Rosenberg Family Charitable Foundation in Newton, 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
Rosenberg Family Charitable Foundation | |
Employer Identification Number (EIN) | 042947174 |
Name of Organization | Rosenberg Family Charitable Foundation |
In Care of Name | Richard Snider |
Address | 84 Cotton St, Newton, MA 02458-2622 |
Activities | Gifts, grants, or loans to other organizations |
Subsection | Charitable Organization |
Ruling Date | 04/1988 |
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 | $593,351 |
Amount of Income | $34,429 |
Form 990 Revenue Amount | $44,199 |
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 | $49,693 | $49,068 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $34,757 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $14,936 | |||
Total expenses and disbursements | $41,609 | $9,582 | $0 | $30,289 |
Compensation of officers, directors, trustees, etc. | $11,308 | |||
Total operating and administrative expenses | $15,640 | $9,582 | $4,320 | |
Contributions, gifts, grants paid | $25,969 | |||
Excess of revenue over expenses and disbursements | $8,084 | |||
Net investment income | $39,486 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $607,129 | $33,484 |
Cash - non-interest-bearing | $33,484 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $99,856 | |
Investments-corporate bonds | $473,789 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $607,129 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $14,936 |
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 | $790 |
Total credits and payments | $1,000 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,000 |
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 | $0 |
Overpayment | $210 |
Amount to be credited to 2013 estimated tax | $210 |
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? | Yes |
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 | $687,405 |
Net value of noncharitable-use assets | $677,100 |
Minimum investment return | $33,855 |
Distributable Amount (for 2012) | |
Distributable amount | $33,065 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $33,065 |
Undistributed income for 2012. This amount must be distributed in 2013 | $29,181 |
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
|
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
|
Reason Alliance Ltd in Somerville, MA |
Other organizations in Massachusetts | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | Rosa Parks Day Care Center | 82 Savin St, Roxbury, MA 02119-2129 | MA | 2015-04 | $371,451 |
2 | Rosalie Thorne Mckenna Foundation, Daniel W Jones Ttee | PO BOX 961209, Boston, MA 02196-1209 | MA | 2007-05 | $248,105 |
3 | Rosalyn & Richard Slifka Char Tr | PO BOX 9161, Waltham, MA 02454 | MA | $640,011 | |
4 | Rosamond Ingalls Gowen Charitable Trust | Ten Post Office Square, Boston, MA 02109 | MA | 1983-10 | $13,052 |
5 | Rosary Ring Inc | 37 Fowler St, Lawrence, MA 01843-3630 | MA | 2001-09 | $117 |
6 | Rose & Henry J Deeks Charitable Tr 21004-70-0 | PO BOX 55806, Boston, MA 02205-5806 | MA | 1999-02 | $152,514 |
7 | Rose Fitzgerald Kennedy Greenway Conservancy Inc | 185 Kneeland St, Boston, MA 02111-2712 | MA | 2005-03 | $8,058,773 |
8 | Rose Foundation | C/O Goulston Storrs 400 Atlantic, Boston, MA 02110 | MA | 2006-10 | $792,470 |
9 | Rose Metal Press Inc | 62 Spruce St, Watertown, MA 02472-1904 | MA | 2007-04 | $62,177 |
10 | Rosenbaum Steinberg Fam Foundation, Rosenbaum R H & C Steinberg Ttee | 73 Strawberry Hill Rd, Acton, MA 01720-5710 | MA | 2000-01 | $48,003 |
11 | Rosenberg Family Charitable Foundation | 84 Cotton St, Newton, MA 02458-2622 | MA | 1988-04 | $34,429 |
12 | Rosenberg Fund For Children Inc | 116 Pleasant St Ste 348, Easthampton, MA 01027-2759 | MA | 1991-10 | $2,083,219 |
13 | Registry Of Interpreters For The Deaf | 188 Kingsbury Ave, Bradford, MA 01835 | MA | 1981-06 | $0 |
14 | Romance Writers Of America Incorporated | 1770 Massachusetts Ave, Cambridge, MA 02140 | MA | $40,816 | |
15 | Rensselaer Acacia Corporation | 282 Lake St, Seekonk, MA 02771-1714 | MA | 2014-08 | $72,170 |
16 | Reboot Inc | 245 Russell St Ste 20, Hadley, MA 01035-9563 | MA | 2003-10 | $1,117,458 |
17 | Rita Rudel Foundation | 100 Landsdowne St Apt 1009, Cambridge, MA 02139-4225 | MA | 1985-08 | $41,664 |
18 | Raytheon Welfare Benefits Trust | 870 Winter St, Waltham, MA 02451-1449 | MA | 1997-02 | $25,215,449 |
19 | Rebecca Pomroy Foundation Inc | PO BOX 66066, Auburndale, MA 02466-0001 | MA | 1942-07 | $343,386 |
20 | Robert Mammano Frezza Memorial Scholarship Fund | 505 Tremont St Unit 304, Boston, MA 02116-6348 | MA | 2002-08 | $13,479 |
Organization representatives - add corrected or new information about Rosenberg Family Charitable Foundation »
Non-representatives - add comments about Rosenberg Family Charitable Foundation»