The Battles Foundation Inc in Lowell, 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
| The Battles Foundation Inc | |
| Employer Identification Number (EIN) | 042134817 |
| Name of Organization | The Battles Foundation Inc |
| Address | 10 George St Ste 210, Lowell, MA 01852-2293 |
| Activities | Hospital, Housing for the aged (see also 153) |
| Subsection | Charitable Organization |
| Ruling Date | 06/1965 |
| Deductibility | Contributions are deductible |
| Foundation | Private operating foundation exempt from paying excise taxes on investment income |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,780,018 |
| Amount of Income | $333,247 |
| Form 990 Revenue Amount | $87,140 |
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 | $73,075 | $73,075 | $39,306 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $36,781 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $36,294 | |||
| Total expenses and disbursements | $41,624 | $0 | $0 | $41,624 |
| Compensation of officers, directors, trustees, etc. | $2,200 | |||
| Total operating and administrative expenses | $15,574 | $0 | $15,574 | |
| Contributions, gifts, grants paid | $26,050 | |||
| Excess of revenue over expenses and disbursements | $31,451 | |||
| Net investment income | $73,075 | |||
| Adjusted net income | $39,306 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,613,181 | $1,613,181 |
| 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 | $1,252,036 | |
| Other | $361,145 | |
| Total liabilities | $2,500 | |
| Mortgages and other notes payable | $0 | |
| Other | $2,500 | |
| Total liabilities and net assets/fund balances | $1,610,681 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $36,294 |
| 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? | Yes |
| 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 | $1,531,724 |
| Net value of noncharitable-use assets | $1,508,740 |
| Minimum investment return | $75,437 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $39,306 | $57,864 | $58,707 | $37,638 | $193,515 |
| Qualifying distributions made directly for active conduct of exempt activities | $41,624 | $56,423 | $54,298 | $52,648 | $204,993 |
| Value of all assets | $1 | $0 | $0 | $0 | $1 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $50,291 | $52,769 | $48,887 | $46,930 | $198,877 |
| 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 | The Appian Club Inc | 42 Pleasant St Ste C, Stoneham, MA 02180-3850 | MA | 1985-03 | $164,476 |
| 2 | The Arc Of Bristol County Inc | 141 Park St, Attleboro, MA 02703-3020 | MA | 1961-12 | $7,385,503 |
| 3 | The Arc Of Greater Haverhill- Newburyport Inc | 57 Wingate Ave Ste 301, Haverhall, MA 01832 | MA | 2003-04 | $3,071,446 |
| 4 | The Arc Of The South Shore Inc | 371 River St, N Weymouth, MA 02191-2200 | MA | 1954-12 | $8,965,072 |
| 5 | The Ashfield Community Preschool Incorporated | PO BOX 19, Ashfield, MA 01330-0019 | MA | 1987-06 | $145,786 |
| 6 | The Ashurst Foundation, Pozen Robert C Et Al Ttee | 9 Arlington Street, Boston, MA 02116-3410 | MA | 2004-12 | $7,907,374 |
| 7 | The Association Of Individuals Dedicated And Sincere Inc | 18 Winfield St, East Freetown, MA 02717-1806 | MA | 2001-04 | $39,738 |
| 8 | The Atlantis Educational Foundation | 2501 S Main St, Fall River, MA 02724-2015 | MA | 2002-03 | $227,649 |
| 9 | The Auxiliary For Mentally Ill Inc | 50a Peter Kristof Way, Medfield, MA 02052-1579 | MA | 1998-03 | $43,695 |
| 10 | The B E L L Foundation Inc | 60 Clayton St, Dorchester, MA 02122-2737 | MA | 1994-03 | $18,074,101 |
| 11 | The Battles Foundation Inc | 10 George St Ste 210, Lowell, MA 01852-2293 | MA | 1965-06 | $333,247 |
| 12 | The Beantown Softball League Inc | PO BOX 230734, Boston, MA 02123-0734 | MA | 1985-08 | $45,919 |
| 13 | The Beaucourt Foundation Inc | 111 Huntington Ave, Boston, MA 02199-7610 | MA | 1988-01 | $421,636 |
| 14 | The Benjamin And Lois Goulston Charitable Foundaiton | C/O Samet Co 1330 Boylston St, Chestnut Hill, MA 02467 | MA | 2002-08 | $89,174 |
| 15 | The Benjamin Franklin Educational Foundation Inc | 201 Main St, Franklin, MA 02038-1933 | MA | 1995-06 | $253 |
| 16 | The Berger Family Foundation, Berger Bonnie Ttee | 220 Boylston Street, Boston, MA 02116-3929 | MA | 1995-12 | $267,948 |
| 17 | The Bierly-Boasberg Foundation | 199 Otis St, Newton, MA 02465-2522 | MA | 2000-10 | $1,455,312 |
| 18 | The Bitty Foundation, Mclellan Elizabeth A G Ttee | One Federal St, Boston, MA 02110-2012 | MA | 2002-10 | $34,338 |
| 19 | The Black College Scholarship Fund Inc | 703 Boylston St, Brookline, MA 02445-5742 | MA | 2002-09 | $769 |
| 20 | The Blanker Foundation Inc | 456 Mount Hermon Station Rd, Northfield, MA 01360-9507 | MA | 1985-09 | $18,642 |
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