Tamarack Foundation 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
| Tamarack Foundation | |
| Employer Identification Number (EIN) | 046027800 |
| Name of Organization | Tamarack Foundation |
| In Care of Name | Sagamore Tax Group |
| Address | C/O Agawam Trust And Mgmt Llc No, Boston, MA 02108 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 07/1960 |
| 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 | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $777,024 |
| Amount of Income | $338,310 |
| Form 990 Revenue Amount | $108,843 |
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 | $129,350 | $108,154 | $0 | |
| Contributions, gifts, grants, etc., received | $99,997 | |||
| Interest on savings and temporary cash investments | $1 | |||
| Dividends and interest from securities | $5,524 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $23,828 | |||
| Total expenses and disbursements | $134,627 | $8,821 | $0 | $124,756 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $14,317 | $8,821 | $4,446 | |
| Contributions, gifts, grants paid | $120,310 | |||
| Excess of revenue over expenses and disbursements | $-5,277 | |||
| Net investment income | $99,333 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $774,121 | $822,381 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $168,226 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $601,162 | |
| Other | $4,733 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $774,121 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $23,828 |
| 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 | $993 |
| Total credits and payments | $960 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $960 |
| 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 | $33 |
| 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 | $824,510 |
| Net value of noncharitable-use assets | $812,140 |
| Minimum investment return | $40,607 |
| Distributable Amount (for 2012) | |
| Distributable amount | $39,614 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $39,614 |
| 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 | Tai Chi And Qi Gond Healing Institute Inc | 170 Tremont St, Boston, MA 02111-1131 | MA | 2001-10 | $3,211 |
| 2 | Tailored For Success | 15 Washington Street South Po Box 527, Malden, MA 02148 | MA | 2001-01 | $40,996 |
| 3 | Taiwanese-American Foundation Of Boston Inc | 18 Fay Ln, Needham, MA 02494-2106 | MA | 2000-05 | $21,396 |
| 4 | Take A Swing At Cancer Inc | PO BOX 5245, Framingham, MA 01701-0445 | MA | 2003-04 | $38,927 |
| 5 | Take And Eat Inc | 69 Strykers Rd, Florida, MA 01247-2955 | MA | 2003-06 | $39,850 |
| 6 | Talbot Bernard Senior Housing Corporation | 587 Washington St, Dorchester, MA 02124-2033 | MA | 2002-01 | $283,921 |
| 7 | Achievemission Inc | 80 Berkeley St, Newton, MA 02465-2619 | MA | 2010-06 | $604,686 |
| 8 | Tales Of Cape Cod Inc | PO BOX 41, Barnstable, MA 02630-0041 | MA | 1958-12 | $24,726 |
| 9 | Talking Information Center Inc | PO BOX 519, Marshfield, MA 02050-0519 | MA | 1978-12 | $873,505 |
| 10 | Tall Spire Nursery School Inc | 8 Lafayette St, Wakefield, MA 01880-2305 | MA | 1975-06 | $190,970 |
| 11 | Tamarack Foundation | C/O Agawam Trust And Mgmt Llc No, Boston, MA 02108 | MA | 1960-07 | $338,310 |
| 12 | Tanks Kids Inc | 333 Shrewsbury St, Worcester, MA 01604-4614 | MA | 1998-10 | $12,870 |
| 13 | Tanne Foundation, Gale Joan I Ttee | 230 Congress Street, Boston, MA 02110-2409 | MA | 1999-05 | $174,702 |
| 14 | Tantasqua Education Foundation Inc | PO BOX 222, Fiskdale, MA 01518-0222 | MA | 2007-10 | $36,679 |
| 15 | Tantasqua Regional Youth Soccer League Ltd | PO BOX 680, Fiskdale, MA 01518-0680 | MA | 1997-09 | $44,574 |
| 16 | Tap Youth Basketball League Inc | PO BOX 888, Townsend, MA 01469-0888 | MA | 1999-12 | $50,600 |
| 17 | Tapestry Health Systems Inc | 296 Nonotuck St Ste 2, Florence, MA 01062-2674 | MA | 1973-09 | $10,667,424 |
| 18 | Tapper Charitable Foundation | 509 Falmouth Road, Mashpee, MA 02649-2699 | MA | 1980-06 | $1,538,963 |
| 19 | Tara Bean Foundation Inc | 23 Wheelock Rd, Shrewsbury, MA 01545-1834 | MA | 2005-09 | $3,171 |
| 20 | Tara Hills Charitable Foundation | 211 Congress Street, Boston, MA 02110-2410 | MA | 2005-10 | $378,991 |
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