Hildreth Stewart Charitable Foundation 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
| Hildreth Stewart Charitable Foundation | |
| Employer Identification Number (EIN) | 043195994 |
| Name of Organization | Hildreth Stewart Charitable Foundation |
| In Care of Name | Robert J Hildreth |
| Address | 100 Belvidere St Apt 10e, Boston, MA 02199-7621 |
| Subsection | Charitable Organization |
| Ruling Date | 12/1993 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $14,364,543 |
| Amount of Income | $3,736,937 |
| Form 990 Revenue Amount | $2,313,348 |
Non-representatives - add comments:
Revenue for 2012
Expenses 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 | $648,635 | $643,635 | $0 | |
| Contributions, gifts, grants, etc., received | $5,000 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $558,311 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $85,324 | |||
| Total expenses and disbursements | $533,471 | $0 | $0 | $499,505 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $33,966 | $0 | $0 | |
| Contributions, gifts, grants paid | $499,505 | |||
| Excess of revenue over expenses and disbursements | $115,164 | |||
| Net investment income | $643,635 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $10,420,565 | $9,633,510 |
| 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 | $10,058,942 | |
| Other | $361,623 | |
| Total liabilities | $609 | |
| Mortgages and other notes payable | $0 | |
| Other | $609 | |
| Total liabilities and net assets/fund balances | $10,419,956 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $85,324 |
| 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 | $6,436 |
| Total credits and payments | $6,080 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $6,080 |
| 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 | $356 |
| 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 | $811,464 |
| Net value of noncharitable-use assets | $799,300 |
| Minimum investment return | $39,965 |
| Distributable Amount (for 2012) | |
| Distributable amount | $33,529 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $33,529 |
| 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 | High Street Cemetery Association | PO BOX 221, Hingham, MA 02043-0221 | MA | 1934-10 | $83,527 |
| 2 | Highland Affordable Housing Inc | PO BOX 362, Truro, MA 02666-0362 | MA | 1996-06 | $53,407 |
| 3 | Highland Ambulance Ems Inc | 56 Main Street, Goshen, MA 01032 | MA | 2004-02 | $395,025 |
| 4 | Highland House Inc | 24 Deer Park Dr, E Longmeadow, MA 01028-3196 | MA | 1989-10 | $587,459 |
| 5 | Highland-Valley Elder Services Inc | 320 Riverside Dr Ste B, Florence, MA 01062-2707 | MA | 1975-11 | $6,617,358 |
| 6 | Highlands Center Inc | Po Box 949, North Eastham, MA 02651 | MA | 2002-02 | $0 |
| 7 | Highlow Diabetes Inc | 57 Elmwood Ave, Saugus, MA 01906-3542 | MA | 2007-09 | $2,425 |
| 8 | Highways Of Easton Fund | PO BOX 326, North Easton, MA 02356-0326 | MA | 1933-11 | $212,926 |
| 9 | Highways Of Easton Permanent Fund | PO BOX 326, North Easton, MA 02356-0326 | MA | 1933-11 | $14,261 |
| 10 | Hildebrand Family Self Help Center Inc | 614 Massachusetts Ave Ste 3, Cambridge, MA 02139-3342 | MA | 1992-02 | $4,672,097 |
| 11 | Hildreth Stewart Charitable Foundation | 100 Belvidere St Apt 10e, Boston, MA 02199-7621 | MA | 1993-12 | $3,736,937 |
| 12 | Hill Center For World Studies Inc | Pob 596, Ashfield, MA 01330 | MA | 2002-04 | $0 |
| 13 | Hill House Incorporated | 127 Mount Vernon St, Boston, MA 02108-1127 | MA | 1966-12 | $1,630,730 |
| 14 | Hill View Montessori Foundation | 75 Foundation Ave, Haverhill, MA 01835-6926 | MA | 2004-08 | $190,293 |
| 15 | Hillcrest Educational Centers Inc | 788 South St, Pittsfield, MA 01201-8237 | MA | 1985-06 | $28,334,675 |
| 16 | Hillcrest Extented Care Services Inc | PO BOX 2489, Pittsfield, MA 01202-2489 | MA | 1992-02 | $22,887,644 |
| 17 | Hillcrest Hospital Auxiliary Inc | 165 Tor Court, Pittsfield, MA 01201 | MA | 1983-11 | $-1,579 |
| 18 | Hillcrest Park Cemetery Association | 895 Parker St, Springfield, MA 01129-1057 | MA | 1963-02 | $589,834 |
| 19 | Hillel The Foundation For Jewish Campus Life, Bandeis University | 415 South St Msc 205, Waltham, MA 02453-2728 | MA | 1966-05 | $564,505 |
| 20 | Hillel The Foundation For Jewish Campus Life, Hillel Council Of New England Inc | 1320 Centre Street, Newton Center, MA 02459-2497 | MA | 1951-01 | $987,887 |
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