Horne Family Charitable Foundation Inc 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
| Horne Family Charitable Foundation Inc | |
| Employer Identification Number (EIN) | 043104008 |
| Name of Organization | Horne Family Charitable Foundation Inc |
| In Care of Name | Flowers & Manning |
| Address | C/O Flowers And Manning 15 Court Sq, Boston, MA 02108 |
| Activities | Gifts, grants, or loans to other organizations, Ecology or conservation |
| Subsection | Charitable Organization |
| Ruling Date | 11/1990 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 11/2012 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $8,260,180 |
| Amount of Income | $3,052,539 |
| Form 990 Revenue Amount | $591,710 |
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 | $420,284 | $420,284 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $202,488 | |||
| Dividends and interest from securities | $173,019 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $44,777 | |||
| Total expenses and disbursements | $563,662 | $0 | $0 | $452,500 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $111,162 | $0 | $0 | |
| Contributions, gifts, grants paid | $452,500 | |||
| Excess of revenue over expenses and disbursements | $-143,378 | |||
| Net investment income | $420,284 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $8,260,180 | $8,849,935 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $4,557,734 | |
| Investments-corporate bonds | $3,552,171 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $150,275 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $8,260,180 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $44,777 |
| 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 | $4,203 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $95 |
| Tax due | $4,298 |
| 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 | $8,820,497 |
| Net value of noncharitable-use assets | $8,688,200 |
| Minimum investment return | $434,410 |
| Distributable Amount (for 2012) | |
| Distributable amount | $430,207 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $430,207 |
| 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 | Hopkinton Scout Leaders Association Inc | PO BOX 576, Hopkinton, MA 01748-0576 | MA | 1998-07 | $10,129 |
| 2 | Hopkinton Youth Soccer Inc | PO BOX 69, Hopkinton, MA 01748-0069 | MA | 1991-04 | $382,658 |
| 3 | Horace A Moses Foundation Inc | 75 Arlington St, Boston, MA 02116-3936 | MA | 1952-03 | $1,833,122 |
| 4 | Horace Mann Educational Associates Inc | 8 Forge Park East, Franklin, MA 02038-3138 | MA | 1980-01 | $35,206,948 |
| 5 | Horace Mann Elementary School Parent Teacher Organization, Horace Mann Pto | 687 Watertown St, Newton, MA 02460-1349 | MA | 2002-09 | $70,241 |
| 6 | Horace Mann Foundation Inc | 21 Custom House St Ste 920, Boston, MA 02110-3525 | MA | 1991-06 | $1 |
| 7 | Horace Mann Lab School Ptc | 33 Loring Ave, Salem, MA 01970-4533 | MA | 2007-11 | $25,594 |
| 8 | Horace Smith Fund | 1441 Main Street, Springfield, MA 01103-1406 | MA | 1952-03 | $4,709,867 |
| 9 | Horizons For Homeless Children Inc | 1705 Columbus Ave, Roxbury, MA 02119-1039 | MA | 1993-11 | $8,989,571 |
| 10 | Horn Home For Aged | 98 Smith St, Lowell, MA 01851-2614 | MA | 1942-01 | $253,172 |
| 11 | Horne Family Charitable Foundation Inc | C/O Flowers And Manning 15 Court Sq, Boston, MA 02108 | MA | 1990-11 | $3,052,539 |
| 12 | Horse Mountain Institute Inc | 7 Cole Road, Haydenville, MA 01039 | MA | 1999-08 | $0 |
| 13 | Horticultural Society Of Boxford Inc | PO BOX 142, Boxford, MA 01921-0142 | MA | 2000-08 | $4,802 |
| 14 | Hosanna All Nations Gospel Ministries Inc | 19 School St Unit 6, Dracut, MA 01826-4617 | MA | 2003-09 | $0 |
| 15 | Hosanna Gospel Center Inc | 120 Stafford St Ste N, Worcester, MA 01603-1462 | MA | 2004-09 | $0 |
| 16 | Hosea 4-6 Ministry Inc, Hosea 46 Teaching Ministries | 69a Hillcrest Acres, Westport, MA 02790-1404 | MA | 1994-12 | $49,943 |
| 17 | Hosokawa Family Foundation | 41 Berkshire Heights Rd, Gt Barrington, MA 01230-1543 | MA | 1998-04 | $12,314 |
| 18 | Hopehealth Inc | 765 Attucks Ln, Hyannis, MA 02601-1867 | MA | 1980-11 | $30,882,491 |
| 19 | Hospice Care In The Berkshires Inc | PO BOX 2489, Pittsfield, MA 01202-2489 | MA | 1991-12 | $10,354,685 |
| 20 | Palliative And Supportive Care Of Nantucket Foundation | 57 Prospect St, Nantucket, MA 02554-4345 | MA | 1987-08 | $0 |
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