Hopedale Foundation in Hopedale, 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
| Hopedale Foundation | |
| Employer Identification Number (EIN) | 046044779 |
| Name of Organization | Hopedale Foundation |
| Address | 43 Hope St, Hopedale, MA 01747-1221 |
| Activities | Community Chest, United Way, etc., Gifts, grants, or loans to other organizations, Loans or credit reporting |
| Subsection | Charitable Organization |
| Ruling Date | 05/1949 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 10/2014 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $10,938,614 |
| Amount of Income | $556,333 |
| Form 990 Revenue Amount | $479,391 |
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 | $506,048 | $349,939 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $343 | |||
| Dividends and interest from securities | $346,501 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $156,109 | |||
| Other | $3,095 | |||
| Total expenses and disbursements | $481,418 | $0 | $0 | $481,418 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $64,631 | $0 | $64,631 | |
| Contributions, gifts, grants paid | $416,787 | |||
| Excess of revenue over expenses and disbursements | $24,630 | |||
| Net investment income | $349,939 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $9,526,076 | $9,526,076 |
| Cash - non-interest-bearing | $1,597 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $8,412,520 | |
| Other | $1,111,959 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $9,526,076 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $3,095 |
| 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 | $6,999 |
| Total credits and payments | $6,560 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $6,560 |
| 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 | $439 |
| 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 | $8,328,579 |
| Net value of noncharitable-use assets | $8,203,660 |
| Minimum investment return | $410,183 |
| Distributable Amount (for 2012) | |
| Distributable amount | $403,184 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $403,184 |
| 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 | Hope For The Children Of Haiti Inc | 21 Cummings Park, Woburn, MA 01801-2183 | MA | 1990-06 | $546,933 |
| 2 | Hope For The Hopeless Inc | 32 Floyd Street, Boston, MA 02124 | MA | 2001-10 | $0 |
| 3 | Hope In Bloom Inc | 202 Bussey St, Dedham, MA 02026-2512 | MA | 2007-01 | $22,163 |
| 4 | Hope Psychological Services Inc | 16 Clarke St Ste 21, Lexington, MA 02421-4938 | MA | 1991-08 | $153,924 |
| 5 | Hope Restored Human Services | 1 Eliot Cir, Milton, MA 02186-1601 | MA | 2006-02 | $147,477 |
| 6 | Hope Rising Inc | Po Box 502, Winthrop, MA 02152 | MA | 2005-09 | $0 |
| 7 | Hope Through Health Inc | PO BOX 605, Medway, MA 02053-0605 | MA | 2006-02 | $296,275 |
| 8 | Hopedale Charitable Corporation | PO BOX 125, Hopedale, MA 01747-0125 | MA | 1955-01 | $7,514,437 |
| 9 | Hopedale Community House Inc | 43 Hope St, Hopedale, MA 01747-1221 | MA | 1945-05 | $539,849 |
| 10 | Hopedale Country Club Inc | PO BOX 126, Hopedale, MA 01747-0126 | MA | 1955-03 | $1,050,687 |
| 11 | Hopedale Foundation | 43 Hope St, Hopedale, MA 01747-1221 | MA | 1949-05 | $556,333 |
| 12 | Hopedale Village Cemetery | PO BOX 86, Hopedale, MA 01747-0086 | MA | 1945-04 | $216,681 |
| 13 | Hopedale Youth Baseball Association Inc | PO BOX 174, Hopedale, MA 01747-0174 | MA | 1995-05 | $70,829 |
| 14 | Hopedale Youth Basketball League Inc | 258 Main Street, Milford, MA 01757-2525 | MA | 1999-11 | $31,307 |
| 15 | Hopefound | 170 Morton St, Jamaica Plain, MA 02130-3735 | MA | 1985-09 | $1,598,121 |
| 16 | Hopesudbury Inc | PO BOX 802, Sudbury, MA 01776-0802 | MA | 2002-12 | $87,384 |
| 17 | Hopkington Sportman Association Inc | 95 Lumber St, Hopkinton, MA 01748-2303 | MA | 1944-09 | $173,406 |
| 18 | Hopkins Street Housing Corporation | 26 Princess Street, Wakefield, MA 01880-3055 | MA | 1998-01 | $45,415 |
| 19 | Hopkinton & Ashland Pop Warner Football And Cheerleading Inc | 5 Old Connecicut Path, Ashland, MA 01721 | MA | 2005-11 | $0 |
| 20 | Hopkinton Area Land Tr Inc | PO BOX 56, Woodville, MA 01784-0056 | MA | 1995-08 | $26,227 |
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