 | MA | 1995-07 | $6,839,569 |
| 6 | Orange Gun Club Inc | PO BOX 263, Orange, MA 01364-0263 | MA | 1992-09 | $54,720 |
| 7 | Orange Historical Society | 41 N Main St, Orange, MA 01364-1017 | MA | 1982-04 | $33,474 |
| 8 | Orange Recovery House Inc | 44 Canal St, Turners Falls, MA 01376-1106 | MA | 2006-02 | $41,173 |
| 9 | Orange Revitalization Partnership Inc | Po Box 347, Orange, MA 01364 | MA | 1996-02 | $-330 |
| 10 | Orange Roller Skating Association Inc | 367 Pinedale Ave, Athol, MA 01331-1040 | MA | 2001-06 | $29,918 |
| 11 | Orchard Foundation, Lehner Carl & Gordon Ehrlich Ttees | 100 Ledgewood Pl Ste 103, Rockland, MA 02370-1075 | MA | 1991-06 | $1,230,730 |
| 12 | Orchard Hills Charitable Foundation A Nonprofit Corporation | 100 Duval Rd, Lancaster, MA 01523-3234 | MA | 2002-01 | $5,741 |
| 13 | Orchard View Elderly Housing Inc | C/O Appleton Corp 57 Suffolk St, Holyoke, MA 01040 | MA | 1985-08 | $462,082 |
| 14 | Orchestra For The Art Of Music Inc | PO BOX 1023, Mattapoisett, MA 02739-0406 | MA | 1996-02 | $10,452 |
| 15 | Order Of The Founders & Patriots Of America, Massachusetts Society | 582 Main St, Wilbraham, MA 01095-1604 | MA | 1972-04 | $99,118 |
| 16 | Order Of The Founders & Patriots Of America, Massachusetts Society | 582 Main St, Wilbraham, MA 01095-1604 | MA | 1972-04 | $9,612 |
| 17 | Northwest Atlantic Marine Allliance Inc | PO BOX 7066, Gloucester, MA 01930-4666 | MA | 1998-06 | $283,861 |
| 18 | Oak Foundation For Child Health & Education Inc | One Post Office Square, Boston, MA 02109-2106 | MA | 1991-05 | $308,756 |
| 19 | North American Family Institute Inc, Nfi North Inc | 26 Howley St Ste 3, Peabody, MA 01960-8634 | MA | 1986-12 | $15,801,869 |
| 20 | North East Fabricare Association | 32 Pond St, Norwell, MA 02061-1604 | MA | 1989-02 | $93,526 |
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