Rotenberg Foundation in Brookline, 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
| Rotenberg Foundation | |
| Employer Identification Number (EIN) | 046055601 |
| Name of Organization | Rotenberg Foundation |
| In Care of Name | Rotenberg Mgt Co Inc |
| Address | 45 Bartlett Cres, Brookline, MA 02446-2220 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 10/1956 |
| 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 | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $91,455 |
| Amount of Income | $95 |
| Form 990 Revenue Amount | $-17,605 |
Non-representatives - add comments:
Expenses 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 | $15 | $15 | $15 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $15 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $2,319 | $769 | $769 | $2,319 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $769 | $769 | $769 | |
| Contributions, gifts, grants paid | $1,550 | |||
| Excess of revenue over expenses and disbursements | $-2,304 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $9,000 | $91,668 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $9,000 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $9,000 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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 | $91,320 |
| Net value of noncharitable-use assets | $89,960 |
| Minimum investment return | $4,498 |
| Distributable Amount (for 2012) | |
| Distributable amount | $4,498 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $4,498 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $4,498 |
| 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 | Rotary International, Westford | PO BOX 231, Westford, MA 01886-0008 | MA | 1972-08 | $26,809 |
| 2 | Rotary International, Weymouth Rotary Club | 320 Libbey Industrial Parkway, Weymouth, MA 02189-3107 | MA | 1942-09 | $183,877 |
| 3 | Rotary International, Wilbraham-Hampden | PO BOX 682, Wilbraham, MA 01095-0682 | MA | 1942-09 | $42,261 |
| 4 | Rotary International, Wilmington | PO BOX 503, Wilmington, MA 01887-0503 | MA | 1942-09 | $86,242 |
| 5 | Rotary International, Winchester Rotary Club | PO BOX 288, Winchester, MA 01890-0388 | MA | 1942-09 | $46,075 |
| 6 | Rotary International, Winthrop Rotary Club | 15 Court Rd, Winthrop, MA 02152-2309 | MA | 1942-09 | $7,470 |
| 7 | Rotary International Worcester Rotary Club | PO BOX 3413, Worcester, MA 01613 | MA | 1942-09 | $62,066 |
| 8 | Rotary International, Yarmouth Rotary | PO BOX 448, S Yarmouth, MA 02664-0448 | MA | $97,368 | |
| 9 | Rotch Travelling Scholarship Inc Fiduciary Trust Company | PO BOX 55806, Boston, MA 02205-5806 | MA | 1942-06 | $264,609 |
| 10 | Rotch-Jones-Duff House & Garden Museum Inc | 396 County St, New Bedford, MA 02740-4934 | MA | 1985-12 | $547,216 |
| 11 | Rotenberg Foundation | 45 Bartlett Cres, Brookline, MA 02446-2220 | MA | 1956-10 | $95 |
| 12 | Roth Family Foundation Inc | 10 Cordage Park Circle, Plymouth, MA 02360-7318 | MA | 2008-04 | $333,640 |
| 13 | Rothstein Foundation | 103r Beechwood Ave, Watertown, MA 02472-2729 | MA | 1984-09 | $11,939 |
| 14 | Roudenbush Community Center Inc | 65 Main St, Westford, MA 01886-2509 | MA | 1995-02 | $1,833,050 |
| 15 | Roukas Scholarship Fund U W Of Frank A Roukas | 2036 Washington St, Hanover, MA 02339-1617 | MA | 1967-10 | $2,052 |
| 16 | Rousseau Memorial Trust Fund, Paul R Rousseau Co Tr | 232 Maple St, New Bedford, MA 02740-3514 | MA | 2000-10 | $1,027 |
| 17 | Route One Area Business Association, Saugus Chamber Of Commerce | PO BOX 983, Saugus, MA 01906-0183 | MA | 1986-03 | $40,168 |
| 18 | Routine Health Information Network Inc | 44 Farnsworth Street, Boston, MA 02210-1209 | MA | 2008-04 | $15,000 |
| 19 | Row As One Institute Inc | PO BOX 55, Newton, MA 02456-0055 | MA | 1997-10 | $104,039 |
| 20 | Rowan T O Riley Family Foundation | 4 Berkshire Rd, Wellesley, MA 02481-6108 | MA | 2009-02 | $783,287 |



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