Charles Sanders Trust Uw 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
| Charles Sanders Trust Uw | |
| Employer Identification Number (EIN) | 046022091 |
| Name of Organization | Charles Sanders Trust Uw |
| In Care of Name | William Saltonstall Et Al Ttees |
| Address | 50 Congress St, Boston, MA 02109-4002 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 10/1977 |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| 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 | $3,825,771 |
| Amount of Income | $823,035 |
| Form 990 Revenue Amount | $143,528 |
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 | $389,059 | $389,153 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $71,289 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $124,550 | |||
| Other | $193,220 | |||
| Total expenses and disbursements | $326,390 | $26,172 | $0 | $299,218 |
| Compensation of officers, directors, trustees, etc. | $3,372 | |||
| Total operating and administrative expenses | $52,365 | $26,172 | $25,193 | |
| Contributions, gifts, grants paid | $274,025 | |||
| Excess of revenue over expenses and disbursements | $62,669 | |||
| Net investment income | $362,981 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $3,580,809 | $5,592,669 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,429,255 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $1,516,257 | |
| Other | $635,297 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $3,580,809 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $193,220 |
| 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 | $7,260 |
| Total credits and payments | $11,160 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,660 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $9,500 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $3,900 |
| Amount to be credited to 2013 estimated tax | $3,900 |
| 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? | Yes |
| 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)? | Yes |
| 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 | $5,755,092 |
| Net value of noncharitable-use assets | $5,668,760 |
| Minimum investment return | $283,438 |
| Distributable Amount (for 2012) | |
| Distributable amount | $276,178 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $276,178 |
| 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 | Charles River Dressage Association Inc | 66 Hunting Ln, Sherborn, MA 01770-1307 | MA | 2004-11 | $40,435 |
| 2 | Charles River Foundation | 251 Ballardvale St, Wilmington, MA 01887-1096 | MA | 1976-05 | $0 |
| 3 | Charles River Museum Of Industry And Innovation Inc | 154 Moody St, Waltham, MA 02453-5302 | MA | 1980-08 | $612,100 |
| 4 | Charles River Neighborhood Foundation, Sangiolo Amy Mah Ttee | 389 Central St, Newton, MA 02466-2232 | MA | 1998-01 | $28 |
| 5 | Charles River School | PO BOX 339, Dover, MA 02030-0339 | MA | 1944-01 | $10,196,561 |
| 6 | Charles River Transportation Management Association | PO BOX 425255, Cambridge, MA 02142-0006 | MA | 1996-02 | $1,890,061 |
| 7 | Charles River Watershed Association Inc | 190 Park Rd, Weston, MA 02493-2256 | MA | 1992-03 | $1,356,918 |
| 8 | Charles River Wheelmen | 26 Fox Run Rd, Bedford, MA 01730-1104 | MA | 2005-04 | $62,623 |
| 9 | Charles Robert Gens Foundation | Co Luccitelli And Co 404 Main St, Wilmington, MA 01887 | MA | 1957-04 | $30,790 |
| 10 | Charles S & Carmen De Mora Hale Foundation | 220 Boylston St Apt 1020, Boston, MA 02116-3949 | MA | 1994-06 | $220,608,648 |
| 11 | Charles Sanders Trust Uw | 50 Congress St, Boston, MA 02109-4002 | MA | 1977-10 | $823,035 |
| 12 | Charles Sardo Memorial Foundation | 10 Dorrance St, Boston, MA 02129-1027 | MA | 2005-03 | $1 |
| 13 | Charles Schlueter Foundation Inc | 578 Winthrop St, Medford, MA 02155-1543 | MA | 2001-05 | $5,955 |
| 14 | Charles W White Fund, Ives Peter B Ttee | 15 Dryads Grn, Northampton, MA 01060-2943 | MA | 2015-01 | $5,501 |
| 15 | Charles Wentz Carter Memorial | 815 High St, Dedham, MA 02026-4113 | MA | 1965-01 | $73,239 |
| 16 | Charlesbank Homes | 105 Chestnut St Ste 32, Needham, MA 02492-2520 | MA | 1938-04 | $18,262,798 |
| 17 | Charlesgate Yacht Club | 20 Cambridge Pkwy, Cambridge, MA 02142-1220 | MA | 1991-07 | $108,951 |
| 18 | Charlestown Against Drugs Inc, Chad | 40 Warren St 3rd Floor, Charlestown, MA 02129-3608 | MA | 1993-04 | $262,021 |
| 19 | Charlestown Cooperative Nurseryschool Inc | 124 Main St, Charlestown, MA 02129-3509 | MA | 2007-08 | $881,954 |
| 20 | Charlestown Economic Development Corp | 20 Devens Street, Charlestown, MA 02129-3725 | MA | 1976-08 | $822,735 |
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