Trowbridge Foundation, Lowell William A 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
- Organizations performing similar types of work
| Trowbridge Foundation, Lowell William A Ttee | |
| Employer Identification Number (EIN) | 043372063 |
| Name of Organization | Trowbridge Foundation |
| Secondary Name | Lowell William A Ttee |
| In Care of Name | Choate Hall Et Al |
| Address | PO BOX 961019, Boston, MA 02196-1019 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 07/1997 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 03/2014 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - 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: |
Non-representatives - add comments:
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 |
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 | $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 Value | Fair 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) | |||||
| 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 | Reba Judith Sandler Foundation Inc | 100 Summer St, Boston, MA 02110-2106 | MA | 1997-07 | $8,985,153 |
| 2 | Bruce J Anderson Foundation Inc | 75 Arlington St, Boston, MA 02116-3936 | MA | 1980-10 | $2,283,241 |
| 3 | Shipping Venture Corporation | 600 Atlantic Avenue, Boston, MA 02210-2203 | MA | 1996-05 | $2,183,439 |
| 4 | Virginia Cretella Mars Foundation | 140 Broadway, New York, NY 10005-1108 | NY | 1995-05 | $2,060,101 |
| 5 | Institution For Savings In Newbrypt & Its Vcnty Chrtble Foundation Inc | PO BOX 510, Newburyport, MA 01950-0610 | MA | 1997-05 | $1,483,543 |
| 6 | Still Point Fund | 150 Broadway, New York, NY 10038-4381 | NY | 1997-07 | $1,189,725 |
| 7 | Remillard Family Foundation Inc | 211 Main St, Webster, MA 01570-2249 | MA | 1997-06 | $1,000,217 |
| 8 | Mary Field And Vincent Dep Goubeau Charitable Tr 1996, Kane John Clarke Ttee | C/O Ropes Gray Llp 800 Boylston St, Boston, MA 02199 | MA | 1996-08 | $811,445 |
| 9 | Marino Charitable Foundation 121693, Marino Lauren Ttee | 145 Centre St, Dover, MA 02030-2453 | MA | 1995-05 | $474,016 |
| 10 | Stanley And Nancy Grossman Family Foundation | 600 Third Avenue, New York, NY 10016-1901 | NY | 1995-10 | $445,107 |
| 11 | Ruth And Sheldon Goldstein Foundation, Goldstein Ruth Et Al Ttee | 1035 19th St Apt 2, Santa Monica, CA 90403-4498 | CA | 1995-05 | $396,725 |
| 12 | The Philip J Hahn Foundation Inc | C/O J Rosenzweig 560 Fifth Avenue, New York, NY 10036 | NY | 1997-07 | $311,083 |
| 13 | Trowbridge Foundation, Lowell William A Ttee | PO BOX 961019, Boston, MA 02196-1019 | MA | 1997-07 | $279,339 |
| 14 | Irish Educational Foundation Inc | 19 Cross St, Medfield, MA 02052-2722 | MA | 1992-07 | $243,285 |
| 15 | Goessel Family Foundation Inc | 73 Hawthorne St, Lenox, MA 01240-2801 | MA | 1997-07 | $236,484 |
| 16 | William J Eisen Charitable Tr, Eisen William J Ttee | 64 Fairbanks Ave, Wellesley, MA 02481-5255 | MA | 1997-06 | $15,003 |
| 17 | Evergreen Foundation Inc | 515 Providence Hwy Ste 103, Dedham, MA 02026-6817 | MA | 1997-06 | $6,929 |
| 18 | Segal-Sanders Family Foundation, Sanders Paul J Ttee | 350 Fitchburg Tpke, Concord, MA 01742-5803 | MA | 1995-05 | $1,164 |
| 19 | Mandile Family Foundation Inc | Oak Knoll, Winchester, MA 01890 | MA | 1997-07 | $31 |
| 20 | Friends Of Freddy Cunha Iv | 1051 Montrose St, New Bedford, MA 02745-2609 | MA | 1995-02 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||
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| Total | 124 | ||||||||||||||||||||||||||||||||||||||||||||
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