Robert A Charpie Foundation in Wellesley, 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
| Robert A Charpie Foundation | |
| Employer Identification Number (EIN) | 222589467 |
| Name of Organization | Robert A Charpie Foundation |
| In Care of Name | Ropes & Gray Llp |
| Address | 55 William St Ste 240, Wellesley, MA 02481-4003 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1985 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2011 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,331,805 |
| Amount of Income | $1,857,599 |
| Form 990 Revenue Amount | $1,513,116 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $1,513,116 | $1,513,116 | $1,438,970 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $60,221 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $1,378,749 | |||
| Other | $74,146 | |||
| Total expenses and disbursements | $101,334 | $0 | $0 | $101,334 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $18,334 | $0 | $18,334 | |
| Contributions, gifts, grants paid | $83,000 | |||
| Excess of revenue over expenses and disbursements | $1,411,782 | |||
| Net investment income | $1,513,116 | |||
| Adjusted net income | $1,438,970 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,331,805 | $3,008,655 |
| Cash - non-interest-bearing | $76,391 | |
| Investments-U.S. and state government obligations | $68,548 | |
| Investments-corporate stock | $1,747,183 | |
| Investments-corporate bonds | $132,687 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $306,996 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,331,805 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $74,146 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $15,131 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $37 |
| Tax due | $15,168 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $1,835,921 |
| Net value of noncharitable-use assets | $1,808,380 |
| Minimum investment return | $90,419 |
| Distributable Amount (for 2011) | |
| Distributable amount | $75,288 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $75,288 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 | Road Runners Club Of America, Winners Circle Running Club | 211 Elm St, Salisbury, MA 01952-1806 | MA | 1976-03 | $149,483 |
| 2 | Road To Cavalry Prayer Group Inc | 130 Summer St, Somerville, MA 02143-2709 | MA | 1994-10 | $3,822 |
| 3 | Road To Responsibility Inc | 1831 Ocean St, Marshfield, MA 02050-4977 | MA | 1989-03 | $26,676,823 |
| 4 | Robbins Charitable Foundation | 77 Marion Street, Brookiline, MA 02446-4770 | MA | 1961-12 | $4,232 |
| 5 | Robbins Foundation The | 1200 Airport Rd, Fall River, MA 02720-4736 | MA | 1980-06 | $2,001 |
| 6 | Robbins Institute For Speech Correction Inc | 141 Kendall Hill Road, Sterling, MA 01564 | MA | 1999-11 | $0 |
| 7 | Robbins Nest Foundation, John F Glovsky Ttee | 8 Washington St, Beverly, MA 01915-5820 | MA | 2000-09 | $252,149 |
| 8 | Robbins-De Beaumont Foundation Udt 113092, De Beaumont Mary & Jose Robbins Tte | 1 P O Sq, Boston, MA 02109-2106 | MA | 1994-01 | $5,080,615 |
| 9 | Robert & Helen Hardman Family Fund Trust, Hammer Roy A Etal Ttee | PO BOX 961209, Boston, MA 02196-1209 | MA | 1993-11 | $151,825 |
| 10 | Robert & Iris Fanger Family Foundation | 1010 Memorial Dr Apt 3g, Cambridge, MA 02138-4853 | MA | 1998-08 | $46,692 |
| 11 | Robert A Charpie Foundation | 55 William St Ste 240, Wellesley, MA 02481-4003 | MA | 1985-04 | $1,857,599 |
| 12 | Robert A Jaye Foundation Charitable Tr, Meyer Steven A Ttee | 17 Croftdale Rd, Newton, MA 02459-2039 | MA | 1993-07 | $185,512 |
| 13 | Robert A Semonian Charitable Tr, Semonian Robert A Ttee | 11 Howe St, Watertown, MA 02472-4210 | MA | 2004-11 | $5,926 |
| 14 | Robert And Alice Butler Family Charitable Foundation | 12 Harvard Dr, Hingham, MA 02043-4844 | MA | 2000-11 | $22,338 |
| 15 | Robert And Barbara Saunders Charitable Foundation | PO BOX 961209, Boston, MA 02196-1209 | MA | 2006-06 | $37,803 |
| 16 | Robert And Dana Smith Charitable Foundation | Three Newton Executive Park Ste 304, Newton, MA 02462-1433 | MA | 2002-06 | $2,657,382 |
| 17 | Robert And Marcia Yanofsky Family Charitable Trust | 77 Florence St N-300, Chestnut Hill, MA 02467-1952 | MA | 1997-12 | $53,039 |
| 18 | Robert And Suzanne Kittredge Foundation | 154 Keveney Ln, Yarmouthport, MA 02675-1117 | MA | 2000-02 | $50,267 |
| 19 | Robert Brigham Trust | Rhb 50 Congress St Suite 900, Boston, MA 02109 | MA | $723,619 | |
| 20 | Robert C Carco 31 Charitable Foundation | 7 Wainwright Rd Unit 109, Winchester, MA 01890-2394 | MA | $19,025 | |
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