C F Adams Charitable 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
| C F Adams Charitable Trust | |
| Employer Identification Number (EIN) | 046556188 |
| Name of Organization | C F Adams Charitable Trust |
| In Care of Name | Lowell Blake & Assoc |
| Address | 141 Tremont Street, Boston, MA 02111-1209 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 08/1987 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $14,476,809 |
| Amount of Income | $3,065,121 |
| Form 990 Revenue Amount | $647,690 |
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 | $1,195,303 | $618,185 | $0 | |
| Contributions, gifts, grants, etc., received | $498,597 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $604,146 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-22,670 | |||
| Other | $115,230 | |||
| Total expenses and disbursements | $885,305 | $77,736 | $0 | $800,175 |
| Compensation of officers, directors, trustees, etc. | $73,500 | |||
| Total operating and administrative expenses | $123,555 | $77,736 | $38,425 | |
| Contributions, gifts, grants paid | $761,750 | |||
| Excess of revenue over expenses and disbursements | $309,998 | |||
| Net investment income | $540,449 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $14,623,657 | $16,283,960 |
| 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 | $13,747,967 | |
| Other | $875,690 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $14,623,657 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $115,230 |
| 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 | $10,809 |
| Total credits and payments | $18,965 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $13,965 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $5,000 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $16 |
| Tax due | $0 |
| Overpayment | $8,140 |
| Amount to be credited to 2013 estimated tax | $8,140 |
| 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 | $16,132,323 |
| Net value of noncharitable-use assets | $15,890,340 |
| Minimum investment return | $794,517 |
| Distributable Amount (for 2012) | |
| Distributable amount | $783,708 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $783,708 |
| 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 | $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 | Byam School Association | 25 Maple Rd, Chelmsford, MA 01824-3738 | MA | 1993-05 | $77,866 |
| 2 | Bycoff Family Foundation, Bannish Robert G Ttee | 50 Congress St Ste 1025, Boston, MA 02109-4022 | MA | 2002-05 | $65,232 |
| 3 | Byfield Housing For The Elderly Inc | PO BOX 341, Byfield, MA 01922-0341 | MA | $466,031 | |
| 4 | Byiung Jun And Chunghi Park Family Private Foundation Inc | 1 Pine Hill Drive, Quincy, MA 02169-7448 | MA | 2003-07 | $261,714 |
| 5 | Byron Robinson Educational Foundation Inc | C/O Dow 34 Junction Square, Concord, MA 01742 | MA | 1993-03 | $7,020,262 |
| 6 | C & P Higgins Arnold Foundation | PO BOX 55806, Boston, MA 02205-5806 | MA | 2000-12 | $137,553 |
| 7 | C 10 Research And Education Foundation Inc | 44 Merrimac St, Newburyport, MA 01950-2574 | MA | 1991-09 | $95,500 |
| 8 | C A S C Inc | 46 Middle Street, Gloucester, MA 01930-5771 | MA | 1990-09 | $734 |
| 9 | C A S It Inc | 27 Water Street No 4, Wakefield, MA 01880-3032 | MA | 1999-09 | $614,889 |
| 10 | C C Pools Inc | PO BOX 540, Concord, MA 01742-0540 | MA | 2000-10 | $1,859,034 |
| 11 | C F Adams Charitable Trust | 141 Tremont Street, Boston, MA 02111-1209 | MA | 1987-08 | $3,065,121 |
| 12 | C G Jung Institute Boston Ltd | 21 Hartford St, Newton Hlds, MA 02461-1516 | MA | 1981-02 | $136,735 |
| 13 | C G Training Center Inc | 140 Gould St, Needham, MA 02494-2397 | MA | 1998-09 | $94,870 |
| 14 | C H J A Inc | 88 Briarwood Ave, Springfield, MA 01118-1312 | MA | 1991-11 | $167,892 |
| 15 | C J L Charitable Foundation | Local, Boston, MA 02110 | MA | 1987-12 | $647,635 |
| 16 | C Jean And Myles Mcdonough Charitable Foundation | 8 Westwood Dr, Worcester, MA 01609-1243 | MA | 1988-07 | $1,700,903 |
| 17 | Landry Family Charitable Foundation | C/O Dune Thorne 99 High Street 10th, Boston, MA 02110 | MA | 1987-04 | $71,099,405 |
| 18 | C L A S S Inc | One Parker St, Lawrence, MA 01843-1540 | MA | 1976-07 | $8,410,284 |
| 19 | C L A W S Of Mashpee Inc | PO BOX 2463, Mashpee, MA 02649-8463 | MA | 1997-12 | $15,697 |
| 20 | C Leroy Miller Charitable Foundation | PO BOX 1330, Hyannis, MA 02601-1330 | MA | 1998-01 | $484,325 |
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