Boston Chapter Cpcu Trust 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
Boston Chapter Cpcu Trust | |
Employer Identification Number (EIN) | 046392433 |
Name of Organization | Boston Chapter Cpcu Trust |
In Care of Name | Insurance Library Association |
Address | 156 State Street, Boston, MA 02109-2508 |
Activities | Scholarships (other) |
Subsection | Charitable Organization |
Ruling Date | 11/1979 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Corporation |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2013 |
Assets | $25,000 to $99,999 |
Income | $10,000 to $24,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $38,807 |
Amount of Income | $13,884 |
Form 990 Revenue Amount | $1,764 |
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 | $1,949 | $1,949 | $975 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $975 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $974 | |||
Total expenses and disbursements | $4,827 | $827 | $827 | $4,000 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $827 | $827 | $0 | |
Contributions, gifts, grants paid | $4,000 | |||
Excess of revenue over expenses and disbursements | $-2,878 | |||
Net investment income | $1,122 | |||
Adjusted net income | $148 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $41,583 | $54,758 |
Cash - non-interest-bearing | $41,583 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $0 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Total liabilities | $4,497 | |
Mortgages and other notes payable | $0 | |
Other | $4,497 | |
Total liabilities and net assets/fund balances | $37,086 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $974 |
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 | $11 |
Total credits and payments | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $11 |
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? | 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 | $56,171 |
Net value of noncharitable-use assets | $55,320 |
Minimum investment return | $2,766 |
Distributable Amount (for 2012) | |
Distributable amount | $0 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $0 |
Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
Private Operating Foundations (for 2012) | |||||
2012 | 2011 | 2010 | 2009 | Total | |
---|---|---|---|---|---|
The lesser of the adjusted net income or the minimum investment return | $148 | $0 | $417 | $1,458 | $2,023 |
Qualifying distributions made directly for active conduct of exempt activities | $4,000 | $4,000 | $2,000 | $2,000 | $12,000 |
Value of all assets | $41,583 | $43,634 | $45,870 | $46,486 | $177,573 |
Value of assets qualifying under section 4942(j)(3)(B)(i) | $41,583 | $43,634 | $45,870 | $48,486 | $179,573 |
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 | Boston Carpenters Apprenticeship And Training Fund | 750 Dorchester Ave, Boston, MA 02125-1132 | MA | 1993-09 | $2,200,252 |
2 | Boston Catholic Cemetery Association | 366 Cummins Hwy, Boston, MA 02131-3928 | MA | 1944-08 | $1,629,286 |
3 | Boston Celtics Shamrock Foundation Inc | 226 Causeway St Ste 4, Boston, MA 02114-2155 | MA | 1994-07 | $2,634,262 |
4 | Boston Cement Masons And Asphalt Layers No 534 Apprentice And Train | 7 Frederika St, Boston, MA 02124-5115 | MA | 1968-12 | $201,314 |
5 | Boston Center For Adult Education | 122 Arlington St, Boston, MA 02116-5307 | MA | 1937-04 | $13,540,081 |
6 | Boston Center For Community And Justice Inc | 5 Broad St, Boston, MA 02109-2901 | MA | 2005-11 | $618,193 |
7 | Boston Center For Independent Living Inc | 60 Temple Place 5th Floor, Boston, MA 02111-1324 | MA | 1976-01 | $2,812,028 |
8 | Boston Center For The Arts Inc | 539 Tremont St, Boston, MA 02116-6306 | MA | 1970-12 | $2,632,561 |
9 | Boston Chamber Music Society Inc | 60 Gore Street, Cambridge, MA 02141-1278 | MA | 1985-01 | $412,400 |
10 | Boston Society Of Financial Service Professionals Inc | 68 Tarbox Street, Dedham, MA 02026 | MA | $39,165 | |
11 | Boston Chapter Cpcu Trust | 156 State Street, Boston, MA 02109-2508 | MA | 1979-11 | $13,884 |
12 | Boston Chapter Of The Construction Specification Institute Inc, Boston Chapter | C/O Alkon Levine Pc 29 Crafts St, Newton, MA 02458 | MA | 1979-03 | $50,143 |
13 | Boston Chapter-100 Black Men Inc | 35 Mishawum Rd, Woborn, MA 01801-2551 | MA | 2001-05 | $26,256 |
14 | Boston Childrens Foundation Inc | 850 Summer St Suite 5, South Boston, MA 02127-1568 | MA | 2004-05 | $353,346 |
15 | Boston Childrens School Inc | 8 Whittier Pl, Boston, MA 02114-1402 | MA | 1967-02 | $960,355 |
16 | Boston Childrens Theatre Inc | 316 Huntington Avenue, Boston, MA 02115-5019 | MA | 1933-12 | $719,967 |
17 | Boston Chinatown Neighborhood Center Inc | 885 Washington St, Boston, MA 02111-1415 | MA | 1972-08 | $4,440,354 |
18 | Boston Chinatown Resident Association Inc | 90 Tyler Street, Boston, MA 02111 | MA | 2003-02 | $0 |
19 | Boston Chinese Family Support Organization Inc | 1898 Beacon Strret 2b, Brookline, MA 02445 | MA | 2013-04 | $0 |
20 | Boston Choral Ensemble Inc | Po Box 170141, Boston, MA 02117 | MA | 2005-08 | $0 |
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