E Joseph Evans Charitable Trust in Plymouth, 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
| E Joseph Evans Charitable Trust | |
| Employer Identification Number (EIN) | 046269182 |
| Name of Organization | E Joseph Evans Charitable Trust |
| In Care of Name | F W Miles Jr |
| Address | 7 S Park Ave, Plymouth, MA 02360-3831 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization, Educational Organization, Literary Organization |
| Ruling Date | 08/1972 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,228,487 |
| Amount of Income | $543,687 |
| Form 990 Revenue Amount | $87,153 |
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 | $91,168 | $90,962 | $85,224 | |
| Contributions, gifts, grants, etc., received | $206 | |||
| Interest on savings and temporary cash investments | $554 | |||
| Dividends and interest from securities | $84,670 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $5,738 | |||
| Total expenses and disbursements | $127,103 | $47,103 | $0 | $127,103 |
| Compensation of officers, directors, trustees, etc. | $15,000 | |||
| Total operating and administrative expenses | $47,103 | $47,103 | $47,103 | |
| Contributions, gifts, grants paid | $80,000 | |||
| Excess of revenue over expenses and disbursements | $-35,935 | |||
| Net investment income | $43,859 | |||
| Adjusted net income | $85,224 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,121,630 | $2,053,635 |
| Cash - non-interest-bearing | $8,345 | |
| Investments-U.S. and state government obligations | $76,266 | |
| Investments-corporate stock | $1,022,283 | |
| Investments-corporate bonds | $8,090 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $6,646 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $1,121,630 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $5,738 |
| 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 | $439 |
| Total credits and payments | $1,350 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,350 |
| 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 | $911 |
| Amount to be credited to 2013 estimated tax | $911 |
| 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 | $2,035,308 |
| Net value of noncharitable-use assets | $2,004,780 |
| Minimum investment return | $100,239 |
| Distributable Amount (for 2012) | |
| Distributable amount | $99,800 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $99,800 |
| 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 | Dynamy Inc | 27 Sever Street, Worcester, MA 01609 | MA | 1978-10 | $1,132,403 |
| 2 | Dyouville Senior Care Foundation Inc | 981 Varnum Ave, Lowell, MA 01854-1913 | MA | 1946-03 | $2,101,930 |
| 3 | Dyslexia Foundation Inc | 1 Clinton Pl, New Bedford, MA 02740-4987 | MA | 1981-09 | $199,474 |
| 4 | Dzog Chen Community | PO BOX 479, Conway, MA 01341-0479 | MA | 1983-08 | $400,135 |
| 5 | E B C D C Inc | 72 Marginal St, Boston, MA 02128-2135 | MA | 1980-08 | $3,346,043 |
| 6 | E C D C Nursery School Inc | PO BOX 1157, Sherborn, MA 01770-7157 | MA | 1973-08 | $255,364 |
| 7 | E Call Inc | PO BOX 248, Boston, MA 02133-0248 | MA | 1992-07 | $61,005 |
| 8 | New Economy Coalition Inc | Suite 406, Boston, MA 02111 | MA | 1981-08 | $1,470,644 |
| 9 | E Inc | 114 16th Street Room 1030, Boston, MA 02129-4404 | MA | 2002-09 | $216,722 |
| 10 | E J Mccarthy Foundation | 39 Tower Hill Rd Apt 20b, Osterville, MA 02655-1644 | MA | 1952-07 | $101,036 |
| 11 | E Joseph Evans Charitable Trust | 7 S Park Ave, Plymouth, MA 02360-3831 | MA | 1972-08 | $543,687 |
| 12 | E Mauran & Julia O Beal Charitable Tr | 60 Walnut St, Wellesley, MA 02481-2151 | MA | 1968-04 | $388,566 |
| 13 | E R Mitton Scholarship Fund | PO BOX 961209, Boston, MA 02196-1209 | MA | 1914-05 | $8,115 |
| 14 | Inquilinos Boricuas En Accion Inc | 405 Shawmut Ave, Boston, MA 02118-2029 | MA | 1970-12 | $5,203,009 |
| 15 | E Y Perry Trust | PO BOX 585, N Pembroke, MA 02358-0585 | MA | 2009-07 | $210,734 |
| 16 | Eagle Eye Institute Inc | 36 Hancock St, Somerville, MA 02144-3103 | MA | 1995-05 | $88,849 |
| 17 | Eagle Hangar Association Inc | Po Box 423, North Andover, MA 01845 | MA | 2000-12 | $44,763 |
| 18 | Eagle Hill Foundation Of Massachusetts Inc | PO BOX 116, Hardwick, MA 01037-0116 | MA | 1983-08 | $27,327,515 |
| 19 | Eagle Point Inc | 1646 Route 6a, Brewster, MA 02631-1716 | MA | 1998-06 | $40,321 |
| 20 | Eagle Santa Fund Inc | Po Box 1171, Pittsfield, MA 01202 | MA | 1989-08 | $43,093 |
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