Duniry Foundation, Dassori F Davis Jr 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
- Other organizations in Massachusetts
| Duniry Foundation, Dassori F Davis Jr Ttee | |
| Employer Identification Number (EIN) | 046746970 |
| Name of Organization | Duniry Foundation |
| Secondary Name | Dassori F Davis Jr Ttee |
| In Care of Name | Choate Hall & Stewart |
| Address | PO BOX 961019, Boston, MA 02196-1019 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1994 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 09/2013 |
| 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 | $8,244,767 |
| Amount of Income | $2,434,708 |
| Form 990 Revenue Amount | $1,006,699 |
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 | $1,860,150 | $1,859,708 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $226 | |||
| Dividends and interest from securities | $166,774 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $1,693,150 | |||
| Total expenses and disbursements | $515,459 | $50,277 | $0 | $455,125 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $79,459 | $50,277 | $19,125 | |
| Contributions, gifts, grants paid | $436,000 | |||
| Excess of revenue over expenses and disbursements | $1,344,691 | |||
| Net investment income | $1,809,431 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $8,416,384 | $9,259,246 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $5,774,421 | |
| Investments-corporate bonds | $261,911 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $2,024,662 | |
| Other | $355,390 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $8,416,384 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $1,693,150 |
| 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 | $18,094 |
| Total credits and payments | $22,700 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $9,700 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $13,000 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $6 |
| Tax due | $0 |
| Overpayment | $4,600 |
| Amount to be credited to 2013 estimated tax | $4,600 |
| 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? | Yes |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | Yes |
| 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 | $8,639,920 |
| Net value of noncharitable-use assets | $8,510,320 |
| Minimum investment return | $425,516 |
| Distributable Amount (for 2012) | |
| Distributable amount | $407,422 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $407,422 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $213,111 |
| 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 | Dudley Little League | PO BOX 202, Dudley, MA 01571-0202 | MA | 2006-01 | $52,676 |
| 2 | Dudley Neighbors Incorporated | 504 Dudley St, Roxbury, MA 02119-2767 | MA | 1991-01 | $371,141 |
| 3 | Dudley Pond Associates Inc | PO BOX 5114, Wayland, MA 01778-6114 | MA | 1997-06 | $22,595 |
| 4 | Dudley Pto | 70 Dudley Oxford Rd, Dudley, MA 01571-6116 | MA | 1997-02 | $80,792 |
| 5 | Dudley Street Neighborhood Initiative Inc | 504 Dudley Street, Roxbury, MA 02119-2732 | MA | 1986-12 | $2,061,206 |
| 6 | Dudley Youth Soccer League Inc | PO BOX 74, Dudley, MA 01571-0074 | MA | 1988-02 | $54,799 |
| 7 | Duffy Health Center Inc | 94 Main Street, Hyannis, MA 02601-3146 | MA | 1997-09 | $5,421,686 |
| 8 | Dukes County Savings Charitable Foundation Inc | PO BOX 1069, Edgartown, MA 02539-1069 | MA | 2005-03 | $666,380 |
| 9 | Dump & Run Inc | PO BOX 397 8 CENTRAL STREET, Brookfield, MA 01506 | MA | 2001-10 | $0 |
| 10 | Dunbar Community Center Inc | 33 Oak St, Springfield, MA 01109-4249 | MA | 1934-12 | $72,929 |
| 11 | Duniry Foundation, Dassori F Davis Jr Ttee | PO BOX 961019, Boston, MA 02196-1019 | MA | 1994-04 | $2,434,708 |
| 12 | Dunkin Donuts & Baskin-Robbins Community Foundation | 130 Royall St Msc 2wa, Canton, MA 02021-1010 | MA | 2007-12 | $2,484,833 |
| 13 | Dunkin Brands Disaster Relief Fund | 130 Royall St, Canton, MA 02021-1010 | MA | 2005-11 | $45,701 |
| 14 | Dunkin Donuts Charitable Trust C/O Dunkin Donuts Of American Inc | 130 Royall St, Canton, MA 02021-1010 | MA | 1982-01 | $54 |
| 15 | Dunn Family Charitable Foundation | 30 Nagog Park Ste 210, Acton, MA 01720-3438 | MA | 1994-11 | $1,130,653 |
| 16 | Dunn Foundation | 44 Brattle St, Cambridge, MA 02138-3741 | MA | 2006-06 | $338 |
| 17 | Merrimack Valley Artisans Inc | 69 S Shaker Rd, Harvard, MA 01451-1207 | MA | 2006-08 | $1,716 |
| 18 | Dunstable Pre-School | PO BOX 122, Dunstable, MA 01827-0122 | MA | 1982-09 | $87,945 |
| 19 | Dunstable Rural Land Trust | David E Tully 1070 Main Street, Dunstable, MA 01827 | MA | 1989-01 | $60,039 |
| 20 | Dunya Inc | 343 School St, Belmont, MA 02478-3846 | MA | 2005-03 | $52,586 |
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