Callaghan Fam Tr, Callaghan Gillian Newton Ttee 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
| Callaghan Fam Tr, Callaghan Gillian Newton Ttee | |
| Employer Identification Number (EIN) | 046817924 |
| Name of Organization | Callaghan Fam Tr |
| Secondary Name | Callaghan Gillian Newton Ttee |
| In Care of Name | International Planning Group Ltd |
| Address | 23 Chestnut St, Wellesley, MA 02481-3005 |
| Subsection | Charitable Organization |
| Ruling Date | 03/1997 |
| Foundation | Private non-operating foundation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $25,000 to $99,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $93,462 |
| Amount of Income | $51,604 |
| Form 990 Revenue Amount | $23,734 |
Non-representatives - add comments:
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 | $8,679 | $8,679 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $3 | |||
| Dividends and interest from securities | $164 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $8,512 | |||
| Total expenses and disbursements | $59,976 | $3,905 | $0 | $55,792 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $4,184 | $3,905 | $0 | |
| Contributions, gifts, grants paid | $55,792 | |||
| Excess of revenue over expenses and disbursements | $-51,297 | |||
| Net investment income | $4,774 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $120,140 | $145,974 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $88,550 | |
| Other | $31,590 | |
| Total liabilities | $4,386 | |
| Mortgages and other notes payable | $0 | |
| Other | $4,386 | |
| Total liabilities and net assets/fund balances | $115,754 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $8,512 |
| 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 | $48 |
| Total credits and payments | $174 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $0 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $174 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $126 |
| Amount to be credited to 2013 estimated tax | $126 |
| 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 | $167,022 |
| Net value of noncharitable-use assets | $164,520 |
| Minimum investment return | $8,226 |
| Distributable Amount (for 2012) | |
| Distributable amount | $8,178 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $8,178 |
| 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 | Vietnam Veterans Of America Inc, 294 Chapter | 500 Colony Rd, Gardner, MA 01440-4238 | MA | 1984-11 | $22 |
| 2 | 1berkshire Strategic Alliance Inc | 66 Allen St, Pittsfield, MA 01201-6227 | MA | 2011-10 | $212,235 |
| 3 | Adams William T Tr Uw Adams Li | PO BOX 1330, Hyannis, MA 02601-1330 | MA | $22,513 | |
| 4 | Alpha Sigma Alpha Sorority, Alpha Sigma Alpha Greater Boston Alumnae Chapter Asa Greater Boston Alumnae Chapter | 100-5 Main Street Apt 6, Stoneham, MA 02180 | MA | 1947-01 | $186 |
| 5 | Alpha Xi Delta Building Corporation Of Worcester Ma Inc | PO BOX 2418, Worcester, MA 01613-2418 | MA | 2011-09 | $85,950 |
| 6 | Amateur Athletic Union Of The United States, Hr Falcons | 67 Great Rd, Littleton, MA 01460-2218 | MA | 1966-01 | $60,520 |
| 7 | Armed Forces Communications And Electronics Association, Lexington-Concord Chapter | 12 Lake View Dr, Ashburnham, MA 01430-1039 | MA | 1982-09 | $253,321 |
| 8 | Association Of Clean Technology Incubators Of New England Inc | 151 Martine Street, Fall River, MA 02723-1514 | MA | 2012-03 | $72,479 |
| 9 | Berkshire County - District One Highway Superintendent Assoc Inc | Box 351, Becket, MA 01223 | MA | 1991-06 | $12,315 |
| 10 | Boston Region Entrepreneurship Weekinc | 50 Bay Colony Drive, Westwood, MA 02090 | MA | 2012-01 | $10,000 |
| 11 | Callaghan Fam Tr, Callaghan Gillian Newton Ttee | 23 Chestnut St, Wellesley, MA 02481-3005 | MA | 1997-03 | $51,604 |
| 12 | Chelmsford Business Association Inc | 10 Summer St, Chelmsford, MA 01824-3079 | MA | 1991-09 | $49,554 |
| 13 | Chinese Progressive Political Action Inc, Chinese Progessive Political Action | 28 Ash St, Boston, MA 02111-1517 | MA | 2012-06 | $75,172 |
| 14 | Customer Experience Professionals Association Inc | 401 Edgewater Place, Wakefield, MA 01880-6201 | MA | 2012-09 | $913,901 |
| 15 | Eastern Massachusetts Guild Of Woodworkers | 4 Eden Ave, Newton, MA 02465 | MA | 2012-06 | $2,042 |
| 16 | Ethel M Gainey Charitable Tr | 38 Resnik Rd Ste 202, Plymouth, MA 02360-7214 | MA | $57,266 | |
| 17 | Future Farmers Of America And Its State Associations & Local Chapter, Massachusetts Association Of Future | 135 Center St, Dighton, MA 02715-1230 | MA | 1945-01 | $159,212 |
| 18 | Greater Boston Chapter Of The Iiba Inc | 86 Arbor Rd, Lowell, MA 01852-3137 | MA | 2011-09 | $20,052 |
| 19 | Greenhalgh Charitable Tr | 38 Resnik Rd Ste 202, Plymouth, MA 02360-7214 | MA | $95,631 | |
| 20 | Health Care Private Equity Association | 58 Marked Tree Rd, Needham, MA 02492-1748 | MA | 2011-10 | $216,250 |
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