Trowbridge Foundation, Lowell William A Ttee in Boston, Massachusetts (MA)

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Trowbridge Foundation, Lowell William A Ttee
Employer Identification Number (EIN)043372063
Name of OrganizationTrowbridge Foundation
Secondary NameLowell William A Ttee
In Care of NameChoate Hall Et Al
AddressPO BOX 961019, Boston, MA 02196-1019
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date07/1997
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period03/2014
Assets$500,000 to $999,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$639,380
Amount of Income$279,339
Form 990 Revenue Amount$51,567
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations:


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Amount of income in 2014: $279,339 (it was $323,822 in 2012)
Trowbridge Foundation, Lowell William A Ttee: 

 $279,339
Other organizations performing similar types of work: 

 $168,140

Assets in 2014: $639,380 (it was $614,784 in 2012)
Trowbridge Foundation, Lowell William A Ttee: 

 $639,380
Other organizations performing similar types of work: 

 $443,614

Expenses in 2012: $44,874
Trowbridge Foundation, Lowell William A Ttee: 

 $44,874
Other organizations performing similar types of work: 

 $57,696

Income to expenses ratio in 2012: 6.2
Trowbridge Foundation, Lowell William A Ttee: 

 6.2
Other organizations performing similar types of work: 

 3.0

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$51,567$51,484$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$3
Dividends and interest from securities$18,174
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Other$33,390
Total expenses and disbursements$44,874$7,593$0$37,281
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$14,374$7,593$6,781
Contributions, gifts, grants paid$30,500
Excess of revenue over expenses and disbursements$6,693
Net investment income$43,891
Adjusted net income$0
Balance Sheets (for 2012)
Book ValueFair Market Value
Total assets$614,784$710,409
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$556,422
Investments-corporate bonds$25,346
Investments-mortgage loans$0
Investments-other$0
Other$33,016
Total liabilities$0
Total liabilities and net assets/fund balances$614,784
Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income$33,390
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$439
Total credits and payments$1,175
2012 estimated tax payments and 2011 overpayment credited to 2012$1,175
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
Overpayment$736
Amount to be credited to 2013 estimated tax$736
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?Yes
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$706,886
Net value of noncharitable-use assets$696,280
Minimum investment return$34,814
Distributable Amount (for 2012)
Distributable amount$34,375
Undistributed Income (for 2012)
Distributable amount for 2012$34,375
Undistributed income for 2012. This amount must be distributed in 2013$26,317
Private Operating Foundations (for 2012)
2012201120102009Total
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
IdNameAddressStateEstablishedTotal Income
1Reba Judith Sandler Foundation Inc100 Summer St, Boston, MA 02110-2106MA1997-07$8,985,153
2Bruce J Anderson Foundation Inc75 Arlington St, Boston, MA 02116-3936MA1980-10$2,283,241
3Shipping Venture Corporation600 Atlantic Avenue, Boston, MA 02210-2203MA1996-05$2,183,439
4Virginia Cretella Mars Foundation140 Broadway, New York, NY 10005-1108NY1995-05$2,060,101
5Institution For Savings In Newbrypt & Its Vcnty Chrtble Foundation IncPO BOX 510, Newburyport, MA 01950-0610MA1997-05$1,483,543
6Still Point Fund150 Broadway, New York, NY 10038-4381NY1997-07$1,189,725
7Remillard Family Foundation Inc211 Main St, Webster, MA 01570-2249MA1997-06$1,000,217
8Mary Field And Vincent Dep Goubeau Charitable Tr 1996, Kane John Clarke TteeC/O Ropes Gray Llp 800 Boylston St, Boston, MA 02199MA1996-08$811,445
9Marino Charitable Foundation 121693, Marino Lauren Ttee145 Centre St, Dover, MA 02030-2453MA1995-05$474,016
10Stanley And Nancy Grossman Family Foundation600 Third Avenue, New York, NY 10016-1901NY1995-10$445,107
11Ruth And Sheldon Goldstein Foundation, Goldstein Ruth Et Al Ttee1035 19th St Apt 2, Santa Monica, CA 90403-4498CA1995-05$396,725
12The Philip J Hahn Foundation IncC/O J Rosenzweig 560 Fifth Avenue, New York, NY 10036NY1997-07$311,083
13Trowbridge Foundation, Lowell William A TteePO BOX 961019, Boston, MA 02196-1019MA1997-07$279,339
14Irish Educational Foundation Inc19 Cross St, Medfield, MA 02052-2722MA1992-07$243,285
15Goessel Family Foundation Inc73 Hawthorne St, Lenox, MA 01240-2801MA1997-07$236,484
16William J Eisen Charitable Tr, Eisen William J Ttee64 Fairbanks Ave, Wellesley, MA 02481-5255MA1997-06$15,003
17Evergreen Foundation Inc515 Providence Hwy Ste 103, Dedham, MA 02026-6817MA1997-06$6,929
18Segal-Sanders Family Foundation, Sanders Paul J Ttee350 Fitchburg Tpke, Concord, MA 01742-5803MA1995-05$1,164
19Mandile Family Foundation IncOak Knoll, Winchester, MA 01890MA1997-07$31
20Friends Of Freddy Cunha Iv1051 Montrose St, New Bedford, MA 02745-2609MA1995-02$0
Number of organizations performing similar types of work
Arizona1
California6
Connecticut5
Florida8
Illinois4
Indiana1
Kentucky1
Massachusetts17
Maine2
Michigan1
Minnesota2
Missouri1
North Carolina2
Nebraska1
New Hampshire3
New Jersey9
New Mexico1
New York47
Pennsylvania2
Rhode Island8
Tennessee1
Texas1
Total124

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