Harvard Yearbook Publications Fund Tr, Goldberg Marc E Ttee in Cambridge, 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
- Unrelated Trade or Business Income
- Deductions Not Taken Elsewhere
- Organizations performing similar types of work
| Harvard Yearbook Publications Fund Tr, Goldberg Marc E Ttee | |
| Employer Identification Number (EIN) | 043258492 |
| Name of Organization | Harvard Yearbook Publications Fund Tr |
| Secondary Name | Goldberg Marc E Ttee |
| Address | PO BOX 380002, Cambridge, MA 02238-0002 |
| Activities | Student operated business |
| Subsection | Educational Organization |
| Ruling Date | 06/1997 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 07/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,099,325 |
| Amount of Income | $82,655 |
| Form 990 Revenue Amount | $149,504 |
| National Taxonomy of Exempt Entities (NTEE) | Youth Development: Youth Development - Business |
Non-representatives - add comments:
Amount of income in 2014: $82,655 (it was $111,040 in 2012)
| This organization: | $82,655 |
| Other organizations performing similar types of work: | $107,241 |
Assets in 2014: $1,099,325 (it was $1,123,046 in 2012)
| Harvard Yearbook Publications Fund Tr, Goldberg Marc E Ttee: | $1,099,325 |
| Other organizations performing similar types of work: | $111,950 |
Expenses in 2012: $87,169
| This organization: | $87,169 |
| Other organizations performing similar types of work: | $125,695 |
Income to expenses ratio in 2012: 0.9
| This organization: | 0.9 |
| Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2012: 35.3%
| This organization: | 35.3% |
| Other organizations performing similar types of work: | 69.5% |
Revenue 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 | $111,040 | $250 | $10,000 | |
| Contributions, gifts, grants, etc., received | $39,188 | |||
| Interest on savings and temporary cash investments | $250 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $61,602 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $10,000 | |||
| Total expenses and disbursements | $87,169 | $0 | $52,328 | $20,260 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $87,169 | $0 | $20,260 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $23,871 | |||
| Net investment income | $250 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,123,046 | $415,456 |
| Cash - non-interest-bearing | $165,211 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $957,835 | |
| Total liabilities | $15,868 | |
| Mortgages and other notes payable | $0 | |
| Other | $15,868 | |
| Total liabilities and net assets/fund balances | $1,107,178 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $5 |
| Total credits and payments | $5 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $0 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $5 |
| Backup withholding erroneously withheld | $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? | 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 | $1,621,389 |
| Net value of noncharitable-use assets | $1,597,060 |
| Minimum investment return | $79,853 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| 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 |
| Unrelated Trade or Business Income (for 2008) | |||
| Income | Expenses | Net | |
|---|---|---|---|
| Total | $56,599 | $111 | $14,888 |
| Gross receipts or sales less returns and allowances | $0 | $0 | $0 |
| Cost of goods sold | $0 | $0 | $0 |
| Gross profit | $0 | $0 | $0 |
| Capital gain net income | $0 | $0 | $0 |
| Net gain | $0 | $0 | $0 |
| Capital loss deduction for trusts | $0 | $0 | $0 |
| Income (loss) from partnerships and S corporations | $0 | $0 | $0 |
| Rent income | $533,771 | $417,111 | $11,666 |
| Unrelated debt-financed income | $0 | $0 | $0 |
| Interest, annuities, royalties, and rents from controlled organizations | $0 | $0 | $0 |
| Investment income of a section 501(c)(7), (9), or (17) organization | $0 | $0 | $0 |
| Exploited exempt activity income | $0 | $0 | $0 |
| Advertising income | $0 | $0 | $0 |
| Other income | $32,221 | $0 | $3,222 |
| Deductions Not Taken Elsewhere (for 2008) | |
| Total deductions | $0 |
| Compensation of officers, directors, and trustees | $0 |
| Salaries and wages | $0 |
| Repairs and maintenance | $0 |
| Bad debts | $0 |
| Interest | $0 |
| Taxes and licenses | $0 |
| Charitable contributions | $0 |
| Depreciation | $0 |
| Depletion | $0 |
| Contributions to deferred compensation plans | $0 |
| Employee benefit programs | $0 |
| Excess exempt expenses | $0 |
| Excess readership costs | $0 |
| Other deductions | $0 |
| Unrelated business taxable income | $13,888 |
| Unrelated business taxable income before net operating loss deduction | $14,888 |
| Net operating loss deduction | $0 |
| Unrelated business taxable income before specific deduction | $14,888 |
| Specific deduction | $1,000 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | The Mentors Project Of Bibb County Inc | PO BOX 13750, Macon, GA 31208-3750 | GA | 1992-02 | $394,807 |
| 2 | Harvard Yearbook Publications Fund Tr, Goldberg Marc E Ttee | PO BOX 380002, Cambridge, MA 02238-0002 | MA | 1997-06 | $82,655 |
| 3 | Youth Achievers Committee Inc | PO BOX 1264, Burlington, NJ 08016-0864 | NJ | 1995-04 | $33,010 |
| 4 | Young Speakers Association Inc | PO BOX 22, Park Forest, IL 60466-0022 | IL | 1995-06 | $1 |
| 5 | Brookwood School District 167 | 201 Glenwood-Dyer Rd, Glenwood, IL 60425 | IL | 1994-07 | $0 |
| 6 | Building Bridges Corp | PO BOX 1190, Boynton Beach, FL 33425-1190 | FL | 1993-01 | $0 |
| 7 | Business Professionals Of America, New Mexico Association | Cherry Street Station 61, Portales, NM 88130 | NM | 1970-11 | $0 |
| 8 | Caring Team Foundation | 5710 Wooster Pike Ste 212, Cincinnati, OH 45227-4520 | OH | 1996-04 | $0 |
| 9 | Cenla Credit Grantors Association Inc | 1309 Texas Ave, Alexandria, LA 71301-4046 | LA | 1993-06 | $0 |
| 10 | Community Of Excellence | P O Box 14042, New Bern, NC 28560 | NC | 1998-12 | $0 |
| 11 | Dade Urban Development Corporation | 735 Bear Creek Cir, Winter Spgs, FL 32708-3892 | FL | 1995-01 | $0 |
| 12 | Free Enterprise Fellowships | 703 Gawain Rd, Plymouth Mtng, PA 19462-2109 | PA | 1980-02 | $0 |
| 13 | Georgia Foundation For Athletic Excellence Inc | 233 Peachtree St Ne Ste 1100, Atlanta, GA 30303-1507 | GA | 1992-12 | $0 |
| 14 | Inkatha Foundation For The Arts | 3675 S Rainbow Blvd Ste 107, Las Vegas, NV 89103-1059 | NV | 1997-03 | $0 |
| 15 | Kings Court Project Inc | 29 Kings Ct Se, Washington, DC 20003-2341 | DC | 1995-09 | $0 |
| 16 | Lend-A-Hand Foundation | 201 N Figueroa St 5th Flr, Los Angeles, CA 90012-2623 | CA | 1996-08 | $0 |
| 17 | Love Foundation | 908 Glencoe St, Winston Salem, NC 27107-3315 | NC | 1996-05 | $0 |
| 18 | Masters Consulting Group Inc | PO BOX 37, Tempe, AZ 85280-0037 | AZ | 1994-12 | $0 |
| 19 | National Media Advisory Board Inc | PO BOX 615, Pine Brook, NJ 07058-0615 | NJ | 1998-01 | $0 |
| 20 | Oklahoma Real Enterprises Inc | Rr 1 Box 77, Forgan, OK 73938 | OK | 1994-06 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 49 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
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