Planned Giving Group Of New England in Waltham, Massachusetts (MA)
Table of contents:
| Planned Giving Group Of New England | |
| Employer Identification Number (EIN) | 042767452 |
| Name of Organization | Planned Giving Group Of New England |
| In Care of Name | M Kelley Dir Of Planned Giving |
| Address | 411 Waverly Rd Ste 331b, Waltham, MA 02453 |
| Activities | Discussion groups, forums, panels lectures, etc. |
| Subsection | Charitable Organization |
| Ruling Date | 12/1982 |
| Deductibility | Contributions are deductible |
| Foundation | Organization which receives a substantial part of its support from a governmental unit or the general public |
| Organization | Association |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 06/2014 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 (all other) or 990EZ return |
| Asset Amount | $204,328 |
| Amount of Income | $184,599 |
| Form 990 Revenue Amount | $184,599 |
Non-representatives - add comments:
Revenue for 2014
Support schedule
| Revenue, Expenses, and Changes in Net Assets or Fund Balances | ||||
| 2011 | 2012 | 2013 | 2014 | |
|---|---|---|---|---|
| Total revenue | $159,479 | $185,460 | $193,428 | $184,599 |
| Contributions, gifts, grants, and similar amounts received | $400 | $600 | $200 | $50 |
| Program service revenue including government fees and contracts | $56,000 | $77,935 | $77,040 | $68,090 |
| Membership dues and assessments | $101,030 | $104,915 | $114,095 | $114,290 |
| Investment income | $2,049 | $2,010 | $2,093 | $2,169 |
| Gain/Loss from sale of assets other than inventory | $0 | $0 | $0 | $0 |
| Net income/loss from gaming and fundraising events | $0 | $0 | $0 | $0 |
| Gross profit/loss from sales of inventory | $0 | $0 | $0 | $0 |
| Other revenue | $0 | $0 | $0 | $0 |
| Total expenses | $152,549 | $184,667 | $186,883 | $208,843 |
| Total net assets | $183,396 | $187,219 | $202,327 | $191,971 |
| Excess/Deficit for the year | $6,930 | $793 | $6,545 | $-24,244 |
| Net assets or fund balances at beginning of year | $164,513 | $183,396 | $187,219 | $202,327 |
| Other changes in net assets or fund balances | $11,953 | $3,030 | $8,563 | $13,888 |
| Net assets or fund balances at end of year | $187,219 | $202,327 | $191,971 | |
| Balance Sheets | ||||
| 2011 | 2012 | 2013 | 2014 | |
|---|---|---|---|---|
| Total assets | $192,056 | $192,819 | $215,124 | $204,328 |
| Total liabilities | $8,660 | $5,600 | $12,797 | $12,357 |
| Net assets or fund balances | $183,396 | $187,219 | $202,327 | $191,971 |
| Other Information | ||||
| 2011 | 2012 | 2013 | 2014 | |
|---|---|---|---|---|
| Did the organization engage in any significant activity not previously reported to the IRS? | No | No | No | |
| Were any significant changes made to the organizing or governing documents? | No | No | No | |
| Did the organization have unrelated business gross income of $1,000 or more during the year from business activities | Yes | Yes | Yes | Yes |
| Has the organization filed a Form 990-T for the year? | Yes | Yes | Yes | |
| Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? | No | No | No | |
| Amount of political expenditures, direct or indirect | $0 | $0 | $0 | |
| Did the organization file Form 1120-POL for this year? | No | No | No | |
| Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return? | No | No | No | |
| Total amount involved | $0 | $0 | $0 | |
| Initiation fees and capital contributions | $0 | $0 | $0 | $0 |
| Gross receipts for public use of club facilities | $0 | $0 | $0 | $0 |
| Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? | No | No | No | |
| At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? | No | No | No | |
| Reason for Public Charity Status (for 2014) | |
| The organization is not a private foundation because it is: | An organization that normally receives: (1) more than 33 1/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3 % of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975 |
| Number of organizations supported | 0 |
| Sum of amounts of support | $0 |
| Support Schedule for Organizations Described in Section 509(a)(2) (for 2010 - 2014) | |
| 2010 - 2014 Total | |
|---|---|
| Public support | $840,510 |
| Subtotal | $840,510 |
| Gifts, grants, contributions, and membership fees received | $537,085 |
| Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | $303,425 |
| Gross receipts from activities that are not an unrelated trade or business under section 513 | $0 |
| Tax revenues levied for the organization's benefit and either paid to or expended on its behalf | $0 |
| The value of services or facilities furnished by a governmental unit to the organization without charge | $0 |
| Less | $0 |
| Amounts received from disqualified persons | $0 |
| Amounts received from other than disqualified persons that exceed the greater of $5,000 or 1% of the total support | $0 |
| Total support | $850,823 |
| Public support | $840,510 |
| Subtotal | $10,313 |
| Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources | $10,313 |
| Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 | $0 |
| Net income from unrelated business activities, whether or not the business is regularly carried on | $0 |
| Other income | $0 |
| Unrelated Trade or Business Income (for 2009) | |||
| Income | Expenses | Net | |
|---|---|---|---|
| Total | $25,501 | $1,767 | $783 |
| 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 | $25,501 | $1,767 | $783 |
| Other income | $0 | $0 | $0 |
| Deductions Not Taken Elsewhere (for 2009) | |
| Total deductions | $783 |
| 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 | $783 |
| 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 | $0 |
| Write your review! |
|
|
| Recently Added Reviews |
| Creative Word Assembly Christian Center Inc in Waltham, MA |
The Red Sox Foundation Inc 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
|
|
Twilight Throwers in Chelmsford, MA
|
| Wayland Baseball And Softball Association Inc in Wayland, MA |
Wellspring Inc in Hull, MA
 |
| Other organizations in Massachusetts | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Pakachoag Acres Day Care Center Inc | 482 Southbridge St, Auburn, MA 01501-2468 | MA | 1979-05 | $3,470,423 |
| 2 | Parent Talk | PO BOX 920531, Needham, MA 02492-0006 | MA | 1993-07 | $158,517 |
| 3 | Participatory Culture Foundation | 150 Hardwick Rd, Barre, MA 01005-9208 | MA | 2006-03 | $940,492 |
| 4 | Partners Healthcare System Inc, Partners Continuing Care Inc | 800 Boylston St Ste 1150, Boston, MA 02199-8123 | MA | 2010-11 | $0 |
| 5 | Partners Healthcare System Inc, Partners Home Care Inc | 529 Main St Ste 510, Charlestown, MA 02129-1116 | MA | 2010-11 | $0 |
| 6 | Pearson Family Charitable Foundation | 100 Summer St Ste 2300, Boston, MA 02110-2156 | MA | 1997-04 | $2,828,599 |
| 7 | Phillip And Elizabeth Gross Family Foundation, Gross Phillip T Ttee | 75 Federal St, Boston, MA 02110-1913 | MA | 2000-08 | $12,754,841 |
| 8 | Pilgrim Advocates Inc | 144 Main St Fl 4, Brockton, MA 02301-4051 | MA | 1984-11 | $111,098 |
| 9 | Planet Aid Inc | 47 Sumner Street, Milford, MA 01757-4606 | MA | 1997-10 | $48,821,271 |
| 10 | Planetary Metamorphosis Foundation | 204 Spring St, Marion, MA 02738-1570 | MA | 2001-02 | $173,715 |
| 11 | Planned Giving Group Of New England | 411 Waverly Rd Ste 331b, Waltham, MA 02453 | MA | 1982-12 | $184,599 |
| 12 | Planned Parenthood League Of Massachusetts Inc | 1055 Commonwealth Ave, Boston, MA 02215-1001 | MA | 1980-05 | $19,621,954 |
| 13 | Plimoth Plantation Inc | PO BOX 1620, Plymouth, MA 02362-1620 | MA | 1948-11 | $11,859,649 |
| 14 | Professional Photographers Association Of Massachusetts Inc | C/O Joanne Aleo 626 Chandler Street, Tewksbury, MA 01876 | MA | 1985-10 | $39,644 |
| 15 | Project Adventure Inc | 719 Cabot St, Beverly, MA 01915-1027 | MA | 1982-02 | $4,159,433 |
| 16 | Proprietors Of The Social Law Library | 1 Pemberton Sq Ste 4100, Boston, MA 02108-1702 | MA | 1939-09 | $6,387,860 |
| 17 | Provincetown Theatre Foundation Inc | 238 Bradford St, Provincetown, MA 02657-1745 | MA | 2001-09 | $300,304 |
| 18 | Puppet Showplace Inc | 32 Station St, Brookline, MA 02445-7938 | MA | 1975-02 | $460,943 |
| 19 | Quincy Community Action Programs Inc | 1509 Hancock Street, Quincy, MA 02169-5241 | MA | 1966-12 | $18,673,776 |
| 20 | Reeder Foundation | One International Pl, Boston, MA 02110-2602 | MA | 2001-10 | $4,945,553 |
Organization representatives - add corrected or new information about Planned Giving Group Of New England »
Non-representatives - add comments about Planned Giving Group Of New England»