Holbrook R & Sarah M Davis Foundation in Hyannis, 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
| Holbrook R & Sarah M Davis Foundation | |
| Employer Identification Number (EIN) | 042728175 |
| Name of Organization | Holbrook R & Sarah M Davis Foundation |
| In Care of Name | Ccb&t |
| Address | PO BOX 1330, Hyannis, MA 02601-1330 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 07/1982 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $539,666 |
| Amount of Income | $19,821 |
| Form 990 Revenue Amount | $17,233 |
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 | $18,694 | $18,694 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $17,904 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $790 | |||
| Total expenses and disbursements | $46,532 | $6,474 | $0 | $40,060 |
| Compensation of officers, directors, trustees, etc. | $9,179 | |||
| Total operating and administrative expenses | $9,532 | $6,474 | $3,060 | |
| Contributions, gifts, grants paid | $37,000 | |||
| Excess of revenue over expenses and disbursements | $-27,838 | |||
| Net investment income | $12,220 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $570,056 | $790,724 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $381,869 | |
| Investments-corporate bonds | $67,580 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $120,607 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $570,056 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $790 |
| 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 | $122 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $122 |
| 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 | $807,346 |
| Net value of noncharitable-use assets | $795,240 |
| Minimum investment return | $39,762 |
| Distributable Amount (for 2012) | |
| Distributable amount | $39,640 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $39,640 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $36,573 |
| 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 | Hobbes-Hands On Boat Based Education And Science Inc | 28 Mohawk Dr, Acton, MA 01720-2312 | MA | 2000-05 | $3,079 |
| 2 | Hockamock Kennel Club Inc | 465 Conant St, Bridgewater, MA 02324-3207 | MA | 2008-03 | $32,319 |
| 3 | Hockey East | 591 North Ave 2, Wakefield, MA 01880-1647 | MA | 1986-08 | $1,790,996 |
| 4 | Hockomock League Sports Inc | 6 Harriet Dr, Bridgewater, MA 02324-3100 | MA | 1996-07 | $133,155 |
| 5 | Hockomock Young Mens Christian Association Inc | 300 Elmwood St, N Attleboro, MA 02760-1304 | MA | 1942-08 | $19,080,259 |
| 6 | Hodges Charitable Foundation 37208, Hodges A C & A C Jr Ttees | 45 School St Fl 5, Boston, MA 02108-3207 | MA | 1998-09 | $125,144 |
| 7 | Hoffman Family Foundation | Lwc 230 Congress St 12fl, Boston, MA 02110 | MA | 1986-04 | $770,928 |
| 8 | Hoisting & Portable Engineers Local No 4 Apprenticeship & Training Fnd | 1 Engineers Way, Canton, MA 02021-3708 | MA | 1968-08 | $2,499,803 |
| 9 | Holbrook Community Access And Media Inc | 50 N Franklin St, Holbrook, MA 02343-1560 | MA | 2008-10 | $182,317 |
| 10 | Holbrook Elementary Parent Group | 339 Plymouth Street, Holbrook, MA 02343-1900 | MA | 2006-09 | $49,476 |
| 11 | Holbrook R & Sarah M Davis Foundation | PO BOX 1330, Hyannis, MA 02601-1330 | MA | 1982-07 | $19,821 |
| 12 | Holbrook Sportsmens Club Inc | PO BOX 275, Holbrook, MA 02343-0275 | MA | 1986-09 | $276,990 |
| 13 | Holbrook Union Cemetery Corp | PO BOX 227, Holbrook, MA 02343-0227 | MA | 1968-06 | $70,626 |
| 14 | Holden Baseball Program Inc | PO BOX 117, Holden, MA 01520-0117 | MA | 1969-03 | $185,834 |
| 15 | Holden School Inc | 8 Pearl St, Charlestown, MA 02129-2426 | MA | 1977-04 | $1,007,977 |
| 16 | Holden Towers Tennis Club | PO BOX 60512, Worcester, MA 01606-0512 | MA | 1991-05 | $83,451 |
| 17 | Holden Youth Flag Football League | 70 Twinbrooke Dr, Holden, MA 01520-2712 | MA | 2004-05 | $25,130 |
| 18 | Holden Youth Soccer League Inc | PO BOX 354, Holden, MA 01520-0354 | MA | 1980-04 | $110,132 |
| 19 | Holiness Church Of God Seventh Day | 398 Hancock St, Springfield, MA 01105-1607 | MA | 1976-01 | $7,643 |
| 20 | Holistic Survivor Institute | 1846 Northampton St, Holyoke, MA 01040-1921 | MA | 2008-09 | $100 |
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