Milton L Dodge Trust Uw 2-8987 in Newburyport, 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
| Milton L Dodge Trust Uw 2-8987 | |
| Employer Identification Number (EIN) | 046374983 |
| Name of Organization | Milton L Dodge Trust Uw 2-8987 |
| In Care of Name | Leslie A Ferlazzo |
| Address | 7 Lorum St, Newburyport, MA 01950-3252 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 02/1976 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $142,653 |
| Amount of Income | $14,072 |
| Form 990 Revenue Amount | $2,865 |
Non-representatives - add comments:
Expenses 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 | $4,271 | $4,271 | $4,271 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $4,271 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $9,222 | $2,022 | $0 | $9,222 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $2,022 | $2,022 | $2,022 | |
| Contributions, gifts, grants paid | $7,200 | |||
| Excess of revenue over expenses and disbursements | $-4,951 | |||
| Net investment income | $2,249 | |||
| Adjusted net income | $4,271 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $98,792 | $170,309 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $98,792 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $98,792 | |
| 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 | $45 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $45 |
| 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 | $11,443 |
| Net value of noncharitable-use assets | $4,240 |
| Minimum investment return | $212 |
| Distributable Amount (for 2012) | |
| Distributable amount | $-7,033 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $-7,033 |
| 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 | Milton & Harriet Freedberg Foundation, Freedberg Milton S Ttee | 250 Country Dr, Weston, MA 02493-1138 | MA | 1997-04 | $24,095 |
| 2 | Milton Animal League Inc, Friends Of The Milton Dog Pound | 181 Governor Stoughton Ln, Milton, MA 02186-3712 | MA | 1979-01 | $563,202 |
| 3 | Milton Firemens Relief Association | 515 Canton Ave, Milton, MA 02186-3217 | MA | 1969-06 | $15,962 |
| 4 | Milton Foundation For Education, Feenan Thomas G Ttee | PO BOX 223, Milton, MA 02186-0001 | MA | 1996-08 | $343,101 |
| 5 | Milton Garden Club | 273 Adams St, Milton, MA 02186-4232 | MA | 1998-09 | $31,374 |
| 6 | Milton Historical Society | 1370 Canton Ave, Milton, MA 02186-2435 | MA | 1942-10 | $21,019 |
| 7 | Milton Hoosic Club Inc | 70 Green Lodge St, Canton, MA 02021-1100 | MA | 1936-04 | $2,174,656 |
| 8 | Milton Hospital Development Fund Inc | 199 Reedsdale Rd, Milton, MA 02186-3926 | MA | 1985-02 | $322,468 |
| 9 | Milton Hospital Foundation Inc | 199 Reedsdale Rd, Milton, MA 02186-3926 | MA | 2000-03 | $2,501 |
| 10 | Milton Jr Womans Club Inc Diane Gore | PO BOX 344, Milton, MA 02186-0003 | MA | $32,434 | |
| 11 | Milton L Dodge Trust Uw 2-8987 | 7 Lorum St, Newburyport, MA 01950-3252 | MA | 1976-02 | $14,072 |
| 12 | Milton L Williams T U W 733 Nect | 605 Broadway Lf41, Saugus, MA 01906-3200 | MA | 1976-03 | $194,655 |
| 13 | Milton Library Foundation Inc | PO BOX 314, Milton, MA 02186-0003 | MA | 2002-06 | $299,011 |
| 14 | Milton Museum Foundation Corp, Milton Art Museum | 900 Randolph Street, Canton, MA 02021 | MA | 2015-03 | $0 |
| 15 | Milton Police Relief Association | 40 Highland St, Milton, MA 02186-3804 | MA | 1975-04 | $134 |
| 16 | Milton Police Social Club Inc | 40 Highland St, Milton, MA 02186-3804 | MA | 1975-04 | $304,364 |
| 17 | Milton Residences For The Elderly Inc | 600 Canton Avenue, Milton, MA 02186-3161 | MA | 1968-12 | $1,167,398 |
| 18 | Milton Traveling Soccer Inc | 75 Waldeck Rd, Milton, MA 02186-4921 | MA | 1995-02 | $98,763 |
| 19 | Milton Youth Hockey Inc | 22 Gile Rd, Milton, MA 02186-3124 | MA | 1976-10 | $436,134 |
| 20 | Milton Soccer Inc | PO BOX 447, Milton, MA 02186-0004 | MA | 1989-03 | $151,084 |
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