Lindsay Feldman Memorial Tr, Feldman Fred Lois & Elizabeth Ttees in Bernardston, 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
| Lindsay Feldman Memorial Tr, Feldman Fred Lois & Elizabeth Ttees | |
| Employer Identification Number (EIN) | 223035810 |
| Name of Organization | Lindsay Feldman Memorial Tr |
| Secondary Name | Feldman Fred Lois & Elizabeth Ttees |
| Address | 187 Middle County Rd, Bernardston, MA 01337-9477 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 05/1991 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2010 |
| Assets | $10,000 to $24,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $12,926 |
| Amount of Income | $693 |
| Form 990 Revenue Amount | $6,648 |
Non-representatives - add comments:
Revenue for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $6,648 | $0 | $6,230 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $418 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $6,230 | |||
| Total expenses and disbursements | $225 | $0 | $0 | $0 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $225 | $0 | $0 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $6,423 | |||
| Net investment income | $0 | |||
| Adjusted net income | $6,230 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $19,349 | $19,349 |
| Cash - non-interest-bearing | $19,349 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $19,349 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $0 |
| Net value of noncharitable-use assets | $0 |
| Minimum investment return | $0 |
| Distributable Amount (for 2011) | |
| Distributable amount | $0 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $0 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 | Linda And Steven Weinstein Fdn 137-0018716370, Weber Jill Ttee | PO BOX 961019, Boston, MA 02196-1019 | MA | 2005-11 | $5,002 |
| 2 | Linda Cabot Black Foundation | Cabot-Wellington Llc 70 Federal St, Boston, MA 02110 | MA | 2004-03 | $3,073,392 |
| 3 | Linda F Zuker Memorial Youth Fund Inc | 300 Independence Dr, Chestnut Hill, MA 02467-3668 | MA | 2003-02 | $3,270 |
| 4 | Linda J Verville Cancer Research Foundation Inc | 27 Captain Miles Ln, Concord, MA 01742-4779 | MA | 2008-01 | $124,994 |
| 5 | Linda K Marino Charitable Trust | 13 Riverside Rd, Weston, MA 02493-2249 | MA | 2007-06 | $417,109 |
| 6 | Linda Loring Nature Foundation Inc | 110 Eel Point Rd, Nantucket, MA 02554-6203 | MA | 2002-02 | $743,250 |
| 7 | Linda P Marsh Charitable Foundation 12-06-99 | Lwc 230 Congress St 12fl, Boston, MA 02110 | MA | 2000-09 | $98,906 |
| 8 | Linda Wisnewski & William Collatos Family Foundation | 227 Temple St, Newton, MA 02465-2332 | MA | 2002-03 | $3,835,381 |
| 9 | Linden Hill School | 8 Farley Rd, Wendell, MA 01379-9706 | MA | 1962-01 | $3,250,941 |
| 10 | Lindsay A Curtin Memorial Scholarship Fund | 25 Faxon St, Brockton, MA 02302-1746 | MA | 2007-01 | $15,299 |
| 11 | Lindsay Feldman Memorial Tr, Feldman Fred Lois & Elizabeth Ttees | 187 Middle County Rd, Bernardston, MA 01337-9477 | MA | 1991-05 | $693 |
| 12 | Lindwood Memorial Park Inc | PO BOX 81145, Wellesley, MA 02481-0492 | MA | 1993-03 | $115,031 |
| 13 | Lindy League Of Western Massachusetts | PO BOX 616, Easthampton, MA 01027-0616 | MA | 2005-07 | $1,887 |
| 14 | Link Inc, Boston Chapter | 7 Granite Ln, South Easton, MA 02375-1554 | MA | 1961-12 | $144,570 |
| 15 | Link To Libraries Inc | 35 Bluegrass Dr, E Longmeadow, MA 01028-2798 | MA | 2008-12 | $154,661 |
| 16 | Links Inc Greater Springfield Chapter | 855 Roosevelt Avenue, Springfield, MA 01109 | MA | 1961-12 | $0 |
| 17 | Links Inc, Middlesex County Chapter | PO BOX 470851, Brookline Vlg, MA 02447-0851 | MA | 1961-12 | $30,292 |
| 18 | Lion Conservation Fund Inc | PO BOX 380170, Cambridge, MA 02238-0170 | MA | 2008-01 | $51,513 |
| 19 | Lionheart Foundation | 629 Highland Avenue, Needham, MA 02494-2231 | MA | 1992-07 | $371,451 |
| 20 | Lions Den Youth Outreach Center Inc, Olsen Donald | PO BOX 61142, Indian Orchard, MA 01151 | MA | 2002-04 | $45,367 |
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