Marshall Fund, French Robert L V Ttee in Boston, 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
| Marshall Fund, French Robert L V Ttee | |
| Employer Identification Number (EIN) | 020467589 |
| Name of Organization | Marshall Fund |
| Secondary Name | French Robert L V Ttee |
| In Care of Name | Orr And Reno P A |
| Address | PO BOX 5300, Boston, MA 02206-5300 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 02/1994 |
| 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 | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,405,648 |
| Amount of Income | $1,000,769 |
| Form 990 Revenue Amount | $186,092 |
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 | $186,092 | $114,440 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $21,132 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $38,187 | |||
| Other | $126,773 | |||
| Total expenses and disbursements | $114,092 | $19,267 | $0 | $92,325 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $21,842 | $19,267 | $75 | |
| Contributions, gifts, grants paid | $92,250 | |||
| Excess of revenue over expenses and disbursements | $72,000 | |||
| Net investment income | $95,173 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,224,142 | $1,743,841 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,142,643 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $68,968 | |
| Other | $12,531 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,224,142 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $126,773 |
| 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 | $952 |
| Total credits and payments | $3,891 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,932 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $959 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $2,939 |
| Amount to be credited to 2013 estimated tax | $952 |
| 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 | $1,752,607 |
| Net value of noncharitable-use assets | $1,726,320 |
| Minimum investment return | $86,316 |
| Distributable Amount (for 2012) | |
| Distributable amount | $85,364 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $85,364 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $49,719 |
| 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 | Marlborough Public Library Foundation Inc | PO BOX 339, Marlborough, MA 01752-0339 | MA | 2003-09 | $2,405 |
| 2 | Marlborough Public Schools Education Foundation Inc, Marlborough Public Schools Foundation | 17 Washington Street, Marlborough, MA 01752 | MA | 2007-03 | $1,149 |
| 3 | Marlborough Regional Chamber Of Commerce Incorporated | 11 Florence St, Marlborough, MA 01752-2822 | MA | 1980-10 | $329,634 |
| 4 | Marlborough Regional Community Foundation Inc | 11 Florence St, Marlborough, MA 01752-2822 | MA | 1999-10 | $24,705 |
| 5 | Marlborough Rotary Charitable Endowment Inc | Co R Turner 254 Vega Road, Marlborough, MA 01752 | MA | 1998-11 | $0 |
| 6 | Marlborough Sports Partnership Inc | 256 Littlefield Lane, Marlborough, MA 01752 | MA | 2008-02 | $1,850 |
| 7 | Marlborough Youth Lacrosse Inc | 16 Cameron Drive, Marlborough, MA 01752 | MA | 2006-03 | $28,218 |
| 8 | Marlene F Johnson Memorial Fund For Scholarly Research On Christian | 334 Trapelo Rd, Belmont, MA 02478-1864 | MA | 1999-04 | $342,765 |
| 9 | Marr Charitable Foundation | 25 D St # 27, South Boston, MA 02127-2401 | MA | 1986-06 | $37,485 |
| 10 | Marshall Family Foundation 12071998 | 190 Conners Rd, Centerville, MA 02632-1818 | MA | 1999-03 | $42,400 |
| 11 | Marshall Fund, French Robert L V Ttee | PO BOX 5300, Boston, MA 02206-5300 | MA | 1994-02 | $1,000,769 |
| 12 | Marshall Home | 120 Mt Auburn Street, Watertown, MA 02472-3970 | MA | 1934-06 | $46,952 |
| 13 | Marshall M & Barbara J Sloane Private Foundation, Sloane Marshall M Ttee | PO BOX 240, Medford, MA 02155-0003 | MA | 1991-06 | $656,895 |
| 14 | Marshall Place Apartments Inc | 231 Somerville Ave, Somerville, MA 02143-3424 | MA | 2005-06 | $144,211 |
| 15 | Marshall Road Inc | 59 E Militia Heights Dr, Needham, MA 02492-1341 | MA | 2003-12 | $37,549 |
| 16 | Marshall Street Historical Society Inc | 156 Milk Street, Boston, MA 02109-3402 | MA | 1978-07 | $144,827 |
| 17 | Marshalls Miles | 280 South St, Douglas, MA 01516-2717 | MA | 2004-11 | $20,794 |
| 18 | Marshfield Agricultural & Horticultural Society | Horticultural Society, Marshfield, MA 02050 | MA | 1944-09 | $1,508,954 |
| 19 | Marshfield Agricultural Endowment Fund Inc | MAIN ST PO BOX 5, Marshfield, MA 02050-0005 | MA | 1986-02 | $0 |
| 20 | Marshfield Community Christmas Inc | PO BOX 713, Marshfield, MA 02050-0713 | MA | 2003-12 | $110,199 |
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