The Robert G Segel And Janice L Sherman Family Foundation, Deitsch Ira J Co-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
- Other organizations in Massachusetts
| The Robert G Segel And Janice L Sherman Family Foundation, Deitsch Ira J Co-Ttee | |
| Employer Identification Number (EIN) | 046856264 |
| Name of Organization | The Robert G Segel And Janice L Sherman Family Foundation |
| Secondary Name | Deitsch Ira J Co-Ttee |
| In Care of Name | Park Street Capital |
| Address | 125 High St 23rd Fl, Boston, MA 02110-2704 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 07/1998 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 11/2014 |
| Assets | $100,000 to $499,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $407,881 |
| Amount of Income | $1,155,264 |
| Form 990 Revenue Amount | $106,419 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Named Trusts/Foundations (Not Elsewhere Classified) |
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 | $204,892 | $4,322 | $0 | |
| Contributions, gifts, grants, etc., received | $200,570 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $4,265 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $57 | |||
| Total expenses and disbursements | $102,991 | $89 | $0 | $101,700 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,291 | $89 | $0 | |
| Contributions, gifts, grants paid | $101,700 | |||
| Excess of revenue over expenses and disbursements | $101,901 | |||
| Net investment income | $4,233 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $340,202 | $333,418 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $110,863 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $229,339 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $340,202 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $57 |
| 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 | $85 |
| Total credits and payments | $264 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $264 |
| 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 | $179 |
| Amount to be credited to 2013 estimated tax | $179 |
| 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 | $352,088 |
| Net value of noncharitable-use assets | $346,800 |
| Minimum investment return | $17,340 |
| Distributable Amount (for 2012) | |
| Distributable amount | $17,255 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $17,255 |
| 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 Pray Family Foundation | 25 Anthony St, Seekonk, MA 02771-3701 | MA | 1999-05 | $207,302 |
| 2 | The Proprietors Of The South Hadley Falls Cemetery | 202 Lathrop St, South Hadley, MA 01075-3309 | MA | 2009-09 | $18,982 |
| 3 | The Prospect Fund, Koopman Rena B Ttee | PO BOX 1023, Allston, MA 02134-0007 | MA | 2003-06 | $857,351 |
| 4 | The Public Health Museum In Massachusetts Incorporated | 365 East St, Tewksbury, MA 01876-1950 | MA | 1992-12 | $12,748 |
| 5 | The Real Estate Bar Association For Massachusetts Inc | 50 Congress St Ste 600, Boston, MA 02109-4075 | MA | 2006-08 | $634,209 |
| 6 | The Resource Inc | PO BOX 36, North Eastham, MA 02651-0036 | MA | 1994-05 | $2,025,775 |
| 7 | The Retired Mens Club Of Cape Cod Massachusetts | PO BOX 746, South Dennis, MA 02660-0746 | MA | 1969-02 | $42,202 |
| 8 | The Reverend Joseph W Garafalo Scholarship Fund Inc | 2 Saybrook Rd, Worcester, MA 01604-2725 | MA | 1992-11 | $72,686 |
| 9 | The Robert And Cynthia Marr Charitable Foundation, Marr Robert L Ttee | C/O Darmodymerlino Co 75 Federal, Boston, MA 02110 | MA | 2003-02 | $138,001 |
| 10 | The Robert E & Kathleen K Evans Family Foundation Inc | 42 Willow Brook Rd, Holden, MA 01520-2719 | MA | 1999-12 | $24,400 |
| 11 | The Robert G Segel And Janice L Sherman Family Foundation, Deitsch Ira J Co-Ttee | 125 High St 23rd Fl, Boston, MA 02110-2704 | MA | 1998-07 | $1,155,264 |
| 12 | The Rose C And Nathan L Milstein Family Foundation | 154 Richdale Ave, Cambridge, MA 02140-3324 | MA | 2001-01 | $26,830 |
| 13 | The Rose Foundation Inc | 8 Washington St, Beverly, MA 01915-5820 | MA | 1985-05 | $422,011 |
| 14 | The Rotary Club Of Hingham And Hull Inc Foundation | PO BOX 39, Hingham, MA 02043-0039 | MA | 1998-02 | $126,739 |
| 15 | The Rothwell Foundation Inc | 214 Barton Rd, Stow, MA 01775-1577 | MA | 2005-10 | $21,028 |
| 16 | The Rotman Family Philanthropic Foundation Inc | 306 Main Street No 400, Worcester, MA 01608-1550 | MA | 2004-09 | $149,976 |
| 17 | The Rouine Run Inc | 38 Old Tyng Rd, Tyngsboro, MA 01879-2706 | MA | 2011-05 | $17,198 |
| 18 | The Rubber And Plastics Footwear Manufacturers Association Inc | 3 Vernon Rd, Medway, MA 02053-1307 | MA | 1988-02 | $286,911 |
| 19 | The Ruby Run Inc | 22 Arbor Way, Taunton, MA 02780-4374 | MA | 2006-06 | $14,629 |
| 20 | The Rusty Staub Foundation Inc | 100 Corporate Pl Ste 203, Peabody, MA 01960-3809 | MA | 1988-02 | $1,554,112 |
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