Charles Avnet Trust in Pittsfield, 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
| Charles Avnet Trust | |
| Employer Identification Number (EIN) | 046400966 |
| Name of Organization | Charles Avnet Trust |
| In Care of Name | Norman Avnet |
| Address | 434 Holmes Rd, Pittsfield, MA 01201-7129 |
| Activities | Gifts, grants, or loans to other organizations, Other medical research, Other cultural or historical activities |
| Subsection | Charitable Organization |
| Ruling Date | 06/1978 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2010 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $28,809 |
| Amount of Income | $7 |
| Form 990 Revenue Amount | $1 |
Non-representatives - add comments:
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $1 | $1 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $16,050 | $1,000 | $0 | $15,050 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,025 | $1,000 | $25 | |
| Contributions, gifts, grants paid | $15,025 | |||
| Excess of revenue over expenses and disbursements | $-16,049 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $12,760 | $12,760 |
| Cash - non-interest-bearing | $12,133 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $627 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $12,760 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $0 |
| Total credits and payments | $49 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $49 |
| 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 |
| Overpayment | $49 |
| Amount to be credited to 2012 estimated tax | $49 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $20,471 |
| Net value of noncharitable-use assets | $20,160 |
| Minimum investment return | $1,008 |
| Distributable Amount (for 2011) | |
| Distributable amount | $1,008 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $1,008 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 | Charitable Heart Inc | 181 Worcester St, Natick, MA 01760-2245 | MA | 1992-06 | $47,036 |
| 2 | Charitable Irish Society | 101 Arch Street, Boston, MA 02110-1130 | MA | 2002-06 | $74,982 |
| 3 | Charity Guild Inc | PO BOX 2372, Brockton, MA 02305-2372 | MA | 1978-03 | $241,760 |
| 4 | Charity Of Peter J Gomes Tr, Woodburn Robert Jr Ttee | PO BOX 990129, Boston, MA 02199-0129 | MA | 1998-03 | $1 |
| 5 | Charlene Digregorio Charitable Foundation | 27 Reservoir Rd, Milford, MA 01757-1366 | MA | 2002-10 | $638 |
| 6 | Charles & Esther Lee Kimerling Charitable Foundation | 369 Strawberry Hill Rd, Concord, MA 01742-5438 | MA | 1977-08 | $60,977 |
| 7 | Charles & Olivina Perron Memorial Tr Bo Hs Grad Serving N Adams | PO BOX 1330, Hyannis, MA 02601-1330 | MA | 1986-06 | $14,477 |
| 8 | Charles A Ansbacher Foundation | 625 Mt Auburn St Ste 205, Cambridge, MA 02138-4555 | MA | 2009-04 | $684,172 |
| 9 | Charles And Helen V Pappas Family Charitable Foundation, Pappas Charles Ttee | 22 Lake Pkwy, Webster, MA 01570-2948 | MA | 1997-07 | $25,244 |
| 10 | Charles And Marianne Small Charitable Foundation | 51 Green St, Newburyport, MA 01950-2646 | MA | 1995-06 | $112,354 |
| 11 | Charles Avnet Trust | 434 Holmes Rd, Pittsfield, MA 01201-7129 | MA | 1978-06 | $7 |
| 12 | Charles B Haven Home For Aged Men In Peabody | 109 Lowell St, Peabody, MA 01960-4257 | MA | 1969-03 | $142,791 |
| 13 | Charles Butcher Fdn | 26 Bartlett Hill Rd, Concord, MA 01742-1802 | MA | 1958-02 | $13 |
| 14 | Charles C & Margaret C Withers Fund | PO BOX 55806, Boston, MA 02205-5806 | MA | 1984-08 | $0 |
| 15 | Charles C Foisy And Florida C A Foisy Foundation, Pettoruto Albert P Jr Ttee | 807 Turnpike St, North Andover, MA 01845-6131 | MA | 2003-10 | $776,675 |
| 16 | Charles D Meserve Fund Inc | 360 Lowell Ave, Newtonville, MA 02460-1831 | MA | 1972-09 | $5,016 |
| 17 | Charles E Brown Middle School Parent Teacher Organization | 125 Meadowbrook Rd, Newton, MA 02459-3000 | MA | 2000-03 | $26,689 |
| 18 | Charles E Harwood Tr Udt 082391, Weyland Wendall P Co-Ttee | 309 Ipswich Rd, Boxford, MA 01921-1505 | MA | 1993-07 | $1,493,431 |
| 19 | Charles G Taylor School Pto Inc | 196 South St, Foxboro, MA 02035-2751 | MA | 2007-01 | $35,811 |
| 20 | Charles H Alward Post Number One Hundred Thirty Three The American | 22 Pine Ridge Rd, Cochituate, MA 01778 | MA | 1993-04 | $0 |
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