J Henry Kendall Tr in Lowell, 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
- Organizations performing similar types of work
| J Henry Kendall Tr | |
| Employer Identification Number (EIN) | 046035506 |
| Name of Organization | J Henry Kendall Tr |
| In Care of Name | Enterprise Bank & Trust Co Ttee |
| Address | 222 Merrimack Street, Lowell, MA 01852-5913 |
| Subsection | Charitable Organization |
| Ruling Date | 04/2009 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,109,702 |
| Amount of Income | $652,858 |
| Form 990 Revenue Amount | $245,672 |
| National Taxonomy of Exempt Entities (NTEE) | Public, Society Benefit - Multipurpose and Other: Fund Raising and/or Fund Distribution |
Non-representatives - add comments:
Amount of income in 2014: $652,858 (it was $339,307 in 2012)
| J Henry Kendall Tr: | $652,858 |
| Other organizations performing similar types of work: | $75,162 |
Assets in 2014: $2,109,702 (it was $2,123,774 in 2012)
| This organization: | $2,109,702 |
| Other organizations performing similar types of work: | $27,091 |
Expenses in 2012: $246,183
| J Henry Kendall Tr: | $246,183 |
| Other organizations performing similar types of work: | $45,997 |
Income to expenses ratio in 2012: 2.7
| J Henry Kendall Tr: | 2.7 |
| Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2012: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 27.4% |
Revenue for 2012
Expenses 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 | $134,624 | $134,624 | $134,624 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $76,246 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $58,378 | |||
| Total expenses and disbursements | $246,183 | $0 | $0 | $246,183 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $38,430 | $0 | $38,430 | |
| Contributions, gifts, grants paid | $207,753 | |||
| Excess of revenue over expenses and disbursements | $-111,559 | |||
| Net investment income | $134,624 | |||
| Adjusted net income | $134,624 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,123,774 | $2,405,459 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $2,123,774 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $2,123,774 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $58,378 |
| 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 | $2,692 |
| Total credits and payments | $4,920 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $4,920 |
| 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 | $0 |
| Overpayment | $2,228 |
| Amount to be credited to 2013 estimated tax | $2,228 |
| 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 | $2,450,804 |
| Net value of noncharitable-use assets | $2,414,040 |
| Minimum investment return | $120,702 |
| Distributable Amount (for 2012) | |
| Distributable amount | $118,010 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $118,010 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Harpswell Foundation, Lightman Alan P Ttee | 47 Devens St, Concord, MA 01742-2412 | MA | 1999-08 | $3,131,204 |
| 2 | Political Economy Research Fund Inc | C/O Gordon Hall 418 N Pleasant, Amherst, MA 01002 | MA | 2005-10 | $1,150,068 |
| 3 | J Henry Kendall Tr | 222 Merrimack Street, Lowell, MA 01852-5913 | MA | 2009-04 | $652,858 |
| 4 | Milford Community Media Center Inc | 138 S Main St Ste 6, Milford, MA 01757-3272 | MA | 2011-01 | $484,234 |
| 5 | Gerard Health Foundation Llc | 26 Rolling Ln, Dover, MA 02030-2446 | MA | 2002-05 | $410,000 |
| 6 | Asian Center Of Merrimack Valley Inc | 1 Ballard Way, Lawrence, MA 01843-1070 | MA | 2003-11 | $237,783 |
| 7 | Veterans Assisting Veterans Inc, Non Profit Service Oeganization | 3 Snowy Cir, Dracut, MA 01826-1540 | MA | 2015-02 | $113,248 |
| 8 | Blues For Veterans Association | PO BOX 507, Woburn, MA 01801-0507 | MA | 2013-08 | $65,077 |
| 9 | Landman Family Charitablefoundation, Jessica C Landman Ttee | 26 Chalk St, Cambridge, MA 02139-4401 | MA | 2006-11 | $50,258 |
| 10 | Lynnfield Pioneer Football Club Inc | 150a Andover St 11c, Danvers, MA 01923 | MA | 2012-09 | $44,893 |
| 11 | Centro Cristiano Genesaret Inc | PO BOX 300943, Jamaica Plain, MA 02130-0037 | MA | 2012-08 | $0 |
| 12 | Families Assisting Families Foundation | 27 Herbert Rd, Quincy, MA 02171-2038 | MA | 2014-12 | $0 |
| 13 | Friends Of Frothingham Hall Incorporated | 15 Barrows Street, Easton, MA 02356 | MA | 2014-12 | $0 |
| 14 | Friends Of Oxford Community Center | 4 Maple Road, Oxford, MA 01540 | MA | 2009-12 | $0 |
| 15 | Friends Of Southampton Greenway Inc | 134 Brickyard Rd, Southampton, MA 01073 | MA | 2015-02 | $0 |
| 16 | Help America Fund | 23 Graves Rd, Greenfield, MA 01301-1018 | MA | 2006-05 | $0 |
| 17 | New England Civil Rights Fund | 69 Munroe St 1, Boston, MA 02119-1610 | MA | 2012-09 | $0 |
| 18 | Pack It Up Inc | 10 Sheafe St Apt 2, Boston, MA 02113-1285 | MA | 2006-06 | $0 |
| 19 | Rotary Club Of Wellesley Foundation Inc | 11 Wiswall Cir, Wellesley, MA 02482 | MA | 2014-01 | $0 |
| 20 | Victory 4 Veterans Inc | 209 Prospect Street, Chicopee, MA 01013 | MA | 2013-03 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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