Birmingham Foundation in Osterville, 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
| Birmingham Foundation | |
| Employer Identification Number (EIN) | 046050748 |
| Name of Organization | Birmingham Foundation |
| In Care of Name | Paul Birmingham |
| Address | 612 Main St, Osterville, MA 02655-1724 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 09/1954 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2012 |
| Assets | $500,000 to $999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $863,068 |
| Amount of Income | $780,956 |
| Form 990 Revenue Amount | $71,185 |
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 | $116,389 | $116,389 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $36 | |||
| Dividends and interest from securities | $21,196 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $95,157 | |||
| Total expenses and disbursements | $336,594 | $3,309 | $0 | $331,193 |
| Compensation of officers, directors, trustees, etc. | $40,000 | |||
| Total operating and administrative expenses | $51,286 | $3,309 | $45,885 | |
| Contributions, gifts, grants paid | $285,308 | |||
| Excess of revenue over expenses and disbursements | $-220,205 | |||
| Net investment income | $113,080 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $863,068 | $919,222 |
| Cash - non-interest-bearing | $51,011 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $796,716 | |
| Other | $15,341 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $863,068 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $95,157 |
| 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 | $1,131 |
| Total credits and payments | $1,360 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,360 |
| 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 | $229 |
| Amount to be credited to 2013 estimated tax | $229 |
| 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 | $1,032,136 |
| Net value of noncharitable-use assets | $1,016,660 |
| Minimum investment return | $50,833 |
| Distributable Amount (for 2012) | |
| Distributable amount | $49,702 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $49,702 |
| 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 | Biltrite Corporation Employee Welfare Benefit Trust | PO BOX 9045, Waltham, MA 02454-9045 | MA | 1999-08 | $13,410 |
| 2 | Bio-Amazonia Conservation International Inc | 66 Hollis St, S Weymouth, MA 02190-1414 | MA | 1994-06 | $87,815 |
| 3 | Biodynamic Farmland Conservation Trust Inc | PO BOX 227, Amherst, MA 01004-0227 | MA | 1988-03 | $422,243 |
| 4 | Bioexec Institute Inc | 1 Broadway, Cambridge, MA 02142-1100 | MA | 2007-01 | $358,620 |
| 5 | Biogenesis Foundation Inc | 1 Warren Ct, Rockport, MA 01966 | MA | 2003-11 | $481,172 |
| 6 | Biomedical Science Careers Project Inc | 164 Longwood Ave 2nd Fl Rm 204, Boston, MA 02115-5810 | MA | 1995-05 | $622,024 |
| 7 | Biotechnology Center Of Excellence Corporation | 371 Moody St Ste 109, Waltham, MA 02453-5239 | MA | 1992-08 | $7,412 |
| 8 | Birch Meadow Parent Teacher Organization Inc | 27 Arthur B Lord Dr, Reading, MA 01867-1623 | MA | 2008-10 | $66,388 |
| 9 | Birchfield Farm's Beach Inc | 105 Moss Hill Road, Jamaica Plain, MA 02130 | MA | 2007-05 | $0 |
| 10 | Birchwood Charitable Tr | 18 Norwood St, Winchester, MA 01890-2625 | MA | 2001-03 | $11,977 |
| 11 | Birmingham Foundation | 612 Main St, Osterville, MA 02655-1724 | MA | 1954-09 | $780,956 |
| 12 | Birthday Wishes Inc | 11 Homer St, Newton, MA 02459-1510 | MA | 2004-05 | $922,399 |
| 13 | Birthright Of Falmouth | 320 Gifford St, Falmouth, MA 02540 | MA | 2012-03 | $0 |
| 14 | Bisexual Resource Center Inc | Po Box 170796, Boston, MA 02117 | MA | 1990-05 | $0 |
| 15 | Bishopaccountability Org Inc | 111 Red Gate Ln, Reading, MA 01867-3741 | MA | 2004-12 | $98,600 |
| 16 | Bizzarro Racing | 7 Park Rd, Mashpee, MA 02649-2154 | MA | 2006-10 | $29,951 |
| 17 | Bjs Charitable Foundation Inc | 1 Mercer Rd, Natick, MA 01760-2400 | MA | 2005-04 | $2,570,008 |
| 18 | Black And Blues Massachusetts Lawmens Association | 532 West Main St, Avon, MA 02322 | MA | 2000-05 | $57,915 |
| 19 | Black And White Boston Comming Together Inc | 2345 Washington St 2nd Fl, Newton, MA 02462-1457 | MA | 1994-05 | $183,214 |
| 20 | Black Cat Rescue Inc | 191 Cedar Street Unit 1, Somerville, MA 02145 | MA | 2009-09 | $0 |



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