Blanche M Walsh Charity Trust, Robert F Murphy Jr Ttee in Lowell, 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
| Blanche M Walsh Charity Trust, Robert F Murphy Jr Ttee | |
| Employer Identification Number (EIN) | 046311841 |
| Name of Organization | Blanche M Walsh Charity Trust |
| Secondary Name | Robert F Murphy Jr Ttee |
| Address | PO BOX 9531, Lowell, MA 01853-9531 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 02/1974 |
| 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 | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $4,768,085 |
| Amount of Income | $259,691 |
| Form 990 Revenue Amount | $248,328 |
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 | $269,270 | $269,283 | $269,270 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $718 | |||
| Dividends and interest from securities | $261,618 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $6,934 | |||
| Total expenses and disbursements | $270,383 | $59,683 | $59,683 | $270,383 |
| Compensation of officers, directors, trustees, etc. | $54,000 | |||
| Total operating and administrative expenses | $59,683 | $59,683 | $59,683 | |
| Contributions, gifts, grants paid | $210,700 | |||
| Excess of revenue over expenses and disbursements | $-1,113 | |||
| Net investment income | $209,600 | |||
| Adjusted net income | $209,587 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $4,806,038 | $6,574,252 |
| Cash - non-interest-bearing | $331,079 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,039,884 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $3,435,075 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $4,806,038 | |
| 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 | $4,192 |
| Total credits and payments | $4,857 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $4,857 |
| 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 | $665 |
| Amount to be credited to 2013 estimated tax | $665 |
| 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 | $4,960,000 |
| Net value of noncharitable-use assets | $4,885,600 |
| Minimum investment return | $244,280 |
| Distributable Amount (for 2012) | |
| Distributable amount | $240,088 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $240,088 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $-30,295 |
| 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 | Blackstone Valley Cal Ripken-Babe Ruth League | 41 Rayburn Drive, Millbury, MA 01527 | MA | 2007-01 | $48 |
| 2 | Blackstone Valley Chamber Of Commerce Education Foundation | 110 Church Street, Whitinsville, MA 01588-1442 | MA | 2001-08 | $214,706 |
| 3 | Blackstone Valley Chamber Of Commerce Inc | 110 Church Street, Whitinsville, MA 01588-1442 | MA | 1997-07 | $296,576 |
| 4 | Black Stone Valley India Society | PO BOX 233, South Grafton, MA 01560 | MA | 2006-01 | $0 |
| 5 | Worcester County Motorcyclists Survivors Fund Inc | PO BOX 536, North Uxbridge, MA 01538 | MA | 2009-08 | $0 |
| 6 | Blackstone Valley Veterans Association | 875 Hill St, Whitinsville, MA 01588-1058 | MA | 2008-06 | $240 |
| 7 | Blair Family Foundation | Scs Financial One Winthrop Sq 4th, Boston, MA 02110 | MA | 2008-03 | $3,702,788 |
| 8 | Blais Foundation | 1661 Worcester Rd Ste 303, Framingham, MA 01701-5401 | MA | 1999-03 | $113,661 |
| 9 | Blanchard Memorial Parents Teachers And Friends | 493 Massachusetts Avenue, Boxborough, MA 01719 | MA | 1992-11 | $39,794 |
| 10 | Blanchard Stony Brook Productions | 4 Dabilis Ave, Tyngsboro, MA 01879-2458 | MA | 2004-01 | $588 |
| 11 | Blanche M Walsh Charity Trust, Robert F Murphy Jr Ttee | PO BOX 9531, Lowell, MA 01853-9531 | MA | 1974-02 | $259,691 |
| 12 | Blandford Club | PO BOX 876, Blandford, MA 01008-0876 | MA | 1958-05 | $157,479 |
| 13 | Blandford Historical Society | 9 Haight Rd, Blandford, MA 01008-9503 | MA | 1963-05 | $29,054 |
| 14 | Blazeman Foundation For Als | 172 Marnoch Dr, Seekonk, MA 02771-3812 | MA | 2007-06 | $155,428 |
| 15 | Blessed Life Church | 39 Hancock St, Chelsea, MA 02150 | MA | 1964-08 | $86,276 |
| 16 | Blessed Sacrament Color Guards | 40 Bennett St Apt 3, Wakefield, MA 01880-7300 | MA | 1992-02 | $121,280 |
| 17 | Blessed Stephen Bellesini O S A Academy Inc | 94 Bradford St, Lawrence, MA 01840-1005 | MA | 2002-07 | $1,267,632 |
| 18 | Blessing Foundation Tr, Parker Lindsey Et Al Ttee | Lwc 230 Congress St 12fl, Boston, MA 02110 | MA | 2003-08 | $53,840 |
| 19 | Blessings Farms Inc | 50 H Foote Road, Charlton, MA 01507 | MA | 2004-12 | $53,213 |
| 20 | Bliss Family Foundation To Aid Elderly Women Inc | PO BOX 721, Wareham, MA 02571-0721 | MA | 2003-10 | $83,130 |
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