H Patterson Hale Jr Charitable Foundation in Newburyport, 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
| H Patterson Hale Jr Charitable Foundation | |
| Employer Identification Number (EIN) | 043267731 |
| Name of Organization | H Patterson Hale Jr Charitable Foundation |
| In Care of Name | Uhy Advisors Ne Llc |
| Address | 7 Lorum St, Newburyport, MA 01950-3252 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2013 |
| Assets | $1 to $9,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1 |
| Amount of Income | $292,484 |
| Form 990 Revenue Amount | $39,553 |
Non-representatives - add comments:
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 | $28,138 | $50,929 | $50,929 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $50,929 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $16,135 | $15,000 | $15,000 | $16,135 |
| Compensation of officers, directors, trustees, etc. | $15,000 | |||
| Total operating and administrative expenses | $16,135 | $15,000 | $16,135 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $12,003 | |||
| Net investment income | $35,929 | |||
| Adjusted net income | $35,929 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1 | $1,539,822 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $1 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $0 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-22,791 |
| 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 | $719 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $719 |
| 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 | $1,670,807 |
| Net value of noncharitable-use assets | $1,645,740 |
| Minimum investment return | $82,287 |
| Distributable Amount (for 2012) | |
| Distributable amount | $81,568 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $81,568 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $55,183 |
| 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 | Guthrie Foundation Inc | 2 Van Deusenville Rd, Gt Barrington, MA 01230-1172 | MA | 1992-04 | $125,059 |
| 2 | Guttag Family Foundation | C/O John Guttag, Lexington, MA 02420 | MA | 2007-05 | $1,284,138 |
| 3 | Gygi And Von Wyss Foundation | 24 Crosby Dr, Bedford, MA 01730-1402 | MA | 1983-11 | $150,004 |
| 4 | Gymnastics & More Parents Association Inc | 8 Micro Dr, Woburn, MA 01801-5702 | MA | 1998-02 | $79,904 |
| 5 | Gymnastics Association Of Danvers | 4b Lookout Ln, Middleton, MA 01949 | MA | 1985-06 | $17,693 |
| 6 | Gymport Parents Association Inc | 42b Mid Tech Dr, West Yarmouth, MA 02673-2560 | MA | 2007-11 | $26,774 |
| 7 | H E A R T S Of The Father Outreach Inc, Moritz John Allen | PO BOX 491, Sheffield, MA 01257-0491 | MA | 1995-08 | $262,443 |
| 8 | H Eric Cushing Foundation Tr, Cushing Harvey Eric Ttee | 1 Harvard St Ste 201, Brookline, MA 02445-7923 | MA | 2004-02 | $165,258 |
| 9 | H L Farmer & Sons Aftercare Program Inc | 106 Summer St, Haverhill, MA 01830-6019 | MA | 1997-11 | $29,880 |
| 10 | H O P E Foundation Inc | 2 Utica Dr, Hudson, MA 01749-3145 | MA | 1995-07 | $5,830 |
| 11 | H Patterson Hale Jr Charitable Foundation | 7 Lorum St, Newburyport, MA 01950-3252 | MA | $292,484 | |
| 12 | H Read Inc | 1100 School St, Mansfield, MA 02048-2036 | MA | 1981-07 | $1,550,131 |
| 13 | H U G S Sharon Inc | PO BOX 91, Sharon, MA 02067-0091 | MA | 2004-04 | $8,166 |
| 14 | H-C Management Services Inc | 20 Hospital Dr, Holyoke, MA 01040-6604 | MA | 1986-03 | $2,499,640 |
| 15 | Haartz Family Foundation Inc | PO BOX 1596, Concord, MA 01742-6596 | MA | 2004-04 | $2,651 |
| 16 | Habitat For Cats No Kill Shelter | PO BOX 79571, N Dartmouth, MA 02747-0988 | MA | 1998-04 | $123,259 |
| 17 | Habitat For Humanity International Inc, Buzzard Bay Area Hfh | 8 County Rd Ste 2, Mattapoisett, MA 02739-1586 | MA | 1987-01 | $49,741 |
| 18 | Habitat For Humanity International, Cape Ann Hfh | 48 Middle St, Gloucester, MA 01930-5716 | MA | 1987-01 | $6,346 |
| 19 | Habitat For Humanity International Inc, Cape Cod | 411 Main St Ste 6, Yarmouth Port, MA 02675-1843 | MA | 1987-01 | $3,014,271 |
| 20 | Habitat For Humanity International Inc, Central Berkshire Hfh | PO BOX 2717, Pittsfield, MA 01202-2717 | MA | 1987-01 | $858,429 |
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