Theodore H Cutler Fam Tr, Cutler Theodore H And Joan Ttee in Needham, 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
- Organizations performing similar types of work
| Theodore H Cutler Fam Tr, Cutler Theodore H And Joan Ttee | |
| Employer Identification Number (EIN) | 046773335 |
| Name of Organization | Theodore H Cutler Fam Tr |
| Secondary Name | Cutler Theodore H And Joan Ttee |
| In Care of Name | Charles D Forman |
| Address | 300 First Avenue Room 300, Needham, MA 02494-2736 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 07/1995 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $805,143 |
| Amount of Income | $1,051,593 |
| Form 990 Revenue Amount | $292,987 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2013: $1,051,593 (it was $495,583 in 2012)
| This organization: | $1,051,593 |
| Other organizations performing similar types of work: | $159,989 |
Assets in 2013: $805,143 (it was $991,537 in 2012)
| Theodore H Cutler Fam Tr, Cutler Theodore H And Joan Ttee: | $805,143 |
| Other organizations performing similar types of work: | $232,109 |
Expenses in 2012: $431,866
| This organization: | $431,866 |
| Other organizations performing similar types of work: | $84,860 |
Income to expenses ratio in 2012: 2.4
| This organization: | 2.4 |
| Other organizations performing similar types of work: | 1.2 |
Grants share in income in 2012: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 35.4% |
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 | $115,876 | $115,876 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $953 | |||
| Dividends and interest from securities | $37,314 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $77,609 | |||
| Total expenses and disbursements | $431,866 | $0 | $0 | $431,866 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $287 | $0 | $287 | |
| Contributions, gifts, grants paid | $431,579 | |||
| Excess of revenue over expenses and disbursements | $-315,990 | |||
| Net investment income | $115,876 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $991,537 | $1,054,798 |
| Cash - non-interest-bearing | $66,024 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $155,000 | |
| Investments-corporate bonds | $770,513 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $991,537 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $77,609 |
| 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 | $1,159 |
| Total credits and payments | $1,758 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,758 |
| 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 | $599 |
| Amount to be credited to 2013 estimated tax | $599 |
| 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 | $1,251,347 |
| Net value of noncharitable-use assets | $1,232,580 |
| Minimum investment return | $61,629 |
| Distributable Amount (for 2012) | |
| Distributable amount | $60,470 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $60,470 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Uvmc Foundation | 3130 N County Road 25a, Troy, OH 45373-1337 | OH | 1998-05 | $3,212,155 |
| 2 | Richard A Odom Family Foundation, Arizona Community Foundation | 2201 E Camelback 405b, Phoenix, AZ 85016-3431 | AZ | 1998-01 | $2,034,934 |
| 3 | National Center For Responsible Gaming | 900 Cummings Ctr Ste 216u, Beverly, MA 01915-6182 | MA | 1997-07 | $2,022,547 |
| 4 | Royal E Rostenbach Foundation, Rostenbach Royal & Margaret B Ttees | PO BOX 803878, Chicago, IL 60680-3878 | IL | 1996-12 | $1,819,455 |
| 5 | Grimshaw Gudewicz Charitable Foundation, Shabshelowitz Harold Etal Ttees | 263 Walnut St, Fall River, MA 02720-2426 | MA | 1995-07 | $1,414,800 |
| 6 | S O C K Outstanding Students S O S Academy Inc | 6974 Wilson Blvd, Jacksonville, FL 32210-3663 | FL | 1998-10 | $1,279,682 |
| 7 | Reflections Ministries Inc | 3565 Piedmont Rd Ne Bldg 1-130, Atlanta, GA 30305-8204 | GA | 1998-10 | $1,257,394 |
| 8 | Theodore H Cutler Fam Tr, Cutler Theodore H And Joan Ttee | 300 First Avenue Room 300, Needham, MA 02494-2736 | MA | 1995-07 | $1,051,593 |
| 9 | Suzuki Music School Of Westport Inc | 212 Post Rd W, Westport, CT 06880-4604 | CT | 1998-09 | $986,354 |
| 10 | Joan & Verlin Jackson Foundation | 405 W Williams St, Atkinson, IL 61235-9789 | IL | 1998-06 | $945,722 |
| 11 | Fleming Family Foundation, Fleming David D Co-Ttee | 24 Wildwood Dr, Sherborn, MA 01770-1101 | MA | 1997-06 | $378,494 |
| 12 | Perry Henderson Foundation | 2223 Washington Street No 306, Newton, MA 02462-1417 | MA | 1995-12 | $181,117 |
| 13 | Triveni School Of Dance Inc | 67 Powell St, Brookline, MA 02446-3928 | MA | 1998-01 | $115,224 |
| 14 | Dennis P Rando Cadet Humanitarian Fund | PO BOX 1676, West Chatham, MA 02669-1676 | MA | 1998-06 | $28,506 |
| 15 | Womens Sailing Foundation Inc | 146 S Great Rd, Lincoln, MA 01773-4118 | MA | 1997-07 | $23,793 |
| 16 | The D&l Foundation, Zander Benjamin Ttee | 140 Brattle St, Cambridge, MA 02138-2202 | MA | 1998-01 | $20,010 |
| 17 | Accessability Alternatives Inc | 141 Montague Rd, Wendell, MA 01379 | MA | 1998-04 | $0 |
| 18 | Community Development And Mortgage Alliance Corporation | 6 Legion Street, Canton, MA 02021 | MA | 1997-04 | $0 |
| 19 | Friends Of The Hampden Law Library Inc | Po Box 559, Springfield, MA 01102-0559 | MA | 1992-07 | $0 |
| 20 | South End Community Development Corporation | 507 Main St, Springfield, MA 01105-2411 | MA | 1998-10 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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