The Lavoie Foundation in Ludlow, 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 Lavoie Foundation | |
| Employer Identification Number (EIN) | 066754341 |
| Name of Organization | The Lavoie Foundation |
| Address | 74 Cardinal Cir, Ludlow, MA 01056-1347 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 08/1994 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Association |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 08/2014 |
| Assets | $100,000 to $499,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $132,606 |
| Amount of Income | $8,657 |
| Form 990 Revenue Amount | $6,976 |
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 | $5,965 | $6,436 | $6,436 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $5 | |||
| Dividends and interest from securities | $6,431 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $6,083 | $1,393 | $1,393 | $4,690 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,393 | $1,393 | $0 | |
| Contributions, gifts, grants paid | $4,690 | |||
| Excess of revenue over expenses and disbursements | $-118 | |||
| Net investment income | $5,043 | |||
| Adjusted net income | $5,043 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $125,649 | $153,573 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $42,711 | |
| Investments-corporate bonds | $81,862 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $1,076 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $125,649 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-471 |
| 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 | $101 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $101 |
| 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 | $148,197 |
| Net value of noncharitable-use assets | $145,980 |
| Minimum investment return | $7,299 |
| Distributable Amount (for 2012) | |
| Distributable amount | $7,198 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $7,198 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $2,783 |
| 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 Joseph L And Patricia C Talty Family Foundation | 30 Woodholm Rd, Manchester, MA 01944-1042 | MA | 2004-11 | $1 |
| 2 | The Katherine Bradford Foundation | 50 Congress St, Boston, MA 02109-4002 | MA | 2001-02 | $410,874 |
| 3 | The Kathy Herward Child Care Center | 310 Lowell St, Andover, MA 01810-5430 | MA | 1993-11 | $739,622 |
| 4 | The Kelly And Michael Tzannes Foundation | 17 Carley Rd, Lexington, MA 02421-4352 | MA | 2002-06 | $42 |
| 5 | The Kershaw Foundation Charitable Trust, Bradley John F Ii Ttee | 84 Beacon St, Boston, MA 02108-3421 | MA | 1994-12 | $102,584 |
| 6 | The Kevin P Fagan Memorial Fund Inc | 400 Danforth St, Taunton, MA 02780-1641 | MA | 2009-04 | $1,292 |
| 7 | The Kingsley Montessori School Inc | 30 Fairfield St, Boston, MA 02116-2507 | MA | 1946-10 | $7,940,930 |
| 8 | The Kokrobitey School Inc Nobles & Greenough Scholl, No | 10 Cambus, Dedham, MA 02026 | MA | 1992-12 | $153,902 |
| 9 | The L S Starrett Company Voluntary Employee Benefit Trust | 121 Crescent St, Athol, MA 01331-1915 | MA | 1984-06 | $12,813,724 |
| 10 | The Lank Chanowski Gustin Charitable Trust | 132 Turnpike Rd Ste 100, Southborough, MA 01772-2129 | MA | 1987-03 | $7,746 |
| 11 | The Lavoie Foundation | 74 Cardinal Cir, Ludlow, MA 01056-1347 | MA | 1994-08 | $8,657 |
| 12 | The Leadership And Learning Foundation Inc | 100 Beacon Street, Boston, MA 02116-1567 | MA | 2005-11 | $210,167 |
| 13 | The Learning Center For The Deaf Inc | 848 Central St, Framingham, MA 01701-4815 | MA | 1970-11 | $20,256,855 |
| 14 | The Learning Connection Inc | 141 North Street - Suite 4, Pittsfield, MA 01201 | MA | 1978-07 | $0 |
| 15 | The Learning Loving Living Preschool Inc | 129 Reservation Rd, Andover, MA 01810-3430 | MA | 1985-04 | $121,147 |
| 16 | The Least Of These Inc | 1225 Providence Rd Pmb 129, Whirinsville, MA 01558 | MA | 2004-08 | $9,042 |
| 17 | The Ledges Workshop Inc | PO BOX 38, Hopedale, MA 01747-0038 | MA | 1984-04 | $26,785 |
| 18 | The Leontine Jordan And Johanna Dreyer Foundation | 145 Dedham St, Dover, MA 02030-2226 | MA | 1987-02 | $28,351 |
| 19 | The Leverett Parent-Teacher Organization Inc, Leverett Elementary School | 85 Montague Rd, Leverett, MA 01054-9725 | MA | 1985-12 | $9,758 |
| 20 | The Lewis Charitable Foundation | 347 Congress St, Boston, MA 02210-1280 | MA | 1988-03 | $1 |
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