Chu Family Charitable Foundation Inc in Bolton, 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
| Chu Family Charitable Foundation Inc | |
| Employer Identification Number (EIN) | 043224331 |
| Name of Organization | Chu Family Charitable Foundation Inc |
| In Care of Name | Laura Chu Burke |
| Address | 18 Twin Maple Rd, Bolton, MA 01740-1080 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 06/1994 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 10/2014 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $56,952 |
| Amount of Income | $6,409 |
| Form 990 Revenue Amount | $2,009 |
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 | $-484 | $1,122 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,122 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $9,175 | $1,350 | $0 | $7,825 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $3,525 | $1,350 | $2,175 | |
| Contributions, gifts, grants paid | $5,650 | |||
| Excess of revenue over expenses and disbursements | $-9,659 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $58,383 | $72,578 |
| 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 | $56,094 | |
| Other | $2,289 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $58,383 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-1,606 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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 | $73,323 |
| Net value of noncharitable-use assets | $72,220 |
| Minimum investment return | $3,611 |
| Distributable Amount (for 2012) | |
| Distributable amount | $3,611 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $3,611 |
| 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 | Christopher House | PO BOX 29, Mill River, MA 01244-0029 | MA | 1995-06 | $309,044 |
| 2 | Christopher House Inc | 10 Mary Scano Dr, Worcester, MA 01605-2884 | MA | 1993-03 | $14,492,934 |
| 3 | Christopher N Mitropoulos Memorial Scholarship Fund | 16 York Rd, Winchester, MA 01890-3832 | MA | 2003-11 | $38,249 |
| 4 | Christopher R Yens Charitable Foundation | 5 Park Pl, Newton, MA 02460-1910 | MA | 1998-09 | $101,919 |
| 5 | Christopher Reynolds Foundation Inc | 77 Summer St 8th Fl, Boston, MA 02110-1006 | MA | 1953-04 | $8,319,388 |
| 6 | Christopher Wells Memorial Scholarship Fund Inc | 68 Ingham Way, Pembroke, MA 02359 | MA | 2001-04 | $0 |
| 7 | Christophers Haven Inc | 1 Emerson Pl Apt 2n, Boston, MA 02114-2203 | MA | 2002-10 | $451,775 |
| 8 | Christos And Eva E Pappas Foundation | C/O Andrea Doukas Esq6 Beacon St No, Boston, MA 02108 | MA | 1992-09 | $23,551 |
| 9 | Chrystine M Sullivan Memorial Fund Inc | 41 Accord Park Dr, Norwell, MA 02061-1614 | MA | 2000-07 | $457,770 |
| 10 | Chs Of Worcester Inc, St Mary Health Care Center | 39 Queen St, Worcester, MA 01610-2433 | MA | 1998-08 | $8,306,818 |
| 11 | Chu Family Charitable Foundation Inc | 18 Twin Maple Rd, Bolton, MA 01740-1080 | MA | 1994-06 | $6,409 |
| 12 | Chuck Michaud Memorial Fund | 14 Windjammer Dr, S Dartmouth, MA 02748-2017 | MA | 2001-10 | $94 |
| 13 | Chung Family Foundation | 182 Brattle St, Cambridge, MA 02138-3347 | MA | 2004-12 | $45,269 |
| 14 | Chung Wah Academy Of New England Inc | 70 Beach St Fl 6, Boston, MA 02111-2104 | MA | 2009-03 | $231,848 |
| 15 | Eagle & Dove Ministries | 6 Madison Court Unit One, Gloucester, MA 01930 | MA | 2010-04 | $0 |
| 16 | Church Hillers Inc | 111 Stetson Road, Norwell, MA 02061 | MA | 1953-07 | $8,610 |
| 17 | Church Home Society | 138 Tremont St, Boston, MA 02111-1318 | MA | 1966-11 | $2,247,118 |
| 18 | Church Of Framingham Inc | Co Marcelo Megali, Leominster, MA 01453 | MA | 2004-12 | $438,481 |
| 19 | Church Of God Of Prophecy | PO BOX 2259, Worcester, MA 01613-2259 | MA | 1969-06 | $0 |
| 20 | Church Of The Redeemer Cooperative Nursey School Inc | 379 Hammond Stre, Chestnut Hill, MA 02467 | MA | 1979-10 | $208,967 |



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