Ruby W And Lavon P Linn Foundation, Borek Jo Anne Ttee in Boston, Massachusetts (MA)

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Ruby W And Lavon P Linn Foundation, Borek Jo Anne Ttee
Employer Identification Number (EIN)316672883
Name of OrganizationRuby W And Lavon P Linn Foundation
Secondary NameBorek Jo Anne Ttee
In Care of NameChoate Hall And Stewart Exc
AddressPO BOX 961019, Boston, MA 02196-1019
SubsectionCharitable Organization
Ruling Date10/2001
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period07/2014
Assets$50,000,000 to greater
Income$10,000,000 to $49,999,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$55,191,883
Amount of Income$21,959,990
Form 990 Revenue Amount$31,485,704
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations


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Amount of income in 2014: $21,959,990 (it was $39,690,477 in 2012)
Ruby W And Lavon P Linn Foundation, Borek Jo Anne Ttee: 

 $21,959,990
Other organizations performing similar types of work: 

 $105,489

Assets in 2014: $55,191,883 (it was $33,208,161 in 2012)
Ruby W And Lavon P Linn Foundation, Borek Jo Anne Ttee: 

 $55,191,883
Other organizations performing similar types of work: 

 $325,460

Expenses in 2012: $827,040
Ruby W And Lavon P Linn Foundation, Borek Jo Anne Ttee: 

 $827,040
Other organizations performing similar types of work: 

 $49,058

Income to expenses ratio in 2012: 26.6
This organization: 

 26.6
Other organizations performing similar types of work: 

 1.0

Grants share in income in 2012: 96.7%
Ruby W And Lavon P Linn Foundation, Borek Jo Anne Ttee: 

 96.7%
Other organizations performing similar types of work: 

 22.8%

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$31,485,704$1,020,878$0
Contributions, gifts, grants, etc., received$30,462,386
Interest on savings and temporary cash investments$3
Dividends and interest from securities$326,837
Gross rents$0
Gross profit from sales of goods$0
Other income$2,012
Other$694,466
Total expenses and disbursements$827,040$98,789$0$728,251
Compensation of officers, directors, trustees, etc.$26,850
Total operating and administrative expenses$132,990$98,789$34,201
Contributions, gifts, grants paid$694,050
Excess of revenue over expenses and disbursements$30,658,664
Net investment income$922,089
Adjusted net income$0
Balance Sheets (for 2012)
Book ValueFair Market Value
Total assets$33,208,161$34,857,893
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$29,789,795
Investments-corporate bonds$1,171,815
Investments-mortgage loans$0
Investments-other$1,435,400
Other$811,151
Total liabilities$0
Total liabilities and net assets/fund balances$33,208,161
Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income$694,466
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$18,442
Total credits and payments$3,600
2012 estimated tax payments and 2011 overpayment credited to 2012$3,600
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$14,842
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?Yes
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?Yes
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$19,110,271
Net value of noncharitable-use assets$18,823,620
Minimum investment return$941,181
Distributable Amount (for 2012)
Distributable amount$922,739
Undistributed Income (for 2012)
Distributable amount for 2012$922,739
Undistributed income for 2012. This amount must be distributed in 2013$169,527
Private Operating Foundations (for 2012)
2012201120102009Total
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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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1State Street Foundation Inc1 Lincoln St Fl 24, Boston, MA 02111-2901MA2007-06$31,367,698
2Spector Foundation10 St James Ave 11th Fl, Boston, MA 02116-3813MA2010-08$26,474,636
3Ruby W And Lavon P Linn Foundation, Borek Jo Anne TteePO BOX 961019, Boston, MA 02196-1019MA2001-10$21,959,990
4Lookout Foundation Inc60 State St 800, Boston, MA 02109-1800MA2010-08$10,559,425
5Sherry And Alan Leventhal Family FoundationC/O Beacon Capital 200 State Street, Boston, MA 02109MA2010-04$10,475,591
6Amg Charitable Foundation600 Hale St, Prides Crossing, MA 01965MA2011-08$10,000,000
7The Romney Foundation For Children, Ann D & W Mitt Romney Ttee137 Newbury St, Boston, MA 02116-2912MA2000-09$9,066,861
8The@sdsc Global Foundation, Shue Chikong Ttee2 Possum Hollow Rd, Andover, MA 01810-2446MA2000-08$8,284,655
9University Industry Research Corporation401 Edgewater Place Suite 600, Wakefield, MA 01880MA2014-09$7,912,904
10Goldhirsh Foundation101 Federal St Fl 14, Boston, MA 02110-1859MA2010-08$7,547,783
11William S Kaiser Family Foundation23 Inverness Rd, Wellesley, MA 02481-6114MA2009-02$6,851,041
12The Tripadvisor-Expedia Foundation141 Needham St, Newton, MA 02464-1505MA2010-02$6,809,524
13Steinberg-Lalli Charitable Foundation, Steinberg Stephen P TteePO BOX 2350, Acton, MA 01720-6350MA2005-06$6,265,265
14Black-Brogan Foundation101 Federal Street, Boston, MA 02110-1817MA2014-07$6,000,013
15Janes Trust FoundationPO BOX 961209, Boston, MA 02196-1209MA2011-05$5,481,038
16Windover Foundation, Lewis David W Jr TteeNutter Mcclennen 155 Seaport Blvd, Boston, MA 02210MA1999-10$5,309,125
17The Firstgreen Foundation Inc20 Walnut St Ste 302, Wellesley, MA 02481-2104MA2006-04$5,296,809
18Andrew And Corey Morris-Singer FoundationC/O Holland Knight 10 Saint James, Boston, MA 02116MA2012-01$5,002,531
19Sperling Fam Charitable Foundation, Sperling Scott M Ttee4 Moore Rd, Wayland, MA 01778-1410MA2001-12$4,264,433
20Ben And Rose Cole Charitable Pria FoundationC/O Howland Capital 75 Federal St, Boston, MA 02110MA2012-09$3,633,190
Number of organizations performing similar types of work
Alaska25
Alabama219
Arkansas78
Arizona303
California2,586
Colorado408
Connecticut419
District of Columbia111
Delaware583
Florida1,525
Georgia481
Hawaii85
Iowa178
Idaho58
Illinois1,113
Indiana311
Kansas157
Kentucky167
Louisiana161
Massachusetts705
Maryland425
Maine85
Michigan619
Minnesota384
Missouri346
Mississippi70
Montana69
North Carolina788
North Dakota20
Nebraska169
New Hampshire75
New Jersey876
New Mexico92
Nevada215
New York2,617
Ohio698
Oklahoma228
Oregon208
Pennsylvania1,086
Rhode Island184
South Carolina171
South Dakota32
Tennessee266
Texas1,263
Utah274
Virginia477
Vermont54
Washington401
Wisconsin354
West Virginia69
Wyoming63
International44
Total22,395

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