Barbara Mann Trust in Hanover, 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
- Organizations performing similar types of work
| Barbara Mann Trust | |
| Employer Identification Number (EIN) | 046648875 |
| Name of Organization | Barbara Mann Trust |
| In Care of Name | Patricia Dillon |
| Address | 2036 Washington St, Hanover, MA 02339-1617 |
| Subsection | Charitable Organization |
| Ruling Date | 07/2000 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $322,454 |
| Amount of Income | $40,845 |
| Form 990 Revenue Amount | $16,186 |
| National Taxonomy of Exempt Entities (NTEE) | Community Improvement, Capacity Building: Single Organization Support |
Non-representatives - add comments:
Amount of income in 2013: $40,845 (it was $43,453 in 2012)
| This organization: | $40,845 |
| Other organizations performing similar types of work: | $77,925 |
Assets in 2013: $322,454 (it was $316,410 in 2012)
| This organization: | $322,454 |
| Other organizations performing similar types of work: | $54,860 |
Expenses in 2012: $21,161
| This organization: | $21,161 |
| Other organizations performing similar types of work: | $44,826 |
Income to expenses ratio in 2012: 1.9
| This organization: | 1.9 |
| Other organizations performing similar types of work: | 2.2 |
Grants share in income in 2012: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 69.7% |
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 | $19,504 | $19,504 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $8,325 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $11,179 | |||
| Total expenses and disbursements | $21,161 | $2,169 | $0 | $18,804 |
| Compensation of officers, directors, trustees, etc. | $4,338 | |||
| Total operating and administrative expenses | $4,561 | $2,169 | $2,204 | |
| Contributions, gifts, grants paid | $16,600 | |||
| Excess of revenue over expenses and disbursements | $-1,657 | |||
| Net investment income | $17,335 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $316,410 | $359,177 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $147,717 | |
| Investments-corporate bonds | $160,267 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $8,426 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $316,410 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $11,179 |
| 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 | $173 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $173 |
| 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 | $381,968 |
| Net value of noncharitable-use assets | $376,240 |
| Minimum investment return | $18,812 |
| Distributable Amount (for 2012) | |
| Distributable amount | $18,639 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $18,639 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $184 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Schuyler County Human Servicesdevelopment Corporation | 105 Ninth St, Watkins Glen, NY 14891-1435 | NY | 2008-04 | $421,855 |
| 2 | Franklin Hill Revitalization Corporation | 52 Chauncy Street 10th Floor, Boston, MA 02111-2325 | MA | 2009-02 | $484,015 |
| 3 | Pine Banks Park Foundation | 350 Main Street, Malden, MA 02148-5089 | MA | 2001-07 | $312,134 |
| 4 | Bartlett Place Land Inc | 56 Warren Street No 200, Roxbury, MA 02119-3236 | MA | 2011-11 | $157,951 |
| 5 | Sandwich Chamber Of Commerce | PO BOX 744, Sandwich, MA 02563-0744 | MA | 2005-06 | $149,540 |
| 6 | Ipswich Rotary Club Charitable Endowment | PO BOX 543, Ipswich, MA 01938-0543 | MA | 1999-08 | $45,653 |
| 7 | Cs Amory Inc | 18 Marbury Ter, Jamaica Plain, MA 02130-4529 | MA | 2015-03 | $44,922 |
| 8 | Buzzards Bay Center Inc | 114 Front St, New Bedford, MA 02740-7264 | MA | 2010-04 | $41,531 |
| 9 | Barbara Mann Trust | 2036 Washington St, Hanover, MA 02339-1617 | MA | 2000-07 | $40,845 |
| 10 | Friends Of The Brookfield Town Hall | PO BOX K268, Brookfield, MA 01506-0668 | MA | 2013-07 | $5,100 |
| 11 | Cambridge Community Kitchen Incorporated | 64 Farragut Ave, Somerville, MA 02144-1709 | MA | 2014-06 | $175 |
| 12 | Be The Change Action Fund Inc | Two Canal Park, Cambridge, MA 02141 | MA | 2009-01 | $34 |
| 13 | Acushnet Veterans Memorial Park | 10 Pershing Avenue, Acushnet, MA 02743 | MA | 2014-04 | $0 |
| 14 | Boston Foundation Support Tr, Robert Glassman Ttee | 75 Arlington St, Boston, MA 02116-3936 | MA | 2006-03 | $0 |
| 15 | Caring Crowns Inc, Caring Crowns | 60 Crystal Lake Dr, Carver, MA 02330-2007 | MA | 2015-02 | $0 |
| 16 | Downtown Boston Rotary Club Charitable Foundation Corporation | 17 Claremont Park 2, Boston, MA 02118 | MA | 2012-06 | $0 |
| 17 | Friends Of Southborough Recreation Department | 132 Turnpike Road, Southborough, MA 01772 | MA | 2010-02 | $0 |
| 18 | Malden Kiwanis Charity | 12 Hillside Rd Apt 202, Stoneham, MA 02180-3135 | MA | 2014-08 | $0 |
| 19 | Saint Anthonys Charity Club Of Osterville Inc | 308 Osterville West Barnstable Rd, Osterville, MA 02655-1581 | MA | 2013-08 | $0 |
| 20 | Sandwich Town Hall Preservation Trust | PO BOX 185, Sandwich, MA 02563 | MA | 2014-10 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 375 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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