Ochsner Charitable Foundation in Bolton, 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
| Ochsner Charitable Foundation | |
| Employer Identification Number (EIN) | 042897510 |
| Name of Organization | Ochsner Charitable Foundation |
| Address | 76 Nashaway Rd, Bolton, MA 01740-1072 |
| Activities | School, college, trade school, etc. |
| Subsection | Charitable Organization |
| Ruling Date | 10/1987 |
| 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 | $96,032 |
| Amount of Income | $13,310 |
| Form 990 Revenue Amount | $7,717 |
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 | $5,170 | $5,170 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $1,034 | |||
| Dividends and interest from securities | $2,412 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $1,724 | |||
| Total expenses and disbursements | $5,840 | $965 | $0 | $4,875 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $965 | $965 | $0 | |
| Contributions, gifts, grants paid | $4,875 | |||
| Excess of revenue over expenses and disbursements | $-670 | |||
| Net investment income | $4,205 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $89,088 | $103,262 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $22,091 | |
| Investments-corporate stock | $31,094 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $31,380 | |
| Other | $4,523 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $89,088 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $1,724 |
| 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 | $84 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $84 |
| 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 | $106,372 |
| Net value of noncharitable-use assets | $104,780 |
| Minimum investment return | $5,239 |
| Distributable Amount (for 2012) | |
| Distributable amount | $5,155 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $5,155 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $4,780 |
| 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 | Occupational Rehabilitation Group Inc | PO BOX 382037, Cambridge, MA 02238-2037 | MA | 1978-09 | $85,271 |
| 2 | Ocean Alliance Inc | 32 Horton St, Gloucester, MA 01930-4149 | MA | 1987-11 | $1,234,433 |
| 3 | Ocean Arks International Inc | 10 Shanks Pond Rd, Falmouth, MA 02540-2318 | MA | 1982-05 | $23,417 |
| 4 | Ocean Genome Legacy Foundation, Comb Donald G Ttee | 240 County Rd, Ipswich, MA 01938-2723 | MA | 2003-02 | $301,888 |
| 5 | Ocean Quest Inc | PO BOX 928, Falmouth, MA 02541-0928 | MA | 1993-05 | $134,588 |
| 6 | Ocean River Institute Inc | 12 Eliot Jr, Cambridge, MA 02138 | MA | 2007-05 | $284,983 |
| 7 | Ocean State Power Uxbridge Comm Foundation Limited | 28 Snowling Rd, Uxbridge, MA 01569-2428 | MA | 1990-10 | $30,000 |
| 8 | Ocean State Power Uxbridge Schola- Rship Foundation Ltd | PO BOX 392, Uxbridge, MA 01569-0392 | MA | $207,391 | |
| 9 | Oceanic Research Group Inc | PO BOX 94, North Reading, MA 01864-0094 | MA | 1993-11 | $56,619 |
| 10 | Ocf Foundation Inc I M M Foundation Inc | 57 West Rd, Alford, MA 01266-9753 | MA | 1942-02 | $374,588 |
| 11 | Ochsner Charitable Foundation | 76 Nashaway Rd, Bolton, MA 01740-1072 | MA | 1987-10 | $13,310 |
| 12 | Oci Healing Research Foundation Inc | 15 Cottage Ave Ste 501, Quincy, MA 02169-5216 | MA | 2008-10 | $48,489 |
| 13 | Ockeghem Foundation | 18 Wildwood Ln, Amherst, MA 01002-1860 | MA | 2000-01 | $4,229 |
| 14 | Oconnell Foundation, 786-74e31 | 500 Victory Road, N Quincy, MA 02171-3139 | MA | 2002-08 | $75,684 |
| 15 | Ocpc Regional Operation And Management Inc | 70 School St, Brockton, MA 02301-4031 | MA | 1988-06 | $70,200 |
| 16 | October As Italian Heritage Month Committee | PO BOX 185, Medford, MA 02155-0002 | MA | 2002-03 | $10,075 |
| 17 | Ocular Immunology And Uveitus Foundation Inc | 348 Glen Rd, Weston, MA 02493-1403 | MA | 2006-11 | $933,362 |
| 18 | The C Stephen And Frances B Foster Foundation | 348 Glen Rd, Weston, MA 02493-1403 | MA | 1983-02 | $1,259,864 |
| 19 | Odaiko New England Inc | 29 Montvale Ave Suit 23, Woburn, MA 01801-7020 | MA | 2004-12 | $59,291 |
| 20 | Odd Fellows Home Of Ma Inc | 104 Randolph Rd, Worcester, MA 01606-2465 | MA | 1983-05 | $6,437,966 |
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