Kathleen & Ronald J Jackson Fndn 08-19-1994, Jackson Ronald J Et Al Ttee in Prides Crossing, 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
| Kathleen & Ronald J Jackson Fndn 08-19-1994, Jackson Ronald J Et Al Ttee | |
| Employer Identification Number (EIN) | 046762777 |
| Name of Organization | Kathleen & Ronald J Jackson Fndn 08-19-1994 |
| Secondary Name | Jackson Ronald J Et Al Ttee |
| In Care of Name | Palmer & Dodge |
| Address | 35 Paine Ave Box 170, Prides Crossing, MA 01965-5407 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 10/1994 |
| 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 | $2,358,456 |
| Amount of Income | $484,026 |
| Form 990 Revenue Amount | $87,136 |
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 | $131,411 | $131,411 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $5 | |||
| Dividends and interest from securities | $26,185 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $105,221 | |||
| Total expenses and disbursements | $176,966 | $0 | $0 | $176,966 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,966 | $0 | $1,966 | |
| Contributions, gifts, grants paid | $175,000 | |||
| Excess of revenue over expenses and disbursements | $-45,555 | |||
| Net investment income | $131,411 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,173,777 | $3,147,221 |
| Cash - non-interest-bearing | $12,333 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $2,161,444 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,173,777 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $105,221 |
| 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 | $1,314 |
| Total credits and payments | $880 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $880 |
| 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 | $7 |
| Tax due | $441 |
| 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 | $3,146,683 |
| Net value of noncharitable-use assets | $3,099,480 |
| Minimum investment return | $154,974 |
| Distributable Amount (for 2012) | |
| Distributable amount | $153,660 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $153,660 |
| 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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| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Karuna Center For Peace Building | 447 West Street, Amherst, MA 01002-2933 | MA | 1999-02 | $396,384 |
| 2 | Karuna School Inc | 273 Main Street, Wayland, MA 01778 | MA | 2008-03 | $261,621 |
| 3 | Kasiisi Project Inc | C/O Kent Davenport, Weston, MA 02493 | MA | 2006-05 | $257,350 |
| 4 | Kasnet Fam Foundation Tr, Kasnet Stephen Ttee | 1 University Ln, Manchester, MA 01944-1632 | MA | 2003-02 | $23,021 |
| 5 | Kasper Pilibosian Charitable Foundation Inc | 132 Central Tpke, Sutton, MA 01590-3708 | MA | 2004-04 | $178,815 |
| 6 | Kat The Trapper Inc | 80 Rosewood Road, Somerset, MA 02726 | MA | 2003-03 | $154 |
| 7 | Kates Foundation Inc | PO BOX 72, Norwell, MA 02061 | MA | 1949-07 | $74,229 |
| 8 | Katharine A Heberton Scholarship Tr, Rowley Glenn Et Al Ttee | PO BOX 1330, Hyannis, MA 02601-1330 | MA | 2004-06 | $878,798 |
| 9 | Katherine L W And Winthrop M Crane Foundation | 160 Federal St Fl 20, Boston, MA 02110-1700 | MA | 1996-12 | $364,415 |
| 10 | Katherine U & Ronald W Takvorian Charitable Foundation | C/O Marcum Llp 53 State Street No, Boston, MA 02109 | MA | 1994-05 | $33,186 |
| 11 | Kathleen & Ronald J Jackson Fndn 08-19-1994, Jackson Ronald J Et Al Ttee | 35 Paine Ave Box 170, Prides Crossing, MA 01965-5407 | MA | 1994-10 | $484,026 |
| 12 | Kathleen P Kiley Memorialfoundation Inc | 8 Stevens Ter, Randolph, MA 02368-4722 | MA | 2007-02 | $213 |
| 13 | Kathryn H Coons Trust | 25 Main St, Lenox, MA 01240-2311 | MA | 1974-06 | $90,832 |
| 14 | Play 2 Dream Charitable Foundation | 125 High St Fl 16, Boston, MA 02110-2757 | MA | 2009-07 | $1,580,246 |
| 15 | Katie Brown Educational Program Inc | 10 Purchase St Ste 5, Fall River, MA 02720-3100 | MA | 2002-09 | $331,808 |
| 16 | The Katie Gibbons Foundation | Po Box 351034, Brighton, MA 02135 | MA | 2006-06 | $0 |
| 17 | Katydid Foundation Inc | 7 Julia St, Newburyport, MA 01950-4105 | MA | 2005-07 | $89,529 |
| 18 | Katz Silver Foundation, Katz Nancy G Ttee | 77 Possum Rd, Weston, MA 02493-2317 | MA | 2002-09 | $763,170 |
| 19 | Kawasaki Disease Foundation Inc | 9 Cape Ann Cir, Ipswich, MA 01938-3010 | MA | 2001-05 | $191,209 |
| 20 | Kaya Children International Inc, Huang Chi Pres | 12 R North Commons, Lincoln, MA 01773 | MA | 2003-12 | $310,278 |
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