Adam Russell Gelfand Charitable Foundation, Gelfand Mark I Ttee in Chestnut Hill, 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
| Adam Russell Gelfand Charitable Foundation, Gelfand Mark I Ttee | |
| Employer Identification Number (EIN) | 043252302 |
| Name of Organization | Adam Russell Gelfand Charitable Foundation |
| Secondary Name | Gelfand Mark I Ttee |
| Address | 9 Leland Rd, Chestnut Hill, MA 02467-3212 |
| Activities | Gifts, grants, or loans to other organizations, Other school related activities |
| Subsection | Charitable Organization |
| Ruling Date | 12/1994 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 08/2014 |
| Assets | $1 to $9,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $908 |
| Amount of Income | $1,537 |
| Form 990 Revenue Amount | $690 |
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 | $193 | $18 | $0 | |
| Contributions, gifts, grants, etc., received | $175 | |||
| Interest on savings and temporary cash investments | $18 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $6,035 | $0 | $0 | $6,035 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $35 | $0 | $35 | |
| Contributions, gifts, grants paid | $6,000 | |||
| Excess of revenue over expenses and disbursements | $-5,842 | |||
| Net investment income | $18 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $912 | $912 |
| Cash - non-interest-bearing | $402 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $510 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $912 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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? | Yes |
| 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 | $3,100 |
| Net value of noncharitable-use assets | $3,060 |
| Minimum investment return | $153 |
| Distributable Amount (for 2012) | |
| Distributable amount | $153 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $153 |
| 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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| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Actuaries Club Of Boston | 76 Judith Rd, Newton, MA 02459 | MA | 2008-03 | $40,033 |
| 2 | Acupuncture & Oriental Medicine Society Of Massachusetts Inc | Po Box 775, Beverly, MA 01915 | MA | 1998-03 | $0 |
| 3 | Acushnet Cemetary Corporation | 91 Main St, Acushnet, MA 02743-2138 | MA | 1943-02 | $64,491 |
| 4 | Acushnet Parent-Teacher Organization Inc | 800 Middle Rd, Acushnet, MA 02743-1454 | MA | 1986-08 | $100,476 |
| 5 | Acushnet River Safe Boating Club Inc | 80 Middle St, Fairhaven, MA 02719-3050 | MA | 1991-07 | $219,026 |
| 6 | Acushnet Youth Athletic Association Inc | PO BOX 30049, Acushnet, MA 02743 | MA | 1992-08 | $89,965 |
| 7 | Ad Club Foundation Inc | 9 Hamilton Pl Ste 2, Boston, MA 02108-4715 | MA | 2004-06 | $86,119 |
| 8 | Ad Lib Inc | 215 North St, Pittsfield, MA 01201-4610 | MA | 1988-06 | $1,285,224 |
| 9 | Ada B W Bacon Trust Uw Nect | PO BOX 961209, Boston, MA 02196-1209 | MA | 1970-12 | $241,892 |
| 10 | Adam Bullen Memorial Foundation | 24 Charlton St, Oxford, MA 01540-2136 | MA | 2001-11 | $99,888 |
| 11 | Adam Russell Gelfand Charitable Foundation, Gelfand Mark I Ttee | 9 Leland Rd, Chestnut Hill, MA 02467-3212 | MA | 1994-12 | $1,537 |
| 12 | Adams Agricultural Fair Inc | PO BOX 124, Adams, MA 01220-0124 | MA | 1998-12 | $40,221 |
| 13 | Adams Foundation | 349 Pearl St, South Hadley, MA 01075-1053 | MA | 2005-06 | $37,416 |
| 14 | Adams Memorial Society Inc | 35 Jackson Pond Rd, Dedham, MA 02026-5524 | MA | 2013-08 | $6,069 |
| 15 | Adams Nervine Asylum | PO BOX 55806, Boston, MA 02205-5806 | MA | 1937-04 | $519,020 |
| 16 | Adams Pool Corporation | PO BOX 271, Lexington, MA 02420-0003 | MA | 1969-01 | $118,104 |
| 17 | Adams Street Foundation Inc | 155 Main St, Medway, MA 02053-1567 | MA | 2008-01 | $71,224 |
| 18 | Adams Turners Inc | 6 Turners Ave, Adams, MA 01220-1528 | MA | 1984-01 | $142,135 |
| 19 | Adapt Association Of Data Processing Trainers | 9 Brahman Drive, Norton, MA 02766 | MA | 1990-08 | $0 |
| 20 | Adath Jeshurun Cemetery Association Inc | 1340 Centre St Ste 101, Newton Center, MA 02459-2453 | MA | 1971-05 | $96,239 |
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