William H Harris Foundation in Braintree, 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
| William H Harris Foundation | |
| Employer Identification Number (EIN) | 046197960 |
| Name of Organization | William H Harris Foundation |
| Address | 19 Windemere Cir, Braintree, MA 02184-4505 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 11/1968 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $8,017,241 |
| Amount of Income | $1,757,204 |
| Form 990 Revenue Amount | $1,119,711 |
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 | $1,229,825 | $1,226,575 | $0 | |
| Contributions, gifts, grants, etc., received | $3,250 | |||
| Interest on savings and temporary cash investments | $6,248 | |||
| Dividends and interest from securities | $141,152 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $843,556 | |||
| Other | $235,619 | |||
| Total expenses and disbursements | $813,344 | $60,049 | $0 | $648,600 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $196,244 | $60,049 | $31,500 | |
| Contributions, gifts, grants paid | $617,100 | |||
| Excess of revenue over expenses and disbursements | $416,481 | |||
| Net investment income | $1,166,526 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $7,409,420 | $7,535,792 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $314,373 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $6,283,298 | |
| Other | $811,749 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $7,409,420 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $235,619 |
| 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 | $23,331 |
| Total credits and payments | $27,200 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $11,200 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $16,000 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $109 |
| Tax due | $0 |
| Overpayment | $3,760 |
| Amount to be credited to 2013 estimated tax | $3,760 |
| 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 | $7,129,596 |
| Net value of noncharitable-use assets | $7,022,660 |
| Minimum investment return | $351,133 |
| Distributable Amount (for 2012) | |
| Distributable amount | $327,802 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $327,802 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
The Red Sox Foundation Inc in Boston, MA
![]() ![]() ![]() ![]() ![]() |
King Solomon Humanitarian Foundation For Handicapped Childre, Handi-Kids in Bridgewater, MA
![]() ![]() ![]() ![]() ![]() |
| Iglesia Camino Al Calvario in Lynn, MA |
| Rossbach Charitable Remainder Tr, Rossbach Janice & C E Ahara Ttees in Lexington, MA |
| Massachusetts-Ponkapoag Tribal Council Inc in Bridgewater, MA |
Fc Blazers in Needham Hgts, MA
![]() ![]() ![]() ![]() ![]() |
Twilight Throwers in Chelmsford, MA
![]() ![]() ![]() ![]() ![]() |
| Wayland Baseball And Softball Association Inc in Wayland, MA |
Wellspring Inc in Hull, MA
![]() ![]() ![]() ![]() ![]() |
| Reason Alliance Ltd in Somerville, MA |
| Other organizations in Massachusetts | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Whaling City Festival | PO BOX 40696, New Bedford, MA 02744-0020 | MA | $117,959 | |
| 2 | Whitinsville Fish And Game Club Inc | P O Box 921, Douglas, MA 01516 | MA | $28,828 | |
| 3 | Whittier Health Network Charitable Foundation Inc | 25-35 Railroad Square, Haverhill, MA 01832-5721 | MA | 1992-03 | $55,770 |
| 4 | Whittier Home Association | 86 Friend St, Amesbury, MA 01913-2746 | MA | 1986-04 | $28,386 |
| 5 | Wianno Yacht Club | PO BOX 378, Osterville, MA 02655-0378 | MA | 1949-09 | $567,655 |
| 6 | Wild Care Inc | 10 Smith Ln, Eastham, MA 02642-2671 | MA | 1994-09 | $277,010 |
| 7 | Wildcat River Trust | C/O Howland Capital No 1100, Boston, MA 02110 | MA | 2014-10 | $1 |
| 8 | Wilder Charitable & Educational Fund Inc | PO BOX 503, Hingham, MA 02043-0503 | MA | 1974-01 | $32,836 |
| 9 | Wilderness Point Foundation | 125 High St, Boston, MA 02110-2704 | MA | 2007-01 | $418,276 |
| 10 | William G Vinal School Pto | 102 Old Oaken Bucket Rd, Norwell, MA 02061-1325 | MA | 2003-05 | $44,443 |
| 11 | William H Harris Foundation | 19 Windemere Cir, Braintree, MA 02184-4505 | MA | 1968-11 | $1,757,204 |
| 12 | William J Gould Associates Inc | PO BOX 157, Monterey, MA 01245-0157 | MA | 1935-11 | $3,950,597 |
| 13 | William Lowell Putnam Prize Fund For The Promotion Of Schlrshp Inc | 88 Broad St Fl 2, Boston, MA 02110-3407 | MA | 1998-06 | $901,111 |
| 14 | William R And Ruth D Cuming Char Foundation, Steffensen John E Et Al Ttee | C/O Jon E Steffensen 45 School, Boston, MA 02108 | MA | 1998-07 | $96,045 |
| 15 | William Rosenberg Family Foundation | 310 Willow Brook Dr, Wayland, MA 01778-5123 | MA | 1986-06 | $420,051 |
| 16 | William S And Patricia G Taupier Charitable Foundation Inc | 77 E Merrimack St, Lowell, MA 01852-1251 | MA | 2003-07 | $9,524 |
| 17 | William W Bain Jr Charitable Trust | C/O Ropes Gray Llp 800 Boylston St, Boston, MA 02199 | MA | 1988-05 | $278,991 |
| 18 | Williamsburg Trails And Greenways Association Inc | 65 Mann Ter, Florence, MA 01062-1917 | MA | 2002-12 | $100 |
| 19 | Williamstown Community Chest | PO BOX 204, Williamstown, MA 01267-0204 | MA | 1946-10 | $615,841 |
| 20 | Williamstown Rural Land Foundation Inc | 671 Cold Spring Rd, Williamstown, MA 01267-2725 | MA | 1987-05 | $527,454 |



Organization representatives - add corrected or new information about William H Harris Foundation »
Non-representatives - add comments about William H Harris Foundation»