Engstrom Family Charitable Foundation in Belmont, 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
| Engstrom Family Charitable Foundation | |
| Employer Identification Number (EIN) | 043515040 |
| Name of Organization | Engstrom Family Charitable Foundation |
| In Care of Name | William R Engstrom |
| Address | 17 Willow St, Belmont, MA 02478-2746 |
| Subsection | Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children |
| Ruling Date | 07/2001 |
| 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 | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $271,796 |
| Amount of Income | $1,279,883 |
| Form 990 Revenue Amount | $-15,817 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Named Trusts/Foundations (Not Elsewhere Classified) |
Non-representatives - add comments:
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 | $-120,034 | $0 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $27,231 | $5,000 | $0 | $14,300 |
| Compensation of officers, directors, trustees, etc. | $10,000 | |||
| Total operating and administrative expenses | $12,931 | $5,000 | $0 | |
| Contributions, gifts, grants paid | $14,300 | |||
| Excess of revenue over expenses and disbursements | $-147,265 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $554,562 | $256,519 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $549,743 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $4,819 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $554,562 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-120,035 |
| 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? | 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 | $320,988 |
| Net value of noncharitable-use assets | $316,180 |
| Minimum investment return | $15,809 |
| Distributable Amount (for 2012) | |
| Distributable amount | $15,809 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $15,809 |
| 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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| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Endowment Fund Of Saint Augustine Church | 17 High Plain Rd, Andover, MA 01810-3371 | MA | 2009-04 | $429,710 |
| 2 | Energy Access Foundation Inc | 55 Middlesex Street Unit 221, North Chelmsford, MA 01863 | MA | 2007-12 | $0 |
| 3 | Energy Consumers Alliance Of New England Inc | 284 Amory Street, Jamaica Plain, MA 02130-2317 | MA | 1984-03 | $2,888,705 |
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| 5 | Enersol Associates Inc | 55 Middlesex St Unit 221, N Chelmsford, MA 01863-1561 | MA | 1985-10 | $10,331 |
| 6 | Engine Room Section Inc | 19 Atherton St, Roxbury, MA 02119-3119 | MA | 2008-01 | $40,229 |
| 7 | Englander Foundation Inc | 4 Gould Rd, Waban, MA 02468-2121 | MA | 2008-06 | $0 |
| 8 | Englesby Elementary School Pto | 1580 Lakeview Ave, Dracut, MA 01826-3311 | MA | 2007-03 | $37,899 |
| 9 | English At Large Inc | 800 W Cummings Park Ste 5550, Woburn, MA 01801-6345 | MA | 1989-11 | $161,752 |
| 10 | English Social Club | 29 Camp St, Worcester, MA 01603-2806 | MA | 1976-07 | $35,650 |
| 11 | Engstrom Family Charitable Foundation | 17 Willow St, Belmont, MA 02478-2746 | MA | 2001-07 | $1,279,883 |
| 12 | Engstrom-Baker Scholarship Fund | 64 Ware Ln, Marblehead, MA 01945-1840 | MA | 1996-02 | $118 |
| 13 | Enlace De Familias De Holyoke Holyoke Family Network Inc | 299 Main St, Holyoke, MA 01040-5704 | MA | 1999-09 | $421,526 |
| 14 | Ensemble Adriatico Inc | 19 Fort Ave, Boston, MA 02119-1432 | MA | 1989-01 | $13,135 |
| 15 | Ensemble Robot Incorporated, Ensemble Robot Christine Southworth | 65 Turning Mill Road, Lexington, MA 02420 | MA | 2007-02 | $27,000 |
| 16 | Ensena Corporation | 351 Pleasant St Suite B 175, Northampton, MA 01301 | MA | 2005-08 | $2,000 |
| 17 | Enter Stage Left Theater Inc | 98 Hayden Rowe St, Hopkinton, MA 01748-2508 | MA | 2000-08 | $123,786 |
| 18 | Enterprise Charitable Foundation | 1324 Belmont St Ste 102, Brockton, MA 02301-4435 | MA | 2000-01 | $49,032 |
| 19 | Enterprise Computing Institute Inc | 93 Cranbrook Dr, Holden, MA 01520-1474 | MA | 1995-04 | $891,413 |
| 20 | Entrepreneurs Foundation Of New England Inc | 8 Salt Island Road, Gloucester, MA 01930 | MA | 2000-12 | $0 |
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