Henry W French Testamentary Trust Susan E French Scholarship in North Easton, 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
| Henry W French Testamentary Trust Susan E French Scholarship | |
| Employer Identification Number (EIN) | 046026812 |
| Name of Organization | Henry W French Testamentary Trust Susan E French Scholarship |
| In Care of Name | J F Murphy Cpa |
| Address | PO BOX 326, North Easton, MA 02356-0326 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization, Educational Organization |
| Ruling Date | 04/1945 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $73,198 |
| Amount of Income | $5,440 |
| Form 990 Revenue Amount | $6,121 |
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 | $6,121 | $6,121 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $6,121 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $4,535 | $0 | $0 | $4,535 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $535 | $0 | $535 | |
| Contributions, gifts, grants paid | $4,000 | |||
| Excess of revenue over expenses and disbursements | $1,586 | |||
| Net investment income | $6,121 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $75,658 | $221,343 |
| Cash - non-interest-bearing | $49,042 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $26,616 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $75,658 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $122 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $122 |
| 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? | Yes |
| 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 | $264,223 |
| Net value of noncharitable-use assets | $260,260 |
| Minimum investment return | $13,013 |
| Distributable Amount (for 2012) | |
| Distributable amount | $12,891 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $12,891 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $12,891 |
| 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 | Henry Lawton Blanchard Fund Inc | 6 Stratford Ave, Avon, MA 02322-1250 | MA | 1949-02 | $59,927 |
| 2 | Henry Lee Willis Community Center Inc | 119 Forest St, Worcester, MA 01609-1529 | MA | 1996-10 | $11,859,845 |
| 3 | Henry O Peabody School For Girls | 34 Chestnut St, Concord, MA 01742-2609 | MA | 1993-02 | $224,483 |
| 4 | Henry R Lewis Foundation | 90 Canal Street, Boston, MA 02114-2018 | MA | 2006-03 | $1 |
| 5 | Henry Salvatori Family Foundation, Champion Laurie Salvatori Ttee | 202 Beacon St, Boston, MA 02116-1302 | MA | 1998-12 | $234,159 |
| 6 | Trust D Under The Henry T Wiggin Rev Trust Dated March 25 1969, Smithson James & O Grady Gerald Ex | 77 Summer St, Boston, MA 02110-1006 | MA | 2009-03 | $281,624 |
| 7 | Henry Tilden Trust Uw | 2036 Washington St, Hanover, MA 02339-1617 | MA | 1984-01 | $20,426 |
| 8 | Henry Vincent Couper Charitable Foundation | 311 Great Road Box 752, Littleton, MA 01460-1999 | MA | 1997-05 | $470,835 |
| 9 | Henry W French Testamentary Tr Fbo Community Visiting Nurses Agency | PO BOX 326, North Easton, MA 02356-0326 | MA | 1945-04 | $4,029 |
| 10 | Henry W French Testamentary Trust Parish Hall Association | PO BOX 326, North Easton, MA 02356-0326 | MA | 1945-04 | $1,923 |
| 11 | Henry W French Testamentary Trust Susan E French Scholarship | PO BOX 326, North Easton, MA 02356-0326 | MA | 1945-04 | $5,440 |
| 12 | Henry W Kendall Rev Trust 50-5115100, John E Rogerson Tr | 176 Federal St, Boston, MA 02110-2214 | MA | $6,281,023 | |
| 13 | Herbert And Barbara Goldberg Foundation | C/O 180 Pleasant St Llc 209 W, Natick, MA 01760 | MA | 1996-03 | $206,959 |
| 14 | Herbert E Scott &dorothy M Scott Memorial Scholarship Tr | 2036 Washington St, Hanover, MA 02339-1617 | MA | 2002-10 | $55,059 |
| 15 | Herbert J Berman Tr, Berenson S Co-Ttee | 160 Gould St Ste 100, Needham, MA 02494-2300 | MA | 1996-10 | $900 |
| 16 | Herbert O Wolfe Foundation Inc | 30 Hastings Rd, Belmont, MA 02478-2308 | MA | 1960-12 | $201,535 |
| 17 | Heritage Academy Beth Morasha Inc | 594 Converse Street, Longmeadow, MA 01106-1763 | MA | 1953-08 | $1,226,092 |
| 18 | Heritage Chorale Inc | PO BOX 1335, Framingham, MA 01701-1335 | MA | 1952-01 | $107,960 |
| 19 | Heritage Dressage Association Inc | Po Box 1119, Hanover, MA 02339 | MA | 2010-02 | $18,329 |
| 20 | Heritage Plantation Of Sandwich Fund | 100 Summer St, Boston, MA 02110-1221 | MA | 1973-03 | $2,387,241 |
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