The Michael And Helen Valerio Charitable Foundation, Valerio Michael A Ttee in Cummaquid, Massachusetts (MA)

Table of contents:

Organization representatives - add corrected or new information about The Michael And Helen Valerio Charitable Foundation, Valerio Michael A Ttee »

Non-representatives - add comments about The Michael And Helen Valerio Charitable Foundation, Valerio Michael A Ttee»

The Michael And Helen Valerio Charitable Foundation, Valerio Michael A Ttee
Employer Identification Number (EIN)046903625
Name of OrganizationThe Michael And Helen Valerio Charitable Foundation
Secondary NameValerio Michael A Ttee
AddressPO BOX 193, Cummaquid, MA 02637-0193
SubsectionCharitable Organization
Ruling Date09/2000
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period09/2012
Assets$1,000,000 to $4,999,999
Income$10,000 to $24,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$1,660,671
Amount of Income$12,707
Form 990 Revenue Amount$286,389
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Corporate Foundations


Non-representatives - add comments:


CAPTCHA

Your IP address 107.22.138.215 will be logged.

Amount of income in 2012: $12,707 (it was $286,389 in 2011)
This organization: 

 $12,707
Other organizations performing similar types of work: 

 $100,425

Assets in 2012: $1,660,671 (it was $1,967,475 in 2011)
The Michael And Helen Valerio Charitable Foundation, Valerio Michael A Ttee: 

 $1,660,671
Other organizations performing similar types of work: 

 $315,010

Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$286,389$3,637$3,637
Contributions, gifts, grants, etc., received$140,000
Interest on savings and temporary cash investments$0
Dividends and interest from securities$3,637
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Other$142,752
Total expenses and disbursements$185,401$38,801$0$146,600
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$38,801$38,801$0
Contributions, gifts, grants paid$146,600
Excess of revenue over expenses and disbursements$100,988
Net investment income$0
Adjusted net income$3,637
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$1,967,475$1,967,475
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$1,935,721
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$0
Other$31,754
Total liabilities$0
Total liabilities and net assets/fund balances$1,967,475
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$142,752
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$0
Total credits and payments$0
Any penalty for underpayment of estimated tax$0
Tax due$0
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$1,908,446
Net value of noncharitable-use assets$1,879,820
Minimum investment return$93,991
Distributable Amount (for 2011)
Distributable amount$93,991
Undistributed Income (for 2011)
Distributable amount for 2011$93,991
Undistributed income for 2011. This amount must be distributed in 2012$0
Private Operating Foundations (for 2011)
2011201020092008Total
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
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review


Would you recommend The Michael And Helen Valerio Charitable Foundation, Valerio Michael A Ttee to others? (optional)
  
Add photo of The Michael And Helen Valerio Charitable Foundation, Valerio Michael A Ttee (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Sign in with Twitter
Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»

Sweepstakes

Special limited-time promotion! Submit your review for a chance to win $500 in our sweepstakes!



Your email address (you will not be contacted unless you win, we do not sell your email address or send any spam):


Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Rx Foundation22 Gurney St, Cambridge, MA 02138-3324MA2002-07$7,942,673
2Taniguchi Deane Family Foundation, Deane Gordon L Ttee13 Elm St, Cohasset, MA 02025-1828MA2005-05$1,294,463
3Blue Hills Bank Charitable Foundation Inc1196 River St, Hyde Park, MA 02136-2906MA2011-01$734,033
4Hastings Family Foundation Inc3 Buckingham Ter, Wellesley, MA 02482-7339MA2012-01$551,802
5The Safe Family Foundation45 School St Fl 5, Boston, MA 02108-3207MA2002-01$475,726
6Chicopee Savings Bank Charitable Foundation70 Center St, Chicopee, MA 01013-1666MA2007-12$329,625
7Sarathy Foundation Tr Ud 09182001, Bose Vanu & Maya & Etal TteesPO BOX 616, Carlisle, MA 01741-0616MA2002-01$316,837
8Sunstar Foundation419 Brookline Ave, Boston, MA 02215-5410MA2012-05$300,000
9Michael T Sherman FoundationPO BOX 961209, Boston, MA 02196-1209MA2011-02$122,374
10Consigli Construction Foundation Inc72 Sumner St, Milford, MA 01757-1663MA2010-05$114,753
11Search Foundation45aa Tosca Dr, Stoughton, MA 02072-1501MA1998-10$113,612
12Worthwhile Life Incorporated65a Industrial Park Rd, Hingham, MA 02043-4306MA2011-06$111,517
13Schonfeldt Foundation Inc55 Washburn Ave, Cambridge, MA 02140-1123MA2012-02$100,000
14Trinity Financial Charitable Fund Inc40 Court St St 8th Fl, Boston, MA 02110MA2008-08$75,000
15Schley Family Foundation, Bakinowski Daniel Ttee100 Federal St 37th Flr, Boston, MA 02110-1802MA2001-01$70,524
16Walcott Charitable Tr, Woodburn R Robert Jr TteePO BOX 55806, Boston, MA 02205-5806MA1999-07$63,813
17Force And Motion Foundation Inc176 Waltham St, Watertown, MA 02472-4809MA2011-05$60,199
18Thornton Family Foundation330 Garfield Rd, Concord, MA 01742-4931MA2001-04$43,775
19We Share A Common Thread Foundation Inc1 Tremont Pl, Lowell, MA 01854-3658MA2012-05$34,163
20The Mundt Family Foundation, Kevin A Mundt145 Weston Rd, Lincoln, MA 01773-4506MA2008-04$33,879
21The Milford National Charitable Foundation Inc300 East Main Street, Milford, MA 01757-2806MA2001-08$31,325
22South Mountain Company Foundation, Abrams John TteePO BOX 1260, West Tisbury, MA 02575-1260MA2003-01$25,504
23Luther Family Foundation, Nancy B Gardiner TteePO BOX 961209, Boston, MA 02196-1209MA2011-04$24,298
24Rubinstein-Taybi Syndrome Childrens Foundation, Jeffrey J Donnelly Ttee33 Myers Farm Rd, Hingham, MA 02043-3182MA2010-10$20,236
25Danton M Papurkov Charitable Trust39 Nottingham Dr, Pittsfield, MA 01201-5909MA2011-01$14,630
26The Michael And Helen Valerio Charitable Foundation, Valerio Michael A TteePO BOX 193, Cummaquid, MA 02637-0193MA2000-09$12,707
27James And Theresa Nolan Family Foundation80 Ellisville Rd, Plymouth, MA 02360-1314MA2012-01$12,473
28Houghton Mifflin Harcourt Foundation Inc222 Berkley St, Boston, MA 02116-3748MA2010-08$12,035
29Ronald Aghababian Charitable Trust12 Butterfield Rd, Lexington, MA 02420-2547MA2011-06$9,464
30Skelly Foundation IncPO BOX 171, Accord, MA 02018-0171MA2002-03$4,273
Number of organizations performing similar types of work
Alaska6
Alabama22
Arkansas14
Arizona38
California300
Colorado60
Connecticut56
District of Columbia23
Delaware37
Florida188
Georgia83
Hawaii12
Iowa24
Idaho14
Illinois141
Indiana53
Kansas20
Kentucky22
Louisiana21
Massachusetts109
Maryland59
Maine6
Michigan76
Minnesota57
Missouri36
Mississippi10
Montana12
North Carolina64
North Dakota3
Nebraska21
New Hampshire10
New Jersey134
New Mexico13
Nevada22
New York349
Ohio90
Oklahoma30
Oregon40
Pennsylvania120
Rhode Island20
South Carolina20
South Dakota5
Tennessee30
Texas180
Utah29
Virginia60
Vermont7
Washington64
Wisconsin51
West Virginia2
Wyoming9
International5
Total2,877

NonProfitFacts.com is not associated with, endorsed by, or sponsored by The Michael And Helen Valerio Charitable Foundation, Valerio Michael A Ttee and has no official or unofficial affiliation with The Michael And Helen Valerio Charitable Foundation, Valerio Michael A Ttee