The A&a Fund, Lowery R Brinckerhoff Ttee 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
- Unrelated Trade or Business Income
- Deductions Not Taken Elsewhere
- Other organizations in Massachusetts
The A&a Fund, Lowery R Brinckerhoff Ttee | |
Employer Identification Number (EIN) | 043127721 |
Name of Organization | The A&a Fund |
Secondary Name | Lowery R Brinckerhoff Ttee |
In Care of Name | Brinck Lowery Trustee |
Address | 101 Arch St 18th Fl, Boston, MA 02110-1130 |
Activities | Gifts, grants, or loans to other organizations |
Subsection | Charitable Organization |
Ruling Date | 03/1992 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2013 |
Assets | $5,000,000 to $9,999,999 |
Income | $1,000,000 to $4,999,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $6,783,366 |
Amount of Income | $2,311,350 |
Form 990 Revenue Amount | $380,056 |
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 | $545,378 | $538,284 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $156,795 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $2,448 | |||
Other | $386,135 | |||
Total expenses and disbursements | $465,163 | $73,893 | $0 | $387,824 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $92,663 | $73,893 | $15,324 | |
Contributions, gifts, grants paid | $372,500 | |||
Excess of revenue over expenses and disbursements | $80,215 | |||
Net investment income | $464,391 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $6,585,662 | $7,958,811 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $2,875,684 | |
Investments-corporate stock | $2,879,715 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $548,466 | |
Other | $281,797 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $6,585,662 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $386,135 |
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 | $9,288 |
Total credits and payments | $14,122 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $6,122 |
Exempt foreign organizations-tax withheld at source | $0 |
Tax paid with application for extension of time to file (Form 8868) | $8,000 |
Backup withholding erroneously withheld | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $0 |
Overpayment | $4,834 |
Amount to be credited to 2013 estimated tax | $4,834 |
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? | Yes |
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 | $7,943,001 |
Net value of noncharitable-use assets | $7,823,860 |
Minimum investment return | $391,193 |
Distributable Amount (for 2012) | |
Distributable amount | $381,905 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $381,905 |
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 |
Unrelated Trade or Business Income (for 2008) | |||
Income | Expenses | Net | |
---|---|---|---|
Total | $-4,812 | $0 | $-4,812 |
Gross receipts or sales less returns and allowances | $0 | $0 | $0 |
Cost of goods sold | $0 | $0 | $0 |
Gross profit | $0 | $0 | $0 |
Capital gain net income | $0 | $0 | $0 |
Net gain | $0 | $0 | $0 |
Capital loss deduction for trusts | $0 | $0 | $0 |
Income (loss) from partnerships and S corporations | $-4,812 | $0 | $-4,812 |
Rent income | $0 | $0 | $0 |
Unrelated debt-financed income | $0 | $0 | $0 |
Interest, annuities, royalties, and rents from controlled organizations | $0 | $0 | $0 |
Investment income of a section 501(c)(7), (9), or (17) organization | $0 | $0 | $0 |
Exploited exempt activity income | $0 | $0 | $0 |
Advertising income | $0 | $0 | $0 |
Other income | $0 | $0 | $0 |
Deductions Not Taken Elsewhere (for 2008) | |
Total deductions | $0 |
Compensation of officers, directors, and trustees | $0 |
Salaries and wages | $0 |
Repairs and maintenance | $0 |
Bad debts | $0 |
Interest | $0 |
Taxes and licenses | $0 |
Charitable contributions | $0 |
Depreciation | $0 |
Depletion | $0 |
Contributions to deferred compensation plans | $0 |
Employee benefit programs | $0 |
Excess exempt expenses | $0 |
Excess readership costs | $0 |
Other deductions | $0 |
Unrelated business taxable income | $-4,812 |
Unrelated business taxable income before net operating loss deduction | $-4,812 |
Net operating loss deduction | $0 |
Unrelated business taxable income before specific deduction | $-4,812 |
Specific deduction | $0 |
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Other organizations in Massachusetts | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | Springfield Performing Arts Development Corp | 1 Columbus Ctr, Springfield, MA 01103-1418 | MA | 1999-04 | $1,457,987 |
2 | Stanley W Watson Foundation, Mackey William K | PO BOX 901, Falmouth, MA 02541-0901 | MA | 1991-07 | $2,634,590 |
3 | Stoddard Charitable Trust | 370 Main St 12th Flr, Worcester, MA 01608-1723 | MA | 1941-04 | $29,929,176 |
4 | Stoneham Theatre Corporation | 50 Dodge Street, Beverly, MA 01915-1711 | MA | 2001-03 | $2,089,692 |
5 | Stoneman Family Foundation | 400 Atlantic Ave, Boston, MA 02110-3331 | MA | 1959-03 | $15,262,329 |
6 | Sudbury Foundation, Private Bank Tax Dept T-05-01 | 225 Franklin St, Boston, MA 02110-2804 | MA | 1954-11 | $4,299,622 |
7 | Sumner & Esther Feldberg Foundation, Feldberg Sumner & Esther Ttees | PO BOX 9175, Framingham, MA 01701-9175 | MA | 1990-03 | $147,818 |
8 | Swartz Foundation, Shapiro Robert N Ttee | 800 Boylston St, Boston, MA 02199-8001 | MA | 1995-09 | $16,680,012 |
9 | Technical Development Corporation | 31 Milk St Ste 310, Boston, MA 02109-5138 | MA | 1968-11 | $2,218,134 |
10 | Technology Review Inc | 1 Main St Ste 13, Cambridge, MA 02142-1517 | MA | 2002-05 | $7,694,000 |
11 | The A&a Fund, Lowery R Brinckerhoff Ttee | 101 Arch St 18th Fl, Boston, MA 02110-1130 | MA | 1992-03 | $2,311,350 |
12 | The Algebra Project Inc | 99 Bishop Allen Drive, Cambridge, MA 02139-3428 | MA | 1992-01 | $783,790 |
13 | The Boston Conservatory | 8 The Fenway, Boston, MA 02215-4006 | MA | 1937-12 | $40,898,977 |
14 | The Byrnes Family Foundation, Sullivan And Worcester Llp | 1 Po Sq, Boston, MA 02109-2106 | MA | 1985-11 | $1,166,003 |
15 | The Devonshire Foundation Inc | 75 Federal St Ste 1100, Boston, MA 02110-1936 | MA | 1951-06 | $6,426,242 |
16 | The Farm School Inc | 488 Moore Hill Rd, Athol, MA 01331-1032 | MA | 1989-06 | $1,453,133 |
17 | The Finnish Center At Saima Park | PO BOX 30, Fitchburg, MA 01420-0001 | MA | 1994-04 | $46,648 |
18 | The Fund For Parks And Recreation In Boston | 1010 Massachusetts Avenue, Boston, MA 02118-2600 | MA | 2007-08 | $6,398,522 |
19 | The Gloria Wilcher Foundation | 217 Humphrey Street, Swampscott, MA 01907-2568 | MA | 1985-12 | $27,563 |
20 | The Goldhirsh Foundation Inc, Thielen Richard | 101 Federal St Fl 14, Boston, MA 02110-1859 | MA | 2001-05 | $32,829,427 |
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