The Richard And Sally Zeckhauser Foundation in Cambridge, 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 Richard And Sally Zeckhauser Foundation | |
| Employer Identification Number (EIN) | 042940586 |
| Name of Organization | The Richard And Sally Zeckhauser Foundation |
| Address | 138 Irving St, Cambridge, MA 02138-1929 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 06/1987 |
| 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 | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,798,809 |
| Amount of Income | $1,333,964 |
| Form 990 Revenue Amount | $65,455 |
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 | $101,533 | $97,093 | $0 | |
| Contributions, gifts, grants, etc., received | $4,440 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $59,449 | |||
| Gross rents | $1,950 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $35,694 | |||
| Total expenses and disbursements | $119,943 | $21,118 | $0 | $97,650 |
| Compensation of officers, directors, trustees, etc. | $18,000 | |||
| Total operating and administrative expenses | $22,293 | $21,118 | $0 | |
| Contributions, gifts, grants paid | $97,650 | |||
| Excess of revenue over expenses and disbursements | $-18,410 | |||
| Net investment income | $75,975 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,086,587 | $1,180,776 |
| Cash - non-interest-bearing | $85,331 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $487,952 | |
| Investments-corporate bonds | $503,319 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $9,985 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,086,587 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $35,694 |
| 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 | $1,520 |
| Total credits and payments | $2,849 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $748 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $2,101 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $1,329 |
| Amount to be credited to 2013 estimated tax | $1,329 |
| 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 | $1,236,389 |
| Net value of noncharitable-use assets | $1,217,840 |
| Minimum investment return | $60,892 |
| Distributable Amount (for 2012) | |
| Distributable amount | $59,372 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $59,372 |
| 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 | The Patriot Foundation | 1330 Boylston St Ste 510, Chestnut Hill, MA 02467-2111 | MA | 1998-06 | $18,753 |
| 2 | The Pediatric Inflammatory Bowel Disease Foundation Inc | C/O Tucker Saltzman 50 Congress St, Boston, MA 02109 | MA | 2010-03 | $103,670 |
| 3 | The Pelham Ii Corporation | 100 Grandview Rd Ste 207, Braintree, MA 02184-2692 | MA | $2,961,476 | |
| 4 | The Philanthropic Initiative Inc | 160 Federal St Fl 8, Boston, MA 02110-1700 | MA | 1992-03 | $2,807,985 |
| 5 | The Poverty Alleviation Fund Inc | 663 Green St, Cambridge, MA 02139-3137 | MA | 1998-01 | $1,000,007 |
| 6 | The Public Health Advocacy Institute Inc | 102 Fenway 117, Boston, MA 02115-3782 | MA | 1980-01 | $710,200 |
| 7 | The Quincy College Trust Incorporated | Presidents Place 1250 Hancock St, Quincy, MA 02169 | MA | 2006-11 | $16,181 |
| 8 | The R O S E Fund Inc | 200 Harvard Mill Sq Ste 3, Wakefield, MA 01880-3239 | MA | 1993-03 | $3,094 |
| 9 | The Red Sox Foundation Inc | 4 Yawkey Way, Boston, MA 02215-3409 | MA | 2003-06 | $8,770,343 |
| 10 | The Research Institute Of Paper History And Technology Inc | C/O Donna Koretsky 756 Washington, Brookline, MA 02446 | MA | 1996-01 | $45,203 |
| 11 | The Richard And Sally Zeckhauser Foundation | 138 Irving St, Cambridge, MA 02138-1929 | MA | 1987-06 | $1,333,964 |
| 12 | The Richard Warren Surgical Research & Education Fund Inc | 131 Dartmouth St Ste 501, Boston, MA 02116-5134 | MA | 1985-05 | $2,349 |
| 13 | The Robert And Michelle Cooke Atchinson Foundation, Atchinson Robert G Ttee | 115 Commonwealth Ave Apt 2, Boston, MA 02116-2332 | MA | 1999-07 | $4,251,138 |
| 14 | The Robert F Higgins Foundation, Higgins Robert F Ttee | 2 International Pl, Boston, MA 02110-4104 | MA | 2000-06 | $4,716,423 |
| 15 | The Saint Lawrence Literary Society Of Ipswich Mass | 14 Fairview Ave, Ipswich, MA 01938-2008 | MA | 1942-08 | $185,900 |
| 16 | The Samaritans Of Fall River New Bedford Incorporated | PO BOX 1333, Westport, MA 02790-0694 | MA | 1983-11 | $59,723 |
| 17 | The Scituate Rotary Foundation | PO BOX 831, Scituate, MA 02066-0831 | MA | 1991-08 | $20,917 |
| 18 | The Seaside Club Of Plymouth Massachusetts | 77 Forest Avenue Ext, Plymouth, MA 02360-4432 | MA | 1993-05 | $352,003 |
| 19 | The Singleton Family Foundation Under Sarah Z Singleton Living Tr | 94 Mastro Dr, Franklin, MA 02038-4119 | MA | 2002-01 | $7,057 |
| 20 | The South Boston Collaborative Center Inc | 1226a Columbia Road, South Boston, MA 02127 | MA | 2007-07 | $287,221 |
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