Pilgrim Foundation in Brockton, 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
| Pilgrim Foundation | |
| Employer Identification Number (EIN) | 042104834 |
| Name of Organization | Pilgrim Foundation |
| Address | PO BOX 3400, Brockton, MA 02304-3400 |
| Activities | Camp, Other school related activities, Emergency or disaster aid fund |
| Subsection | Charitable Organization |
| Ruling Date | 09/1937 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| 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 | $3,613,443 |
| Amount of Income | $868,297 |
| Form 990 Revenue Amount | $264,775 |
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 | $267,841 | $132,053 | $132,053 | |
| Contributions, gifts, grants, etc., received | $100 | |||
| Interest on savings and temporary cash investments | $61,470 | |||
| Dividends and interest from securities | $70,583 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $135,688 | |||
| Total expenses and disbursements | $221,739 | $29,332 | $0 | $192,407 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $45,888 | $29,332 | $16,556 | |
| Contributions, gifts, grants paid | $175,851 | |||
| Excess of revenue over expenses and disbursements | $46,102 | |||
| Net investment income | $102,721 | |||
| Adjusted net income | $132,053 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $3,581,240 | $4,590,189 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $192,028 | |
| Investments-corporate stock | $2,023,663 | |
| Investments-corporate bonds | $1,221,603 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $143,946 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $3,581,240 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $135,688 |
| 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 | $1,027 |
| Total credits and payments | $6,206 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $6,206 |
| 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 | $5,179 |
| Amount to be credited to 2013 estimated tax | $5,179 |
| 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 | $4,430,056 |
| Net value of noncharitable-use assets | $4,363,600 |
| Minimum investment return | $218,180 |
| Distributable Amount (for 2012) | |
| Distributable amount | $217,153 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $217,153 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $53,976 |
| 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 | Pickwick Players | Po Box 1095, Douglas, MA 01516 | MA | 2001-01 | $4 |
| 2 | Piecework Partners | PO BOX 309, Lincoln, MA 01773-0309 | MA | 1997-10 | $48,080 |
| 3 | Pierce School Extended Day Inc | 50 School St, Brookline, MA 02446-6239 | MA | 1976-11 | $879,818 |
| 4 | Pierce School Parent Teacher | 50 School St, Brookline, MA 02446-6239 | MA | 2003-11 | $91,169 |
| 5 | Peirce School Parent Teacher Organization Inc | 170 Temple St, Newton, MA 02465-2316 | MA | 2001-06 | $239,891 |
| 6 | Pierni Family Foundation | 31 Lynnway, Revere, MA 02151-1735 | MA | 1964-01 | $0 |
| 7 | Piers Park Sailing Center Inc | 95 Marginal St, East Boston, MA 02128-2742 | MA | 1998-12 | $359,178 |
| 8 | Pigeon Cove Circle Inc | 6 Breakwater Avenue, Rockport, MA 01966 | MA | 1976-01 | $7,110 |
| 9 | Pike School Inc | Sunset Rock Road, Andover, MA 01810 | MA | 1949-05 | $13,252,417 |
| 10 | Pilgrim Area Resource Conservation And Development Council | 15 Cranberry Hwy, West Wareham, MA 02576-1504 | MA | 1978-10 | $21 |
| 11 | Pilgrim Foundation | PO BOX 3400, Brockton, MA 02304-3400 | MA | 1937-09 | $868,297 |
| 12 | Pilgrim John Howland Society Inc | 35 Fieldstone Cir, Bridgewater, MA 02324-2648 | MA | 1947-06 | $336,975 |
| 13 | Pilgrim Lake Terrace Association Inc | PO BOX 823, Orleans, MA 02653-0823 | MA | 1989-08 | $3,421 |
| 14 | Pilgrim Skating Arena Inc | 75 Recreation Park Dr, Hingham, MA 02043-4205 | MA | 1976-05 | $3,619,894 |
| 15 | Pilgrim Skating Club | PO BOX 668, Pembroke, MA 02359-0668 | MA | 1996-05 | $330,239 |
| 16 | Pilgrim Society | 75 Court St, Plymouth, MA 02360-3823 | MA | 1973-04 | $1,211,578 |
| 17 | Pilgrim Theatre Research And Performance Collaborative Inc | 1948 Conway Road, Ashfield, MA 01330 | MA | 1990-11 | $31,567 |
| 18 | Pilgrims First Landing Park Inc | PO BOX 659, Provincetown, MA 02657-0659 | MA | 1997-11 | $23,689 |
| 19 | Pillsbury Charitable Trust | One Beacon St 33rd Fl, Boston, MA 02108-3107 | MA | 1974-09 | $66,436 |
| 20 | Pine Banks Park Foundation | 350 Main Street, Malden, MA 02148-5089 | MA | 2001-07 | $312,134 |



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