Dirlam-Morris Charitable Trust in Worcester, 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
| Dirlam-Morris Charitable Trust | |
| Employer Identification Number (EIN) | 046169683 |
| Name of Organization | Dirlam-Morris Charitable Trust |
| In Care of Name | Bollus Lynch Llp |
| Address | C/O Bollus Lynch Llp 89 Shrewsbury, Worcester, MA 01604 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1968 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $242,856 |
| Amount of Income | $184,876 |
| Form 990 Revenue Amount | $17,249 |
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 | $4,746 | $8,313 | $0 | |
| Contributions, gifts, grants, etc., received | $35 | |||
| Interest on savings and temporary cash investments | $8,313 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $31,485 | $0 | $0 | $31,450 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $35 | $0 | $0 | |
| Contributions, gifts, grants paid | $31,450 | |||
| Excess of revenue over expenses and disbursements | $-26,739 | |||
| Net investment income | $8,313 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $267,039 | $263,817 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $175,709 | |
| Other | $91,330 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $267,039 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-3,602 |
| 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 | $83 |
| Total credits and payments | $112 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $112 |
| 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 | $29 |
| Amount to be credited to 2013 estimated tax | $29 |
| 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 | $280,409 |
| Net value of noncharitable-use assets | $276,200 |
| Minimum investment return | $13,810 |
| Distributable Amount (for 2012) | |
| Distributable amount | $13,727 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $13,727 |
| 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 | Dignity Inc | PO BOX 376, Medford, MA 02155-0004 | MA | 1982-08 | $737,270 |
| 2 | Dignity-Boston Inc | Po Box 170428, Boston, MA 02117 | MA | 1978-05 | $0 |
| 3 | Dimitris Bertsimas-Georgia Perakis Foundation | 43 Lantern Rd, Belmont, MA 02478-1706 | MA | 2004-12 | $926 |
| 4 | Dimock Community Foundation Inc, Dimock Community Health Center Inc | 55 Dimock St, Roxbury, MA 02119-1029 | MA | 2002-01 | $33,438,012 |
| 5 | Dino's Charity Fund Corp, None | 401 Nathan Ellis Highway Rte 151, Mashpee, MA 02649 | MA | 2001-02 | $11,909 |
| 6 | Dinosaur Annex Music Ensemble Inc | PO BOX 400752, Cambridge, MA 02140-0008 | MA | 1990-12 | $47,704 |
| 7 | Dinovi Family Foundation | 3 Ravine Rd, Wellesley, MA 02481-1426 | MA | 2004-06 | $2,484,157 |
| 8 | Dintersmith-Hazard Foundation | C/O Paulmccoy Family 31 St James, Boston, MA 02116 | MA | 2002-03 | $1,932,489 |
| 9 | Direct Change | 555 Lexington Rd, Concord, MA 01742-3714 | MA | 2006-09 | $2,868 |
| 10 | Directions In Adult Learning | 16 Woodchester Dr, Acton, MA 01720-2058 | MA | 1992-01 | $3,740 |
| 11 | Dirlam-Morris Charitable Trust | C/O Bollus Lynch Llp 89 Shrewsbury, Worcester, MA 01604 | MA | 1968-04 | $184,876 |
| 12 | Disability Law Center Inc | 11 Beacon St 9th Fl R925, Boston, MA 02108-3017 | MA | 1981-11 | $2,557,022 |
| 13 | Disability Policy Consortium | PO BOX 77, Boston, MA 02133-0077 | MA | 2002-03 | $281,469 |
| 14 | Disabled American Veterans | 49 Melrose St 6d, Melrose, MA 02176-2221 | MA | 1942-06 | $1,359,056 |
| 15 | Disabled American Veterans, 110 Tewksbury | 180 Pond St, Tewksbury, MA 01876-3632 | MA | 1942-06 | $178,953 |
| 16 | Disabled American Veterans, Disabled American Veterans Disabled American Veterans Ma Chapter #15 | Po Box 776, Pittsfield, MA 01201 | MA | 1942-06 | $0 |
| 17 | Disabled American Veterans | 100weststreet, Leominster, MA 01453 | MA | 1942-06 | $0 |
| 18 | Disabled American Veterans, Chapter 29 | Veterans Chapter 29 Inc 788 Liberty, Braintree, MA 02185 | MA | 1942-06 | $259,438 |
| 19 | Disabled American Veterans | 310 Appleton St, Holyoke, MA 01040 | MA | 1942-06 | $6,714 |
| 20 | Disabled American Veterans, John F Kennedy Chapter #44 Dav | 53 Savin Street, Dedham, MA 02026 | MA | 1942-06 | $0 |
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