Milton & Harriet Freedberg Foundation, Freedberg Milton S Ttee in Weston, 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
| Milton & Harriet Freedberg Foundation, Freedberg Milton S Ttee | |
| Employer Identification Number (EIN) | 043363547 |
| Name of Organization | Milton & Harriet Freedberg Foundation |
| Secondary Name | Freedberg Milton S Ttee |
| In Care of Name | David Rothstein |
| Address | 250 Country Dr, Weston, MA 02493-1138 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1997 |
| 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 | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $58,028 |
| Amount of Income | $24,095 |
| Form 990 Revenue Amount | $2,979 |
| National Taxonomy of Exempt Entities (NTEE) | Crime, Legal-Related: Crime, Legal Related (Not Elsewhere Classified) |
Non-representatives - add comments:
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 | $3,472 | $3,472 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $3,472 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $10,676 | $0 | $0 | $7,900 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $2,776 | $0 | $0 | |
| Contributions, gifts, grants paid | $7,900 | |||
| Excess of revenue over expenses and disbursements | $-7,204 | |||
| Net investment income | $3,472 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $76,164 | $112,332 |
| Cash - non-interest-bearing | $5,498 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $70,666 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $11,769 | |
| Mortgages and other notes payable | $0 | |
| Other | $11,769 | |
| Total liabilities and net assets/fund balances | $64,395 | |
| 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 | $69 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $69 |
| 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 | $112,061 |
| Net value of noncharitable-use assets | $110,380 |
| Minimum investment return | $5,519 |
| Distributable Amount (for 2012) | |
| Distributable amount | $5,450 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $5,450 |
| 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 | Miller Falls Fireman Relief Association Inc | 180 Turnpike Rd, Turners Falls, MA 01376 | MA | 1993-01 | $33 |
| 2 | Miller-Tracy Childrens Foundation Inc | PO BOX 541002, Waltham, MA 02454-1002 | MA | 2002-03 | $33,512 |
| 3 | Millers River Educational Cooperative Inc, Village School | PO BOX 122, Royalston, MA 01368-0122 | MA | 1992-02 | $622,856 |
| 4 | Millerville Mens Club | 8 Lloyd St, Blackstone, MA 01504-2027 | MA | 1973-03 | $326,934 |
| 5 | Millicent C Starr Charitable Trust, Ronald M Druker Et Al Trs Ttee | 400 Atlantic Ave, Boston, MA 02110-3331 | MA | 2008-05 | $526,831 |
| 6 | Nancy S Druker Memorial Foundation | 400 Atlantic Ave, Boston, MA 02110-3331 | MA | 2002-08 | $49 |
| 7 | Millicent Library | PO BOX 30, Fairhaven, MA 02719-0030 | MA | 1934-06 | $687,105 |
| 8 | Millis Community Media Inc | 900 Main St, Millis, MA 02054-1512 | MA | 2002-09 | $144,775 |
| 9 | Millis Educational Resource Initiatives Team Inc | Po Box 86, Millis, MA 02054 | MA | 1991-10 | $9,072 |
| 10 | Millville Elementary School Parents Association Inc, Mespa | 122 Berthelette Way, Millville, MA 01529 | MA | 2004-02 | $36,256 |
| 11 | Milton & Harriet Freedberg Foundation, Freedberg Milton S Ttee | 250 Country Dr, Weston, MA 02493-1138 | MA | 1997-04 | $24,095 |
| 12 | Milton Animal League Inc, Friends Of The Milton Dog Pound | 181 Governor Stoughton Ln, Milton, MA 02186-3712 | MA | 1979-01 | $563,202 |
| 13 | Milton Firemens Relief Association | 515 Canton Ave, Milton, MA 02186-3217 | MA | 1969-06 | $15,962 |
| 14 | Milton Foundation For Education, Feenan Thomas G Ttee | PO BOX 223, Milton, MA 02186-0001 | MA | 1996-08 | $343,101 |
| 15 | Milton Garden Club | 273 Adams St, Milton, MA 02186-4232 | MA | 1998-09 | $31,374 |
| 16 | Milton Historical Society | 1370 Canton Ave, Milton, MA 02186-2435 | MA | 1942-10 | $21,019 |
| 17 | Milton Hoosic Club Inc | 70 Green Lodge St, Canton, MA 02021-1100 | MA | 1936-04 | $2,174,656 |
| 18 | Milton Hospital Development Fund Inc | 199 Reedsdale Rd, Milton, MA 02186-3926 | MA | 1985-02 | $322,468 |
| 19 | Milton Hospital Foundation Inc | 199 Reedsdale Rd, Milton, MA 02186-3926 | MA | 2000-03 | $2,501 |
| 20 | Milton Jr Womans Club Inc Diane Gore | PO BOX 344, Milton, MA 02186-0003 | MA | $32,434 | |
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