James N Abbott Jr Tr Uw Article 4, Hoffmann Frederik C Ttee in Gloucester, 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
| James N Abbott Jr Tr Uw Article 4, Hoffmann Frederik C Ttee | |
| Employer Identification Number (EIN) | 046707573 |
| Name of Organization | James N Abbott Jr Tr Uw Article 4 |
| Secondary Name | Hoffmann Frederik C Ttee |
| In Care of Name | Michael Sanborn Ttee |
| Address | PO BOX 330, Gloucester, MA 01931-0330 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 03/1993 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2014 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $562,543 |
| Amount of Income | $174,353 |
| Form 990 Revenue Amount | $27,556 |
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 | $33,804 | $33,804 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $7,051 | |||
| Dividends and interest from securities | $12,533 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $14,220 | |||
| Total expenses and disbursements | $43,848 | $1,770 | $0 | $42,078 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $5,348 | $1,770 | $3,578 | |
| Contributions, gifts, grants paid | $38,500 | |||
| Excess of revenue over expenses and disbursements | $-10,044 | |||
| Net investment income | $32,034 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $574,654 | $676,868 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $296,546 | |
| Investments-corporate bonds | $189,895 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $88,213 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $574,654 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $14,220 |
| 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 | $641 |
| Total credits and payments | $636 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $636 |
| 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 | $5 |
| 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 | $682,496 |
| Net value of noncharitable-use assets | $672,260 |
| Minimum investment return | $33,613 |
| Distributable Amount (for 2012) | |
| Distributable amount | $32,972 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $32,972 |
| 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 | James J Cannon Scholarship Foundation | 586 Lexington St, Waltham, MA 02452-3029 | MA | $4,764 | |
| 2 | James J Pallotta Charitable Trust | 180 Ash St, Weston, MA 02493-1928 | MA | 1993-03 | $6,584 |
| 3 | James K Oppenheim Family Foundatio N Trust | PO BOX 190, Andover, MA 01810-0004 | MA | 1987-07 | $14,748 |
| 4 | James L And Loren C Rosenzweig Family Foundation, Rosenzweig Loren C Ttee | 20 Reservoir Rd, Chestnut Hill, MA 02467-2500 | MA | 2004-08 | $23,752 |
| 5 | James L Rubenstein Family Fndtn Tr Ud, Rubenstein Jl & Bc & Sr Ttee | 163 Allens Point Rd, Marion, MA 02738-2301 | MA | 1998-05 | $711,440 |
| 6 | James L Vincent Foundation | 7 Audubon Rd, Weston, MA 02493-1160 | MA | 2004-09 | $541,280 |
| 7 | James M & Melinda A Rabb Charitable Trust | 10 Possum Rd, Weston, MA 02493-2318 | MA | 1988-04 | $766,177 |
| 8 | James M Stoneman Charitable Fund | One International Pl Ste 32nd Fl, Boston, MA 02110-2602 | MA | 1981-11 | $5,115,297 |
| 9 | James Michael Curley Recreation Center Community Council | 1663 Columbia Rd, South Boston, MA 02127-4250 | MA | 1990-12 | $288,609 |
| 10 | James Miminos Charitable Trust & Foundation | 30 B St, Burlington, MA 01803-3407 | MA | 1988-06 | $25,000 |
| 11 | James N Abbott Jr Tr Uw Article 4, Hoffmann Frederik C Ttee | PO BOX 330, Gloucester, MA 01931-0330 | MA | 1993-03 | $174,353 |
| 12 | James P Fitzgerald & Denise Fitzgerald Charitable Foundation | PO BOX 3, Hopkinton, MA 01748-0003 | MA | 2001-12 | $1 |
| 13 | James Place Child Care Program Inc, James Place | PO BOX 971, Amesbury, MA 01913-0020 | MA | 2003-01 | $184,491 |
| 14 | James R Hammond 1995 Charitable Tr, Ames Oliver F Jr Co-Ttee | 141 Tremont Street, Boston, MA 02111-1209 | MA | 1998-01 | $94,667 |
| 15 | James R Mcphee Foundation | 1 Fiddler Lndg, Harwich Port, MA 02646-2009 | MA | 1996-03 | $47,715 |
| 16 | James Read Family Foundation | 62 Derby St Ste 6, Hingham, MA 02043-3718 | MA | $130,000 | |
| 17 | James S Mcdonnell Family Foundation Inc | 16 Weston Rd, Lincoln, MA 01773-2002 | MA | 2004-02 | $67,363,993 |
| 18 | James W Rollins Charitable Tr 11101999 | 75 State St 18th Fl, Boston, MA 02109-1827 | MA | 2000-06 | $364,366 |
| 19 | Jamie Fund | PO BOX 256, Mansfield, MA 02048-0256 | MA | 2007-08 | $22,455 |
| 20 | Jamnastics Inc | 795 Massachusetts Ave, Cambridge, MA 02139-3201 | MA | 1997-10 | $142,320 |
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