Root Foundation in Fitchburg, 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
| Root Foundation | |
| Employer Identification Number (EIN) | 046191791 |
| Name of Organization | Root Foundation |
| In Care of Name | Robert B Bowen |
| Address | 475 Mount Elam Rd, Fitchburg, MA 01420-6913 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1969 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $54,772 |
| Amount of Income | $2,826 |
| Form 990 Revenue Amount | $358 |
Non-representatives - add comments:
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 | $2,722 | $0 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $3,160 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $3,410 | $0 | $0 | $0 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $635 | $0 | $0 | |
| Contributions, gifts, grants paid | $2,778 | |||
| Excess of revenue over expenses and disbursements | $-688 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $55,058 | $56,181 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $53,934 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $1,124 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $55,058 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-447 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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 | $0 |
| Net value of noncharitable-use assets | $0 |
| Minimum investment return | $0 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| 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 | Ronald M Ansin Foundation | 1 Main St, Leominster, MA 01453-5501 | MA | 1983-05 | $2,992,908 |
| 2 | Roofers Local Union No 33 Labor Management Cooperation Tr, P Bickford & T Gunning Et Al Ttee | 53 Evans Dr, Stoughton, MA 02072-4416 | MA | 2003-03 | $152,892 |
| 3 | Roofers Union Local 33 Administration Fund, 33 Rdwa | PO BOX 9106, Stoughton, MA 02072-9106 | MA | 1944-10 | $368,641 |
| 4 | Room To Dream Foundation Inc | 1188 Centre Street, Newton, MA 02459-1556 | MA | 2006-11 | $150,000 |
| 5 | Roomful Of Teeth Vocal Arts Project Inc | 64 Southworth Street, Williamstown, MA 01267 | MA | 2009-02 | $250,392 |
| 6 | Roop Charitable Foundation | 43 Mount Vernon St Apt 3, Boston, MA 02108-1321 | MA | 1997-09 | $27,947 |
| 7 | Roosevelt Avenue Parent Teacher Group | 108 Roosevelt Ave, N Attleboro, MA 02760-1516 | MA | 1997-07 | $69,671 |
| 8 | Roosevelt Warm Springs Foundation | Two International Place, Boston, MA 02110-4104 | MA | 1930-12 | $3,080,625 |
| 9 | Root Capital Inc | 955 Mass Ave 5th Floor, Cambridge, MA 02139-3108 | MA | 2001-03 | $29,586,677 |
| 10 | Root Cause Institute Inc | 11 Avenue De Lafayette 5th Flr, Boston, MA 02111-1883 | MA | 2005-11 | $2,642,821 |
| 11 | Root Foundation | 475 Mount Elam Rd, Fitchburg, MA 01420-6913 | MA | 1969-03 | $2,826 |
| 12 | Rosa Parks Day Care Center | 82 Savin St, Roxbury, MA 02119-2129 | MA | 2015-04 | $371,451 |
| 13 | Rosalie Thorne Mckenna Foundation, Daniel W Jones Ttee | PO BOX 961209, Boston, MA 02196-1209 | MA | 2007-05 | $248,105 |
| 14 | Rosalyn & Richard Slifka Char Tr | PO BOX 9161, Waltham, MA 02454 | MA | $640,011 | |
| 15 | Rosamond Ingalls Gowen Charitable Trust | Ten Post Office Square, Boston, MA 02109 | MA | 1983-10 | $13,052 |
| 16 | Rosary Ring Inc | 37 Fowler St, Lawrence, MA 01843-3630 | MA | 2001-09 | $117 |
| 17 | Rose & Henry J Deeks Charitable Tr 21004-70-0 | PO BOX 55806, Boston, MA 02205-5806 | MA | 1999-02 | $152,514 |
| 18 | Rose Fitzgerald Kennedy Greenway Conservancy Inc | 185 Kneeland St, Boston, MA 02111-2712 | MA | 2005-03 | $8,058,773 |
| 19 | Rose Foundation | C/O Goulston Storrs 400 Atlantic, Boston, MA 02110 | MA | 2006-10 | $792,470 |
| 20 | Rose Metal Press Inc | 62 Spruce St, Watertown, MA 02472-1904 | MA | 2007-04 | $62,177 |
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