Cardinal Brook Trust in Waltham, 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
| Cardinal Brook Trust | |
| Employer Identification Number (EIN) | 043050557 |
| Name of Organization | Cardinal Brook Trust |
| Address | C/O Klr 800 South Street No 300, Waltham, MA 02453 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 12/1989 |
| 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 | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $7,047,418 |
| Amount of Income | $1,784,417 |
| Form 990 Revenue Amount | $121,612 |
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 | $375,115 | $375,115 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $281 | |||
| Dividends and interest from securities | $86,745 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $288,089 | |||
| Total expenses and disbursements | $82,501 | $9,577 | $0 | $69,770 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $12,801 | $9,577 | $70 | |
| Contributions, gifts, grants paid | $69,700 | |||
| Excess of revenue over expenses and disbursements | $292,614 | |||
| Net investment income | $365,538 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $6,087,731 | $6,109,439 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $2,086,210 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $3,792,856 | |
| Other | $208,665 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $6,087,731 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $288,089 |
| 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 | $7,311 |
| Total credits and payments | $2,280 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,280 |
| 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 | $3 |
| Tax due | $5,034 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| 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 | $6,015,244 |
| Net value of noncharitable-use assets | $5,925,020 |
| Minimum investment return | $296,251 |
| Distributable Amount (for 2012) | |
| Distributable amount | $288,940 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $288,940 |
| 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 | Capitol Theater Performing Arts Center Inc | 390 S Main St, Fall River, MA 02721-5323 | MA | 2007-02 | $345 |
| 2 | Cappella Clausura Inc | 12 Jenison Street, Newtonville, MA 02460 | MA | 2005-06 | $67,787 |
| 3 | Captain Charles Leonard House Inc | 663 Main St, Agawam, MA 01001-2568 | MA | 1946-01 | $55,617 |
| 4 | Captain Forbes House Museum | 215 Adams St, Milton, MA 02186-4215 | MA | 1985-05 | $315,360 |
| 5 | Captain John W Maloney Memorial Foundation | 76 Tobacco Farm Rd, Feeding Hills, MA 01030-1030 | MA | 2008-07 | $25,504 |
| 6 | Captions For Literacy | 41 Gibbens St, Somerville, MA 02143-1519 | MA | 2007-07 | $85 |
| 7 | Caputo Fam Charitable Foundation Tr, Caputo Arthur G Ttee | C/O The Colony Group 2 Atlantic, Boston, MA 02110 | MA | 2005-09 | $17,939 |
| 8 | Cara Foundation For Cancer Comfort Inc | 100 Evergreen Ave, Braintree, MA 02184 | MA | 2005-04 | $325 |
| 9 | Carapace The Healing Place Inc | 9 Fox Meadow Drive, Brewster, MA 02631 | MA | 2005-06 | $0 |
| 10 | Card Inc | 536 Granite Street, Braintree, MA 02184-3952 | MA | 1982-08 | $554,919 |
| 11 | Cardinal Brook Trust | C/O Klr 800 South Street No 300, Waltham, MA 02453 | MA | 1989-12 | $1,784,417 |
| 12 | Cardinal Cushing Council Bldg | 48 Schoosett Street, Pembroke, MA 02359-1874 | MA | 1973-05 | $193,341 |
| 13 | Cardinal Spellman Philatelic Museum Inc | 235 Wellesley St, Weston, MA 02493-1545 | MA | 1964-10 | $358,148 |
| 14 | Longwood Medical International Foundation Inc | 185 Pilgrim Rd Ste Pal218, Boston, MA 02215-5324 | MA | 1994-10 | $18,990,603 |
| 15 | Cardiovascular Managementassociates Inc | 185 Pilgrim Rd Palmer 216, Boston, MA 02215-5324 | MA | 2008-06 | $70,236 |
| 16 | Cardiovascular Renaissance Inc | 55 Lake Ave N Div Of Nuclear Med, Worcester, MA 01655-0002 | MA | 2001-02 | $30,169 |
| 17 | Care Net Pregnancy Resource Center Of North Central Massachusetts Inc | PO BOX 511, Fitchburg, MA 01420-0005 | MA | 1982-01 | $88,539 |
| 18 | Career Collaborative Inc | 77 Summer Street 11th Floor, Boston, MA 02110-1006 | MA | 1998-07 | $797,516 |
| 19 | Career Counselors Consortium Inc | 56 Savin St, Dedham, MA 02026-3714 | MA | 2002-07 | $29,955 |
| 20 | Career Resources Corp | 22 Parkridge Road Unit D, Haverhill, MA 01835-7278 | MA | 1976-02 | $6,581,030 |
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