Heath Family Foundation Inc in Winchester, 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
| Heath Family Foundation Inc | |
| Employer Identification Number (EIN) | 043248841 |
| Name of Organization | Heath Family Foundation Inc |
| Address | 18 Fernway, Winchester, MA 01890-3709 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 12/1994 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2010 |
| Assets | $25,000 to $99,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $66,699 |
| Amount of Income | $55,534 |
| Form 990 Revenue Amount | $6,408 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets 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 | $6,408 | $6,408 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,272 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $576 | |||
| Other | $4,560 | |||
| Total expenses and disbursements | $34,737 | $2,242 | $0 | $32,495 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $2,242 | $2,242 | $0 | |
| Contributions, gifts, grants paid | $32,495 | |||
| Excess of revenue over expenses and disbursements | $-28,329 | |||
| Net investment income | $4,166 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $32,302 | $32,302 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $15,812 | |
| Investments-corporate bonds | $11,655 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $4,835 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $32,302 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $4,560 |
| 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 | $42 |
| Total credits and payments | $50 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $25 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $25 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Overpayment | $8 |
| Amount to be credited to 2012 estimated tax | $8 |
| 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? | 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 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 | $59,989 |
| Net value of noncharitable-use assets | $59,080 |
| Minimum investment return | $2,954 |
| Distributable Amount (for 2011) | |
| Distributable amount | $2,912 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $2,912 |
| 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 | Hearth Inc, Hearth Beacon Inc | 1640 Washington Street, Boston, MA 02118-3380 | MA | 1994-05 | $110,438 |
| 2 | Hearth Inc, Hearth Management Inc | 1640 Washington Street, Boston, MA 02118-3380 | MA | 1994-05 | $133,550 |
| 3 | Hearthstone Alzheimers Foundation Inc | 130 New Boston St Ste 103, Woburn, MA 01801-6276 | MA | 1997-03 | $199,776 |
| 4 | Heartland Realty Llc | 2 Center Plz Ste 410, Boston, MA 02108-1926 | MA | 2006-01 | $4,443,298 |
| 5 | Hearts & Hands Inc | 52 Ash St, New Bedford, MA 02740-3440 | MA | 1996-05 | $130,069 |
| 6 | Hearts & Hooves Of The Berkshires Inc, Hearts & Hoofs Berkshires | PO BOX 860, Otis, MA 01253-0860 | MA | 2006-03 | $4,506 |
| 7 | Hearts & Noses Hospital Clown Troupe Inc | PO BOX 920570, Needham, MA 02492-0007 | MA | 2001-02 | $88,259 |
| 8 | Heartstone Foundation | 42 Fisher Ave, Brookline, MA 02445-5703 | MA | 2004-10 | $230,931 |
| 9 | Heat & Frost Insulators Local 6 Afl-Cio-Bica Labor Cooperation Tr | 529 Main St Ste 603, Charlestown, MA 02129-1108 | MA | 1997-09 | $120,529 |
| 10 | Heath Agricultural Society Inc | PO BOX 10, Heath, MA 01346-0010 | MA | 2014-08 | $70,457 |
| 11 | Heath Family Foundation Inc | 18 Fernway, Winchester, MA 01890-3709 | MA | 1994-12 | $55,534 |
| 12 | Heath Historical Society Inc | PO BOX 698, Heath, MA 01346 | MA | 1977-02 | $0 |
| 13 | Heath School Extended Day Inc | 100 Eliot St, Chestnut Hill, MA 02467-1435 | MA | 1976-05 | $475,120 |
| 14 | Heath School Pto | 100 Eliot St, Chestnut Hill, MA 02467-1435 | MA | 1996-04 | $120,757 |
| 15 | Heather And Julia Middlebrook Forbes Charitable Tr, Bruce K Forbes Ttee | One Post Office, Boston, MA 02109-2106 | MA | 2008-03 | $66,006 |
| 16 | Heather And Robert Keane Familyfoundation Inc | C/O Wtas Llc 125 High Street 16th, Boston, MA 02110 | MA | 2007-03 | $3,763,943 |
| 17 | Heavens Gate Christian Church New Testament Church | 1 Papas Holw, Plymouth, MA 02360-2678 | MA | 2005-06 | $0 |
| 18 | Heavy Rescue Inc | PO BOX 50249, New Bedford, MA 02745 | MA | 2007-11 | $111,700 |
| 19 | Hebrew Free Loan Association Of Greater Springfield Inc | 1160 Dickinson St, Springfield, MA 01108-3122 | MA | 1995-05 | $39,612 |
| 20 | Hebrew Ladies Helping Hand Society Of Fall River | 229 Belmont St, Fall River, MA 02720-3427 | MA | 1974-02 | $22,000 |
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