Boveri Trackman Family Foundation Inc in Wellesley, 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
| Boveri Trackman Family Foundation Inc | |
| Employer Identification Number (EIN) | 043189191 |
| Name of Organization | Boveri Trackman Family Foundation Inc |
| In Care of Name | Wilder & Shea |
| Address | C/O Wilder And Shea One Hollis St R, Wellesley, MA 02482 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 08/1993 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,870,041 |
| Amount of Income | $1,134,290 |
| Form 990 Revenue Amount | $112,944 |
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 | $142,763 | $142,763 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $34,831 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $107,932 | |||
| Total expenses and disbursements | $127,290 | $6,161 | $0 | $118,313 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $14,450 | $6,161 | $5,473 | |
| Contributions, gifts, grants paid | $112,840 | |||
| Excess of revenue over expenses and disbursements | $15,473 | |||
| Net investment income | $136,602 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,719,299 | $1,631,585 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,104,025 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $545,127 | |
| Other | $70,147 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,719,299 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $107,932 |
| 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 | $1,366 |
| Total credits and payments | $2,520 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,520 |
| 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 | $2 |
| Tax due | $0 |
| Overpayment | $1,152 |
| Amount to be credited to 2013 estimated tax | $1,152 |
| 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 | $1,608,338 |
| Net value of noncharitable-use assets | $1,584,220 |
| Minimum investment return | $79,211 |
| Distributable Amount (for 2012) | |
| Distributable amount | $77,845 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $77,845 |
| 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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| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Bourne Community Boating Inc | PO BOX 3157, Buzzards Bay, MA 02532-0857 | MA | 2007-10 | $79,347 |
| 2 | Bourne Conservation Trust | PO BOX 203, Cataumet, MA 02534-0203 | MA | 1980-09 | $553,023 |
| 3 | Bourne Financial Development Corporation | P O Box 289, Buzzards Bay, MA 02532 | MA | 2003-12 | $9,033 |
| 4 | Bourne Historical Society | PO BOX 3095, Bourne, MA 02532-0795 | MA | 1982-02 | $67,649 |
| 5 | Bourne Management Systems Inc | PO BOX 2489, Pittsfield, MA 01202-2489 | MA | 1997-01 | $13,164,549 |
| 6 | Bourne Skating Club Inc | PO BOX 284, Buzzards Bay, MA 02532-0284 | MA | 2010-06 | $387,982 |
| 7 | Bourne Youth Baseball Inc | PO BOX 266, Buzzards Bay, MA 02532-0266 | MA | 2005-09 | $108,022 |
| 8 | Bourne Youth Council Inc | Box 619, Cataumet, MA 02534 | MA | 1996-03 | $620 |
| 9 | Bourne Youth Hockey Inc | PO BOX 51, Buzzards Bay, MA 02532-0051 | MA | 2005-07 | $130,647 |
| 10 | Bournewood Educational Foundation Inc | 300 South St, Brookline, MA 02467-3658 | MA | 1999-01 | $1 |
| 11 | Boveri Trackman Family Foundation Inc | C/O Wilder And Shea One Hollis St R, Wellesley, MA 02482 | MA | 1993-08 | $1,134,290 |
| 12 | Bowdoin Apartments Corp | C/O Kelliher Callaghan One Centre, Malden, MA 02148 | MA | 1968-11 | $3,227,104 |
| 13 | Bowdoin Street Health Center Inc | 230 Bowdoin St, Dorchester, MA 02122-1817 | MA | 1975-03 | $197,479 |
| 14 | Bowdoin-Geneva Main Street Inc | 200 Bowdoin St, Boston, MA 02122-1819 | MA | 2002-07 | $53,194 |
| 15 | Bowen After School Care Program Inc | 280 Cypress St, Newton, MA 02459-2230 | MA | 1984-06 | $794,897 |
| 16 | Bowen Elementary School Parent Teacher Organization | 280 Cypress St, Newton, MA 02459-2230 | MA | 2004-07 | $85,578 |
| 17 | Bowen Nursery School Inc | 96 Otis St, Newton, MA 02460-1846 | MA | 1974-10 | $289,546 |
| 18 | Bowman School Extended Day Program Inc | 9 Philip Rd, Lexington, MA 02421-6022 | MA | 1982-11 | $285,641 |
| 19 | Boxboro Children Center Inc | 723 Massachusetts Ave, Boxboro, MA 01719-1413 | MA | 1987-08 | $76,887 |
| 20 | Boxborough Conservation Tr Inc | 650 Massachusetts Avenue, Boxborough, MA 01719-1509 | MA | 1998-03 | $27,963 |
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