Under Indenture S L Sheets Malden Trust Company Ttee 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
| Under Indenture S L Sheets Malden Trust Company Ttee | |
| Employer Identification Number (EIN) | 046012458 |
| Name of Organization | Under Indenture S L Sheets Malden Trust Company Ttee |
| Address | 605 Broadway Lf 41, Saugus, MA 01906-3283 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Organization | Association |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 04/2014 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $485,451 |
| Amount of Income | $163,569 |
| Form 990 Revenue Amount | $41,996 |
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 | $41,996 | $41,074 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $11,278 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $652 | |||
| Other | $30,066 | |||
| Total expenses and disbursements | $34,621 | $1,237 | $0 | $32,056 |
| Compensation of officers, directors, trustees, etc. | $6,171 | |||
| Total operating and administrative expenses | $7,537 | $1,237 | $4,972 | |
| Contributions, gifts, grants paid | $27,084 | |||
| Excess of revenue over expenses and disbursements | $7,375 | |||
| Net investment income | $39,837 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $491,213 | $517,980 |
| 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 | $491,213 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $491,213 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $30,066 |
| 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 | $797 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $5 |
| Tax due | $802 |
| 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? | Yes |
| 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 | $505,761 |
| Net value of noncharitable-use assets | $498,180 |
| Minimum investment return | $24,909 |
| Distributable Amount (for 2012) | |
| Distributable amount | $24,112 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $24,112 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $11,758 |
| 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 | The Energy Consortium Inc | 24 Hastings Rd, Lexington, MA 02421-6807 | MA | 2004-11 | $51,000 |
| 2 | The Safe Family Foundation | 45 School St Fl 5, Boston, MA 02108-3207 | MA | 2002-01 | $149,568 |
| 3 | The Scholarship Association Of Falmouth Inc | PO BOX 369, Falmouth, MA 02541-0369 | MA | 1982-02 | $2,755,445 |
| 4 | The South Hadley Community Chorus Inc, South Hadley Chorale | 12 Roundelay Rd, South Hadley, MA 01075-1614 | MA | 1991-06 | $39,577 |
| 5 | Therapeutic Riding At Breezy Hill Inc | 583 Adams St, Holliston, MA 01746-1403 | MA | 2007-02 | $82,936 |
| 6 | Thoreau Society Inc | 341 Virginia Rd, Concord, MA 01742-2727 | MA | 1980-10 | $369,921 |
| 7 | Tri County Music Association Inc | PO BOX 414, Rochester, MA 02770-0414 | MA | 1982-12 | $92,560 |
| 8 | Truro Fire Association Inc | PO BOX 88, Truro, MA 02666-0088 | MA | 1988-05 | $15,308 |
| 9 | Trustees Of Sears And Other Funds | Ten Post Office Sq Ste 600, Boston, MA 02109 | MA | 1928-08 | $336,288 |
| 10 | Trustees Of The Smith Charities | 51 Main St, Northampton, MA 01060-1400 | MA | 1935-08 | $145,559 |
| 11 | Under Indenture S L Sheets Malden Trust Company Ttee | 605 Broadway Lf 41, Saugus, MA 01906-3283 | MA | $163,569 | |
| 12 | Unorthodox Arts Foundation Inc | 25 Mayer Drive, Holyoke, MA 01040 | MA | 2010-10 | $0 |
| 13 | Utility Workers Union Of America Afl-Cio, B329 Uwua | 170 Morgan Rd, Whitinsville, MA 01588-1089 | MA | 1967-04 | $128,401 |
| 14 | Veterans Of Foreign Wars Department Of Massachusetts, 2152 Vfw-Mass | 210 Felton St, Waltham, MA 02453-4134 | MA | 1965-06 | $159,034 |
| 15 | Veterans Of Foreign Wars Department Of Massachusetts, 2346 | 190 Main St, Saugus, MA 01906-4508 | MA | 1965-01 | $425,416 |
| 16 | Veterans Of Foreign Wars Department Of Massachusetts, 443 Vfw-Mass | PO BOX 968, N Attleboro, MA 02761-0968 | MA | 1963-08 | $246,268 |
| 17 | Veterans Of Foreign Wars Department Of Massachusetts, 529 Vfw-Mass | 371 Summer St, Somerville, MA 02144-3141 | MA | 1938-04 | $223,120 |
| 18 | Village Help For South Sudan Inc | 34 Madison Ave, Cambridge, MA 02140-1615 | MA | 2007-05 | $318,967 |
| 19 | Vna Consortium Inc | 209 W Central St Ste 316, Natick, MA 01760-3716 | MA | 1995-09 | $552,199 |
| 20 | Volunteers For A I M Thrift Shop Inc | PO BOX 214, Wellfleet, MA 02667-0214 | MA | 1978-10 | $82,646 |
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