D Blakely Hoar Tr 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
| D Blakely Hoar Tr Uw | |
| Employer Identification Number (EIN) | 046012203 |
| Name of Organization | D Blakely Hoar Tr Uw |
| In Care of Name | T Jalkut And C Rosebrock Ttee |
| Address | PO BOX 51400, Boston, MA 02205-1400 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 09/2014 |
| Assets | $500,000 to $999,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $556,894 |
| Amount of Income | $51,044 |
| Form 990 Revenue Amount | $55,479 |
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 | $55,479 | $57,311 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $10 | |||
| Dividends and interest from securities | $10,436 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $45,921 | |||
| Total expenses and disbursements | $118,424 | $51,743 | $0 | $73,867 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $48,928 | $51,743 | $4,371 | |
| Contributions, gifts, grants paid | $69,496 | |||
| Excess of revenue over expenses and disbursements | $-62,945 | |||
| Net investment income | $5,568 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $569,172 | $692,326 |
| Cash - non-interest-bearing | $391 | |
| Investments-U.S. and state government obligations | $24,992 | |
| Investments-corporate stock | $163,699 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $380,090 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $569,172 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-888 |
| 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 | $56 |
| Total credits and payments | $800 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $800 |
| 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 | $0 |
| Overpayment | $744 |
| Amount to be credited to 2013 estimated tax | $744 |
| 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 | $396,529 |
| Net value of noncharitable-use assets | $390,580 |
| Minimum investment return | $19,529 |
| Distributable Amount (for 2012) | |
| Distributable amount | $19,473 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $19,473 |
| 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 | Cycle Kids Inc | 5 Jfk St Ste 205, Cambridge, MA 02138-4916 | MA | 2004-11 | $484,510 |
| 2 | Cyo Basketball League Of Western Massachusetts | PO BOX 3031, Springfield, MA 01101-3031 | MA | 2007-06 | $47,937 |
| 3 | Cyprus American Archaeological Research Institute Inc | 656 Beacon St Ste 5, Boston, MA 02215-2006 | MA | 1980-05 | $312,040 |
| 4 | Cyril P Morrisette Post Building Corp | PO BOX 690296, Quincy, MA 02269-0296 | MA | 1981-09 | $161,392 |
| 5 | Cyrus Feldman Memorial Trust, Feldman Henry A Ttee | 614 Walnut St, Newton, MA 02460-2462 | MA | 1992-07 | $1,255 |
| 6 | Cyrus Lothrop Trust | 285 Washington St, N Easton, MA 02356-1117 | MA | 1971-01 | $1,970 |
| 7 | Cystic Fibrosis Worldwide Inc | 474 Howe St, E Brookfield, MA 01515-1912 | MA | 2004-04 | $141,369 |
| 8 | Czech And Slovak Association Inc | PO BOX 9, East Boston, MA 02128-0008 | MA | 2005-04 | $9,195 |
| 9 | D 2 D Fund Inc, Thomas Asher | 114 Western Ave 2nd Fl, Allston, MA 02134-1037 | MA | 2001-03 | $2,471,755 |
| 10 | D Arbeloff Foundation | 125 High Street Oliver St Tower No, Boston, MA 02110 | MA | 1995-03 | $6,541 |
| 11 | D Blakely Hoar Tr Uw | PO BOX 51400, Boston, MA 02205-1400 | MA | $51,044 | |
| 12 | D C D Inc | 220 W Main St, Hyannis, MA 02601-3753 | MA | 1994-08 | $73,112 |
| 13 | D E S Portuguese Club Inc | 133 Prospect St # 135, Gloucester, MA 01930-3739 | MA | 1988-10 | $71,208 |
| 14 | D Kim Foundation For The History Of Science And Technology In East As | 663 Lowell Street, Lexington, MA 02420-1961 | MA | 2009-02 | $1,164,417 |
| 15 | D P Inc, Destination Plymouth | 170 Water St Ste 10c, Plymouth, MA 02360-3862 | MA | 1993-12 | $501,959 |
| 16 | D R & Virginia D Pulliam Irrv Ua Charitable Tr 32-004890 01231987 | 100 Federal St 37th Flr, Boston, MA 02110-1802 | MA | 1992-04 | $2,159,491 |
| 17 | D Youville Elderly Housing Corporation | 975 Varnum Avenue, Lowell, MA 01854-1952 | MA | 2004-06 | $383,603 |
| 18 | D-S Youth Baseball & Softball Association Inc | PO BOX 741, Dover, MA 02030-0741 | MA | 1999-08 | $64,204 |
| 19 | D-Tree International Inc | 52 Whitney Tavern Rd, Weston, MA 02493-2136 | MA | 2004-09 | $1,486,619 |
| 20 | Daddario Charitable Foundation, Richards Sidney C Ttee | 35 Braintree Hill Office Prk Ste 20, Braintree, MA 02184-8703 | MA | 2000-08 | $33,317 |
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