Dr David L Kasdon Fund 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
- Other organizations in Massachusetts
| Dr David L Kasdon Fund | |
| Employer Identification Number (EIN) | 046570752 |
| Name of Organization | Dr David L Kasdon Fund |
| In Care of Name | Lynch Brewer Hoffman & Fink Llp |
| Address | 75 Federal St 7th Floor, Boston, MA 02110-1913 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 08/1987 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2014 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $44,267 |
| Amount of Income | $5 |
| Form 990 Revenue Amount | $8 |
Non-representatives - add comments:
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 | $9 | $9 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $9 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $3,335 | $0 | $0 | $2,500 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $835 | $0 | $0 | |
| Contributions, gifts, grants paid | $2,500 | |||
| Excess of revenue over expenses and disbursements | $-3,326 | |||
| Net investment income | $9 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $51,177 | $51,177 |
| 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 | $0 | |
| Other | $51,177 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $51,177 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $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 | $52,840 |
| Net value of noncharitable-use assets | $52,040 |
| Minimum investment return | $2,602 |
| Distributable Amount (for 2012) | |
| Distributable amount | $2,602 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $2,602 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $2,555 |
| 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 | Downtown North Association Inc | 110 Canal St, Boston, MA 02114-1805 | MA | 1988-03 | $110,000 |
| 2 | Downtown Pittsfield Cultural Association Inc | 33 Dunham Mall, Pittsfield, MA 01201-6207 | MA | 2006-04 | $61,012 |
| 3 | Downtown Pittsfield Inc | 33 Dunham Mall Suite 101, Pittsfield, MA 01201-6207 | MA | 1983-11 | $129,178 |
| 4 | Doyle Field Foundation Inc | 200 Mount Laurel Cir, Shirley, MA 01464-2426 | MA | 2003-07 | $23,755 |
| 5 | Doyukai Fund For Harvard Inc | 800 Boylston St, Boston, MA 02199-3600 | MA | 1999-12 | $324,843 |
| 6 | Dpi Greendale Inc | 118 Allied Dr, Dedham, MA 02026-6146 | MA | 2003-02 | $28,982 |
| 7 | Dpi Webster Inc | 118 Allied Dr, Dedham, MA 02026-6146 | MA | 2004-10 | $28,801 |
| 8 | Dr A A Daftary Memorial Medical Scholarship Fund | 524 Parker St, Newton, MA 02459-2975 | MA | 2005-08 | $0 |
| 9 | Dr Charles F Smith Jr Educational Foundation Inc | 194 Parker St, Newton Centre, MA 02459-2551 | MA | 2004-12 | $1 |
| 10 | Dr Charles J Homcy Charitable Foundation, Thomas P Reilly Ttee | 400 Crown Colony Drive, Quincy, MA 02169-0930 | MA | 2009-04 | $611,898 |
| 11 | Dr David L Kasdon Fund | 75 Federal St 7th Floor, Boston, MA 02110-1913 | MA | 1987-08 | $5 |
| 12 | Dr Frank Carr Scholarship Fund | 9 Lakeshore Dr, Spencer, MA 01562-2905 | MA | $2,668 | |
| 13 | Dr H H Gadsby Scholarship Fund Of Drury H S | 191 East Main Street, North Adams, MA 01247-4445 | MA | 1946-06 | $4,002 |
| 14 | Dr Israel & Edith Putnam Edelstein Foundation | 875 Southern Artery, Quincy, MA 02169-7163 | MA | 1967-01 | $46,090 |
| 15 | Dr Jeffrey R Bartel Scholarship Fund | 59 W Weir St, Taunton, MA 02780-4651 | MA | 2004-12 | $26,124 |
| 16 | Dr Kevin M Hurley Middle School Parent Teacher Organization | 650 Newman Avenue, Seekonk, MA 02771 | MA | 2005-04 | $0 |
| 17 | Dr Lawrence P Chase Scholarship Trust | 179 Elm St, Northampton, MA 01060-2908 | MA | 1974-03 | $268 |
| 18 | National Association Christian Education Ministry Inc | 15 Squannacook Drive, Groton, MA 01450-1139 | MA | 1992-09 | $0 |
| 19 | Dr Miriam And Sheldon G Adelson Medical Research Foundation, Sheldon G Adelson Et Al Ttee | 300 First Ave, Needham, MA 02494-2736 | MA | 2008-01 | $24,274,662 |
| 20 | Dracut Access Television Inc | 91 Mill St Ste 7, Dracut, MA 01826-3277 | MA | 2007-10 | $433,540 |
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