Cotsidas Charitable Trust in Worcester, 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
| Cotsidas Charitable Trust | |
| Employer Identification Number (EIN) | 046051091 |
| Name of Organization | Cotsidas Charitable Trust |
| In Care of Name | Greenberg Rosenbltt Kull & Bitsol |
| Address | 306 Main Street, Worcester, MA 01608-1550 |
| Activities | Other religious activities, Gifts, grants, or loans to other organizations, School, college, trade school, etc. |
| Subsection | Charitable Organization, Educational Organization, Religious Organization |
| Ruling Date | 12/1954 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 11/2014 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $340,730 |
| Amount of Income | $69,397 |
| Form 990 Revenue Amount | $16,749 |
Non-representatives - add comments:
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 | $8,047 | $10,519 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $10,519 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $24,927 | $4,351 | $0 | $20,050 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $4,877 | $4,351 | $0 | |
| Contributions, gifts, grants paid | $20,050 | |||
| Excess of revenue over expenses and disbursements | $-16,880 | |||
| Net investment income | $6,168 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $348,599 | $381,966 |
| Cash - non-interest-bearing | $17,432 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $65,395 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $265,772 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $348,599 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-2,472 |
| 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 | $123 |
| Total credits and payments | $264 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $264 |
| 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 | $0 |
| Overpayment | $141 |
| Amount to be credited to 2013 estimated tax | $141 |
| 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 | $380,972 |
| Net value of noncharitable-use assets | $375,260 |
| Minimum investment return | $18,763 |
| Distributable Amount (for 2012) | |
| Distributable amount | $18,640 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $18,640 |
| 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 | Corporation For Justice Management | 16281640 Main St, Springfield, MA 01103 | MA | 2003-08 | $1,322,945 |
| 2 | Corporation For Maintainingeditorial Diversity In | One International Pl, Boston, MA 02110-2602 | MA | 1981-10 | $200,038 |
| 3 | Corporation For Public Management | 16281640 Main St, Springfield, MA 01103 | MA | 1983-01 | $6,032,628 |
| 4 | Corporation Of The Ryder Home For | 4 Carver Rd, Plymouth, MA 02360-4648 | MA | 1943-02 | $1 |
| 5 | Corrib Charitable Trust Inc | 2030 Centre St, West Roxbury, MA 02132-3316 | MA | 2000-09 | $129,327 |
| 6 | Corrib Charity Fund Inc | 396 Market St, Brighton, MA 02135-2738 | MA | 2008-05 | $5,402 |
| 7 | Corridor Nine Area Chamber Of Commerce Inc | 30 Lymann St, Westboro, MA 01581-1403 | MA | 2003-06 | $475,487 |
| 8 | Costas And Mary Maliotis Charitable Foundation 1981 | PO BOX 1143, Jamaica Plain, MA 02130-0010 | MA | 1981-12 | $9,694 |
| 9 | Costine Gerwick Puppets Incorporated | 6 Wood St, Southborough, MA 01772-1944 | MA | 1986-09 | $0 |
| 10 | Cotocheset Historic Preservation Trust Inc | 107 Sea View Avenue, Osterville, MA 02655-2228 | MA | 2009-02 | $22,381 |
| 11 | Cotsidas Charitable Trust | 306 Main Street, Worcester, MA 01608-1550 | MA | 1954-12 | $69,397 |
| 12 | Cottage Childrens Center Inc | 197 Union St, Marlboro, MA 01752-1228 | MA | 1989-06 | $1,470,782 |
| 13 | Cottage Park Yacht Club | 1 Baker Sq, Winthrop, MA 02152-2219 | MA | 1942-11 | $868,893 |
| 14 | Cottage Street School Parent Teacher Organization, Pto | 10 Tamworth Rd, Sharon, MA 02067-3012 | MA | 2003-06 | $53,626 |
| 15 | Cotting Connection | 38 Waban St, Newton, MA 02458-1534 | MA | 2001-12 | $8,236 |
| 16 | Cotuit Athletic Association Inc | Association Inc, Cotuit, MA 02635 | MA | 1965-02 | $561,240 |
| 17 | Cotuit Center For The Arts | PO BOX 2042, Cotuit, MA 02635-2042 | MA | 1996-05 | $1,451,959 |
| 18 | Cotuit Firefighters Association Inc | PO BOX 85, Cotuit, MA 02635-0085 | MA | 1993-09 | $8,018 |
| 19 | Cotuit Library Association | PO BOX 648, Cotuit, MA 02635-0648 | MA | 1974-06 | $424,890 |
| 20 | Council For Fair School Finance Inc | P O Box 451, Rockland, MA 02370 | MA | 1983-08 | $0 |
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