Roger K Berle Char Tr Dtd 112691, Hill & Barlow 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
| Roger K Berle Char Tr Dtd 112691, Hill & Barlow | |
| Employer Identification Number (EIN) | 046691795 |
| Name of Organization | Roger K Berle Char Tr Dtd 112691 |
| Secondary Name | Hill & Barlow |
| In Care of Name | Ropes & Gray |
| Address | 800 Boylston St, Boston, MA 02199-8001 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 02/1992 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,020,922 |
| Amount of Income | $178,816 |
| Form 990 Revenue Amount | $33,576 |
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 | $337,173 | $337,173 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $31,735 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $305,438 | |||
| Total expenses and disbursements | $132,401 | $11,637 | $0 | $120,764 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $15,501 | $11,637 | $3,864 | |
| Contributions, gifts, grants paid | $116,900 | |||
| Excess of revenue over expenses and disbursements | $204,772 | |||
| Net investment income | $325,536 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,077,786 | $1,123,877 |
| Cash - non-interest-bearing | $700 | |
| Investments-U.S. and state government obligations | $49,158 | |
| Investments-corporate stock | $678,111 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $280,539 | |
| Other | $69,278 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,077,786 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $305,438 |
| 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 | $3,255 |
| Total credits and payments | $400 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $400 |
| 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 | $2,855 |
| 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 | $1,125,605 |
| Net value of noncharitable-use assets | $1,108,720 |
| Minimum investment return | $55,436 |
| Distributable Amount (for 2012) | |
| Distributable amount | $52,181 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $52,181 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
The Red Sox Foundation Inc in Boston, MA
  |
|
Ben And Rose Cole Charitable Pria Foundation in Boston, MA
|
|
Chefs Table Foundation in Boston, MA
|
|
Chester Square Neighborhood Association Inc in Boston, MA
|
|
Landry Family Charitable Foundation 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
|
| Other organizations in Massachusetts | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Rocky Marciano Foundation Inc | 12 Mayotte Cir, Brockton, MA 02301-4640 | MA | 1981-02 | $50 |
| 2 | Rocky Neck Art Colony Inc | 6 Wonson St, Gloucester, MA 01930-4123 | MA | 1999-02 | $321,515 |
| 3 | Rod And Gun Club Of New Bedford Inc | PO BOX 79575, N Dartmouth, MA 02747-0988 | MA | 1979-10 | $152,889 |
| 4 | 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 |
| 5 | Nordblom Family Foundation | 71 3rd Ave, Burlington, MA 01803-4430 | MA | 2000-03 | $11,755 |
| 6 | Rodman Ford Sales Inc Charitable Trust | Route One, Foxboro, MA 02035 | MA | 1987-04 | $286,446 |
| 7 | Rodman Ride For Kids Inc | 10 Lincoln Road, Foxboro, MA 02035-1382 | MA | 1997-06 | $12,987,372 |
| 8 | Roehr Family Foundation Inc | 52 Church St, Boston, MA 02116-5420 | MA | 1987-03 | $435,519 |
| 9 | 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 |
| 10 | Roger J Renaud Memorial Fund Inc | 54 Mary Lou Ct, Raynham, MA 02767-5253 | MA | 1999-10 | $94 |
| 11 | Roger K Berle Char Tr Dtd 112691, Hill & Barlow | 800 Boylston St, Boston, MA 02199-8001 | MA | 1992-02 | $178,816 |
| 12 | Roger L & Hazel J Hersey Scholarship Fund Tr, Austin Michael A Co-Ttee | 115 North St, Hingham, MA 02043-1849 | MA | 1993-07 | $51 |
| 13 | Roger L Clifton Foundation | One Post Office Sq, Boston, MA 02109-2106 | MA | 1983-12 | $139,641 |
| 14 | Roger M & Michelle S Marino Charitable Foundation 12-94 | 254 Westfield St, Dedham, MA 02026-5623 | MA | 1996-02 | $921,554 |
| 15 | Rogers Family Foundation | 77 Summer Street 8th Floor, Boston, MA 02110-1006 | MA | 1959-10 | $3,360,844 |
| 16 | Rogers Hall Corporation | 536 Granite Street, Braintree, MA 02184-3952 | MA | 1983-04 | $939,576 |
| 17 | Rogers Pierce Childrens Center Inc | 75 Pleasant St, Arlington, MA 02476-6514 | MA | 1970-01 | $662,319 |
| 18 | Rogerson House Inc | 1 Florence St, Boston, MA 02131-3638 | MA | 1996-06 | $5,569,762 |
| 19 | Roland Aime & Rita P Lafrance Family Charity Foundation | PO BOX 248, Westport, MA 02790-0248 | MA | 1999-11 | $0 |
| 20 | Rollstone Charitable Foundation Inc | 780 Main St, Fitchburg, MA 01420-3112 | MA | 2005-06 | $457,664 |
Organization representatives - add corrected or new information about Roger K Berle Char Tr Dtd 112691, Hill & Barlow »
Non-representatives - add comments about Roger K Berle Char Tr Dtd 112691, Hill & Barlow»