Trust Uw Sarah A W Devens C/O Rice Heard & Bigelow Inc 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
| Trust Uw Sarah A W Devens C/O Rice Heard & Bigelow Inc | |
| Employer Identification Number (EIN) | 046291053 |
| Name of Organization | Trust Uw Sarah A W Devens C/O Rice Heard & Bigelow Inc |
| In Care of Name | Rice Heard & Bigelow Inc |
| Address | 50 Congress St Ste 1025, Boston, MA 02109-4022 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 10/1972 |
| Foundation | All organizations except 501(c)(3) |
| Organization | Trust |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 11/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,293,829 |
| Amount of Income | $401,010 |
| Form 990 Revenue Amount | $151,993 |
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 | $110,361 | $110,361 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $38,249 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $72,112 | |||
| Total expenses and disbursements | $71,878 | $20,742 | $0 | $47,786 |
| Compensation of officers, directors, trustees, etc. | $24,233 | |||
| Total operating and administrative expenses | $31,975 | $20,742 | $7,883 | |
| Contributions, gifts, grants paid | $39,903 | |||
| Excess of revenue over expenses and disbursements | $38,483 | |||
| Net investment income | $89,619 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,265,531 | $1,609,298 |
| Cash - non-interest-bearing | $2 | |
| Investments-U.S. and state government obligations | $116,112 | |
| Investments-corporate stock | $560,585 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $543,053 | |
| Other | $45,779 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,265,531 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $72,112 |
| 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 | $1,792 |
| Total credits and payments | $2,680 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,680 |
| 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 | $888 |
| Amount to be credited to 2013 estimated tax | $888 |
| 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? | 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 | $1,606,863 |
| Net value of noncharitable-use assets | $1,582,760 |
| Minimum investment return | $79,138 |
| Distributable Amount (for 2012) | |
| Distributable amount | $77,346 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $77,346 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $67,337 |
| 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 | Tripp Memorial Foundation Inc | 16 School St, Shelburne Fls, MA 01370-1310 | MA | 2001-10 | $133,775 |
| 2 | Triton Youth Soccer Association Inc | PO BOX 168, Rowley, MA 01969-0368 | MA | 2000-11 | $66,097 |
| 3 | Triveni School Of Dance Inc | 67 Powell St, Brookline, MA 02446-3928 | MA | 1998-01 | $115,224 |
| 4 | Truro Center For The Arts At Castle Hill Inc | PO BOX 756, Truro, MA 02666-0756 | MA | 1973-05 | $701,112 |
| 5 | Truro Conservation Trust | PO BOX 327, North Truro, MA 02652-0327 | MA | 1981-05 | $78,350 |
| 6 | Truro Educational & Enrichment Alliance Inc | Po Box 287, Provincetown, MA 02657 | MA | 2000-12 | $37,279 |
| 7 | Truro Treasures Inc | PO BOX 197, Truro, MA 02666-0197 | MA | 1999-01 | $29,735 |
| 8 | Trust U/Art 5 O/W/O Mary Alice Falvey Fbo American Lung Associati | PO BOX 961019, Boston, MA 02196-1019 | MA | 1970-12 | $312,939 |
| 9 | Trust U/Art 6 O/W/O Mary Alice Falvey Fbo Visiting Nurse Associat | PO BOX 961019, Boston, MA 02196-1019 | MA | 1970-12 | $342,767 |
| 10 | Trust U/W Alpine Mclean Aka | 34 Chestnut St, Concord, MA 01742-2609 | MA | 1971-07 | $357,260 |
| 11 | Trust Uw Sarah A W Devens C/O Rice Heard & Bigelow Inc | 50 Congress St Ste 1025, Boston, MA 02109-4022 | MA | 1972-10 | $401,010 |
| 12 | Trustees For The Benefit Of The Boy Scouts Of The Town Of Norfolk | PO BOX 632, Norfolk, MA 02056-0632 | MA | 1982-01 | $5,679 |
| 13 | Trustees Of Donations For Education In Liberia | 2 Executive Dr Ste 304, Chelmsford, MA 01824-2566 | MA | 1935-03 | $1,235,544 |
| 14 | Trustees Of The Ashley School & Charitable Fund Of West Springfiel | PO BOX 438, W Springfield, MA 01090-0438 | MA | 1991-09 | $357,523 |
| 15 | Trustey Family Foundation | 50 Congress St Ste 1025, Boston, MA 02109-4022 | MA | 2001-04 | $1,679 |
| 16 | The Savings Bank Charitable Foundation Inc | PO BOX 30, Wakefield, MA 01880-0030 | MA | 1997-09 | $64,179 |
| 17 | Tufts Health Plan Foundation Inc | 705 Mount Auburn St, Watertown, MA 02472-1508 | MA | 2008-03 | $16,285,586 |
| 18 | Tufts Managed Care Institute Inc | 136 Harrison Ave, Boston, MA 02111-1817 | MA | 1996-06 | $1,154,807 |
| 19 | Tufts Medical Center Parent Inc | 800 Washington Street Box 468, Boston, MA 02111-1552 | MA | 2008-05 | $67,282 |
| 20 | Tufts Medical Center Physicians Organization Inc, Parent | 800 Washington St Box 1013, Boston, MA 02111-1552 | MA | 1993-05 | $23,965,635 |
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