L Chayim Chariable Trust, Levenson Paul H Ttee in Newton Hlds, 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
| L Chayim Chariable Trust, Levenson Paul H Ttee | |
| Employer Identification Number (EIN) | 043124091 |
| Name of Organization | L Chayim Chariable Trust |
| Secondary Name | Levenson Paul H Ttee |
| Address | 27 Walnut Pl, Newton Hlds, MA 02461-1716 |
| Activities | Gifts, grants, or loans to other organizations, Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 01/1992 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $36,648 |
| Amount of Income | $9,949 |
| Form 990 Revenue Amount | $2,800 |
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 | $2,896 | $897 | $897 | |
| Contributions, gifts, grants, etc., received | $1,999 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $805 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $92 | |||
| Total expenses and disbursements | $1,975 | $0 | $0 | $1,941 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $34 | $0 | $0 | |
| Contributions, gifts, grants paid | $1,941 | |||
| Excess of revenue over expenses and disbursements | $921 | |||
| Net investment income | $897 | |||
| Adjusted net income | $897 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $30,208 | $44,048 |
| Cash - non-interest-bearing | $194 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $29,955 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $59 | |
| Total liabilities | $156 | |
| Mortgages and other notes payable | $0 | |
| Other | $156 | |
| Total liabilities and net assets/fund balances | $30,052 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $92 |
| 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 | $18 |
| Total credits and payments | $59 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $59 |
| 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 | $41 |
| Amount to be credited to 2013 estimated tax | $41 |
| 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 | $44,536 |
| Net value of noncharitable-use assets | $43,860 |
| Minimum investment return | $2,193 |
| Distributable Amount (for 2012) | |
| Distributable amount | $2,175 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $2,175 |
| 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 | Kurian Foundation Trust | 43 Delaney St, Stow, MA 01775-1063 | MA | 2006-02 | $18,907 |
| 2 | Kurukulla Center For Tibetan Buddhist Studies Inc | 68 Magoun Ave, Medford, MA 02155-4854 | MA | 1990-07 | $153,603 |
| 3 | Kurzman Family Charitable Foundation, Kurzman Stephen A Ttee | 8 David Rd, Newton Centre, MA 02459-2712 | MA | 1994-01 | $212 |
| 4 | Kurzweil Foundation Inc | 233 Needham Street, Newton Upper Falls, MA 02464-1573 | MA | 1987-06 | $38,309 |
| 5 | Kushi Foundation | 198 Leland Rd, Becket, MA 01223-9529 | MA | 1981-06 | $1,850,145 |
| 6 | Kusko Charitable Family Trust 120800, Kusko Alexander Ttee | PO BOX 491, Williamstown, MA 01267-0491 | MA | 2001-03 | $20,476 |
| 7 | Kutchin Family Foundation | 3 Trumpeters Ln, Andover, MA 01810-2866 | MA | 1987-03 | $1 |
| 8 | Kwan-S Temple Inc | 9 Prospect Ave, Quincy, MA 02170-3318 | MA | 1999-12 | $71,130 |
| 9 | Kwong Kow Chinese School | 87 Tyler St, Boston, MA 02111-1833 | MA | 1981-12 | $721,730 |
| 10 | Kyle W Shapiro Foundation | 55 Kingsbury St, Needham, MA 02492 | MA | 2006-06 | $0 |
| 11 | L Chayim Chariable Trust, Levenson Paul H Ttee | 27 Walnut Pl, Newton Hlds, MA 02461-1716 | MA | 1992-01 | $9,949 |
| 12 | Mr & Mrs L Dexter Woodman Scholarship Fund Inc | 127r Main Street, Essex, MA 01929 | MA | 1989-03 | $239,388 |
| 13 | L Donald And Dorothy G Phillips Foundation | 605 Broadway Lf 42, Saugus, MA 01906-3200 | MA | 1996-10 | $10,320 |
| 14 | L U K Crisis Center Inc | 545 Westminster St, Fitchburg, MA 01420-4727 | MA | 1971-03 | $15,420,113 |
| 15 | La Alianza Hispana Inc | 409 Dudley St, Roxbury, MA 02119-3366 | MA | 1971-06 | $1,477,522 |
| 16 | La Comunidad Inc | 471 Broadway, Everett, MA 02149-3640 | MA | 2000-03 | $292,018 |
| 17 | La Donna Musicale Inc | 80 Highland Ave Apt 2, Arlington, MA 02476 | MA | 1994-02 | $64,215 |
| 18 | La Esperanza Housing & Development-Casas De La Esperanza | 2 Nokomis Way, Natick, MA 01760 | MA | 2006-09 | $54,165 |
| 19 | La Leche League International Inc, Lll Of Marivt | 19 Boxwood Lane, Duxbury, MA 02332 | MA | 1979-02 | $23,843 |
| 20 | La Luz De Cristo Inc | 82 Clark Ave, Chelsea, MA 02150-2158 | MA | 2002-07 | $107,180 |
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