Jackson & Irene Golden 1989 Char Tr, Sparrow Marvin Ttee 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
- Unrelated Trade or Business Income
- Deductions Not Taken Elsewhere
- Other organizations in Massachusetts
| Jackson & Irene Golden 1989 Char Tr, Sparrow Marvin Ttee | |
| Employer Identification Number (EIN) | 043150178 |
| Name of Organization | Jackson & Irene Golden 1989 Char Tr |
| Secondary Name | Sparrow Marvin Ttee |
| Address | 400 Atlantic Ave, Boston, MA 02110-3331 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 08/1992 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 11/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $3,264,986 |
| Amount of Income | $1,893,302 |
| Form 990 Revenue Amount | $603,842 |
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 | $575,064 | $574,064 | $0 | |
| Contributions, gifts, grants, etc., received | $1,000 | |||
| Interest on savings and temporary cash investments | $34 | |||
| Dividends and interest from securities | $118,593 | |||
| Gross rents | $307,392 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $148,045 | |||
| Total expenses and disbursements | $711,416 | $69,795 | $0 | $620,254 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $120,516 | $69,795 | $29,354 | |
| Contributions, gifts, grants paid | $590,900 | |||
| Excess of revenue over expenses and disbursements | $-136,352 | |||
| Net investment income | $504,269 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $3,349,787 | $8,633,307 |
| Cash - non-interest-bearing | $266 | |
| Investments-U.S. and state government obligations | $765,859 | |
| Investments-corporate stock | $2,076,751 | |
| Investments-corporate bonds | $451,254 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $250,000 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $3,349,787 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $148,045 |
| 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 | $10,085 |
| Total credits and payments | $5,800 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $5,800 |
| 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 | $4,285 |
| 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 | $8,848,432 |
| Net value of noncharitable-use assets | $8,715,700 |
| Minimum investment return | $435,785 |
| Distributable Amount (for 2012) | |
| Distributable amount | $388,580 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $388,580 |
| 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 |
| Unrelated Trade or Business Income (for 2008) | |||
| Income | Expenses | Net | |
|---|---|---|---|
| Total | $219,830 | $0 | $219,830 |
| Gross receipts or sales less returns and allowances | $0 | $0 | $0 |
| Cost of goods sold | $0 | $0 | $0 |
| Gross profit | $0 | $0 | $0 |
| Capital gain net income | $0 | $0 | $0 |
| Net gain | $0 | $0 | $0 |
| Capital loss deduction for trusts | $0 | $0 | $0 |
| Income (loss) from partnerships and S corporations | $0 | $0 | $0 |
| Rent income | $0 | $0 | $0 |
| Unrelated debt-financed income | $219,830 | $0 | $219,830 |
| Interest, annuities, royalties, and rents from controlled organizations | $0 | $0 | $0 |
| Investment income of a section 501(c)(7), (9), or (17) organization | $0 | $0 | $0 |
| Exploited exempt activity income | $0 | $0 | $0 |
| Advertising income | $0 | $0 | $0 |
| Other income | $0 | $0 | $0 |
| Deductions Not Taken Elsewhere (for 2008) | |
| Total deductions | $117,890 |
| Compensation of officers, directors, and trustees | $0 |
| Salaries and wages | $0 |
| Repairs and maintenance | $0 |
| Bad debts | $0 |
| Interest | $0 |
| Taxes and licenses | $0 |
| Charitable contributions | $100,940 |
| Depreciation | $0 |
| Depletion | $0 |
| Contributions to deferred compensation plans | $0 |
| Employee benefit programs | $0 |
| Excess exempt expenses | $0 |
| Excess readership costs | $0 |
| Other deductions | $16,950 |
| Unrelated business taxable income | $100,940 |
| Unrelated business taxable income before net operating loss deduction | $101,940 |
| Net operating loss deduction | $0 |
| Unrelated business taxable income before specific deduction | $101,940 |
| Specific deduction | $1,000 |
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| Other organizations in Massachusetts | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Inquilinos Boricuas En Accion | 405 Shawmut Ave, Boston, MA 02118-2029 | MA | 1971-03 | $3,023,748 |
| 2 | Crystal Springs Inc, Crystal Springs School | 38 Narrows Rd, Assonet, MA 02702-1633 | MA | 1983-08 | $23,515,617 |
| 3 | Institute For Nursing Healthcare Leadership Inc | 55 Fruit Street Bul230, Boston, MA 02114 | MA | 2005-03 | $272,078 |
| 4 | International Institute Foundation In Spain | 11 Calvin Dr, Milford, MA 01757-3728 | MA | 1942-09 | $3,265,760 |
| 5 | International Institute Of Boston Inc | 1 Milk St Ste 4, Boston, MA 02109-5423 | MA | 1942-08 | $5,329,974 |
| 6 | Ipswich Partnership Inc | 29 Water St, Ipswich, MA 01938-2209 | MA | 1996-03 | $2 |
| 7 | Irene E And George A Davis Foundation | 1 Monarch Pl Ste 1450, Springfield, MA 01144-4012 | MA | 1971-04 | $16,375,573 |
| 8 | Irish Cultural Center Inc | 200 New Boston Dr, Canton, MA 02021-2825 | MA | 1991-11 | $1,397,571 |
| 9 | Italian Home For Children Inc | 1125 Centre St, Jamaica Plain, MA 02130-3495 | MA | 1982-01 | $17,229,762 |
| 10 | J M R Barker Foundation | 230 3rd Ave Ste 6, Waltham, MA 02451-7542 | MA | 1968-08 | $14,883,394 |
| 11 | Jackson & Irene Golden 1989 Char Tr, Sparrow Marvin Ttee | 400 Atlantic Ave, Boston, MA 02110-3331 | MA | 1992-08 | $1,893,302 |
| 12 | Jacobs Pillow Dance Festival Inc | 358 George Carter Rd, Becket, MA 01223-4001 | MA | 1943-09 | $7,696,740 |
| 13 | Jacobson Family Foundation Tr, Jacobson Jonathan S & Joanna M Ttee | 240 Newbury St Ste 2, Boston, MA 02116-2580 | MA | 1997-12 | $67,140,228 |
| 14 | James W Obrien Foundation Inc | 807 Turnpike St, North Andover, MA 01845-6131 | MA | 2000-10 | $4,540,176 |
| 15 | Japanese Assoc Of Greater Boston Inc | 792 Massachusetts Ave, Arlington, MA 02476-4715 | MA | 1976-05 | $867,945 |
| 16 | Jeffrey R Lurie Family Foundation | 400 Atlantic Ave, Boston, MA 02110-3331 | MA | 2005-12 | $457,578 |
| 17 | Jewish Family & Life Inc | 90 Oak St, Newton, MA 02464-1439 | MA | 1997-11 | $2,954,255 |
| 18 | Jewish Healthcare Center Inc | 629 Salisbury St, Worcester, MA 01609-1120 | MA | 1942-01 | $21,683,835 |
| 19 | Jewish Vocational Service Inc | 29 Winter St 5th Floor, Boston, MA 02108-4799 | MA | 1960-01 | $10,588,178 |
| 20 | Job Training & Employment Corp | 88 North Street, Hyannis, MA 02601-3841 | MA | 1986-05 | $2,315,825 |
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