Bromley Charitable Tr, Mcfarland Duncan M Ttee in Westwood, 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
| Bromley Charitable Tr, Mcfarland Duncan M Ttee | |
| Employer Identification Number (EIN) | 043237138 |
| Name of Organization | Bromley Charitable Tr |
| Secondary Name | Mcfarland Duncan M Ttee |
| In Care of Name | Peter W Fink Lynch Et Al |
| Address | 299 Clapboardtree St, Westwood, MA 02090-2907 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 07/1994 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $5,000,000 to $9,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $7,481,291 |
| Amount of Income | $6,112,605 |
| Form 990 Revenue Amount | $1,090,466 |
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 | $3,592,679 | $465,302 | $0 | |
| Contributions, gifts, grants, etc., received | $3,439,509 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $145,734 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $199 | |||
| Other | $7,237 | |||
| Total expenses and disbursements | $2,692,103 | $13,161 | $0 | $2,678,942 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $53,277 | $13,161 | $40,116 | |
| Contributions, gifts, grants paid | $2,638,826 | |||
| Excess of revenue over expenses and disbursements | $900,576 | |||
| Net investment income | $452,141 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $6,129,001 | $7,026,147 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $3,179,303 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $1,670,116 | |
| Other | $1,279,582 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $6,129,001 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $7,237 |
| 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 | $4,521 |
| Total credits and payments | $16,828 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $16,828 |
| 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 | $12,307 |
| Amount to be credited to 2013 estimated tax | $12,307 |
| 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 | $6,051,085 |
| Net value of noncharitable-use assets | $5,960,320 |
| Minimum investment return | $298,016 |
| Distributable Amount (for 2012) | |
| Distributable amount | $293,495 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $293,495 |
| 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 | Brockton Library Foundation Inc | PO BOX 202, Brockton, MA 02303-0202 | MA | 1993-07 | $30,803 |
| 2 | Brockton Neighborhood Health Center | 63 Main St, Brockton, MA 02301-4042 | MA | 1993-06 | $37,516,632 |
| 3 | Brockton Police Relief Association | 7 Commercial Street, Brockton, MA 02301 | MA | 2003-05 | $65,547 |
| 4 | Brockton Postal Employees Credit Union | 225 Liberty Street, Brockton, MA 02301-5571 | MA | 1935-04 | $392,414 |
| 5 | Brockton Rotary Charitable And Educational Association Inc | 572 Washington St, Whitman, MA 02382 | MA | 1954-03 | $12,851 |
| 6 | Brockton Symphony Orchestra | PO BOX 1407, Brockton, MA 02303-1407 | MA | 1952-01 | $84,453 |
| 7 | Brockton Veteran Firemens Association | 50 Herrod Ave, Brockton, MA 02301-2334 | MA | 1943-01 | $174,024 |
| 8 | Brockton Visiting Nurse Association | 500 Belmont St, Brockton, MA 02301-4985 | MA | 1943-05 | $14,264,970 |
| 9 | Brockton Youth Hockey Association Inc | PO BOX 2125, Brockton, MA 02305-2125 | MA | 1973-01 | $214,021 |
| 10 | Brogan Family Foundation, Brogan John P Ttee | PO BOX 1308, W Chatham, MA 02669-1308 | MA | 2001-09 | $1 |
| 11 | Bromley Charitable Tr, Mcfarland Duncan M Ttee | 299 Clapboardtree St, Westwood, MA 02090-2907 | MA | 1994-07 | $6,112,605 |
| 12 | Bromley Heath Tenant Management Corp Inc | 30 Bickford Street, Jamaica Plain, MA 02130-1471 | MA | 1972-04 | $8,774,631 |
| 13 | Bronner Charitable Foundation | 53 Sargent Crossway, Brookline, MA 02445-7520 | MA | 2000-11 | $1,252 |
| 14 | Bronx Lighthouse Charter School | 1661 Worcester Rd Ste 207, Framingham, MA 01701-5401 | MA | 2004-12 | $9,030,560 |
| 15 | Brooke School Foundation | 190 Cummins Hwy, Roslindale, MA 02131-3722 | MA | 2002-06 | $4,813,750 |
| 16 | Brookfield Institute | Po Box 388, Brookfield, MA 01506 | MA | 2007-01 | $83,453 |
| 17 | Brookfield Rod & Gun Club Inc | PO BOX 505, Brookfield, MA 01506-0505 | MA | 1974-11 | $99,298 |
| 18 | Brookline Al-Vfw Building Inc | 386 Washington St, Brookline, MA 02445-6852 | MA | $57,632 | |
| 19 | Brookline Arts Center Inc | 86 Monmouth St, Brookline, MA 02446-5607 | MA | 1968-12 | $365,481 |
| 20 | Brookline Baseball Inc | 20 Searle Ave, Brookline, MA 02445-6840 | MA | 2003-03 | $129,446 |
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