The@george And Alice Rich Charitable Foundation, Bove Alexander A Jr 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@george And Alice Rich Charitable Foundation, Bove Alexander A Jr Ttee | |
| Employer Identification Number (EIN) | 046936732 |
| Name of Organization | The@george And Alice Rich Charitable Foundation |
| Secondary Name | Bove Alexander A Jr Ttee |
| In Care of Name | Alexander A Bove Jr |
| Address | 10 Tremont St Ste 600, Boston, MA 02108-2056 |
| Subsection | Charitable Organization |
| Ruling Date | 07/2001 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| 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 | $3,477,931 |
| Amount of Income | $2,129,235 |
| Form 990 Revenue Amount | $345,005 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Philanthropy, Voluntarism, and Grantmaking 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 | $293,043 | $289,190 | $133,949 | |
| Contributions, gifts, grants, etc., received | $3,853 | |||
| Interest on savings and temporary cash investments | $46 | |||
| Dividends and interest from securities | $133,903 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $155,241 | |||
| Total expenses and disbursements | $165,100 | $41,067 | $0 | $124,033 |
| Compensation of officers, directors, trustees, etc. | $27,200 | |||
| Total operating and administrative expenses | $76,550 | $41,067 | $35,483 | |
| Contributions, gifts, grants paid | $88,550 | |||
| Excess of revenue over expenses and disbursements | $127,943 | |||
| Net investment income | $248,123 | |||
| Adjusted net income | $133,949 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $3,279,622 | $3,488,335 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $3,104,255 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $175,367 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $3,279,622 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $155,241 |
| 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 | $4,962 |
| Total credits and payments | $2,810 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,810 |
| 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 | $2,152 |
| 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 | $3,403,615 |
| Net value of noncharitable-use assets | $3,352,560 |
| Minimum investment return | $167,628 |
| Distributable Amount (for 2012) | |
| Distributable amount | $162,666 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $162,666 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $39,376 |
| 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 Yesley Charitable Trust | 1 Chatham Rd, Newton Hlds, MA 02461-1009 | MA | 1968-08 | $4,602 |
| 2 | The Zell Family Foundation Inc | 230 Congress Street, Boston, MA 02110-2409 | MA | 1983-05 | $328,262 |
| 3 | The@alfred & Jeanne A M Contarino Charitable Foundation, Contarino Alfred F Ttee | 98 Valley Rd, Boxford, MA 01921-1331 | MA | 1998-05 | $131,534 |
| 4 | The@belmont Golf Scholarship Fund Inc | 151 Tremont Street, Boston, MA 02111-1125 | MA | 2005-01 | $89,238 |
| 5 | The@bryant And Doris Barnard Family Foundation | 25 Rubbly Rd, Wenham, MA 01984-1709 | MA | 1998-08 | $55,229 |
| 6 | The@daniel F And Margaret Macadam Loughry Charitable Foundation, Vinciullo Marguerite M Ttee | 77 Southfield Dr, Brockton, MA 02302-4149 | MA | 1997-08 | $789,612 |
| 7 | The@dennis Eckersley Family Foundation, Sands Jackson O Ttee | 6 Macy Ln, Ipswich, MA 01938-1185 | MA | 1999-05 | $15,915 |
| 8 | The@elizabeth B Kreske Charitable Foundation, Mccarthy Kathleen M Ttee | PO BOX 55806, Boston, MA 02205-5806 | MA | 2006-09 | $149,551 |
| 9 | Thefield Board Inc | PO BOX 40, Ashfield, MA 01330 | MA | 2011-01 | $139,363 |
| 10 | The@friends Of The Ashland Public Library Inc | 66 Front St, Ashland, MA 01721-1647 | MA | 2000-10 | $24,812 |
| 11 | The@george And Alice Rich Charitable Foundation, Bove Alexander A Jr Ttee | 10 Tremont St Ste 600, Boston, MA 02108-2056 | MA | 2001-07 | $2,129,235 |
| 12 | The@great Josh Billings Runaground Inc | 185 Hubbard St, Lenox, MA 01240-2332 | MA | 2003-04 | $70,867 |
| 13 | The@henrietta & David Whitcomb Family Foundation, Whitcomb Henrietta Ttee | 3 Newton Executive Park Ste 101, Newton, MA 02462-1433 | MA | 2001-06 | $563 |
| 14 | The@jack And Eva Medzorian Foundation, Medzorian Jack H Ttee | 8 Berkshire Dr, Winchester, MA 01890-3232 | MA | 2000-12 | $9,790 |
| 15 | The@julia Gery Foundation, Gery Micahel W Ttee | 22 Pitman Rd, Marblehead, MA 01945-1434 | MA | 1999-10 | $5,338 |
| 16 | The@kevin Crowe Memorial Fund Inc | 17 Appaloosa Cir, Hopkinton, MA 01748-1100 | MA | 2008-09 | $68,105 |
| 17 | The@lee L And Judith E Selwyn Foundation | 285 Reservoir Rd, Chestnut Hill, MA 02467-1449 | MA | 2009-03 | $664,968 |
| 18 | The@margaret B And Richard R Ramsey Sr Charitable Foundation | 63 Trapelo Rd, Belmont, MA 02478-4448 | MA | 1999-07 | $14,386 |
| 19 | The@michael And Vincenza Vinciullo Charitable Foundation, Vinciullo Salvatore A Ttee | 175 Bedford St Ste 5, Lexington, MA 02420-4481 | MA | 1997-08 | $675,953 |
| 20 | The@milton And Dorothy Sarnoff Raymond Foundation, Samuel H Laitman Ttee | PO BOX 147, Williamstown, MA 01267-0147 | MA | 2009-07 | $1,896,249 |
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