Heald Foundation 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
| Heald Foundation | |
| Employer Identification Number (EIN) | 046028076 |
| Name of Organization | Heald Foundation |
| In Care of Name | Shawmut Tr Div 6-15 |
| Address | 100 Federal St, Boston, MA 02110-1802 |
| Activities | Gifts, grants, or loans to other organizations, Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 03/1957 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $121,944 |
| Amount of Income | $19,758 |
| Form 990 Revenue Amount | $6,989 |
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 | $8,272 | $8,216 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $7,373 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $56 | |||
| Other | $843 | |||
| Total expenses and disbursements | $12,612 | $496 | $0 | $12,116 |
| Compensation of officers, directors, trustees, etc. | $827 | |||
| Total operating and administrative expenses | $2,112 | $496 | $1,616 | |
| Contributions, gifts, grants paid | $10,500 | |||
| Excess of revenue over expenses and disbursements | $-4,340 | |||
| Net investment income | $7,720 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $135,631 | $142,150 |
| Cash - non-interest-bearing | $823 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $130,000 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $4,808 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $135,631 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $843 |
| 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 | $154 |
| Total credits and payments | $64 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $64 |
| 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 | $90 |
| 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 | $141,029 |
| Net value of noncharitable-use assets | $138,920 |
| Minimum investment return | $6,946 |
| Distributable Amount (for 2012) | |
| Distributable amount | $6,792 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $6,792 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
The Red Sox Foundation Inc in Boston, MA
  |
|
Ben And Rose Cole Charitable Pria Foundation in Boston, MA
|
|
Chefs Table Foundation in Boston, MA
|
|
Chester Square Neighborhood Association Inc in Boston, MA
|
|
Landry Family Charitable Foundation in Boston, MA
|
|
King Solomon Humanitarian Foundation For Handicapped Childre, Handi-Kids in Bridgewater, MA
|
| Iglesia Camino Al Calvario in Lynn, MA |
| Rossbach Charitable Remainder Tr, Rossbach Janice & C E Ahara Ttees in Lexington, MA |
| Massachusetts-Ponkapoag Tribal Council Inc in Bridgewater, MA |
|
Fc Blazers in Needham Hgts, MA
|
| Other organizations in Massachusetts | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Howland Fund For Aged Women Trustees | 1061 Pleasant St, New Bedford, MA 02740-6728 | MA | 1934-10 | $427,813 |
| 2 | Hoyt Foundation Inc | 241 Mashapaug Rd, Holland, MA 01521-2514 | MA | 1993-03 | $288,296 |
| 3 | Hrca Brookline Housing 112-120 Centre Court | 1200 Centre St, Boston, MA 02131-1000 | MA | 2002-07 | $3,159,184 |
| 4 | Hrca Brookline Housing 1550 Beacon Plaza | 1200 Centre St, Boston, MA 02131-1000 | MA | 2002-07 | $3,465,425 |
| 5 | Hrca Housing For Elderly Inc | 420 Revere Beach Blvd, Revere, MA 02151-4702 | MA | 1974-12 | $4,435,113 |
| 6 | Hrca Senior Housing Inc | 640 North Main St, Randolph, MA 02368-3645 | MA | 1982-08 | $2,897,179 |
| 7 | Hsmai New England Chapter Inc | Po Box 990241, Boston, MA 02199 | MA | 2007-05 | $21,520 |
| 8 | Hennessey Family Foundation 1045002985 | 287 Auburn St, Newton, MA 02466-1915 | MA | 2007-03 | $303,558 |
| 9 | Headmasters Association | 80 Gerrys Landing Rd, Cambridge, MA 02138-5504 | MA | 2002-07 | $135,634 |
| 10 | Health Assessment Lab Inc | 175 Derby St Ste 42, Hingham, MA 02043-4053 | MA | 1998-05 | $469,741 |
| 11 | Heald Foundation | 100 Federal St, Boston, MA 02110-1802 | MA | 1957-03 | $19,758 |
| 12 | Hollis Declan Leverett Memorial Fund | 225 Frankilin St, Boston, MA 02110-2804 | MA | 2000-04 | $153,294 |
| 13 | Hosanna Lighthouse Ministries Inc | 24 Dawes St, Blackstone, MA 01504-1659 | MA | 1993-03 | $63,279 |
| 14 | Health Freedom Foundation | PO BOX 767, Charlton, MA 01507-0767 | MA | 2003-05 | $264,375 |
| 15 | Imani Corporation, Idefine Youth Foundation | 9r Hardwood Drive, North Billerica, MA 01862 | MA | 2002-05 | $9,135 |
| 16 | International Association Of Pastel Societies | PO BOX 512, Marshfld Hls, MA 02051-0512 | MA | 2014-07 | $191,516 |
| 17 | International Experiential Stdp Association Inc | 747 Main Street Suite 119, Concord, MA 01742 | MA | 2002-09 | $0 |
| 18 | Institute For Justice And Democracy In Haiti Inc | 666 Dorchester Ave, South Boston, MA 02127-3537 | MA | 2005-03 | $1,730,310 |
| 19 | Ingeborg Foundation | 639 Sea View Ave, Osterville, MA 02655-2444 | MA | 1998-09 | $283,284 |
| 20 | International Brotherhood Of Electrical Workers, 0223 Local | PO BOX 1238, Lakeville, MA 02347-7238 | MA | 1940-08 | $755,970 |
Organization representatives - add corrected or new information about Heald Foundation »
Non-representatives - add comments about Heald Foundation»