Alvord Family Foundation Tr, Alvord Joel B 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
- Other organizations in Massachusetts
| Alvord Family Foundation Tr, Alvord Joel B Ttee | |
| Employer Identification Number (EIN) | 046820195 |
| Name of Organization | Alvord Family Foundation Tr |
| Secondary Name | Alvord Joel B Ttee |
| In Care of Name | Shawmut Capital Ptnrs |
| Address | 75 Federal Street-18th Floor, Boston, MA 02110-1913 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 02/1997 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 11/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,734,416 |
| Amount of Income | $208,763 |
| Form 990 Revenue Amount | $193,935 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Fund Raising Organizations That Cross Categories |
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 | $430,640 | $105,373 | $451 | |
| Contributions, gifts, grants, etc., received | $401,172 | |||
| Interest on savings and temporary cash investments | $12 | |||
| Dividends and interest from securities | $439 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $29,017 | |||
| Total expenses and disbursements | $67,359 | $26,667 | $26,667 | $36,000 |
| Compensation of officers, directors, trustees, etc. | $15,000 | |||
| Total operating and administrative expenses | $31,359 | $26,667 | $0 | |
| Contributions, gifts, grants paid | $36,000 | |||
| Excess of revenue over expenses and disbursements | $363,281 | |||
| Net investment income | $78,706 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,167,251 | $1,292,114 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $905,546 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $261,705 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $1,167,251 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $29,017 |
| 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 | $1,574 |
| Total credits and payments | $2,400 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,400 |
| 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 | $0 |
| Overpayment | $826 |
| Amount to be credited to 2013 estimated tax | $826 |
| 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 | $922,221 |
| Net value of noncharitable-use assets | $908,380 |
| Minimum investment return | $45,419 |
| Distributable Amount (for 2012) | |
| Distributable amount | $43,845 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $43,845 |
| 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 | Alumni Association Of Massasoit Community College Inc | 1 Massasoit Blvd, Brockton, MA 02302-3900 | MA | 1984-05 | $761 |
| 2 | Alumni Association Of The Lahey Clinic Foundation | 41 Mall Rd, Burlington, MA 01805-0001 | MA | 1975-09 | $14,803 |
| 3 | Alumni Association Of The Nu Delta Chapter Of Phi Mu Delta Fraternity | 141 Nottinghill Rd, Brighton, MA 02135-4026 | MA | 2008-07 | $247,344 |
| 4 | Alumni Association Of The Universit Of Massachusetts At Boston Inc | PO BOX 2218, Quincy, MA 02269 | MA | 1991-01 | $176,858 |
| 5 | Alumni Association Of The Worcester City Hospital School Of Nursing | 134 Angell Brook Road, West Boylston, MA 01583 | MA | 1998-02 | $9,613 |
| 6 | Alumni Mutual Fund Of Boston Univ School Of Theology Inc | 745 Commonwealth Ave, Boston, MA 02215-1401 | MA | 1980-09 | $53,130 |
| 7 | Alumni Of The New-Ton Wellesley Hospital School Of Nursing Inc, Alumni Of The Newton-Wellesley Hospital School Of Nursing | 61 Greendale Ave, Needham, MA 02494 | MA | 1968-04 | $2,424 |
| 8 | Alumni Turf Group Inc | 300 Arnold Palmer Blvd, Norton, MA 02766-1365 | MA | 2007-02 | $27,700 |
| 9 | Alvan And Lois Finn Charitable Foundation, Finn Alvan Ttee | 1111 Beacon Street, Brookline, MA 02446-5514 | MA | 1998-10 | $3,033 |
| 10 | Alvin H Shwartz Charitable Foundation, Smith June A Ttee | 300 Union St, New Bedford, MA 02740-6030 | MA | 2001-04 | $9,788 |
| 11 | Alvord Family Foundation Tr, Alvord Joel B Ttee | 75 Federal Street-18th Floor, Boston, MA 02110-1913 | MA | 1997-02 | $208,763 |
| 12 | Alyssa E Correira Memorial Fund | 30 Freeman St, Norton, MA 02766-2217 | MA | 2009-03 | $18,741 |
| 13 | Alzheimer Research Forum Foundation | 82 Devonshire St F9a3, Boston, MA 02109-3605 | MA | 1997-10 | $839,195 |
| 14 | Alzheimers Disease And Related Disorders Association Inc, Massachusetts New Hampshire Chapter | 480 Pleasant St, Watertown, MA 02472-2463 | MA | 1985-06 | $10,263,718 |
| 15 | Alzheimers Disease Research Foundation, Cure Alzheimers Fund | 34 Washington St Ste 200, Wellesley, MA 02481-1903 | MA | 2006-10 | $14,558,206 |
| 16 | Alzheimers Services Of Cape Cod & The Islands Inc | 765 Attucks Ln, Hyannis, MA 02601-1867 | MA | 2002-12 | $658,945 |
| 17 | Amalgamated Cleaning And Dyeing Trust Fund | 33 Harrison Avenue, Boston, MA 02111-2008 | MA | 1958-10 | $173,432 |
| 18 | Amalgamated Transit Union, 1037 Local | 28 Prospect St, S Dartmouth, MA 02748-3437 | MA | 1940-10 | $57,664 |
| 19 | Amalgamated Transit Union, 1512 Local | PO BOX 3423, Springfield, MA 01101-3423 | MA | 1940-10 | $153,833 |
| 20 | Amalgamated Transit Union, 1547 Local | 98 Regent Rd, Brockton, MA 02302-2609 | MA | 1972-02 | $125,830 |
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