Levy Charitable Foundation Tr, Levy Roberta M Ttee in Wellesley Hls, 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
| Levy Charitable Foundation Tr, Levy Roberta M Ttee | |
| Employer Identification Number (EIN) | 046860665 |
| Name of Organization | Levy Charitable Foundation Tr |
| Secondary Name | Levy Roberta M Ttee |
| In Care of Name | Hale And Dorr |
| Address | 11 Oakcliff Rd, Wellesley Hls, MA 02481-1411 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 05/1998 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2014 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $226,637 |
| Amount of Income | $110,996 |
| Form 990 Revenue Amount | $20,352 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Named Trusts/Foundations (Not Elsewhere Classified) |
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 | $125,712 | $10,712 | $0 | |
| Contributions, gifts, grants, etc., received | $115,000 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $10,712 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $31,775 | $600 | $0 | $30,335 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,775 | $600 | $335 | |
| Contributions, gifts, grants paid | $30,000 | |||
| Excess of revenue over expenses and disbursements | $93,937 | |||
| Net investment income | $10,112 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $214,720 | $214,051 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $38,507 | |
| Investments-corporate bonds | $59,998 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $116,215 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $214,720 | |
| 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 | $101 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $101 |
| 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 | $129,056 |
| Net value of noncharitable-use assets | $127,120 |
| Minimum investment return | $6,356 |
| Distributable Amount (for 2012) | |
| Distributable amount | $6,255 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $6,255 |
| 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 | Lessa Fam Benefit | 984 West St, Stoughton, MA 02072-3838 | MA | 2005-08 | $7,840 |
| 2 | Lesson One Foundation Inc | 436 Marrett Rd 2nd Floor, Lexington, MA 02421-7715 | MA | 1980-02 | $195,948 |
| 3 | Lessons On Liberty Inc | 54 Monique Dr, Bellingham, MA 02019-1054 | MA | 2007-06 | $109,753 |
| 4 | Levangie Family Charitable Foundation | 120 Commonwealth Ave Apt 4, Boston, MA 02116-2916 | MA | 2009-02 | $1,377,439 |
| 5 | Level Field Foundation | 75 Peterborough St Apt 507, Boston, MA 02215-4314 | MA | 2008-07 | $8,257 |
| 6 | Levenson Family Foundation Inc | 27b Powderhouse Ln, Boxford, MA 01921-1600 | MA | 2002-05 | $1 |
| 7 | Leverett Cemetery Association | 21 Long Hill Rd, Leverett, MA 01054-9747 | MA | 1983-06 | $4,825 |
| 8 | Leverett Craftsmen & Artists Incorporated | Montague Rd, Leverett, MA 01054 | MA | 1967-09 | $69,259 |
| 9 | Levi Heywood Memorial Library Association | 55 W Lynde St, Gardner, MA 01440-3810 | MA | 1942-10 | $1,903,324 |
| 10 | Levine Family Charitable Trust | 231 Sutton Street, North Andover, MA 01845-1620 | MA | 1990-03 | $30,029 |
| 11 | Levy Charitable Foundation Tr, Levy Roberta M Ttee | 11 Oakcliff Rd, Wellesley Hls, MA 02481-1411 | MA | 1998-05 | $110,996 |
| 12 | Levy Foundation Inc, David A Levy | 42 Village Ln, Needham, MA 02492-1435 | MA | 1986-01 | $1,710 |
| 13 | Lewis Bay Research Center Inc | PO BOX 895, West Yarmouth, MA 02673-0895 | MA | 2006-10 | $13,414 |
| 14 | Lewis Dewart Apsley Fund For Aged And Indigent Inc | 42 Main St, Hudson, MA 01749-2123 | MA | 1960-09 | $35,871 |
| 15 | Lewis G Schaeneman Jr Memorial Scholarship Foundation Inc | 1385 Hancock St, Quincy, MA 02169-5103 | MA | 1999-11 | $200 |
| 16 | Lewis H Latimer Societ Inc | PO BOX 505442, Chelsea, MA 02150-5442 | MA | 1999-06 | $5,000 |
| 17 | Lewis M Perlstein Family Foundation | C/O Grkb 306 Main St Ste 400, Worcester, MA 01615 | MA | 1974-09 | $118,686 |
| 18 | Lewis Mall Apartments Incorporated | 72 Marginal Street, Boston, MA 02128-2135 | MA | 1993-08 | $401,001 |
| 19 | Lewis Rhodes Charitable Tr, Follett David R Et Al Ttee | 201 Washington St, Boston, MA 02108-4403 | MA | 2003-10 | $555,018 |
| 20 | Lex America Inc | 90 Sherman Street, Cambridge, MA 02140-3264 | MA | 2003-07 | $185,316 |
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