The Goldberg Family 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
| The Goldberg Family Foundation | |
| Employer Identification Number (EIN) | 046039556 |
| Name of Organization | The Goldberg Family Foundation |
| In Care of Name | Boston Safe Deposit & Trust Co |
| Address | 225 Franklin St Ste 1450, Boston, MA 02110-2818 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 05/1963 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $12,380,038 |
| Amount of Income | $1,245,458 |
| Form 990 Revenue Amount | $321,752 |
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 | $719,866 | $399,406 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $2 | |||
| Dividends and interest from securities | $275,714 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $320,460 | |||
| Other | $123,690 | |||
| Total expenses and disbursements | $132,659 | $22,465 | $0 | $99,308 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $45,231 | $22,465 | $11,880 | |
| Contributions, gifts, grants paid | $87,428 | |||
| Excess of revenue over expenses and disbursements | $587,207 | |||
| Net investment income | $376,941 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $9,686,940 | $10,620,560 |
| Cash - non-interest-bearing | $24,753 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $8,109,464 | |
| Investments-corporate bonds | $459,242 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $759,825 | |
| Other | $333,656 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $9,686,940 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $123,690 |
| 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 | $7,539 |
| Total credits and payments | $9,200 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $9,200 |
| 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 | $1,661 |
| Amount to be credited to 2013 estimated tax | $1,661 |
| 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 | $10,023,466 |
| Net value of noncharitable-use assets | $9,873,120 |
| Minimum investment return | $493,656 |
| Distributable Amount (for 2012) | |
| Distributable amount | $486,117 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $486,117 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $90,490 |
| 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 | The Friends Of The Middlebord Public Library Inc | 102 N Main St, Middleboro, MA 02346-2420 | MA | 1988-12 | $19,236 |
| 2 | The Friends Of The New England Holocaust Memorial Inc | 126 High Street, Boston, MA 02110-2700 | MA | 1987-07 | $996,368 |
| 3 | The Friends Of The Norfolk Council On Aging Inc | PO BOX 626, Norfolk, MA 02056-0626 | MA | 1984-12 | $39,785 |
| 4 | The Friends Of The Plainville Public Library Inc | 198 South St, Plainville, MA 02762-1517 | MA | 1986-08 | $16,505 |
| 5 | The Friends Of The Upton Town Library Trust Inc | PO BOX 622, Upton, MA 01568-0622 | MA | 2001-02 | $8,681 |
| 6 | The Friends Of The West Brookfield Council On Aging Inc | PO BOX 207, W Brookfield, MA 01585-0207 | MA | 2001-12 | $9,492 |
| 7 | The Fuller House Of Stoneham | 32 Franklin St, Stoneham, MA 02180-1849 | MA | 1950-07 | $560,854 |
| 8 | The Gary And Sharon Curhan Family Charitable Foundation Inc | 183 Sandy Pond Rd, Lincoln, MA 01773-2603 | MA | 2006-12 | $50,003 |
| 9 | The Gary And Susan Dicamillo Foundation Inc | 477 Wianno Ave, Osterville, MA 02655-1924 | MA | 1989-11 | $2 |
| 10 | The George Seymour Bissell Charitable Foundation | 128 Suffolk Rd, Wellesley, MA 02481-1235 | MA | 1995-05 | $1,280,672 |
| 11 | The Goldberg Family Foundation | 225 Franklin St Ste 1450, Boston, MA 02110-2818 | MA | 1963-05 | $1,245,458 |
| 12 | The Great Feast Of The Holy Ghost Of New England | PO BOX 1054, Fall River, MA 02722-1054 | MA | 2000-08 | $180,967 |
| 13 | The Great Pond Foundation Inc | PO BOX 2005, Edgartown, MA 02539-2005 | MA | 2000-07 | $224,178 |
| 14 | The Greater Boston Chapter Of The American Payroll Association Inc, Greater Boston Chapter | PO BOX 990002, Boston, MA 02199-0002 | MA | 1995-02 | $3,350 |
| 15 | The Greater Boston Food Bank Inc | 70 S Bay Ave, Boston, MA 02118-2704 | MA | 1990-05 | $81,827,039 |
| 16 | Greater Newburyport Association Of Realtors Inc | 143 State St Ste 5, Newburyport, MA 01950-6621 | MA | 1987-04 | $102,388 |
| 17 | The Greater Northfield Watershed Association | PO BOX 44, Northfield, MA 01360-0044 | MA | 2000-01 | $1,421 |
| 18 | The Griffin Museum Of Photography Inc | 67 Shore Rd, Winchester, MA 01890-2821 | MA | 2000-05 | $566,708 |
| 19 | The Halalisa Singers | 4 Beverly Rd, Newton Hlds, MA 02461-1113 | MA | 2007-06 | $17,551 |
| 20 | The Hanover Historical Society | PO BOX 156, Hanover, MA 02339-0156 | MA | 1995-07 | $185,529 |
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