Israel & Matilda Goldberg Family Foundation in Natick, 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
| Israel & Matilda Goldberg Family Foundation | |
| Employer Identification Number (EIN) | 046047066 |
| Name of Organization | Israel & Matilda Goldberg Family Foundation |
| In Care of Name | Michelle Pattridge |
| Address | 209 W Central St Ste 202, Natick, MA 01760-3716 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 01/1955 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,464,803 |
| Amount of Income | $335,692 |
| Form 990 Revenue Amount | $54,989 |
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 | $82,238 | $82,238 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $40 | |||
| Dividends and interest from securities | $47,347 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $34,851 | |||
| Total expenses and disbursements | $40,808 | $4,103 | $0 | $36,005 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $8,858 | $4,103 | $4,055 | |
| Contributions, gifts, grants paid | $31,950 | |||
| Excess of revenue over expenses and disbursements | $41,430 | |||
| Net investment income | $78,135 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,503,569 | $1,371,519 |
| Cash - non-interest-bearing | $7,762 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $682,647 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $437,709 | |
| Other | $375,451 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $1,503,569 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $34,851 |
| 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 | $1,563 |
| Total credits and payments | $1,283 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,283 |
| 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 | $280 |
| 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 | $1,292,977 |
| Net value of noncharitable-use assets | $1,273,580 |
| Minimum investment return | $63,679 |
| Distributable Amount (for 2012) | |
| Distributable amount | $62,116 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $62,116 |
| 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 | Island Center For The Arts Inc | 195 Summer St, Somerville, MA 02143-2501 | MA | 1999-11 | $23,998 |
| 2 | Island Childrens School Inc | PO BOX 2512, Vineyard Hvn, MA 02568-0922 | MA | 1975-10 | $266,616 |
| 3 | Island Community Chorus Inc | PO BOX 4157, Vineyard Hvn, MA 02568-0930 | MA | 1999-03 | $43,559 |
| 4 | Island Foundation Inc | 589 Mill St, Marion, MA 02738-1553 | MA | 1980-08 | $6,705,085 |
| 5 | Island Grove Residents Association Inc | PO BOX 270, Edgartown, MA 02539-0270 | MA | 1988-01 | $45,270 |
| 6 | Island Gymnastics Training School Inc | PO BOX 512, West Tisbury, MA 02575-0512 | MA | 1996-08 | $116,767 |
| 7 | Island Health Inc | PO BOX 1619, West Tisbury, MA 02575-1619 | MA | 2005-03 | $700,640 |
| 8 | Island Housing Trust Corporation | PO BOX 779, West Tisbury, MA 02575-0779 | MA | 2002-11 | $1,819,110 |
| 9 | Island Theatre Workshop Inc | PO BOX 1893, Vineyard Hvn, MA 02568-0912 | MA | 2014-06 | $71,650 |
| 10 | Island Trust For Medical Care, Deblois Gerald Etal Ttee | PO BOX 2540, Edgartown, MA 02539-2540 | MA | 1997-04 | $21,362 |
| 11 | Israel & Matilda Goldberg Family Foundation | 209 W Central St Ste 202, Natick, MA 01760-3716 | MA | 1955-01 | $335,692 |
| 12 | Jewish Aid Worldwide America Israel And Beyond Inc | 125 Washington St Ste 201, Salem, MA 01970-3536 | MA | 2005-01 | $212,673 |
| 13 | Israel Institute Of Management Inc | Po Box 3242, Westport, MA 02790 | MA | 2008-08 | $300 |
| 14 | Israeli Complementary School Inc | 6 Whittlesey Rd, Newton, MA 02459-2622 | MA | 1986-05 | $77,413 |
| 15 | Israeli School Of Lexington Inc | PO BOX 486, Lexington, MA 02420-0010 | MA | 2004-07 | $88,500 |
| 16 | It Works Association, Kingdom Works | 9 Touro Ave # 11, Medford, MA 02155-7125 | MA | 2004-12 | $48,107 |
| 17 | Italia Unita Of Massachusetts Inc | 35 Bennington Street, East Boston, MA 02128 | MA | 1998-06 | $3,340 |
| 18 | Italian American Association Of Everett Inc | 369 Broadway, Everett, MA 01906 | MA | 1980-02 | $0 |
| 19 | Italian American Chamber Of Commerce New England Inc | 75 Arlington St Ste 500, Boston, MA 02116-3936 | MA | 2004-09 | $38,500 |
| 20 | Italian American Citizens Club-San Giovanni Battista Inc | 21 Allen Ln, Dedham, MA 02026-2013 | MA | 1994-03 | $190,368 |
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