Obermayer Foundation Inc in West Newton, 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
| Obermayer Foundation Inc | |
| Employer Identification Number (EIN) | 042711822 |
| Name of Organization | Obermayer Foundation Inc |
| Address | Judith H Obermayer 239 Chestnut St, West Newton, MA 02465 |
| Activities | Contact or sponsored scientific research for industry, Scientific research for government |
| Subsection | Charitable Organization |
| Ruling Date | 04/1981 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 09/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $3,520,332 |
| Amount of Income | $584,544 |
| Form 990 Revenue Amount | $258,667 |
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 | $1,409,863 | $68,162 | $38,649 | |
| Contributions, gifts, grants, etc., received | $1,341,701 | |||
| Interest on savings and temporary cash investments | $816 | |||
| Dividends and interest from securities | $36,968 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $865 | |||
| Other | $29,513 | |||
| Total expenses and disbursements | $199,279 | $13,810 | $0 | $185,469 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $127,279 | $13,810 | $113,469 | |
| Contributions, gifts, grants paid | $72,000 | |||
| Excess of revenue over expenses and disbursements | $1,210,584 | |||
| Net investment income | $54,352 | |||
| Adjusted net income | $38,649 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $3,539,115 | $3,565,040 |
| Cash - non-interest-bearing | $14,192 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $3,031,019 | |
| Other | $493,904 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $3,539,115 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $29,513 |
| 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 | $1,087 |
| Total credits and payments | $3,882 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $3,882 |
| 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 | $2 |
| Tax due | $0 |
| Overpayment | $2,793 |
| Amount to be credited to 2013 estimated tax | $2,793 |
| 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? | Yes |
| 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 | $2,189,452 |
| Net value of noncharitable-use assets | $2,156,620 |
| Minimum investment return | $107,831 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| 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 | $38,649 | $108,301 | $30,371 | $39,302 | $216,623 |
| Qualifying distributions made directly for active conduct of exempt activities | $113,469 | $143,825 | $113,312 | $107,319 | $477,925 |
| Value of all assets | $3,472,985 | $2,056,566 | $2,153,870 | $1,381,229 | $9,064,650 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $71,887 | $72,201 | $207,642 | $35,923 | $387,653 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
The Red Sox Foundation Inc in Boston, MA
  |
|
King Solomon Humanitarian Foundation For Handicapped Childre, Handi-Kids in Bridgewater, MA
|
| Iglesia Camino Al Calvario in Lynn, MA |
| Rossbach Charitable Remainder Tr, Rossbach Janice & C E Ahara Ttees in Lexington, MA |
| Massachusetts-Ponkapoag Tribal Council Inc in Bridgewater, MA |
|
Fc Blazers in Needham Hgts, MA
|
|
Twilight Throwers in Chelmsford, MA
|
| Wayland Baseball And Softball Association Inc in Wayland, MA |
Wellspring Inc in Hull, MA
 |
| Reason Alliance Ltd in Somerville, MA |
| Other organizations in Massachusetts | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Oak Hill Inc | 35 Central Street, Ipswich, MA 01938-1960 | MA | 1989-06 | $554,608 |
| 2 | Oak Hill Middle School Parent Teacher Organization | 130 Wheeler Rd, Newton Centre, MA 02459-3068 | MA | 2005-02 | $78,666 |
| 3 | Oakdale Foundation Inc | 16 Oak St, Gt Barrington, MA 01230-1706 | MA | $415,282 | |
| 4 | Oakhill Foundation, Snyder Jennifer C Ttee | 50 Hill St, Lexington, MA 02421-4318 | MA | 2004-04 | $2,484,233 |
| 5 | Oakland Park Childrens Center Inc | 29 Oakland St, Medford, MA 02155-3223 | MA | 1988-04 | $231,520 |
| 6 | Oakland Vale School Pto | 266 Main Street, Saugus, MA 01906 | MA | 2005-06 | $27,859 |
| 7 | Oakley Country Club | 410 Belmont St, Watertown, MA 02472-1333 | MA | 1938-07 | $6,150,436 |
| 8 | Oakmont Booster Club | PO BOX 239, Westminster, MA 01473-0239 | MA | 2000-05 | $24,144 |
| 9 | Oasis Open | 35 Corporate Dr Ste 150, Burlington, MA 01803-4256 | MA | 1997-08 | $2,321,677 |
| 10 | Ob Traceview Users Group Inc | 71 Johnny Cake St, North Andover, MA 01845-5613 | MA | 2002-10 | $10,443 |
| 11 | Obermayer Foundation Inc | Judith H Obermayer 239 Chestnut St, West Newton, MA 02465 | MA | 1981-04 | $584,544 |
| 12 | Obi Retiree Medical Voluntary Employee Benefits Association | PO BOX 4000, Peabody, MA 01961-4000 | MA | 2009-06 | $437,225 |
| 13 | Object Management Group Inc | 109 Highland Ave, Needham, MA 02494-3091 | MA | 1990-08 | $3,726,427 |
| 14 | Obstetrical Society Of Boston Inc | 26 City Hall Mall, Medford, MA 02155-4754 | MA | 2001-08 | $34,262 |
| 15 | Occupational Rehabilitation Group Inc | PO BOX 382037, Cambridge, MA 02238-2037 | MA | 1978-09 | $85,271 |
| 16 | Ocean Alliance Inc | 32 Horton St, Gloucester, MA 01930-4149 | MA | 1987-11 | $1,234,433 |
| 17 | Ocean Arks International Inc | 10 Shanks Pond Rd, Falmouth, MA 02540-2318 | MA | 1982-05 | $23,417 |
| 18 | Ocean Genome Legacy Foundation, Comb Donald G Ttee | 240 County Rd, Ipswich, MA 01938-2723 | MA | 2003-02 | $301,888 |
| 19 | Ocean Quest Inc | PO BOX 928, Falmouth, MA 02541-0928 | MA | 1993-05 | $134,588 |
| 20 | Ocean River Institute Inc | 12 Eliot Jr, Cambridge, MA 02138 | MA | 2007-05 | $284,983 |
Organization representatives - add corrected or new information about Obermayer Foundation Inc »
Non-representatives - add comments about Obermayer Foundation Inc»