Lawrence J And Anne Rubenstein Charitable Foundation 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
- Other organizations in Massachusetts
| Lawrence J And Anne Rubenstein Charitable Foundation | |
| Employer Identification Number (EIN) | 046087371 |
| Name of Organization | Lawrence J And Anne Rubenstein Charitable Foundation |
| In Care of Name | Ridgeway Partners |
| Address | 10 Post Office Sq Ste 960n, Boston, MA 02109-4625 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 11/1964 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $5,000,000 to $9,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $20,330,953 |
| Amount of Income | $6,058,461 |
| Form 990 Revenue Amount | $752,542 |
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 | $899,193 | $899,193 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $471,250 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $427,943 | |||
| Total expenses and disbursements | $959,259 | $76,521 | $0 | $874,016 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $137,959 | $76,521 | $52,716 | |
| Contributions, gifts, grants paid | $821,300 | |||
| Excess of revenue over expenses and disbursements | $-60,066 | |||
| Net investment income | $822,672 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $18,112,009 | $18,112,009 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $2,287,986 | |
| Investments-corporate stock | $2,731,218 | |
| Investments-corporate bonds | $2,782,012 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $9,844,649 | |
| Other | $466,144 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $18,112,009 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $427,943 |
| 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 | $8,227 |
| Total credits and payments | $13,640 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $13,640 |
| 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 | $5,413 |
| Amount to be credited to 2013 estimated tax | $5,413 |
| 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? | Yes |
| 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 | $18,084,606 |
| Net value of noncharitable-use assets | $17,813,340 |
| Minimum investment return | $890,667 |
| Distributable Amount (for 2012) | |
| Distributable amount | $882,440 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $882,440 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $864,173 |
| 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 | The Lawrence And Lillian Solomon Foundation Inc | Ten Laurel Ave 2nd Floor, Wellesley, MA 02481 | MA | 2005-05 | $2,524,865 |
| 2 | Lawrence Boys Club & Girls Club Inc | 136 Water St, Lawrence, MA 01841-4722 | MA | 1950-02 | $2,641,162 |
| 3 | Lawrence Community Access Television | 23 Pleasant St, Lawrence, MA 01841-2949 | MA | 2006-06 | $344,073 |
| 4 | Lawrence Community Works Inc | 168 Newbury St, Lawrence, MA 01841-3910 | MA | 1993-12 | $4,088,725 |
| 5 | Lawrence Cultural Alliance | 18 Cabot Rd, Lawrence, MA 01843-3802 | MA | 2003-05 | $49,500 |
| 6 | Lawrence Extended Day Program Inc | PO BOX 244, Bedford, MA 01730-0244 | MA | 1989-03 | $506,314 |
| 7 | Lawrence Family Development And Education Fund Inc | 34 West St, Lawrence, MA 01841-3426 | MA | 1995-02 | $2,450,180 |
| 8 | Lawrence H And Doris M Fisher Family Charitable Fund | 63 Kinnicutt Rd, Worcester, MA 01602-1548 | MA | 1976-04 | $762 |
| 9 | Lawrence H Hyde Jr Charitable Tr Ua 100793, Hyde Lawrence H Jr Ttee | 10 Longwood Dr Unit 151, Westwood, MA 02090-1137 | MA | 1994-03 | $3,160,639 |
| 10 | Lawrence Homstead Trust | 800 Boylston St, Boston, MA 02199-8001 | MA | 1983-01 | $418,415 |
| 11 | Lawrence J And Anne Rubenstein Charitable Foundation | 10 Post Office Sq Ste 960n, Boston, MA 02109-4625 | MA | 1964-11 | $6,058,461 |
| 12 | Lawrence J Petrilli Memorial Scholarship Fund | PO BOX 61, Wollaston, MA 02170-0001 | MA | 2006-02 | $1 |
| 13 | Lawrence Ltd | Suite 126, Brockton, MA 02301 | MA | 1999-10 | $329,491 |
| 14 | Lawrence Model Lodging Housing Tr | 125 Summer St, Boston, MA 02110-1616 | MA | 1941-08 | $273,008 |
| 15 | Lawrence Partners In Education Inc | PO BOX 1498, Lawrence, MA 01842-2798 | MA | 1993-05 | $110,575 |
| 16 | Lawrence Police Athletic League Inc | 90 Lowell St, Lawrence, MA 01840 | MA | 1994-08 | $76,481 |
| 17 | Lawrence Postal Employees Credit Union | PO BOX 272, Lawrence, MA 01842-0472 | MA | 1934-12 | $23,925 |
| 18 | Lawrence Rod & Gun Club Inc | Po Box 142, Lawrence, MA 01842 | MA | 1988-01 | $28,802 |
| 19 | Lawrence Rotary Foundation Inc | 57 River Rd, Andover, MA 01810-1144 | MA | 2004-11 | $41,639 |
| 20 | Lawrence School Parent Teacher Organization | 27 Francis St, Brookline, MA 02446-6602 | MA | 2000-01 | $179,501 |
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