Perkinelmer Foundation in Waltham, 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
Perkinelmer Foundation | |
Employer Identification Number (EIN) | 042683042 |
Name of Organization | Perkinelmer Foundation |
Address | 940 Winter St, Waltham, MA 02451-1457 |
Activities | Gifts, grants, or loans to other organizations |
Subsection | Charitable Organization |
Ruling Date | 11/1979 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 06/2014 |
Assets | $5,000,000 to $9,999,999 |
Income | $1,000,000 to $4,999,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $8,133,582 |
Amount of Income | $3,466,578 |
Form 990 Revenue Amount | $186,672 |
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 | $186,672 | $186,672 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $51,134 | |||
Dividends and interest from securities | $110,790 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $24,748 | |||
Total expenses and disbursements | $531,788 | $64,002 | $0 | $461,845 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $69,943 | $64,002 | $0 | |
Contributions, gifts, grants paid | $461,845 | |||
Excess of revenue over expenses and disbursements | $-345,116 | |||
Net investment income | $122,670 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $7,020,323 | $7,020,323 |
Cash - non-interest-bearing | $-229,991 | |
Investments-U.S. and state government obligations | $1,509,444 | |
Investments-corporate stock | $4,978,130 | |
Investments-corporate bonds | $217,277 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $545,463 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $7,020,323 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $24,748 |
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 | $1,227 |
Total credits and payments | $3,675 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $3,675 |
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 |
Overpayment | $2,448 |
Amount to be credited to 2013 estimated tax | $2,448 |
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 | $7,247,100 |
Net value of noncharitable-use assets | $7,138,380 |
Minimum investment return | $356,919 |
Distributable Amount (for 2012) | |
Distributable amount | $355,692 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $355,692 |
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 | Perennial Foundation Udt Dtd 072589 | 10 Rocky Hill Rd, Plymouth, MA 02360-5501 | MA | $359,388 | |
2 | Perf Inc, Plainville Emergency Relief Fund | 152 Wampum St, Plainville, MA 02762-1606 | MA | 1991-01 | $159 |
3 | Perfect Storm Foundation Inc | 248 E Main St, Gloucester, MA 01930-4145 | MA | 1998-11 | $0 |
4 | Performers Workshop Inc | 49 Old Farm Road, Chilmark, MA 02535 | MA | 2004-01 | $4,325 |
5 | Performing Arts Center Of Metrowest Inc | 140 Pearl St, Framingham, MA 01702-8222 | MA | 1983-06 | $345,042 |
6 | Performing Arts School Of Worcester Inc, Worcester Youth Orchestras | Po Box 991, Worcester, MA 01613 | MA | 1971-10 | $0 |
7 | Peri Support Fund Inc | 418 N Pleasant St Gordon Hall, Amherst, MA 01002 | MA | 2003-11 | $275,659 |
8 | Pericles Partners Foundation Inc | 44 Winthrop St, Charlestown, MA 02129-3315 | MA | 2007-10 | $881,992 |
9 | Periwinkle Montessori School Inc | 147 Trotting Park Rd, Teaticket, MA 02536-5627 | MA | 2008-12 | $91,536 |
10 | Perkin Fund | PO BOX 2220, S Hamilton, MA 01982-0220 | MA | 1967-08 | $30,734,501 |
11 | Perkinelmer Foundation | 940 Winter St, Waltham, MA 02451-1457 | MA | 1979-11 | $3,466,578 |
12 | Perkins Paper Inc Welfare Benefit Tr, Perkins Laurence L Ttee | 630 John Hancock Rd, Taunton, MA 02780-7380 | MA | 1998-11 | $10,153,351 |
13 | Perls Foundation 90150376 | 230 Congress St, Boston, MA 02110-2409 | MA | 1998-08 | $4,987,714 |
14 | Permanent Endowment Fund For Marthas Vineyard | PO BOX 602, Tisbury, MA 02575-0602 | MA | 1983-01 | $3,498,372 |
15 | Permanent Fund Trust For Harvard Travellers Club | PO BOX 190, Canton, MA 02021-0190 | MA | 1965-06 | $76,025 |
16 | Pernet Family Health Service Inc | 237 Millbury St, Worcester, MA 01610-2177 | MA | 1970-03 | $1,862,787 |
17 | Perpetual Benevolent Fund | PO BOX 1486, Lanesborough, MA 01237-1486 | MA | $5,695,753 | |
18 | Perpetual Help Foundation | C/O Dana Sambogna Cpa 38 Suffolk, West Yarmouth, MA 02673 | MA | 1992-06 | $10,000 |
19 | Perry And Madeline Garver Familyfoundation Inc | 23 Monmouth Ct, Brookline, MA 02446-5608 | MA | 2008-02 | $30,371 |
20 | Perry F Rich Trust 1 T17773 | 1 Lincoln Street Ssfc 24, Boston, MA 02111-2900 | MA | 1984-07 | $29,405 |
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