Baker Brook Foundation, Leonard Herman B & K A Angell Co-Tt in Concord, Massachusetts (MA)

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Baker Brook Foundation, Leonard Herman B & K A Angell Co-Tt
Employer Identification Number (EIN)046879863
Name of OrganizationBaker Brook Foundation
Secondary NameLeonard Herman B & K A Angell Co-Tt
In Care of NameHerman Leonard & Kathryn A Angell
Address267 Main St, Concord, MA 01742-2405
SubsectionCharitable Organization
Ruling Date02/2000
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period11/2013
Assets$500,000 to $999,999
Income$10,000 to $24,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$691,479
Amount of Income$19,539
Form 990 Revenue Amount$24,955
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Fund Raising and/or Fund Distribution


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Amount of income in 2013: $19,539 (it was $19,828 in 2012)
This organization: 

 $19,539
Other organizations performing similar types of work: 

 $107,771

Assets in 2013: $691,479 (it was $673,475 in 2012)
This organization: 

 $691,479
Other organizations performing similar types of work: 

 $292,134

Expenses in 2012: $40,285
Baker Brook Foundation, Leonard Herman B & K A Angell Co-Tt: 

 $40,285
Other organizations performing similar types of work: 

 $48,744

Income to expenses ratio in 2012: 0.5
This organization: 

 0.5
Other organizations performing similar types of work: 

 1.8

Grants share in income in 2012: 2.0%
Baker Brook Foundation, Leonard Herman B & K A Angell Co-Tt: 

 2.0%
Other organizations performing similar types of work: 

 0.0%

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$26,134$26,134$0
Contributions, gifts, grants, etc., received$535
Interest on savings and temporary cash investments$2
Dividends and interest from securities$19,291
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Other$6,306
Total expenses and disbursements$40,285$500$0$40,285
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$535$500$535
Contributions, gifts, grants paid$39,750
Excess of revenue over expenses and disbursements$-14,151
Net investment income$25,634
Adjusted net income$0
Balance Sheets (for 2012)
Book ValueFair Market Value
Total assets$673,475$726,035
Cash - non-interest-bearing$7,445
Investments-U.S. and state government obligations$0
Investments-corporate stock$233,066
Investments-corporate bonds$432,964
Investments-mortgage loans$0
Investments-other$0
Total liabilities$0
Total liabilities and net assets/fund balances$673,475
Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income$6,306
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$513
Total credits and payments$813
2012 estimated tax payments and 2011 overpayment credited to 2012$813
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$300
Amount to be credited to 2013 estimated tax$300
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$736,534
Net value of noncharitable-use assets$725,480
Minimum investment return$36,274
Distributable Amount (for 2012)
Distributable amount$35,761
Undistributed Income (for 2012)
Distributable amount for 2012$35,761
Undistributed income for 2012. This amount must be distributed in 2013$-203
Private Operating Foundations (for 2012)
2012201120102009Total
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
IdNameAddressStateEstablishedTotal Income
1Webber Family Foundation3112 Windsor Rd A336, Austin, TX 78703-2350TX2000-04$5,985,789
2Velma Moore T W CharitiesPnc Bank 620 Liberty Avenue No 10, Pittsburgh, PA 15222PA1999-01$2,555,878
3William & Anna Tenenblatt Foundation Inc3750 Broadway Pl, Los Angeles, CA 90007-4400CA2000-04$1,924,464
4Water First International1904 3rd Ave Ste 1012, Seattle, WA 98101-1123WA2005-06$1,692,165
5The Scholtz Family Foundation2591 Windward Way, Naples, FL 34103-4067FL1999-12$1,283,832
6Weiss Family Foundation, Weiss Richard & Barbara Co-Ttee1660 N Prospect Ave Unit 1901, Milwaukee, WI 53202-2485WI1999-01$919,334
7Rbo Bragg Charitable Trust UwPO BOX 831041, Dallas, TX 75283-1041TX1999-04$595,023
8Raymond H Jr & Bonnie B Hefner Fam Affiliated Fund Of Oc CommmunityPO BOX 1146, Oklahoma City, OK 73101-1146OK1999-03$571,203
9The Great Georgia Airshow IncPO BOX 2035, Peachtree Cty, GA 30269-0035GA2001-07$510,381
10Walter N Charles Trust124 S 1st St, Oskaloosa, IA 52577-3126IA2012-01$506,639
11Willis Family Foundation Inc112 S Tryon St Ste 1765, Charlotte, NC 28284-2198NC1999-03$430,120
12Zichron Yona Vsara Charitable Foundation, Herzog Herman Et Al Ttees6 Lenore Ave, Monsey, NY 10952-2705NY1999-01$413,957
13Peace And Hope Frontier Mission Inc13 Thoreau Cir, Beverly, MA 01915-1342MA2000-11$148,239
14A Keith Brodkin FoundationPO BOX 730, Sherborn, MA 01770-0730MA1999-01$75,129
15Irena Bronstein & Eugene Bonte Charitable Foundation, Bonte Eugene A TteeKatz Nannis Solomon 800 South, Waltham, MA 02453MA2000-03$55,685
16Marshall Family Foundation 12071998190 Conners Rd, Centerville, MA 02632-1818MA1999-03$42,400
17Paisner Family Charitable Foundation Tr, Paisner Marshall Ttee172 Worcester St, Natick, MA 01760-2229MA2000-03$34,660
18Caldwell Foundation, Stewart Robert G Et Al Ttee3 Heritage Way, Gloucester, MA 01930-2267MA2000-01$30,595
19Baker Brook Foundation, Leonard Herman B & K A Angell Co-Tt267 Main St, Concord, MA 01742-2405MA2000-02$19,539
20Neal F Finnegan Charitable Tr, Finnegan Neal F Ttee5 Merrall Rd, Dedham, MA 02026-4054MA1999-12$12,539
Number of organizations performing similar types of work
Alaska1
Alabama1
Arkansas1
Arizona4
California21
Colorado9
Connecticut5
District of Columbia1
Delaware1
Florida9
Georgia3
Hawaii1
Iowa1
Idaho2
Illinois14
Indiana2
Kansas3
Kentucky1
Louisiana1
Massachusetts8
Maryland2
Maine1
Michigan8
Missouri3
North Carolina8
Nebraska1
New Hampshire2
New Jersey9
Nevada1
New York38
Ohio3
Oklahoma7
Oregon3
Pennsylvania5
South Carolina1
Tennessee2
Texas12
Utah1
Virginia2
Washington8
Wisconsin5
International1
Total212

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