Constance O Putnam Foundation Tr, Fiduciary Trust Co Ttee in Boston, 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
- Organizations performing similar types of work
| Constance O Putnam Foundation Tr, Fiduciary Trust Co Ttee | |
| Employer Identification Number (EIN) | 046767748 |
| Name of Organization | Constance O Putnam Foundation Tr |
| Secondary Name | Fiduciary Trust Co Ttee |
| In Care of Name | Fiduciary Trust Company |
| Address | PO BOX 55806, Boston, MA 02205-5806 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1997 |
| 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 | $6,952,193 |
| Amount of Income | $3,009,254 |
| Form 990 Revenue Amount | $6,443,011 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Corporate Foundations |
Non-representatives - add comments:
Amount of income in 2013: $3,009,254 (it was $9,017,257 in 2012)
| Constance O Putnam Foundation Tr, Fiduciary Trust Co Ttee: | $3,009,254 |
| Other organizations performing similar types of work: | $148,776 |
Assets in 2013: $6,952,193 (it was $6,443,344 in 2012)
| This organization: | $6,952,193 |
| Other organizations performing similar types of work: | $529,345 |
Expenses in 2012: $35
| This organization: | $35 |
| Other organizations performing similar types of work: | $89,524 |
Income to expenses ratio in 2012: 85,978.7
| This organization: | 85,978.7 |
| Other organizations performing similar types of work: | 2.0 |
Grants share in income in 2012: 98.0%
| Constance O Putnam Foundation Tr, Fiduciary Trust Co Ttee: | 98.0% |
| Other organizations performing similar types of work: | 22.1% |
Revenue 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 | $6,443,011 | $128,502 | $0 | |
| Contributions, gifts, grants, etc., received | $6,314,703 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $40,622 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $87,686 | |||
| Total expenses and disbursements | $35 | $0 | $0 | $35 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $35 | $0 | $35 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $6,442,976 | |||
| Net investment income | $128,502 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $6,443,344 | $6,489,310 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $544,480 | |
| Investments-corporate stock | $5,654,528 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $244,336 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $6,443,344 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $87,686 |
| 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 | $2,570 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $2,570 |
| 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 | $1,612,464 |
| Net value of noncharitable-use assets | $1,588,280 |
| Minimum investment return | $79,414 |
| Distributable Amount (for 2012) | |
| Distributable amount | $76,844 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $76,844 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $76,744 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Verizon Foundation | 1 Verizon Way, Basking Ridge, NJ 07920-1025 | NJ | 1987-04 | $75,704,435 |
| 2 | Fiduciary Charitable Foundation | PO BOX 55806, Boston, MA 02205-5806 | MA | 1990-09 | $9,556,897 |
| 3 | The Edith And Frances Mulhall Achilles Memorial Fund | 10 S Dearborn Il1-0117, Chicago, IL 60603-2300 | IL | 1997-04 | $3,834,448 |
| 4 | Sargol Charitable Tr, Goodman Yitzchok & Rachel Ttee | 412 Avenue C, Brooklyn, NY 11218-4518 | NY | 1997-06 | $3,701,860 |
| 5 | Constance O Putnam Foundation Tr, Fiduciary Trust Co Ttee | PO BOX 55806, Boston, MA 02205-5806 | MA | 1997-04 | $3,009,254 |
| 6 | The Philip E And Harriet J Klein | 1777 Reisterstown Road, Baltimore, MD 21208-1306 | MD | 1998-03 | $2,920,046 |
| 7 | Silicon Valley Association Of Realtors | 19400 Stevens Creek Blvd Ste 100, Cupertino, CA 95014-2548 | CA | 1997-05 | $2,905,293 |
| 8 | Boston Globe Foundation Inc | 135 Morrissey Boulevard, Boston, MA 02125-3310 | MA | 1981-02 | $1,436,645 |
| 9 | William J Cammack Supporting Organization | 216 S Payne St, Alexandria, VA 22314-3530 | VA | 1997-05 | $1,202,025 |
| 10 | Woodward Walsh Foundation | 3027 Q St Nw, Washington, DC 20007-3081 | DC | 1995-03 | $1,131,461 |
| 11 | Cape Cod Times Needy Fund Inc | PO BOX 804, Hyannis, MA 02601-0804 | MA | 1989-07 | $970,513 |
| 12 | Roaf Memorial Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1996-06 | $833,747 |
| 13 | W R Grace Foundation Inc | 7500 Grace Dr, Columbia, MD 21044-4009 | MD | 1996-03 | $563,755 |
| 14 | Sfc Charitable Foundation Inc | 1880 Century Park E Ste 1600, Los Angeles, CA 90067-1661 | CA | 1995-09 | $475,762 |
| 15 | Washington County Hospital Foundation | 400 E Polk St, Washington, IA 52353-1237 | IA | 1997-04 | $312,972 |
| 16 | Retail Merchants Foundation Inc | 2412 Langhorne Rd, Lynchburg, VA 24501-1508 | VA | 1996-12 | $300,522 |
| 17 | Vineyard Foundation | PO BOX 803878, Chicago, IL 60680-3878 | IL | 1995-02 | $211,171 |
| 18 | Savage Foundation | PO BOX 843, East Lansing, MI 48826-0843 | MI | 1995-07 | $171,679 |
| 19 | Sullivan Foundation | 5 Cherokee Cir, Andover, MA 01810-5503 | MA | 1997-07 | $89,000 |
| 20 | Friends Of The Princeton Public Library Inc | Po Box 231, Princeton, MA 01541 | MA | 1993-03 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 158 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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