Tupancy-Harris Foundation Of 1986, Karelitz Robert N 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
| Tupancy-Harris Foundation Of 1986, Karelitz Robert N | |
| Employer Identification Number (EIN) | 046547989 |
| Name of Organization | Tupancy-Harris Foundation Of 1986 |
| Secondary Name | Karelitz Robert N |
| In Care of Name | Fiduciary Tr Co |
| Address | PO BOX 55806, Boston, MA 02205-5806 |
| Activities | Preservation of natural resources (conservation), Historical site, records or reenactment, Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 02/1987 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $5,000,000 to $9,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $24,680,664 |
| Amount of Income | $9,471,084 |
| Form 990 Revenue Amount | $1,446,895 |
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 | $1,266,234 | $948,385 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $413,025 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $396,996 | |||
| Other | $456,213 | |||
| Total expenses and disbursements | $1,407,687 | $287,693 | $0 | $1,235,519 |
| Compensation of officers, directors, trustees, etc. | $167,792 | |||
| Total operating and administrative expenses | $174,783 | $287,693 | $2,615 | |
| Contributions, gifts, grants paid | $1,232,904 | |||
| Excess of revenue over expenses and disbursements | $-141,453 | |||
| Net investment income | $660,692 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $24,334,489 | $26,473,036 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $3,256,126 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $20,334,396 | |
| Other | $743,967 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $24,334,489 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $456,213 |
| 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 | $13,214 |
| Total credits and payments | $19,028 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $16,028 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $3,000 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $5,814 |
| Amount to be credited to 2013 estimated tax | $5,814 |
| 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 | $25,333,916 |
| Net value of noncharitable-use assets | $24,953,900 |
| Minimum investment return | $1,247,695 |
| Distributable Amount (for 2012) | |
| Distributable amount | $1,234,481 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $1,234,481 |
| 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 | Trustees Of The Ashley School & Charitable Fund Of West Springfiel | PO BOX 438, W Springfield, MA 01090-0438 | MA | 1991-09 | $357,523 |
| 2 | Trustey Family Foundation | 50 Congress St Ste 1025, Boston, MA 02109-4022 | MA | 2001-04 | $1,679 |
| 3 | The Savings Bank Charitable Foundation Inc | PO BOX 30, Wakefield, MA 01880-0030 | MA | 1997-09 | $64,179 |
| 4 | Tufts Health Plan Foundation Inc | 705 Mount Auburn St, Watertown, MA 02472-1508 | MA | 2008-03 | $16,285,586 |
| 5 | Tufts Managed Care Institute Inc | 136 Harrison Ave, Boston, MA 02111-1817 | MA | 1996-06 | $1,154,807 |
| 6 | Tufts Medical Center Parent Inc | 800 Washington Street Box 468, Boston, MA 02111-1552 | MA | 2008-05 | $67,282 |
| 7 | Tufts Medical Center Physicians Organization Inc, Parent | 800 Washington St Box 1013, Boston, MA 02111-1552 | MA | 1993-05 | $23,965,635 |
| 8 | Tufts Medical Center Retirement Savings Account Plan - Hospital-Co | 800 Washington St, Boston, MA 02111-1552 | MA | 2009-09 | $80,813 |
| 9 | Tufts Medical Center-Employee After-Tax Contribution Trust | 800 Washington St, Boston, MA 02111-1552 | MA | 2009-09 | $483,649 |
| 10 | Tugg Corp | 890 Winter St Ste 320, Waltham, MA 02451-1493 | MA | 2009-12 | $850,401 |
| 11 | Tupancy-Harris Foundation Of 1986, Karelitz Robert N | PO BOX 55806, Boston, MA 02205-5806 | MA | 1987-02 | $9,471,084 |
| 12 | Tupelo Press Inc | 243 Union Street, North Adams, MA 01247-3564 | MA | 2003-04 | $402,299 |
| 13 | Turimiquire Foundation Inc | 16 Crescent St, Cambridge, MA 02138-1908 | MA | 1996-05 | $59,400 |
| 14 | Turner Family Foundation | PO BOX 961019, Boston, MA 02196-1019 | MA | 2004-06 | $0 |
| 15 | Turner House Living Center For Veterans Inc | PO BOX 71, Williamstown, MA 01267-0071 | MA | 1994-03 | $178,884 |
| 16 | Turnpike Credit Union | 668 South Ave, Weston, MA 02493-1120 | MA | 1975-04 | $197,671 |
| 17 | Tuthill Family Foundation Inc | 175 Derby St Ste 27, Hingham, MA 02043-4054 | MA | 1994-04 | $2,092 |
| 18 | Tyco International Us Inc Employment Transition Benefits Tr, Robinson Michael A Ttee | PO BOX 394, Norton, MA 02766-0394 | MA | 2001-01 | $7,909,768 |
| 19 | The Romney Foundation For Children, Ann D & W Mitt Romney Ttee | 137 Newbury St, Boston, MA 02116-2912 | MA | 2000-09 | $9,066,861 |
| 20 | Udavum Karangal Of Usa, Sundar Balasuryan | 15 James St, Lexington, MA 02420-1106 | MA | 1999-10 | $762,470 |
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