Alfred L Morse & Annette S Morse Foundation 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
| Alfred L Morse & Annette S Morse Foundation | |
| Employer Identification Number (EIN) | 046142795 |
| Name of Organization | Alfred L Morse & Annette S Morse Foundation |
| In Care of Name | Ropes & Gray Llp |
| Address | 800 Boylston St, Boston, MA 02199-1900 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 12/1966 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $3,368,086 |
| Amount of Income | $775,804 |
| Form 990 Revenue Amount | $124,900 |
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 | $170,189 | $170,189 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $336 | |||
| Dividends and interest from securities | $102,511 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $67,342 | |||
| Total expenses and disbursements | $249,012 | $46,527 | $0 | $202,485 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $49,012 | $46,527 | $2,485 | |
| Contributions, gifts, grants paid | $200,000 | |||
| Excess of revenue over expenses and disbursements | $-78,823 | |||
| Net investment income | $123,662 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $3,220,181 | $3,905,592 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $453,628 | |
| Investments-corporate stock | $1,910,278 | |
| Investments-corporate bonds | $384,227 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $472,048 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $3,220,181 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $67,342 |
| 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 | $1,237 |
| Total credits and payments | $1,624 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,624 |
| 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 | $387 |
| Amount to be credited to 2013 estimated tax | $387 |
| 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 | $3,861,519 |
| Net value of noncharitable-use assets | $3,803,600 |
| Minimum investment return | $190,180 |
| Distributable Amount (for 2012) | |
| Distributable amount | $188,943 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $188,943 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $44,416 |
| 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 | Alexander Aronson Finning & Co Charitable Foundation, Dana Marks Ttee | 21 East Main Street, Westborough, MA 01581-1467 | MA | 2009-08 | $5,788 |
| 2 | Alexander Handy Memorial & Scholarship Fund | 11 Lee Ln, Medway, MA 02053-1742 | MA | 2006-12 | $11,469 |
| 3 | Alexander Macomber Memorial Scholarship Trust The | PO BOX 390528, Cambridge, MA 02139-0006 | MA | 1981-05 | $22,705 |
| 4 | Alexander Technique Intl Inc | 1692 Massachusetts Avenue, Cambridge, MA 02138-1878 | MA | 1995-10 | $110,395 |
| 5 | Alexander W Kemp Playground Foundation | 81 Lothrop St, Beverly, MA 01915-5225 | MA | 1998-04 | $300 |
| 6 | Alexandra M M Gagnon Foundation, Gagnon Jacques R Et Al Ttee | PO BOX 1711, Vineyard Hvn, MA 02568-0909 | MA | 1998-08 | $709,147 |
| 7 | Alexs Team Foundation Inc | 76 Bedford St Ste 38, Lexington, MA 02420-4641 | MA | 2002-12 | $6,734 |
| 8 | Alfred Bernhard Jacobsen Tr 1996, Rowley Glenn H Ttee | PO BOX 2402, Brewster, MA 02631-8402 | MA | $149,059 | |
| 9 | Alfred Campanelli Charitable Foundation Inc | PO BOX 850985, Braintree, MA 02185-0985 | MA | 2000-07 | $1,987 |
| 10 | Alfred Campenelli Charitable Foundation | PO BOX 840984, Braintree, MA 02185 | MA | 1988-11 | $106 |
| 11 | Alfred L Morse & Annette S Morse Foundation | 800 Boylston St, Boston, MA 02199-1900 | MA | 1966-12 | $775,804 |
| 12 | Alfred Marshall Foundation | 460 Boston St Ste 1, Topsfield, MA 01983-1223 | MA | 1979-01 | $1,791 |
| 13 | Algonquin Athletic Boosters Club Inc | PO BOX 303, Northborough, MA 01532-0303 | MA | 2008-07 | $241,594 |
| 14 | Algonquin-Casino Management Inc | 332 Birnie Ave, Springfield, MA 01107-1104 | MA | 1997-10 | $50,829 |
| 15 | Alhuda Academy Inc | 248 E Mountain St, Worcester, MA 01606-1213 | MA | 2002-01 | $682,121 |
| 16 | Alice Eaton Fund Inc | PO BOX 851, Stow, MA 01775-0851 | MA | 2005-06 | $25,000 |
| 17 | Alice Heyward Taylor Tenants Task Force Inc | 290 Ruggles St, Roxbury, MA 02120-1946 | MA | 1994-08 | $40,000 |
| 18 | Alice M Barrows Parent-Teachers Organization | 16 Edgemont Ave, Reading, MA 01867-2216 | MA | 2005-12 | $59,920 |
| 19 | Alice M Hornsey Foundation | 3 Sandaba Rd, Rockport, MA 01966-1812 | MA | 1971-03 | $163,680 |
| 20 | Alice Manning Trust Ua Fbo American Humane Education Society | 350 S Huntington Ave, Boston, MA 02130-4803 | MA | 1969-12 | $0 |
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