Jonathan H Poorvu Foundation, Poorvu William & Jonathan H Cottees in Cambridge, 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
| Jonathan H Poorvu Foundation, Poorvu William & Jonathan H Cottees | |
| Employer Identification Number (EIN) | 046756976 |
| Name of Organization | Jonathan H Poorvu Foundation |
| Secondary Name | Poorvu William & Jonathan H Cottees |
| Address | PO BOX 380828, Cambridge, MA 02238-0828 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 05/1994 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $501,601 |
| Amount of Income | $72,041 |
| Form 990 Revenue Amount | $236,144 |
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 | $37,859 | $12,832 | $0 | |
| Contributions, gifts, grants, etc., received | $25,000 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $3,392 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $9,467 | |||
| Total expenses and disbursements | $5,716 | $22 | $0 | $5,570 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $716 | $22 | $570 | |
| Contributions, gifts, grants paid | $5,000 | |||
| Excess of revenue over expenses and disbursements | $32,143 | |||
| Net investment income | $12,810 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $455,383 | $571,322 |
| Cash - non-interest-bearing | $236,766 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $218,617 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $2,465 | |
| Mortgages and other notes payable | $0 | |
| Other | $2,465 | |
| Total liabilities and net assets/fund balances | $452,918 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $9,467 |
| 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 | $256 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $256 |
| 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 | $537,888 |
| Net value of noncharitable-use assets | $529,820 |
| Minimum investment return | $26,491 |
| Distributable Amount (for 2012) | |
| Distributable amount | $26,235 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $26,235 |
| 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 | Johnson & Johnson Employee Benefit Association Hourly & Union Trust, Hourly Union Tr | 105 Rosemont Rd, Westwood, MA 02090-2318 | MA | 1972-02 | $29,132,846 |
| 2 | Johnson Foundation Inc | 39 Chamberlain St, Hopkinton, MA 01748-2417 | MA | 2002-04 | $5,277 |
| 3 | Johnson Oconnor Research Support Corporation | 347 Beacon St, Boston, MA 02116-1102 | MA | 1998-07 | $4,884,643 |
| 4 | Joint Committee For Childrens Health Care In Everett | 484 Broadway City Hill, Everett, MA 02149 | MA | 2002-10 | $160,363 |
| 5 | Joint Coordinating Committee Inc Of Msp Fsu, Joint Coordinating Committee Mspfsu | 121 Hampshire House, Amherst, MA 01003 | MA | 1972-10 | $551,712 |
| 6 | Joint Services Data Exchange Group For Guidance Navigation And Contro, Jsde Group | 144 High St, Medfield, MA 02052-3100 | MA | 2012-09 | $184 |
| 7 | Jonas Willis Parmenter Home Inc | 564 Main Street, Waltham, MA 02452-5516 | MA | 1956-07 | $2,238,343 |
| 8 | Jonathan C Taylor Charitable Trust | 100 Onion Hill Rd, Duxbury, MA 02332-3873 | MA | 2000-03 | $1,000 |
| 9 | Jonathan Edwards Academy Inc | 251 Millers Falls Rd, Turners Falls, MA 01376-1604 | MA | 1998-06 | $288,739 |
| 10 | Jonathan Edwards Meeting House Inc | 129 Main St, Northampton, MA 01060-3145 | MA | 2005-03 | $17,426 |
| 11 | Jonathan H Poorvu Foundation, Poorvu William & Jonathan H Cottees | PO BOX 380828, Cambridge, MA 02238-0828 | MA | 1994-05 | $72,041 |
| 12 | Jonathan Mccarthy Foundation, Jonathans Wish | 10 Taffrail Rd, Quincy, MA 02169-6270 | MA | 2009-02 | $475 |
| 13 | Jonathan O Cole Md Mental Health Consumer Resource Center Inc | Mclean Hospital 115 Mill Street, Belmont, MA 02478 | MA | 1996-10 | $38,464 |
| 14 | Jonathan Rizzo Memorial Foundationinc | PO BOX 412, Kingston, MA 02364-0412 | MA | 2007-11 | $114,371 |
| 15 | Jonathan Robert Ullo Memorialfoundation | PO BOX 961209, Boston, MA 02196-1209 | MA | 2007-03 | $125,175 |
| 16 | Jones Library Inc | 43 Amity St, Amherst, MA 01002-2214 | MA | 1996-02 | $5,475,004 |
| 17 | Jones River Village Historical Society Inc | PO BOX 22, Kingston, MA 02364-0022 | MA | 2002-05 | $83,901 |
| 18 | Jones River Watershed Association Inc | 55 Landing Rd, Kingston, MA 02364-1521 | MA | 1994-01 | $151,585 |
| 19 | Jonspin Charitable Trust, Joyce Edward J Co Ttee | C/O Ropes Gray Llp 800 Boylston St, Boston, MA 02199 | MA | 1985-08 | $151,887 |
| 20 | Joppa Jazz Dance Company Inc | 50 Water Street, Newburyport, MA 01950 | MA | 1983-11 | $0 |
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