Dirlam-Morris Charitable Trust in Worcester, Massachusetts (MA)

Dirlam-Morris Charitable Trust
Employer Identification Number (EIN)	046169683
Name of Organization	Dirlam-Morris Charitable Trust
In Care of Name	Bollus Lynch Llp
Address	C/O Bollus Lynch Llp 89 Shrewsbury, Worcester, MA 01604
Activities	Gifts, grants, or loans to other organizations
Subsection	Charitable Organization
Ruling Date	04/1968
Deductibility	Contributions are deductible
Foundation	Private non-operating foundation
Organization	Trust
Exempt Organization Status	Unconditional Exemption
Tax Period	12/2013
Assets	$100,000 to $499,999
Income	$100,000 to $499,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$242,856
Amount of Income	$184,876
Form 990 Revenue Amount	$17,249

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2012)
Total revenue	$4,746	$8,313	$0
Contributions, gifts, grants, etc., received	$35
Interest on savings and temporary cash investments	$8,313
Dividends and interest from securities	$0
Gross rents	$0
Gross profit from sales of goods	$0
Other income	$0
Total expenses and disbursements	$31,485	$0	$0	$31,450
Compensation of officers, directors, trustees, etc.	$0
Total operating and administrative expenses	$35	$0		$0
Contributions, gifts, grants paid	$31,450
Excess of revenue over expenses and disbursements	$-26,739
Net investment income		$8,313
Adjusted net income			$0

	Book Value	Fair Market Value
Balance Sheets (for 2012)
Total assets	$267,039	$263,817
Cash - non-interest-bearing	$0
Investments-U.S. and state government obligations	$0
Investments-corporate stock	$0
Investments-corporate bonds	$0
Investments-mortgage loans	$0
Investments-other	$175,709
Other	$91,330
Total liabilities	$1
Mortgages and other notes payable	$0
Other	$1
Total liabilities and net assets/fund balances	$267,039

Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income	$0
Net capital loss	$-3,602

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	$83
Total credits and payments	$112
2012 estimated tax payments and 2011 overpayment credited to 2012	$112
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	$29
Amount to be credited to 2013 estimated tax	$29

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	$280,409
Net value of noncharitable-use assets	$276,200
Minimum investment return	$13,810

Distributable Amount (for 2012)
Distributable amount	$13,727

Undistributed Income (for 2012)
Distributable amount for 2012	$13,727
Undistributed income for 2012. This amount must be distributed in 2013	$0

	2012	2011	2010	2009	Total
Private Operating Foundations (for 2012)
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 Dirlam-Morris Charitable Trust to others? (optional)

Yes

Add photo of Dirlam-Morris Charitable Trust (optional)

About You

Your nickname:
I have read, and agree to the Terms of Service

Optional Verification

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

	Log in» \| Register - it's free and very quick!
Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
	Show my IP address (216.73.216.xxx) to everybody
	Leave your signature» Clear Make my signature public

Recently Added Reviews
Worcester Educational Development Foundation Inc in Worcester, MA
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

Recently Added Reviews

Worcester Educational Development Foundation Inc in Worcester, MA

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

Id	Name	Address	State	Established	Total Income
Other organizations in Massachusetts
1	Dignity Inc	PO BOX 376, Medford, MA 02155-0004	MA	1982-08	$737,270
2	Dignity-Boston Inc	Po Box 170428, Boston, MA 02117	MA	1978-05	$0
3	Dimitris Bertsimas-Georgia Perakis Foundation	43 Lantern Rd, Belmont, MA 02478-1706	MA	2004-12	$926
4	Dimock Community Foundation Inc, Dimock Community Health Center Inc	55 Dimock St, Roxbury, MA 02119-1029	MA	2002-01	$33,438,012
5	Dino's Charity Fund Corp, None	401 Nathan Ellis Highway Rte 151, Mashpee, MA 02649	MA	2001-02	$11,909
6	Dinosaur Annex Music Ensemble Inc	PO BOX 400752, Cambridge, MA 02140-0008	MA	1990-12	$47,704
7	Dinovi Family Foundation	3 Ravine Rd, Wellesley, MA 02481-1426	MA	2004-06	$2,484,157
8	Dintersmith-Hazard Foundation	C/O Paulmccoy Family 31 St James, Boston, MA 02116	MA	2002-03	$1,932,489
9	Direct Change	555 Lexington Rd, Concord, MA 01742-3714	MA	2006-09	$2,868
10	Directions In Adult Learning	16 Woodchester Dr, Acton, MA 01720-2058	MA	1992-01	$3,740
11	Dirlam-Morris Charitable Trust	C/O Bollus Lynch Llp 89 Shrewsbury, Worcester, MA 01604	MA	1968-04	$184,876
12	Disability Law Center Inc	11 Beacon St 9th Fl R925, Boston, MA 02108-3017	MA	1981-11	$2,557,022
13	Disability Policy Consortium	PO BOX 77, Boston, MA 02133-0077	MA	2002-03	$281,469
14	Disabled American Veterans	49 Melrose St 6d, Melrose, MA 02176-2221	MA	1942-06	$1,359,056
15	Disabled American Veterans, 110 Tewksbury	180 Pond St, Tewksbury, MA 01876-3632	MA	1942-06	$178,953
16	Disabled American Veterans, Disabled American Veterans Disabled American Veterans Ma Chapter #15	Po Box 776, Pittsfield, MA 01201	MA	1942-06	$0
17	Disabled American Veterans	100weststreet, Leominster, MA 01453	MA	1942-06	$0
18	Disabled American Veterans, Chapter 29	Veterans Chapter 29 Inc 788 Liberty, Braintree, MA 02185	MA	1942-06	$259,438
19	Disabled American Veterans	310 Appleton St, Holyoke, MA 01040	MA	1942-06	$6,714
20	Disabled American Veterans, John F Kennedy Chapter #44 Dav	53 Savin Street, Dedham, MA 02026	MA	1942-06	$0