Edward Bangs Kelley And Elza Kelley Foundation Inc in S Yarmouth, 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
| Edward Bangs Kelley And Elza Kelley Foundation Inc | |
| Employer Identification Number (EIN) | 046039660 |
| Name of Organization | Edward Bangs Kelley And Elza Kelley Foundation Inc |
| Address | 20 N Main St, S Yarmouth, MA 02664-3150 |
| Activities | Health clinic, Community Chest, United Way, etc., Other school related activities |
| Subsection | Charitable Organization |
| Ruling Date | 07/1956 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| 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 | $5,584,920 |
| Amount of Income | $3,004,335 |
| Form 990 Revenue Amount | $383,969 |
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 | $549,679 | $533,939 | $0 | |
| Contributions, gifts, grants, etc., received | $11,903 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $176,193 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $361,583 | |||
| Total expenses and disbursements | $396,529 | $23,252 | $0 | $370,290 |
| Compensation of officers, directors, trustees, etc. | $20,400 | |||
| Total operating and administrative expenses | $53,529 | $23,252 | $27,290 | |
| Contributions, gifts, grants paid | $343,000 | |||
| Excess of revenue over expenses and disbursements | $153,150 | |||
| Net investment income | $510,687 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $5,415,205 | $5,802,871 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $333,299 | |
| Investments-corporate stock | $3,528,094 | |
| Investments-corporate bonds | $1,431,670 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $124,205 | |
| Total liabilities | $125,000 | |
| Mortgages and other notes payable | $0 | |
| Other | $125,000 | |
| Total liabilities and net assets/fund balances | $5,290,205 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $361,583 |
| 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 | $5,107 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $114 |
| Tax due | $5,221 |
| 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 | $4,967,961 |
| Net value of noncharitable-use assets | $4,893,440 |
| Minimum investment return | $244,672 |
| Distributable Amount (for 2012) | |
| Distributable amount | $239,565 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $239,565 |
| 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 | Educational Living Residences Inc | 50 Douglas Rd, Whitinsville, MA 01588-2008 | MA | 1980-11 | $43,613 |
| 2 | Educational Residential Program Inc | 789 Clapboardtree St, Westwood, MA 02090-1717 | MA | 1984-02 | $178,157 |
| 3 | Educational Sales Assoc Of New England Inc | 154 Berrington Rd, Leominster, MA 01453-5250 | MA | 1976-01 | $93,249 |
| 4 | Edvestors Inc | 140 Clarendon St Ste 305, Boston, MA 02116-5271 | MA | 2007-05 | $2,251,483 |
| 5 | Edview Corporation | 417 Liberty Street, Springfield, MA 01104-3736 | MA | 2000-04 | $52,868 |
| 6 | Edvisors Foundation Inc | 40 Bel Air Rd, Hingham, MA 02043-1241 | MA | 2005-11 | $103,805 |
| 7 | Edward & Lee Lawrence Foundation Uta 040191, Lawrence Pam Ttee | 2 Chattanooga Rd, Ipswich, MA 01938-1510 | MA | 2004-07 | $83,668 |
| 8 | Edward & Nancy Stavis Charitable Foundation | 567 Boylston St, Brookline, MA 02445-5738 | MA | 1993-08 | $374,903 |
| 9 | Edward A Bond Foundation, Bond Edward A Jr Ttee | 145 Spring St, Everett, MA 02149-4517 | MA | 1997-11 | $30,407 |
| 10 | Edward And Janet Gildea Charitable Foundation | 2 International Pl, Boston, MA 02110-4104 | MA | 2002-11 | $1,993,019 |
| 11 | Edward Bangs Kelley And Elza Kelley Foundation Inc | 20 N Main St, S Yarmouth, MA 02664-3150 | MA | 1956-07 | $3,004,335 |
| 12 | Edward C Sullivan Iii Scholarship Fund | 11 Lewis Rd, Foxboro, MA 02035-1551 | MA | 2000-04 | $633 |
| 13 | Edward Capen Trust | 65 N Main St, W Bridgewater, MA 02379-1799 | MA | 1978-08 | $1,500 |
| 14 | Edward G Molin Charitable Foundation Inc | 4 Mulliken Way, Newburyport, MA 01950-4020 | MA | 2000-03 | $61,691 |
| 15 | Edward H Angle Society Of Orthodontics Inc | 1615 Beacon St, Newton, MA 02468-1507 | MA | 1967-10 | $82,840 |
| 16 | Edward J Kaplita Foundation | 61 Roosevelt Ave, Chicapee, MA 01013-2905 | MA | 2006-04 | $20,160 |
| 17 | Edward J Madden Memorial Open | 91 Daly Ave, Dalton, MA 01226-1527 | MA | 1962-03 | $220,951 |
| 18 | Edward L Bernays Foundation Inc | 102 Appleton St, Cambridge, MA 02138-3339 | MA | 1949-07 | $16,399 |
| 19 | Edward L Cooper Community Gardening And Education Center Inc | 32-34 Linwood Street, Roxbury, MA 02119 | MA | 2012-11 | $12,332 |
| 20 | Edward Lee And Slocomb Hollis Perry Foundation | 214 Allandale Rd-A, Chestnut Hill, MA 02467-3279 | MA | 1998-11 | $310,008 |
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