Samuel And Tillie D Cheiffetz Foundation Inc in Worcester, 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
Samuel And Tillie D Cheiffetz Foundation Inc | |
Employer Identification Number (EIN) | 061355367 |
Name of Organization | Samuel And Tillie D Cheiffetz Foundation Inc |
In Care of Name | Jacob J Jaffe |
Address | C/O Jaffee Associates 25 Harvard, Worcester, MA 01609 |
Activities | Gifts, grants, or loans to other organizations |
Subsection | Charitable Organization |
Ruling Date | 02/1993 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Corporation |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2013 |
Assets | $100,000 to $499,999 |
Income | $25,000 to $99,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $350,486 |
Amount of Income | $30,189 |
Form 990 Revenue Amount | $-3,277 |
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 | $10,942 | $10,942 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $246 | |||
Dividends and interest from securities | $9,138 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $1,558 | |||
Total expenses and disbursements | $18,893 | $3,858 | $0 | $14,891 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $4,002 | $3,858 | $0 | |
Contributions, gifts, grants paid | $14,891 | |||
Excess of revenue over expenses and disbursements | $-7,951 | |||
Net investment income | $7,084 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $361,810 | $354,630 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $86,288 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $260,254 | |
Other | $15,268 | |
Total liabilities | $142 | |
Mortgages and other notes payable | $0 | |
Other | $142 | |
Total liabilities and net assets/fund balances | $361,668 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $1,558 |
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 | $142 |
Total credits and payments | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $142 |
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 | $301,049 |
Net value of noncharitable-use assets | $296,540 |
Minimum investment return | $14,827 |
Distributable Amount (for 2012) | |
Distributable amount | $14,685 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $14,685 |
Undistributed income for 2012. This amount must be distributed in 2013 | $14,642 |
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 | Samanthas Harvest Company Inc | PO BOX 425, Reading, MA 01867-0625 | MA | 2003-07 | $57,041 |
2 | Samaritan Community Health Services Inc | PO BOX 368, Webster, MA 01570-0368 | MA | 1989-11 | $339,313 |
3 | Samaritan Health And Home Care Incorporated | PO BOX 368, Webster, MA 01570-0368 | MA | 1987-02 | $941,985 |
4 | Samaritan Society | 37 Chestnut St, Salem, MA 01970-3127 | MA | 1973-11 | $146,685 |
5 | Samaritans Inc | 41 West St Fl 4, Boston, MA 02111-1268 | MA | 1978-07 | $1,679,670 |
6 | Samaritans On Cape Cod And The Islands Inc | PO BOX 65, Falmouth, MA 02541-0065 | MA | 1981-10 | $148,129 |
7 | Samoset Parent Teachers Organization | 100 Decicco Drive, Leominster, MA 01453 | MA | 2008-01 | $34,136 |
8 | Samson Foundation Charitable Trust The | 52 Mulberry St, Springfield, MA 01105-1410 | MA | 1980-03 | $24,051 |
9 | Samuel A Gass And Carol Gass Foundation Inc | 131 Dartmouth St, Boston, MA 02116-5134 | MA | 1960-01 | $1 |
10 | Samuel And Nina Frankenheim Foundation | C/O Ropes Gray Llp 800 Boylston St, Boston, MA 02199 | MA | 1987-07 | $174,820 |
11 | Samuel And Tillie D Cheiffetz Foundation Inc | C/O Jaffee Associates 25 Harvard, Worcester, MA 01609 | MA | 1993-02 | $30,189 |
12 | Samuel And Zelda Chafetz Family Foundation | 76 Mill St, Worcester, MA 01603-2018 | MA | 1963-12 | $32 |
13 | Samuel B And Gloria R Sheldon Charitable Foundation | 510 Great Meadow Rd, Dedham, MA 02026 | MA | 1969-03 | $20,000 |
14 | Samuel C Howes Trust Uw Art 7 Fbo Moody Bible Institute 0708132, Jalkut T P & P R Brown Ttees | PO BOX 51400, Boston, MA 02205-1400 | MA | 1972-09 | $401,920 |
15 | Samuel Harrison Society Inc | PO BOX 378, Pittsfield, MA 01202-0378 | MA | 2005-10 | $7,284 |
16 | Samuel Kaplan Family Charitable Foundation | C/O Cbiz Tofias 700 Pleasant Street, New Bedford, MA 02740 | MA | 1958-06 | $280,352 |
17 | Samuel O Gurney Foundation | 144 Merrimack St Ste 305, Lowell, MA 01852-1710 | MA | 1949-07 | $71 |
18 | San Antonio Di Padova Da Moutefalcione Inc | 201 Endicott St # 203, Boston, MA 02113-1506 | MA | 2000-12 | $236,020 |
19 | Sancta Maria Hospital Inc | 799 Concord Ave, Cambridge, MA 02138-1048 | MA | 1946-03 | $14,795,254 |
20 | Sancta Maria Hospital Womens Auxil, Sancta Maria Gift Shop | 799 Concord Ave, Cambridge, MA 02138-1048 | MA | 1974-02 | $4,766 |
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