Sikora Trust Ui Ladislaus in Saugus, 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
| Sikora Trust Ui Ladislaus | |
| Employer Identification Number (EIN) | 046123402 |
| Name of Organization | Sikora Trust Ui Ladislaus |
| In Care of Name | Eastern Bank & Trust Co |
| Address | 605 Broadway Ste 42, Saugus, MA 01906-3200 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | Charitable Organization |
| Ruling Date | 10/1973 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $10,000 to $24,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $14,717 |
| Amount of Income | $4,129 |
| Form 990 Revenue Amount | $373 |
Non-representatives - add comments:
Revenue for 2012
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 | $606 | $585 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $504 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $11 | |||
| Other | $91 | |||
| Total expenses and disbursements | $937 | $397 | $0 | $518 |
| Compensation of officers, directors, trustees, etc. | $795 | |||
| Total operating and administrative expenses | $834 | $397 | $415 | |
| Contributions, gifts, grants paid | $103 | |||
| Excess of revenue over expenses and disbursements | $-331 | |||
| Net investment income | $188 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $15,658 | $17,575 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $15,658 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $15,658 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $91 |
| 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 | $4 |
| Total credits and payments | $4 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $4 |
| 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 | $0 |
| 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? | Yes |
| 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 | $17,542 |
| Net value of noncharitable-use assets | $17,280 |
| Minimum investment return | $864 |
| Distributable Amount (for 2012) | |
| Distributable amount | $860 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $860 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $702 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
The Red Sox Foundation Inc in Boston, MA
![]() ![]() ![]() ![]() ![]() |
King Solomon Humanitarian Foundation For Handicapped Childre, Handi-Kids in Bridgewater, MA
![]() ![]() ![]() ![]() ![]() |
| Iglesia Camino Al Calvario in Lynn, MA |
| Rossbach Charitable Remainder Tr, Rossbach Janice & C E Ahara Ttees in Lexington, MA |
| Massachusetts-Ponkapoag Tribal Council Inc in Bridgewater, MA |
Fc Blazers in Needham Hgts, MA
![]() ![]() ![]() ![]() ![]() |
Twilight Throwers in Chelmsford, MA
![]() ![]() ![]() ![]() ![]() |
| Wayland Baseball And Softball Association Inc in Wayland, MA |
Wellspring Inc in Hull, MA
![]() ![]() ![]() ![]() ![]() |
| Reason Alliance Ltd in Somerville, MA |
| Other organizations in Massachusetts | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Sigma Kappa Sorority, Beta Eta Chapter | 19 Allen St, Amherst, MA 01002-1909 | MA | 1943-01 | $63,276 |
| 2 | Sigma Kappa Sorority, Delta Chapter | PO BOX 15534, Boston, MA 02215-0009 | MA | 1943-01 | $90,777 |
| 3 | Sigma Kappa Sorority, Theta Lambda Chapter Of Sigma Kappa Sorority | 480 Commonwealth Ave, Boston, MA 02215-2733 | MA | 1943-01 | $59,424 |
| 4 | Sigma Mu Of Chi Omega House Corporation | 250 Burnham Rd, Lowell, MA 01852-1614 | MA | 2007-01 | $4,050 |
| 5 | Sigma Phi Epsilon Fraternity Inc, Massachusetts Beta Alumni Board | PO BOX 29, South Waipoie, MA 02071-0029 | MA | 1941-01 | $139,315 |
| 6 | Sigma Pi Fraternity International Inc, Gamma-Iota Chapter | 17 Dean St, Worcester, MA 01609-3116 | MA | 1967-01 | $191,824 |
| 7 | Sigma Pi Fraternity International, Psi Theta Nu Alumni Club | 210 Park Ave Ste 236, Worcester, MA 01609-2246 | MA | 1940-12 | $64,096 |
| 8 | Signet Associates | 46 Dunster St, Cambridge, MA 02138-5910 | MA | 1960-06 | $1,001,524 |
| 9 | Signet Society | 46 Dunster Street, Cambridge, MA 02138 | MA | 1960-06 | $0 |
| 10 | Sikh Sangat Society Boston | 10 Thorndike Street, Everett, MA 02149-3209 | MA | 2007-03 | $304,428 |
| 11 | Sikora Trust Ui Ladislaus | 605 Broadway Ste 42, Saugus, MA 01906-3200 | MA | 1973-10 | $4,129 |
| 12 | Silent Spring Institute Inc | 29 Crafts Street, Newton, MA 02458-1275 | MA | 1994-11 | $2,746,151 |
| 13 | Silver Hill Horace Mann Charter School Foundation Inc | 675 Washington St, Haverhill, MA 01832-4523 | MA | 2010-03 | $2,650 |
| 14 | Marthas Vineyard Film Society Inc | PO BOX 4423, Vineyard Hvn, MA 02568-0934 | MA | 2005-03 | $680,465 |
| 15 | Silver Streaks Skating Club Inc | 511 Lowell St, Peabody, MA 01960-1398 | MA | 1997-01 | $59,066 |
| 16 | Silver Tie Fund Inc | C/O Edward J Smith Jr Bdo Usa, Boston, MA 02110 | MA | 1996-08 | $1,985,498 |
| 17 | Silvio Cella Family Foundation | 45 Province Street 1606, Boston, MA 02108 | MA | 2010-07 | $30,491 |
| 18 | Simon Of Cyrene Society Inc | 170 Newbury St, Boston, MA 02116-2873 | MA | 1983-04 | $74,759 |
| 19 | Simple Living Inc | 56 Sparhawk St, Amesbury, MA 01913-3320 | MA | 2004-06 | $204,942 |
| 20 | Sims-Maes Foundation Inc | C/O Edelstein Company Llp 160, Boston, MA 02110 | MA | 2004-05 | $163,840 |



Organization representatives - add corrected or new information about Sikora Trust Ui Ladislaus »
Non-representatives - add comments about Sikora Trust Ui Ladislaus»