Caroline Blanton Thayer Charitable Trust, Puzo Michael J Ttee 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
| Caroline Blanton Thayer Charitable Trust, Puzo Michael J Ttee | |
| Employer Identification Number (EIN) | 046676539 |
| Name of Organization | Caroline Blanton Thayer Charitable Trust |
| Secondary Name | Puzo Michael J Ttee |
| In Care of Name | Hemenway & Barnes Llp |
| Address | PO BOX 961209, Boston, MA 02196-1209 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 09/1992 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| 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 | $2,747,187 |
| Amount of Income | $831,196 |
| Form 990 Revenue Amount | $179,757 |
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 | $234,084 | $227,521 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $12 | |||
| Dividends and interest from securities | $102,178 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $131,894 | |||
| Total expenses and disbursements | $265,057 | $38,822 | $0 | $224,070 |
| Compensation of officers, directors, trustees, etc. | $32,616 | |||
| Total operating and administrative expenses | $41,057 | $38,822 | $70 | |
| Contributions, gifts, grants paid | $224,000 | |||
| Excess of revenue over expenses and disbursements | $-30,973 | |||
| Net investment income | $188,699 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,797,956 | $3,769,108 |
| Cash - non-interest-bearing | $639 | |
| Investments-U.S. and state government obligations | $51,063 | |
| Investments-corporate stock | $1,951,618 | |
| Investments-corporate bonds | $712,964 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $81,672 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,797,956 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $131,894 |
| 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 | $1,887 |
| Total credits and payments | $1,400 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,400 |
| 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 | $487 |
| 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? | 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 | $3,873,921 |
| Net value of noncharitable-use assets | $3,815,820 |
| Minimum investment return | $190,791 |
| Distributable Amount (for 2012) | |
| Distributable amount | $188,904 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $188,904 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $77,463 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
The Red Sox Foundation Inc in Boston, MA
  |
|
Ben And Rose Cole Charitable Pria Foundation in Boston, MA
|
|
Chefs Table Foundation in Boston, MA
|
|
Chester Square Neighborhood Association Inc in Boston, MA
|
|
Landry Family Charitable Foundation in Boston, MA
|
|
King Solomon Humanitarian Foundation For Handicapped Childre, Handi-Kids in Bridgewater, MA
|
| Iglesia Camino Al Calvario in Lynn, MA |
| Rossbach Charitable Remainder Tr, Rossbach Janice & C E Ahara Ttees in Lexington, MA |
| Massachusetts-Ponkapoag Tribal Council Inc in Bridgewater, MA |
|
Fc Blazers in Needham Hgts, MA
|
| Other organizations in Massachusetts | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Carlisle Police Relief Association | PO BOX 109, Carlisle, MA 01741 | MA | 1980-06 | $2,181 |
| 2 | Carlisle School Association | PO BOX 4, Carlisle, MA 01741-0004 | MA | 1967-02 | $94,658 |
| 3 | Carlson Family Tr, Carlson C Richard Ttee | 2 Driftwood Way, Rockport, MA 01966-1900 | MA | 2000-02 | $1,000,997 |
| 4 | Carman Family Charitable Foundation | PO BOX 61223, Longmeadow, MA 01116-6223 | MA | 1965-10 | $1 |
| 5 | Carmel Terrace Inc | 933 Central St, Framingham, MA 01701-4813 | MA | 1996-02 | $6,184,732 |
| 6 | Carmenta Foundation For Health Education Inc | 4196 Washington St, Boston, MA 02131-1731 | MA | 1986-07 | $200 |
| 7 | Carol Dimaiti Stuart Foundation Inc | 238 Woburn St, Medford, MA 02155-1533 | MA | 1990-05 | $28,940 |
| 8 | Carol M Volpe And Louis J Volpe Faundation | 208 Chapman St, Canton, MA 02021-2057 | MA | 2000-06 | $47,357 |
| 9 | Carol Mulloy Cuttle Foundation, Mulloy Mary F Adm | PO BOX 911, Hull, MA 02045-0911 | MA | 1998-03 | $433 |
| 10 | Carolina Medicorp Inc Medical Care Plan Trust | PO BOX 5100, Boston, MA 02206-5100 | MA | 1996-05 | $4,125 |
| 11 | Caroline Blanton Thayer Charitable Trust, Puzo Michael J Ttee | PO BOX 961209, Boston, MA 02196-1209 | MA | 1992-09 | $831,196 |
| 12 | Carolyn & Laurence Tribe Fam Charitable Foundation Tr, Tribe Laurence H & Carolyn K Ttee | 1340 Soldiers Field Rd, Boston, MA 02135-1000 | MA | 1997-04 | $44,567 |
| 13 | Ct Douglas School Pto | 21 Elm St, Acton, MA 01720-2421 | MA | 1991-06 | $106,889 |
| 14 | Carousel School Inc | 66 Brewster Rd, Waltham, MA 02451-2354 | MA | 1966-10 | $496,675 |
| 15 | Carpe Vita Foundation Incorporated | 19 Warren Lane, Weston, MA 02493 | MA | 2006-11 | $0 |
| 16 | Carpenters For A Democratic Union New England Inc | 65 Rockland Ave, Malden, MA 02148-3650 | MA | 2000-02 | $102 |
| 17 | New England Carpenters Labor Management Program | 750 Dorchester Ave Suite 3100, Boston, MA 02125-1132 | MA | 1985-09 | $7,621,321 |
| 18 | Carpenters Local Union 218, 218 Bcj | 35 Salem St, Medford, MA 02155-3205 | MA | 1940-10 | $374,834 |
| 19 | Carriage House At Acushnet Heights Inc | 95 Berkeley St Ste 500, Boston, MA 02116-6240 | MA | 2002-08 | $333,198 |
| 20 | Carriage House School Inc | 777 Randolph Ave, Milton, MA 02186-5829 | MA | 1989-06 | $583,265 |
Organization representatives - add corrected or new information about Caroline Blanton Thayer Charitable Trust, Puzo Michael J Ttee »
Non-representatives - add comments about Caroline Blanton Thayer Charitable Trust, Puzo Michael J Ttee»