Ellen R Cohen Charitable Tr, Cohen Ellen R Ttee in Newton, 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
| Ellen R Cohen Charitable Tr, Cohen Ellen R Ttee | |
| Employer Identification Number (EIN) | 046955867 |
| Name of Organization | Ellen R Cohen Charitable Tr |
| Secondary Name | Cohen Ellen R Ttee |
| In Care of Name | Ellen R Cohen |
| Address | 34 Monadnock Rd, Newton, MA 02467-1122 |
| Subsection | Charitable Organization |
| Ruling Date | 04/2002 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $4,298,651 |
| Amount of Income | $1,488,066 |
| Form 990 Revenue Amount | $164,610 |
| National Taxonomy of Exempt Entities (NTEE) | Arts, Culture and Humanities: Fund Raising and/or Fund Distribution |
Non-representatives - add comments:
Amount of income in 2013: $1,488,066 (it was $1,071,969 in 2012)
| Ellen R Cohen Charitable Tr, Cohen Ellen R Ttee: | $1,488,066 |
| Other organizations performing similar types of work: | $82,884 |
Assets in 2013: $4,298,651 (it was $4,172,909 in 2012)
| Ellen R Cohen Charitable Tr, Cohen Ellen R Ttee: | $4,298,651 |
| Other organizations performing similar types of work: | $56,205 |
Expenses in 2012: $288,125
| Ellen R Cohen Charitable Tr, Cohen Ellen R Ttee: | $288,125 |
| Other organizations performing similar types of work: | $50,053 |
Income to expenses ratio in 2012: 5.2
| Ellen R Cohen Charitable Tr, Cohen Ellen R Ttee: | 5.2 |
| Other organizations performing similar types of work: | 1.3 |
Grants share in income in 2012: 2.4%
| Ellen R Cohen Charitable Tr, Cohen Ellen R Ttee: | 2.4% |
| Other organizations performing similar types of work: | 71.1% |
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 | $196,261 | $191,591 | $0 | |
| Contributions, gifts, grants, etc., received | $4,670 | |||
| Interest on savings and temporary cash investments | $3,200 | |||
| Dividends and interest from securities | $138,375 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-4,980 | |||
| Other | $54,996 | |||
| Total expenses and disbursements | $288,125 | $38,055 | $0 | $250,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $38,125 | $38,055 | $0 | |
| Contributions, gifts, grants paid | $250,000 | |||
| Excess of revenue over expenses and disbursements | $-91,864 | |||
| Net investment income | $153,536 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $4,172,909 | $4,956,521 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,737,877 | |
| Investments-corporate bonds | $2,310,082 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $51,544 | |
| Other | $73,406 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $4,172,909 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $54,996 |
| 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 | $1,535 |
| Total credits and payments | $7,087 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,587 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $4,500 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $5,552 |
| Amount to be credited to 2013 estimated tax | $5,552 |
| 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 | $4,896,686 |
| Net value of noncharitable-use assets | $4,823,240 |
| Minimum investment return | $241,162 |
| Distributable Amount (for 2012) | |
| Distributable amount | $239,627 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $239,627 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | The Cloud Artscience Foundation | 647 Boylston St, Boston, MA 02116-2804 | MA | 2001-05 | $2,483,665 |
| 2 | Care 2 Communities Inc | 1320 Centre St Ste 202, Newton Center, MA 02459-2400 | MA | 2009-11 | $877,422 |
| 3 | Scituate Library Foundation Inc | 85 Branch St, Scituate, MA 02066-2534 | MA | 2000-03 | $330,219 |
| 4 | The Rotman Family Philanthropic Foundation Inc | 306 Main Street No 400, Worcester, MA 01608-1550 | MA | 2004-09 | $149,976 |
| 5 | We Artboston Inc | 26 Walnut Hill Rd, Chestnut Hill, MA 02467-3125 | MA | 2014-11 | $47,440 |
| 6 | The William J Preston Foundation Of 1992 | 275 Grove St Ste 2-400, Newton, MA 02466-2273 | MA | 2007-02 | $11,849 |
| 7 | The Least Of These Inc | 1225 Providence Rd Pmb 129, Whirinsville, MA 01558 | MA | 2004-08 | $9,042 |
| 8 | Bubs Foundation Inc | Po Box 53071, Medford, MA 02153 | MA | 2014-03 | $4,178 |
| 9 | Adc Booster Club Inc | 278 Mail Street, Oxford, MA 01540 | MA | 2014-10 | $0 |
| 10 | Cape Cod And Islands Art Educators Association Inc | Po Box 789, South Dennis, MA 02660 | MA | 2014-09 | $0 |
| 11 | Dorothy West Charitable Foundation Inc | 11 Myrtle Ave, Oak Bluffs, MA 02557 | MA | 2000-07 | $0 |
| 12 | Dutile - Tremblay Community Fund | 121 Pollard St, N Billerica, MA 01862-2314 | MA | 2014-10 | $0 |
| 13 | Friends Of Hellenic American Educational Foundation Athens Coll | 48 Quincy St, Cambridge, MA 02138-3000 | MA | 2012-02 | $0 |
| 14 | Friends Of The Shutesbury Historical Commission Inc | 1 Cooleyville Road, Shutesbury, MA 01072 | MA | 2001-12 | $0 |
| 15 | Kowloon Charities Inc | 948 Broadway, Saugus, MA 01906-3204 | MA | 2009-12 | $0 |
| 16 | Naby Frye Assyrian Fund For Culture Inc | 15 Tower Hill Road, Brimfield, MA 01010 | MA | 2012-09 | $0 |
| 17 | New Year - New Addition Inc | 26 Winton St, Roslindale, MA 02131 | MA | 2015-01 | $0 |
| 18 | Norwood Fine Arts Collaborative Team Inc, Nfact | PO BOX 104, Norwood, MA 02062-0104 | MA | 2014-12 | $0 |
| 19 | Phan Thanh Gian Culture & Education Foundation Inc | 16 Gleason St, Watertown, MA 02472-1608 | MA | 2015-04 | $0 |
| 20 | Take A Child To Heart Inc | 68 Llewellyn Dr, Westfield, MA 01085-2514 | MA | 2014-11 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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