Fannie Cox Foundation, Hendrie Gardner C Ttee in Southboro, 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
| Fannie Cox Foundation, Hendrie Gardner C Ttee | |
| Employer Identification Number (EIN) | 026086221 |
| Name of Organization | Fannie Cox Foundation |
| Secondary Name | Hendrie Gardner C Ttee |
| In Care of Name | Gardner C Hendrie |
| Address | PO BOX 690, Southboro, MA 01772-0690 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 06/1991 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| 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 | $5,717,756 |
| Amount of Income | $2,156,566 |
| Form 990 Revenue Amount | $548,223 |
Non-representatives - add comments:
Revenue for 2012
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 | $2,991,803 | $2,265,794 | $0 | |
| Contributions, gifts, grants, etc., received | $726,009 | |||
| Interest on savings and temporary cash investments | $141 | |||
| Dividends and interest from securities | $1,334 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $2,264,319 | |||
| Total expenses and disbursements | $363,447 | $11,806 | $0 | $351,641 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $11,806 | $11,806 | $0 | |
| Contributions, gifts, grants paid | $351,641 | |||
| Excess of revenue over expenses and disbursements | $2,628,356 | |||
| Net investment income | $2,253,988 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $6,520,868 | $6,813,187 |
| Cash - non-interest-bearing | $3,302 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $164,653 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $6,352,913 | |
| Total liabilities | $474 | |
| Mortgages and other notes payable | $0 | |
| Other | $474 | |
| Total liabilities and net assets/fund balances | $6,520,394 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $2,264,319 |
| 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 | $45,080 |
| Total credits and payments | $12,000 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $12,000 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $33,080 |
| 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 | $5,349,997 |
| Net value of noncharitable-use assets | $5,269,740 |
| Minimum investment return | $263,487 |
| Distributable Amount (for 2012) | |
| Distributable amount | $218,407 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $218,407 |
| 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 | Family Service Association Of Greater Fall River Inc | 101 Rock St, Fall River, MA 02720-3133 | MA | 1949-04 | $18,472,958 |
| 2 | Family Service Of Malden Eastern Bank | Eastern Bank 605 Broadway Lf41, Saugus, MA 01906 | MA | 1956-11 | $205,119 |
| 3 | Family Service Organization Of | 31 Harvard St, Worcester, MA 01609-2836 | MA | 1926-07 | $3,647,276 |
| 4 | Family Sunshine Fund Inc | 627 Randall Rd, Ludlow, MA 01056-1085 | MA | 1992-09 | $121,348 |
| 5 | Family Tree Child Care Center Inc | 26 Hollis St, Pepperell, MA 01463-1430 | MA | 1991-06 | $711,706 |
| 6 | Family-To-Family Project Inc | 89 South St Ste 203, Boston, MA 02111-2750 | MA | 1993-10 | $251,495 |
| 7 | Fan Fam Foundation, Slobodkin Sidney A Ttee | 39 Welch Rd, Brookline, MA 02445-7525 | MA | 2000-10 | $1,139,880 |
| 8 | Fan Pier Yacht Club | C/O The Fallon Co One Marina Park, Boston, MA 02210 | MA | 2009-09 | $6,460 |
| 9 | Faneuil Hiv Housing Corporation | 1 Florence St, Boston, MA 02131-3638 | MA | 1993-12 | $281,824 |
| 10 | Fannie B Pratt Trust Uw Clause 31 | 45 School St, Boston, MA 02108-3206 | MA | 1972-09 | $45,566 |
| 11 | Fannie Cox Foundation, Hendrie Gardner C Ttee | PO BOX 690, Southboro, MA 01772-0690 | MA | 1991-06 | $2,156,566 |
| 12 | Fanny K & Pincus Rothstein Foundation | 3 A Coldbrooke South Drive No 511, Lenox, MA 01240 | MA | 1953-01 | $1 |
| 13 | Faraway Stars Productions Ltd | Po Box 2284, Nantucket, MA 02584 | MA | 2002-05 | $0 |
| 14 | Farm Aid Inc | 501 Cambridge St Ste 3, Cambridge, MA 02141-1104 | MA | 1986-06 | $4,393,228 |
| 15 | Farm Bureau Agricultural Preservation Corporation | 249 Lakeside Ave, Marlborough, MA 01752-4503 | MA | 1995-06 | $253,041 |
| 16 | Farm Forward Inc | 374 Old Montague Rd, Amherst, MA 01002-1085 | MA | 2009-03 | $210,213 |
| 17 | Farm Neck Foundation Inc | PO BOX 1656, Oak Bluffs, MA 02557-1656 | MA | 1994-08 | $197,865 |
| 18 | Farms Prides 4th Of July Committee Inc | PO BOX 5289, Beverly Farms, MA 01915-0515 | MA | 2007-09 | $108,058 |
| 19 | Farr Foundation Inc | 71 Pearl St, Cambridge, MA 02139-4043 | MA | 1998-09 | $325,550 |
| 20 | Farrington Memorial Inc | 6 Peartree Ln, Wayland, MA 01778-1512 | MA | 1952-11 | $152,044 |
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