Roy F Coppedge Charitable Fdn in Waltham, 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
- Organizations performing similar types of work
| Roy F Coppedge Charitable Fdn | |
| Employer Identification Number (EIN) | 043336274 |
| Name of Organization | Roy F Coppedge Charitable Fdn |
| In Care of Name | Fortis Management Group Llc |
| Address | 800 South St Ste 255, Waltham, MA 02453-1445 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 10/1997 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 10/2014 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $539,839 |
| Amount of Income | $267,107 |
| Form 990 Revenue Amount | $302,964 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Public Foundations |
Non-representatives - add comments:
Amount of income in 2014: $267,107 (it was $637,053 in 2012)
| Roy F Coppedge Charitable Fdn: | $267,107 |
| Other organizations performing similar types of work: | $124,396 |
Assets in 2014: $539,839 (it was $568,329 in 2012)
| Roy F Coppedge Charitable Fdn: | $539,839 |
| Other organizations performing similar types of work: | $313,863 |
Expenses in 2012: $180,913
| Roy F Coppedge Charitable Fdn: | $180,913 |
| Other organizations performing similar types of work: | $64,100 |
Income to expenses ratio in 2012: 1.5
| Roy F Coppedge Charitable Fdn: | 1.5 |
| Other organizations performing similar types of work: | 1.5 |
Grants share in income in 2012: 100.8%
| Roy F Coppedge Charitable Fdn: | 100.8% |
| Other organizations performing similar types of work: | 0.6% |
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 | $151,512 | $75,901 | $17,184 | |
| Contributions, gifts, grants, etc., received | $152,678 | |||
| Interest on savings and temporary cash investments | $1,624 | |||
| Dividends and interest from securities | $15,560 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $180,913 | $1,039 | $1,039 | $177,419 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $3,494 | $1,039 | $0 | |
| Contributions, gifts, grants paid | $177,419 | |||
| Excess of revenue over expenses and disbursements | $-29,401 | |||
| Net investment income | $74,862 | |||
| Adjusted net income | $16,145 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $568,329 | $581,526 |
| Cash - non-interest-bearing | $94,409 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $473,920 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $568,329 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-18,350 |
| 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 | $749 |
| Total credits and payments | $2,000 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,000 |
| 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 | $1,251 |
| Amount to be credited to 2013 estimated tax | $1,251 |
| 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 | $581,997 |
| Net value of noncharitable-use assets | $573,260 |
| Minimum investment return | $28,663 |
| Distributable Amount (for 2012) | |
| Distributable amount | $27,914 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $27,914 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Tony Patino Fellowship Trust 783352 | PO BOX 1297, New York, NY 10008-1297 | NY | 1997-10 | $1,573,984 |
| 2 | Arcadia Charitable Tr Ua 050797, Stone Robert G Jr Et Al Ttee | PO BOX 961209, Boston, MA 02196-1209 | MA | 1998-01 | $4,239,378 |
| 3 | Linden Foundation Inc | C/O Gma Foundations 77 Summer, Boston, MA 02110 | MA | 1996-11 | $2,531,478 |
| 4 | Hartsprings Foundation Inc | 101 State St Ste 204, Springfield, MA 01103-2066 | MA | 1998-02 | $2,063,383 |
| 5 | The East Boston Foundation | 1216 B Bennington St, East Boston, MA 02128-1267 | MA | 1998-07 | $804,339 |
| 6 | Provident Community Foundation Inc | 5 Market St, Amesbury, MA 01913-2408 | MA | 1998-01 | $351,927 |
| 7 | Edward Lee And Slocomb Hollis Perry Foundation | 214 Allandale Rd-A, Chestnut Hill, MA 02467-3279 | MA | 1998-11 | $310,008 |
| 8 | The Morse Charitable Trust | One Winthrop Square, Boston, MA 02110-1209 | MA | 1997-10 | $278,011 |
| 9 | Roy F Coppedge Charitable Fdn | 800 South St Ste 255, Waltham, MA 02453-1445 | MA | 1997-10 | $267,107 |
| 10 | Kaplan Simons Family Foundation Inc | PO BOX 430, Sharon, MA 02067-0430 | MA | 1997-09 | $123,645 |
| 11 | Temple Beth Elohim Endowment Fund Inc | 10 Bethel Rd, Wellesley, MA 02481-3536 | MA | 1996-08 | $73,203 |
| 12 | The@bryant And Doris Barnard Family Foundation | 25 Rubbly Rd, Wenham, MA 01984-1709 | MA | 1998-08 | $55,229 |
| 13 | The James L And Nancy J Bildner Foundation, Brown Michael L Ttee | C/O Marcum Llp 53 State Street, Boston, MA 02109 | MA | 1998-11 | $1,750 |
| 14 | City Of Woburn Education Technology Foundation Inc | 55 Locust Street, Woburn, MA 01801 | MA | 1998-05 | $0 |
| 15 | Community Education Foundation Inc | 570 Tremont Street, Taunton, MA 02780 | MA | 1998-06 | $0 |
| 16 | Friends Of Bhs Girls Ice Hockey Inc | 84 State St, Boston, MA 02109-2202 | MA | 1996-07 | $0 |
| 17 | Hopkinton Educational Assistance Trust Inc | 288 Main St, Milford, MA 01757-2521 | MA | 1998-08 | $0 |
| 18 | Mary Pat Foster Memorial Association Inc | 58 Village Woods Rd, Haverhill, MA 01832-1077 | MA | 1998-06 | $0 |
| 19 | Randall Library Second Century Fund | 19 Crescent Street, Stow, MA 01775 | MA | 1994-01 | $0 |
| 20 | Until Inc | 45 Decker St, Milton, MA 02186-1423 | MA | 1994-04 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 1,101 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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