Rodger L & Gloria F Daniels Charitable Foundation Tr, Hindlian Richard & G Daniels Ttees 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
| Rodger L & Gloria F Daniels Charitable Foundation Tr, Hindlian Richard & G Daniels Ttees | |
| Employer Identification Number (EIN) | 046769592 |
| Name of Organization | Rodger L & Gloria F Daniels Charitable Foundation Tr |
| Secondary Name | Hindlian Richard & G Daniels Ttees |
| In Care of Name | Richard J Hindlian Trustee |
| Address | 10 St James Ave Holland And Knight, Boston, MA 02116 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 01/1995 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $862,864 |
| Amount of Income | $37,828 |
| Form 990 Revenue Amount | $50,667 |
| National Taxonomy of Exempt Entities (NTEE) | Unknown: Unknown |
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 | $47,942 | $37,954 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $28,995 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-1,891 | |||
| Other | $20,838 | |||
| Total expenses and disbursements | $62,246 | $13,830 | $0 | $44,035 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $18,246 | $13,830 | $35 | |
| Contributions, gifts, grants paid | $44,000 | |||
| Excess of revenue over expenses and disbursements | $-14,304 | |||
| Net investment income | $24,124 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $908,092 | $962,991 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $206,698 | |
| Investments-corporate stock | $572,018 | |
| Investments-corporate bonds | $36,220 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $34,092 | |
| Other | $59,064 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $908,092 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $20,838 |
| 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 | $482 |
| Total credits and payments | $608 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $0 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $608 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $126 |
| Amount to be credited to 2013 estimated tax | $126 |
| 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 | $988,821 |
| Net value of noncharitable-use assets | $973,980 |
| Minimum investment return | $48,699 |
| Distributable Amount (for 2012) | |
| Distributable amount | $48,217 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $48,217 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $47,922 |
| 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 | Rockport Music Inc | 37 Main St, Rockport, MA 01966-1512 | MA | 1984-07 | $3,568,437 |
| 2 | Rockport Parent Teachers Organization | PO BOX 837, Rockport, MA 01966-2837 | MA | 1991-08 | $31,828 |
| 3 | Rockport Police Association | PO BOX 203, Rockport, MA 01966-0203 | MA | 1998-11 | $30,067 |
| 4 | Rockport Rotary Club Scholarship Fund | PO BOX 54, Rockport, MA 01966-0054 | MA | 1991-07 | $8,689 |
| 5 | Rockvale Community Housing Corporation | 31 Germania Street, Jamaica Plain, MA 02130-2314 | MA | 2001-07 | $198,549 |
| 6 | Rockwell Foundation | 370 Main St 12th Flr, Worcester, MA 01608-1723 | MA | 1997-10 | $248,296 |
| 7 | Rockwood Early Educational Academy Incorporated | 995 Blue Hill Ave Ste 1, Dorchester, MA 02124-2828 | MA | 1978-02 | $1,007,707 |
| 8 | Rocky Marciano Foundation Inc | 12 Mayotte Cir, Brockton, MA 02301-4640 | MA | 1981-02 | $50 |
| 9 | Rocky Neck Art Colony Inc | 6 Wonson St, Gloucester, MA 01930-4123 | MA | 1999-02 | $321,515 |
| 10 | Rod And Gun Club Of New Bedford Inc | PO BOX 79575, N Dartmouth, MA 02747-0988 | MA | 1979-10 | $152,889 |
| 11 | Rodger L & Gloria F Daniels Charitable Foundation Tr, Hindlian Richard & G Daniels Ttees | 10 St James Ave Holland And Knight, Boston, MA 02116 | MA | 1995-01 | $37,828 |
| 12 | Nordblom Family Foundation | 71 3rd Ave, Burlington, MA 01803-4430 | MA | 2000-03 | $11,755 |
| 13 | Rodman Ford Sales Inc Charitable Trust | Route One, Foxboro, MA 02035 | MA | 1987-04 | $286,446 |
| 14 | Rodman Ride For Kids Inc | 10 Lincoln Road, Foxboro, MA 02035-1382 | MA | 1997-06 | $12,987,372 |
| 15 | Roehr Family Foundation Inc | 52 Church St, Boston, MA 02116-5420 | MA | 1987-03 | $435,519 |
| 16 | Roger A & Ruth Lund Charitable Trust C/O Greenberg Rosenblatt & A | 306 Main Street Ste 400, Worcester, MA 01608-1550 | MA | 1964-05 | $126,320 |
| 17 | Roger J Renaud Memorial Fund Inc | 54 Mary Lou Ct, Raynham, MA 02767-5253 | MA | 1999-10 | $94 |
| 18 | Roger K Berle Char Tr Dtd 112691, Hill & Barlow | 800 Boylston St, Boston, MA 02199-8001 | MA | 1992-02 | $178,816 |
| 19 | Roger L & Hazel J Hersey Scholarship Fund Tr, Austin Michael A Co-Ttee | 115 North St, Hingham, MA 02043-1849 | MA | 1993-07 | $51 |
| 20 | Roger L Clifton Foundation | One Post Office Sq, Boston, MA 02109-2106 | MA | 1983-12 | $139,641 |
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