Mary S Holzwasser Charitable Trust 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
| Mary S Holzwasser Charitable Trust | |
| Employer Identification Number (EIN) | 042679759 |
| Name of Organization | Mary S Holzwasser Charitable Trust |
| In Care of Name | Burns & Levinson |
| Address | C/O Burns Levinson 125 Summer, Boston, MA 02110 |
| Subsection | Charitable Organization |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Association |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 07/2014 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $254,130 |
| Amount of Income | $61,552 |
| Form 990 Revenue Amount | $30,510 |
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 | $1,168 | $5,280 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $5,280 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $16,902 | $2,259 | $0 | $14,144 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $3,818 | $2,259 | $1,060 | |
| Contributions, gifts, grants paid | $13,084 | |||
| Excess of revenue over expenses and disbursements | $-15,734 | |||
| Net investment income | $3,021 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $220,522 | $306,816 |
| Cash - non-interest-bearing | $34,317 | |
| Investments-U.S. and state government obligations | $129 | |
| Investments-corporate stock | $186,076 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $220,522 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-4,112 |
| 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 | $60 |
| Total credits and payments | $52 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $52 |
| 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 | $8 |
| 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 | $299,681 |
| Net value of noncharitable-use assets | $295,180 |
| Minimum investment return | $14,759 |
| Distributable Amount (for 2012) | |
| Distributable amount | $14,699 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $14,699 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $13,639 |
| 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 | Mary Hartson Whittaker 1999 Charitable Foundation | 400 Atlantic Ave, Boston, MA 02110-3331 | MA | 2000-04 | $278,391 |
| 2 | Mary Hartson Whittaker Charitable Foundation, Whittaker Carl H Ttee | 15 Sycamore Rd, Wayland, MA 01778-4013 | MA | 1990-08 | $1,303 |
| 3 | Mary House Inc | PO BOX 20, Spencer, MA 01562-0020 | MA | 1972-11 | $40,659 |
| 4 | Mary Immaculate Adult Day Health Day Care Center Inc | 189 Maple Street, Lawrence, MA 01841-3761 | MA | 1988-01 | $2,640,637 |
| 5 | Mary Lincoln Johnson Charitable Foundation | 9 Brandywyne, Wayland, MA 01778-3903 | MA | 2004-07 | $298,108 |
| 6 | Mary Louise Clayton Foundation Inc | 125 Summer St, Boston, MA 02110-1616 | MA | 2008-07 | $807 |
| 7 | Mary Lyon Education Fund Inc | PO BOX 184, Shelburne Fls, MA 01370-0184 | MA | 1991-10 | $166,934 |
| 8 | Mary M B Wakefield Trust 000444 01, Keystone Trust Company Ttee | Ten Post Office Square 6th Flr, Boston, MA 02109 | MA | 2005-06 | $298,945 |
| 9 | Mary Nichols Tr U W | 605 Broadway Lf41, Saugus, MA 01906-3200 | MA | 1976-01 | $62,636 |
| 10 | Mary P Wakeman Conservation Center Trust | 57 David Ave, Vineyard Hvn, MA 02568-6040 | MA | 1985-02 | $101,932 |
| 11 | Mary S Holzwasser Charitable Trust | C/O Burns Levinson 125 Summer, Boston, MA 02110 | MA | $61,552 | |
| 12 | Mary T & James Smithson Memorial Scholarship Fund, Smithson James L Ttee | 77 Summer St 6th Fl, Boston, MA 02110-1006 | MA | 2001-12 | $1 |
| 13 | Mary T & William A Richardson Fund Corporation | 605 Broadway Lf41, Saugus, MA 01906-3200 | MA | 1966-08 | $47,831 |
| 14 | Mary W B Curtis Trust Uw | 45 School St Fl 5, Boston, MA 02108-3207 | MA | 1970-12 | $377,767 |
| 15 | Pro Booster Club | 507 Lancaster St, Leominster, MA 01453-7526 | MA | 2008-10 | $159,375 |
| 16 | Mas Boston Society Inc | 100 Malcolm X Blvd, Roxbury, MA 02120-3121 | MA | 2005-08 | $1,783,445 |
| 17 | Masconomet Regional Scholarship | 20 Endicott Rd, Topsfield, MA 01983-2013 | MA | 1994-10 | $234,690 |
| 18 | Masconomet Youth Football Association Inc | 5 Fox Run Rd, Topsfield, MA 01983-1608 | MA | 2006-12 | $167,511 |
| 19 | Masconomet Youth Hockey Association Inc | 18 High Ridge Rd, Topsfield, MA 01983-2234 | MA | 1987-01 | $292,740 |
| 20 | Mashantum Tennis Club Inc | PO BOX 125, Dennis, MA 02638-0125 | MA | 1990-08 | $77,502 |
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