The Ulf B Heide And Elizabeth C Heide Foundation Charitable Trust, Conrad Frank P Co-Ttee in Weston, 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 Ulf B Heide And Elizabeth C Heide Foundation Charitable Trust, Conrad Frank P Co-Ttee | |
| Employer Identification Number (EIN) | 046665830 |
| Name of Organization | The Ulf B Heide And Elizabeth C Heide Foundation Charitable Trust |
| Secondary Name | Conrad Frank P Co-Ttee |
| In Care of Name | Davis & Malm & Dagostine |
| Address | 8 Cedar Rd, Weston, MA 02493-2419 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 12/1992 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Cooperative |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $8,844,171 |
| Amount of Income | $639,611 |
| Form 990 Revenue Amount | $9,042,676 |
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 | $137,274 | $154,963 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $80,171 | |||
| Dividends and interest from securities | $74,792 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $508,183 | $0 | $0 | $476,350 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $31,833 | $0 | $0 | |
| Contributions, gifts, grants paid | $476,350 | |||
| Excess of revenue over expenses and disbursements | $-370,909 | |||
| Net investment income | $154,963 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $9,099,217 | $9,585,019 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $413,303 | |
| Investments-corporate bonds | $4,323,835 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $4,293,697 | |
| Other | $68,382 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $9,099,217 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-17,689 |
| 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 | $3,099 |
| Total credits and payments | $426 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $426 |
| 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 | $2,673 |
| 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 | $9,607,789 |
| Net value of noncharitable-use assets | $9,463,680 |
| Minimum investment return | $473,184 |
| Distributable Amount (for 2012) | |
| Distributable amount | $470,085 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $470,085 |
| 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 | $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 | The Stockbridge Bowl Association | PO BOX 118, Stockbridge, MA 01262-0118 | MA | 1992-05 | $63,510 |
| 2 | The Stone Family Adoption Assistance Fund Inc | 57 Bedford St Ste 225, Lexington, MA 02420-4543 | MA | 2007-08 | $116,510 |
| 3 | The Stratton Players Inc | PO BOX 2122, Fitchburg, MA 01420-0013 | MA | 1973-09 | $33,541 |
| 4 | The Sunrise Foundation Inc | PO BOX 210, Williamsburg, MA 01096-0210 | MA | 2006-08 | $118,456 |
| 5 | The Susan Chace Anderson Foundation | 109 Savin St, Malden, MA 02148-2342 | MA | 2007-07 | $1 |
| 6 | The Swan Society In Boston Inc, Fleet Boston Financial | PO BOX 920328, Needham, MA 02492-0004 | MA | 1933-11 | $1,207,463 |
| 7 | The Thomas Taylor And Charlotte Valetine Taylor Educational Founda | 77 Summer St 6th Fl, Boston, MA 02110-1006 | MA | 1985-01 | $426,523 |
| 8 | The Tommy Fuss Fund, Rosemary B Fuss Et Al Ttee | 44 Longfellow Rd, Wellesley, MA 02481-5221 | MA | 2007-04 | $3,775,582 |
| 9 | The Touchdown Club Of Arlington | 1090 Massachusetts Ave, Arlington, MA 02476-4345 | MA | 1986-05 | $44,453 |
| 10 | The Treble Chorus Of New England Inc | 129 Reservation Rd, Andover, MA 01810-3430 | MA | 1984-08 | $131,423 |
| 11 | The Ulf B Heide And Elizabeth C Heide Foundation Charitable Trust, Conrad Frank P Co-Ttee | 8 Cedar Rd, Weston, MA 02493-2419 | MA | 1992-12 | $639,611 |
| 12 | Stronge Family Foundation | C/O William Stronge 5 Woodland Dr, Westford, MA 01886 | MA | 2002-07 | $544,025 |
| 13 | The Kittredge Foundation | PO BOX 52570, Boston, MA 02205-2570 | MA | 2000-07 | $1,286,866 |
| 14 | The Plastic Surgery Research Council | 500 Cummings Center, Beverly, MA 01915-6142 | MA | 1981-10 | $332,951 |
| 15 | Sphinx Head Society Inc | 80 Beacon St, Boston, MA 02108-3425 | MA | 2009-02 | $34,071 |
| 16 | The Albert & Amelia Ferst Charitable Foundation | C/O Patricia Kanzinger 29 Millbrook, Wilbraham, MA 01095 | MA | 2000-02 | $1,099,736 |
| 17 | The American University Of Greece | 10 Liberty Square, Boston, MA 02109-5801 | MA | 1995-11 | $102,912,764 |
| 18 | The Herman Karpel Memorial Foundation Inc | 317 Blue Hill Rd, Gt Barrington, MA 01230-1241 | MA | 1984-06 | $164,715 |
| 19 | The Association Of Commercial Finance Attorneys Inc | One Financial Ctr, Boston, MA 02111-2621 | MA | 1986-08 | $124,720 |
| 20 | Steel Fabricators Of New England, Edward F Feibel | 11 Robert Toner Blvd No 234, North Attleboro, MA 02763-1174 | MA | 1989-02 | $91,731 |
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