Harold And Esther Edgerton Family Foundation, Sherman Linda K Et Al Ttee in Boston, 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
| Harold And Esther Edgerton Family Foundation, Sherman Linda K Et Al Ttee | |
| Employer Identification Number (EIN) | 222719185 |
| Name of Organization | Harold And Esther Edgerton Family Foundation |
| Secondary Name | Sherman Linda K Et Al Ttee |
| In Care of Name | Hale And Dorr Llp |
| Address | Silver Bridge 255 State St 6th Fl, Boston, MA 02127 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 07/1986 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2010 |
| Assets | $500,000 to $999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $765,602 |
| Amount of Income | $990,250 |
| Form 990 Revenue Amount | $11,904 |
Non-representatives - add comments:
Expenses for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $11,904 | $0 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $230 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $77 | |||
| Other | $11,597 | |||
| Total expenses and disbursements | $727,644 | $2,492 | $0 | $725,036 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $2,643 | $2,492 | $35 | |
| Contributions, gifts, grants paid | $725,001 | |||
| Excess of revenue over expenses and disbursements | $-715,740 | |||
| Net investment income | $9,412 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $49,862 | $49,862 |
| 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 | $49,862 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $49,862 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $11,597 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $94 |
| Total credits and payments | $308 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $308 |
| 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 |
| Overpayment | $214 |
| Amount to be credited to 2012 estimated tax | $96 |
| Statements Regarding Activities (for 2011) | |
| 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? | Yes |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $158,369 |
| Net value of noncharitable-use assets | $156,000 |
| Minimum investment return | $7,800 |
| Distributable Amount (for 2011) | |
| Distributable amount | $7,706 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $7,706 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 | Greater Tiverton Community Chorus Inc | C/O Narda Snell 8 Randolph St, Somerset, MA 02725 | MA | 1998-01 | $44,181 |
| 2 | Gsp Rescue New England Inc | 452 Chandler St, Tewksbury, MA 01876-2849 | MA | 2008-03 | $66,741 |
| 3 | Gurdjieff Society Of Mass Inc | 12 Howard St, Cambridge, MA 02139-3720 | MA | 1996-08 | $147,941 |
| 4 | H M Shaw Sr Trust | PO BOX 1330, Hyannis, MA 02601-1330 | MA | 1962-12 | $257,985 |
| 5 | Greensboro Justice Fund Inc | 504 Cottage St, Springfield, MA 01104-3219 | MA | 2005-06 | $1,879 |
| 6 | Hope Renews Inc | 300 Rosewood Dr Ste 203, Danvers, MA 01923-1389 | MA | 2005-01 | $36,196 |
| 7 | Hoenemeyer Family Foundation Inc | 97 Captains Walk, North Chatham, MA 02650-1041 | MA | 1998-11 | $24,057 |
| 8 | Harness Horsemans Association Of New England Inc | 301 Washington St, Plainville, MA 02762-1314 | MA | 2003-03 | $36,858 |
| 9 | Harold Adler Foundation | PO BOX 55806, Boston, MA 02205-5806 | MA | 2007-05 | $1,389 |
| 10 | Harold And Anna S Ullian Charitable Foundation | 800 Boylston St Fl 33, Boston, MA 02199-8109 | MA | 1994-05 | $320,615 |
| 11 | Harold And Esther Edgerton Family Foundation, Sherman Linda K Et Al Ttee | Silver Bridge 255 State St 6th Fl, Boston, MA 02127 | MA | 1986-07 | $990,250 |
| 12 | Harold And Janice Cohen Foundation 52-008296 | Two Intl Pl, Boston, MA 02110 | MA | 1979-07 | $217,498 |
| 13 | Harold And Nancy Parritz Family Foundation | 88 Charles St Ste 1, Boston, MA 02114-4688 | MA | 2001-05 | $329,225 |
| 14 | Harold And Ruth Goldberg Family Private Foundation | 80a Seminary Avenue, Audburndale, MA 02466-2600 | MA | 1992-04 | $269 |
| 15 | Harold B And Elizabeth L Shattuck Memorial Fund | Eastern Bank Agent 605broadway, Saugus, MA 01906 | MA | 1998-10 | $1,693,028 |
| 16 | Harold S Coleman & Marian B Coleman Charitable Foundation Inc, B | 2 Old Apple Tree Trl, Plymouth, MA 02360-8807 | MA | 1961-03 | $26,010 |
| 17 | Harold T N Smith Memorial Foundation, Smith Elizabeth | 256 Essex St, Salem, MA 01970-3434 | MA | 1954-06 | $1,358,527 |
| 18 | Harold Whitworth Pierce Charit Able Trust C/O Goodwin Procter & Hoar | 50 Congress St, Boston, MA 02109-4002 | MA | 1972-12 | $4,268,365 |
| 19 | Harper Family Foundation | 160 Federal St Fl 20, Boston, MA 02110-1700 | MA | 2003-02 | $28,493 |
| 20 | Harpley Foundation Tr, Harpley Alice & Mary Wessels Ttees | PO BOX 732, Reading, MA 01867-0405 | MA | 1993-11 | $305,382 |
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