Douglass Fam Charitable Foundation, Douglass Andrew S 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
| Douglass Fam Charitable Foundation, Douglass Andrew S Ttee | |
| Employer Identification Number (EIN) | 043494129 |
| Name of Organization | Douglass Fam Charitable Foundation |
| Secondary Name | Douglass Andrew S Ttee |
| In Care of Name | G W & Wade Inc |
| Address | C/O Gw Wade Llc 93 Worcester St, Wellesley, MA 02481 |
| Subsection | Charitable Organization |
| Ruling Date | 05/2000 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $340,533 |
| Amount of Income | $62,510 |
| Form 990 Revenue Amount | $21,115 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Named Trusts/Foundations (Not Elsewhere Classified) |
Non-representatives - add comments:
Revenue for 2012
Expenses 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 | $12,537 | $12,537 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $9,687 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $2,850 | |||
| Total expenses and disbursements | $30,221 | $2,532 | $0 | $26,925 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $3,296 | $2,532 | $0 | |
| Contributions, gifts, grants paid | $26,925 | |||
| Excess of revenue over expenses and disbursements | $-17,684 | |||
| Net investment income | $10,005 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $354,883 | $368,801 |
| 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 | $354,883 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $354,883 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $2,850 |
| 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 | $200 |
| Total credits and payments | $500 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $500 |
| 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 | $300 |
| Amount to be credited to 2013 estimated tax | $300 |
| 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 | $367,413 |
| Net value of noncharitable-use assets | $361,900 |
| Minimum investment return | $18,095 |
| Distributable Amount (for 2012) | |
| Distributable amount | $17,895 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $17,895 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
The Red Sox Foundation Inc in Boston, MA
  |
|
King Solomon Humanitarian Foundation For Handicapped Childre, Handi-Kids in Bridgewater, MA
|
| Iglesia Camino Al Calvario in Lynn, MA |
| Rossbach Charitable Remainder Tr, Rossbach Janice & C E Ahara Ttees in Lexington, MA |
| Massachusetts-Ponkapoag Tribal Council Inc in Bridgewater, MA |
|
Fc Blazers in Needham Hgts, MA
|
|
Twilight Throwers in Chelmsford, MA
|
| Wayland Baseball And Softball Association Inc in Wayland, MA |
Wellspring Inc in Hull, MA
 |
| Reason Alliance Ltd in Somerville, MA |
| Other organizations in Massachusetts | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Double Edge Theatre Productions Incorporated | 948 Conway Rd, Ashfield, MA 01330-9772 | MA | 1983-04 | $872,268 |
| 2 | Doug Flutie Jr Foundation For Autism Inc | 1001 Worcester Rd Ste 2, Framingham, MA 01701-5240 | MA | 2001-01 | $2,090,371 |
| 3 | Douglas A Mercer Foundation | 80 Towne Hill Rd, Bradford, MA 01835-8279 | MA | 2004-04 | $45,151 |
| 4 | Douglas Axmen Soccer Club Inc | PO BOX 1364, Douglas, MA 01516-1364 | MA | 2007-05 | $45,229 |
| 5 | Douglas Band Boosters | 33 Davis St, Douglas, MA 01516-2311 | MA | 1988-01 | $89,212 |
| 6 | Douglas Elementary School Parent Teacher Organization | 17 Gleason Ct, Douglas, MA 01516-2065 | MA | 2008-04 | $39,451 |
| 7 | Douglas Historical Society Inc | Po Box 176, Douglas, MA 01516-0176 | MA | 1973-05 | $0 |
| 8 | Douglas Intermediate Elementary School Parent Teacher Organization | 21 Davis St, Douglas, MA 01516-2311 | MA | 2008-06 | $29,528 |
| 9 | Douglas Police Association | PO BOX 244, Douglas, MA 01516-0244 | MA | 1977-05 | $20,346 |
| 10 | Douglas Scouting Association Inc | PO BOX 898, Douglas, MA 01516-0898 | MA | 2007-01 | $1,193 |
| 11 | Douglass Fam Charitable Foundation, Douglass Andrew S Ttee | C/O Gw Wade Llc 93 Worcester St, Wellesley, MA 02481 | MA | 2000-05 | $62,510 |
| 12 | Dover And Sherborn Education Fund Inc | PO BOX 421, Dover, MA 02030-0421 | MA | 1985-02 | $147,031 |
| 13 | Dover Club Of Mit Inc | C/O Daniel Zheng 58 Manchester Road, Brookline, MA 02446 | MA | 1994-07 | $72,761 |
| 14 | Dover Elementary Parent Teacher Organization Inc | 29 Cross St, Dover, MA 02030-2212 | MA | 1998-09 | $140,495 |
| 15 | Dover Firefighters Relief Fund | PO BOX 193, Dover, MA 02030-0193 | MA | 1979-11 | $175,251 |
| 16 | Dover Historical Society Inc | PO BOX 534, Dover, MA 02030-0534 | MA | 1942-10 | $33,716 |
| 17 | Dover Land Conservation Trust | PO BOX 562, Dover, MA 02030-0562 | MA | 1965-05 | $145,159 |
| 18 | Dover Sherborn Soccer Club | PO BOX 667, Sherborn, MA 01770-0667 | MA | 1994-04 | $146,532 |
| 19 | Dover-Sherborn Boosters Inc | 9 Junction St, Dover, MA 02030-1706 | MA | 1988-08 | $128,375 |
| 20 | Downey Family Charitable Foundation | 155 Federal St Ste 300, Boston, MA 02110-1881 | MA | 2001-07 | $2,044,134 |
Organization representatives - add corrected or new information about Douglass Fam Charitable Foundation, Douglass Andrew S Ttee »
Non-representatives - add comments about Douglass Fam Charitable Foundation, Douglass Andrew S Ttee»