Nancy & Maurice Lazarus Fund 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
| Nancy & Maurice Lazarus Fund | |
| Employer Identification Number (EIN) | 046039456 |
| Name of Organization | Nancy & Maurice Lazarus Fund |
| In Care of Name | Fiduciary Trust Co |
| Address | PO BOX 55806, Boston, MA 02205-5806 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization, Educational Organization, Religious Organization |
| Ruling Date | 12/1962 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 11/2014 |
| Assets | $500,000 to $999,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $880,023 |
| Amount of Income | $30,783 |
| Form 990 Revenue Amount | $28,004 |
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 | $13,573 | $24,055 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $23,721 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $80,886 | $9,802 | $0 | $71,385 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $9,536 | $9,802 | $35 | |
| Contributions, gifts, grants paid | $71,350 | |||
| Excess of revenue over expenses and disbursements | $-67,313 | |||
| Net investment income | $14,253 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $966,865 | $1,200,380 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $380,072 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $473,258 | |
| Other | $113,535 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $966,865 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-10,148 |
| 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 | $143 |
| Total credits and payments | $339 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $339 |
| 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 | $196 |
| Amount to be credited to 2013 estimated tax | $144 |
| 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 | $1,221,715 |
| Net value of noncharitable-use assets | $1,203,380 |
| Minimum investment return | $60,169 |
| Distributable Amount (for 2012) | |
| Distributable amount | $60,026 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $60,026 |
| 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 | Nahant Preservation Trust Inc | PO BOX 30, Nahant, MA 01908-0030 | MA | 1998-04 | $113,523 |
| 2 | Nahant Youth Basketball League Inc | 44 Pond St, Nahant, MA 01908 | MA | 2012-08 | $7,196 |
| 3 | Nahanton Woods Inc | 210 Nahanton Street, Newton, MA 02459-2954 | MA | 1982-09 | $1,034 |
| 4 | Naid Foundation, Page Arthur S Jr Ttee | PO BOX 821, Newburyport, MA 01950-5521 | MA | 1990-03 | $865,050 |
| 5 | Vietnam Veterans Of America Inc, 0338 Vva Chapter | 569 Main Street, Hyannis, MA 02601-5415 | MA | 1984-11 | $567,347 |
| 6 | Namequoit Sailing Association Inc | Keziahs Lane, Orleans, MA 02653 | MA | 2000-03 | $70,839 |
| 7 | Nami Attleboro Inc | 6c Top Flight Drive, Norton, MA 02766 | MA | 1999-01 | $4,091 |
| 8 | Nami Greater North Shore Ma Inc | Po Box 3240, Beverly, MA 01915 | MA | 1992-10 | $0 |
| 9 | Nami Western Massachusetts Inc | 324 A Springfield St, Agawam, MA 01001-1512 | MA | 1984-02 | $78,204 |
| 10 | Nan Weinstein Family Foundation | PO BOX 67, New Town, MA 02456-0067 | MA | 1983-01 | $37,582 |
| 11 | Nancy & Maurice Lazarus Fund | PO BOX 55806, Boston, MA 02205-5806 | MA | 1962-12 | $30,783 |
| 12 | Nancy And Andrew Wood Charitable Foundation, Kehoe William F Ttee | 160 Federal St Fl 20, Boston, MA 02110-1700 | MA | 2007-11 | $39,076 |
| 13 | Nancy Conger Weldon Charitable Foundation Inc | 7 Greenwood Rd, Hopkinton, MA 01748-1183 | MA | 2001-12 | $19,668 |
| 14 | Nancy M Bostley Scholarship Fund Inc, Nancamp | 107 Front Street, Marblehead, MA 01945 | MA | 2000-05 | $20,868 |
| 15 | Nancy Patch Retirement Home Inc | 42 Main St, Leominster, MA 01453-5547 | MA | 1944-06 | $40,721 |
| 16 | Access Nantucket Inc | 35 Old South Road, Nantucket, MA 02554-2895 | MA | 1991-05 | $377,389 |
| 17 | Nantucket Anglers Club Inc | 1 New Whale St, Nantucket, MA 02554-3832 | MA | 1971-06 | $604,953 |
| 18 | Nantucket Arts Council Inc | PO BOX 2176, Nantucket, MA 02584-2176 | MA | 1974-10 | $193,412 |
| 19 | Nantucket Association Of Real Estate Brokers | PO BOX 335, Nantucket, MA 02554-0335 | MA | 2006-10 | $293,100 |
| 20 | Nantucket Atheneum | PO BOX 808, Nantucket, MA 02554-0808 | MA | 1943-12 | $6,292,677 |
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