Ted And Ruth Johnson Family Foundation, Johnson Theodore G Ttee in Oxford, 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
| Ted And Ruth Johnson Family Foundation, Johnson Theodore G Ttee | |
| Employer Identification Number (EIN) | 046742527 |
| Name of Organization | Ted And Ruth Johnson Family Foundation |
| Secondary Name | Johnson Theodore G Ttee |
| In Care of Name | Grant Thornton Llp |
| Address | PO BOX 675, Oxford, MA 01540-0675 |
| Activities | Gifts, grants, or loans to other organizations, Gifts or grants to individuals (other than scholarships) |
| Subsection | Charitable Organization |
| Ruling Date | 11/1993 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,008,010 |
| Amount of Income | $939,274 |
| Form 990 Revenue Amount | $71,471 |
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 | $197,884 | $197,884 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $12,507 | |||
| Dividends and interest from securities | $46,553 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $37,074 | |||
| Other | $101,750 | |||
| Total expenses and disbursements | $173,249 | $61,539 | $0 | $111,710 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $72,249 | $61,539 | $10,710 | |
| Contributions, gifts, grants paid | $101,000 | |||
| Excess of revenue over expenses and disbursements | $24,635 | |||
| Net investment income | $136,345 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,158,327 | $2,213,014 |
| Cash - non-interest-bearing | $34,886 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,461,439 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $639,477 | |
| Other | $22,525 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $2,158,327 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $101,750 |
| 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 | $1,363 |
| Total credits and payments | $1,826 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,826 |
| 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 | $463 |
| Amount to be credited to 2013 estimated tax | $463 |
| 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 | $2,879,284 |
| Net value of noncharitable-use assets | $2,836,100 |
| Minimum investment return | $141,805 |
| Distributable Amount (for 2012) | |
| Distributable amount | $140,442 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $140,442 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $9,607 |
| 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 | Teal Pond Foundation | 22 Mackintosh Ln, Lincoln, MA 01773-3204 | MA | 2003-01 | $6,489 |
| 2 | Team Micky Ward Charities Inc | 79 Viola St, Lowell, MA 01851-4922 | MA | 2007-06 | $66,329 |
| 3 | Team Parents Inc | 148 Main St, Cherry Valley, MA 01611-3108 | MA | 1981-08 | $285,101 |
| 4 | Teams Of Our Lady | PO BOX 1543, Westport, MA 02790-0692 | MA | 1978-03 | $122,367 |
| 5 | Teamsters Local 25 Autism Fund Inc | 544 Main St, Boston, MA 02129-1113 | MA | 2008-03 | $655,173 |
| 6 | Teamsters Local 25 Scholarship Fund Inc, Teamsters Leads Fund | 544 Main St, Boston, MA 02129-1113 | MA | 2008-11 | $43,552 |
| 7 | Teamsters Local Union No 82 Health And Welfare Trust Fund | 16 Sever St, Charlestown, MA 02129-1305 | MA | 2009-07 | $4,589,094 |
| 8 | Teamsters Union Local 170 Scholarship Fund | 330 Southwest Cutoff, Worcester, MA 01604-2730 | MA | 2009-04 | $15,737 |
| 9 | Tech Foundation Inc | 30 Brattle St Ste 3, Cambridge, MA 02138-3727 | MA | 2001-02 | $300,000 |
| 10 | Technology Building Corp Of The Alpha Tau Omega Fraternity Alumni | 7 Cutler Ln, Foxboro, MA 02035-3209 | MA | 2003-12 | $5,255 |
| 11 | Ted And Ruth Johnson Family Foundation, Johnson Theodore G Ttee | PO BOX 675, Oxford, MA 01540-0675 | MA | 1993-11 | $939,274 |
| 12 | Tekeyan Cultural Association Inc | 755 Mount Auburn St, Watertown, MA 02472-1509 | MA | 1970-02 | $2,838,672 |
| 13 | Telamon Ins & Financial Network Charitable Foundation | 150 Wells Avenue, Newton, MA 02459 | MA | 2006-03 | $23 |
| 14 | Tellus Institute Inc | 11 Arlington St, Boston, MA 02116-3406 | MA | 1977-06 | $4,887,192 |
| 15 | Temple Beth Elohim Endowment Fund Inc | 10 Bethel Rd, Wellesley, MA 02481-3536 | MA | 1996-08 | $73,203 |
| 16 | Templeton Fish & Game Club | PO BOX 99, E Templeton, MA 01438-0099 | MA | 1971-03 | $182,687 |
| 17 | Temporary Care Services Inc | 450 Washington Street 201, Dedham, MA 02026 | MA | 1980-02 | $16,551 |
| 18 | Tenants Development Corporation | 400 Massachusetts Ave, Boston, MA 02115-4935 | MA | 1972-09 | $2,150,771 |
| 19 | Tewkbury Police Athletic League | 918 Main St, Tewksbury, MA 01876-1805 | MA | 2010-04 | $56,963 |
| 20 | Thai Association Of Boston Inc | 4 Wadsworth St, Allston, MA 02134-1822 | MA | 2003-02 | $24,007 |
Organization representatives - add corrected or new information about Ted And Ruth Johnson Family Foundation, Johnson Theodore G Ttee »
Non-representatives - add comments about Ted And Ruth Johnson Family Foundation, Johnson Theodore G Ttee»