Ina And Haskell Gordon Charitable Trust in Worcester, 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
| Ina And Haskell Gordon Charitable Trust | |
| Employer Identification Number (EIN) | 046145810 |
| Name of Organization | Ina And Haskell Gordon Charitable Trust |
| In Care of Name | Grkb |
| Address | C/O Grkb 306 Main Street No 400, Worcester, MA 01615 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1967 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 09/2014 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $326,417 |
| Amount of Income | $119,826 |
| Form 990 Revenue Amount | $12,868 |
Non-representatives - add comments:
Revenue 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 | $16,925 | $16,925 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $16,618 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $307 | |||
| Total expenses and disbursements | $1,401 | $920 | $0 | $0 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,401 | $920 | $0 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $15,524 | |||
| Net investment income | $16,005 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $321,459 | $375,173 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $102,628 | |
| Investments-corporate bonds | $35,370 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $169,849 | |
| Other | $13,612 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $321,459 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $307 |
| 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 | $320 |
| Total credits and payments | $272 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $272 |
| 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 | $48 |
| 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? | Yes |
| 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 | $351,983 |
| Net value of noncharitable-use assets | $346,700 |
| Minimum investment return | $17,335 |
| Distributable Amount (for 2012) | |
| Distributable amount | $17,015 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $17,015 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $17,015 |
| 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 | Improved Order Of Redmen | 178 Flint Road, Charlton, MA 01507 | MA | 1940-07 | $36,541 |
| 2 | Imt Foundation Inc | 7 Harvard St Ste 220, Brookline, MA 02445-7979 | MA | 2006-11 | $9 |
| 3 | In His Service Charitable Tr, Macpherson Russell B Ttee | PO BOX 8, N Marshfield, MA 02059-0008 | MA | 2000-03 | $25,589 |
| 4 | In Season And Out Of Season Inc | PO BOX 602, East Boston, MA 02128-0007 | MA | 1986-08 | $316,800 |
| 5 | In The Arena Inc | PO BOX 381513, Cambridge, MA 02238-1513 | MA | 2007-05 | $126,483 |
| 6 | In The Middle Inc | 90 Broadway, Arlington, MA 02474-5538 | MA | 2001-12 | $139,340 |
| 7 | In This Place | 17 Bear Mountain Rd, Wendell Depot, MA 01380-9704 | MA | 2001-03 | $19,971 |
| 8 | In Vivo Productions Inc | PO BOX 15195, Boston, MA 02215-0004 | MA | 2006-03 | $153,704 |
| 9 | In-Defense Inc | 7 Exeter St, Arlington, MA 02474-3414 | MA | 2003-05 | $790 |
| 10 | In-Motion Movement Educator Training Inc | 600 Florence Rd 23, Northampton, MA 01060 | MA | 1995-11 | $0 |
| 11 | Ina And Haskell Gordon Charitable Trust | C/O Grkb 306 Main Street No 400, Worcester, MA 01615 | MA | 1967-03 | $119,826 |
| 12 | Ina And Lewis Heafitz Charitable Foundation | 67 Berkeley St, West Newton, MA 02465-2616 | MA | 2009-04 | $69,933 |
| 13 | Inalienable Rights Project | 3203 Cranberry Hwy Bldg C, Wareham, MA 02538 | MA | 2009-04 | $25,000 |
| 14 | Inavale Foundation Inc | 800 South St Ste 300, Waltham, MA 02453-1480 | MA | 1998-04 | $2,506,363 |
| 15 | Inborn Error Of Serine Metabolism Foundation | 44 Franklin St, Brookline, MA 02445-6704 | MA | 2001-01 | $393 |
| 16 | Incestresources Inc | 46 Pleasant St, Cambridge, MA 02139-3838 | MA | 1981-07 | $705 |
| 17 | Incorporate Alumni Of Psi Delta | 902 Salem End Rd, Framingham, MA 01702-5532 | MA | 1964-03 | $339,786 |
| 18 | Independence Associates Inc | 141 Main St Ste 1, Brockton, MA 02301-4038 | MA | 1981-06 | $999,447 |
| 19 | Independence Forge Association Inc | C/O Lorell Mgmt 84 Richardson Ave, Norton, MA 02766 | MA | 1993-07 | $602,450 |
| 20 | Independence House Inc | Prepared By Bizchecks Payroll, Hyannis, MA 02601 | MA | 1981-02 | $1,395,558 |
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