Carrie L Lummus Trust Uw Naumkeag Trust Co Tr in Saugus, 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
| Carrie L Lummus Trust Uw Naumkeag Trust Co Tr | |
| Employer Identification Number (EIN) | 046016036 |
| Name of Organization | Carrie L Lummus Trust Uw Naumkeag Trust Co Tr |
| Address | 605 Broadway Lf41, Saugus, MA 01906-3200 |
| Activities | Hospital, YMCA, YWCA, YMCA, etc., Care and housing for the aged (see also 382) |
| Subsection | Charitable Organization |
| Ruling Date | 07/1979 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $209,532 |
| Amount of Income | $87,955 |
| Form 990 Revenue Amount | $6,692 |
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 | $17,200 | $17,016 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $5,504 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $11,696 | |||
| Total expenses and disbursements | $12,726 | $1,536 | $0 | $11,077 |
| Compensation of officers, directors, trustees, etc. | $3,073 | |||
| Total operating and administrative expenses | $3,278 | $1,536 | $1,629 | |
| Contributions, gifts, grants paid | $9,448 | |||
| Excess of revenue over expenses and disbursements | $4,474 | |||
| Net investment income | $15,480 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $211,469 | $224,728 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $211,469 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $211,469 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $11,696 |
| 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 | $155 |
| Total credits and payments | $100 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $100 |
| 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 | $55 |
| 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 | $224,965 |
| Net value of noncharitable-use assets | $221,600 |
| Minimum investment return | $11,080 |
| Distributable Amount (for 2012) | |
| Distributable amount | $10,925 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $10,925 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $9,295 |
| 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 | Ct Douglas School Pto | 21 Elm St, Acton, MA 01720-2421 | MA | 1991-06 | $106,889 |
| 2 | Carousel School Inc | 66 Brewster Rd, Waltham, MA 02451-2354 | MA | 1966-10 | $496,675 |
| 3 | Carpe Vita Foundation Incorporated | 19 Warren Lane, Weston, MA 02493 | MA | 2006-11 | $0 |
| 4 | Carpenters For A Democratic Union New England Inc | 65 Rockland Ave, Malden, MA 02148-3650 | MA | 2000-02 | $102 |
| 5 | New England Carpenters Labor Management Program | 750 Dorchester Ave Suite 3100, Boston, MA 02125-1132 | MA | 1985-09 | $7,621,321 |
| 6 | Carpenters Local Union 218, 218 Bcj | 35 Salem St, Medford, MA 02155-3205 | MA | 1940-10 | $374,834 |
| 7 | Carriage House At Acushnet Heights Inc | 95 Berkeley St Ste 500, Boston, MA 02116-6240 | MA | 2002-08 | $333,198 |
| 8 | Carriage House School Inc | 777 Randolph Ave, Milton, MA 02186-5829 | MA | 1989-06 | $583,265 |
| 9 | Carrick Foundation | 311 Main St, Worcester, MA 01608-1511 | MA | 1965-08 | $73,372 |
| 10 | Carrie A Seaman Animal Shelter Inc | 5 Sandy Hill Ln, Provincetown, MA 02657-1527 | MA | 1995-09 | $150,192 |
| 11 | Carrie L Lummus Trust Uw Naumkeag Trust Co Tr | 605 Broadway Lf41, Saugus, MA 01906-3200 | MA | 1979-07 | $87,955 |
| 12 | Carroll Center For The Blind Inc | 770 Centre St, Newton, MA 02458-2530 | MA | 1956-06 | $11,107,655 |
| 13 | Carroll Charitable Foundation | 554 Main St, Worcester, MA 01608-2014 | MA | 1984-08 | $302,185 |
| 14 | Carroll School Corp | 25 Baker Bridge Rd, Lincoln, MA 01773-3104 | MA | 1956-06 | $20,566,418 |
| 15 | Carson Center For Human Services Inc | 20 Broad St, Westfield, MA 01085-2902 | MA | 1969-03 | $17,731,619 |
| 16 | Carter Center For Children Inc | 800 Highland Ave, Needham Hgts, MA 02494-1607 | MA | $1,021,119 | |
| 17 | Carter Dalton Quinn Charitable Tr 07011999, Carter Elisabeth Ttee | PO BOX 540417, Waltham, MA 02454-0417 | MA | 2001-11 | $125,293 |
| 18 | Carter Memorial Nursery School Inc | PO BOX 357, Needham, MA 02494-0003 | MA | 1992-03 | $343,488 |
| 19 | Carver Community Access Television Inc | PO BOX 287, Carver, MA 02330-0287 | MA | 1998-07 | $179,699 |
| 20 | Carver Home School Association, Carver Elementary Pto Carver Pto | 85 Main Street, Carver, MA 02330 | MA | 1992-02 | $0 |
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