John Levy And Gail Rothenberg Family Foundation, Levy John & Gail Rothenberg in Framingham, 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
| John Levy And Gail Rothenberg Family Foundation, Levy John & Gail Rothenberg | |
| Employer Identification Number (EIN) | 043216914 |
| Name of Organization | John Levy And Gail Rothenberg Family Foundation |
| Secondary Name | Levy John & Gail Rothenberg |
| In Care of Name | Feldberg Offices |
| Address | PO BOX 9175, Framingham, MA 01701-9175 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 08/1994 |
| 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 | $3,028,830 |
| Amount of Income | $175,009 |
| Form 990 Revenue Amount | $110,270 |
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 | $75,756 | $75,756 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $16 | |||
| Dividends and interest from securities | $75,740 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $162,829 | $3,340 | $0 | $155,639 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $7,225 | $3,340 | $35 | |
| Contributions, gifts, grants paid | $155,604 | |||
| Excess of revenue over expenses and disbursements | $-87,073 | |||
| Net investment income | $72,416 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $3,043,419 | $3,452,994 |
| Cash - non-interest-bearing | $48,316 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $2,995,103 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $3,043,419 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $724 |
| Total credits and payments | $2,594 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,594 |
| 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 | $1,870 |
| Amount to be credited to 2013 estimated tax | $1,870 |
| 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 | $3,385,094 |
| Net value of noncharitable-use assets | $3,334,320 |
| Minimum investment return | $166,716 |
| Distributable Amount (for 2012) | |
| Distributable amount | $165,992 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $165,992 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $164,272 |
| 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 | John J And Elizabeth M Kunkel & Family Foundation Inc | 870 School St, Webster, MA 01570-3025 | MA | 2010-01 | $396,950 |
| 2 | John J And Nora Jennings Foundation Inc | 46 Gaston St, Medford, MA 02155-1220 | MA | 2002-10 | $17,701 |
| 3 | John J And Susan F Doran Family Foundation | 29 Woodcliff Rd, Wellesley Hls, MA 02481-2701 | MA | 2000-01 | $766 |
| 4 | John J Mcardle Iii And Joan Creamer Mcardle Foundation, Mccardle Joan C Ttee | 153 Bancroft Ave, Reading, MA 01867-2104 | MA | 2002-12 | $89,797 |
| 5 | John J Mullen Sr Family Charitable Foundation | 95 Thompson St, Palmer, MA 01069-2225 | MA | 2001-01 | $324,631 |
| 6 | John J Nangle Foundation Inc | 27 Maryland Ave, Lowell, MA 01851-4505 | MA | 1995-11 | $30,907 |
| 7 | John Joseph Moakley Charitable Foundation | C/O Shaevel Krems 141 Tremont St, Boston, MA 02111 | MA | 2001-03 | $241,181 |
| 8 | John Kennedy Fitzgerald Memorial Scholarship | 19 Colonial Dr, Mansfield, MA 02048-3096 | MA | 2003-08 | $16,194 |
| 9 | John Krupa Jr Memorial Foundation Inc | 7 Sylvia Ln, Westport, MA 02790-1407 | MA | 2007-08 | $9,566 |
| 10 | John Leopold Weil And Geraldine Rickard Weil Memorial Charitable, Foundation | 253 Riverview Ave 1st Fl, Newton, MA 02466-1358 | MA | 1999-08 | $1,943,500 |
| 11 | John Levy And Gail Rothenberg Family Foundation, Levy John & Gail Rothenberg | PO BOX 9175, Framingham, MA 01701-9175 | MA | 1994-08 | $175,009 |
| 12 | John M Thorne And Ethel C Thorne Foundation Inc | C/O 3 Sea Meadow Drive, Sandwich, MA 02563 | MA | 1964-02 | $153,574 |
| 13 | John Mcelaney Trust Uw Fbo Town Of Avon John B Mccann-Ttee | 105 Chestnut St Ste 10, Needham, MA 02492-2520 | MA | 1969-01 | $22,992 |
| 14 | John Milton Society For The Blind | 175 N Beacon St, Watertown, MA 02472-2751 | MA | 1941-06 | $15,899 |
| 15 | John Mirak Foundation | 438 Massachusetts Ave Apt 127, Arlington, MA 02474-5110 | MA | 1972-02 | $767,244 |
| 16 | John P Holland Community Council Inc | 85 Olney St, Dorchester, MA 02121-3535 | MA | 1996-10 | $308,237 |
| 17 | John P Joseph And Kelley A Joseph Family Foundation, Joseph John P Ttee | 106 Fox Run Rd, Bolton, MA 01740-2007 | MA | 2009-10 | $238,439 |
| 18 | John P Laucus Foundation | 100 Summer St, Boston, MA 02110-2106 | MA | 1998-06 | $38,437 |
| 19 | John Putnam Merrill Jr & Carol Jennings Merrill Foundation Inc | 10 Kearney Rd Ste 305, Needham, MA 02494-2544 | MA | 1997-10 | $245 |
| 20 | John S Watson Fund Inc | 406 Main St, Gt Barrington, MA 01230-1805 | MA | 1980-02 | $27,684 |
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