Edith M Burbeck 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
| Edith M Burbeck | |
| Employer Identification Number (EIN) | 046278585 |
| Name of Organization | Edith M Burbeck |
| In Care of Name | Eastern Bank & Trust Co |
| Address | 605 Broadway Lf41, Saugus, MA 01906-3200 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | Charitable Organization |
| Ruling Date | 05/1976 |
| 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 | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $142,657 |
| Amount of Income | $73,989 |
| Form 990 Revenue Amount | $4,400 |
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 | $13,088 | $12,937 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $3,636 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $22 | |||
| Other | $9,430 | |||
| Total expenses and disbursements | $2,513 | $1,164 | $0 | $1,257 |
| Compensation of officers, directors, trustees, etc. | $2,328 | |||
| Total operating and administrative expenses | $2,513 | $1,164 | $1,257 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $10,575 | |||
| Net investment income | $11,773 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $141,826 | $151,841 |
| 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 | $141,826 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $141,826 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $9,430 |
| 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 | $235 |
| Total credits and payments | $32 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $32 |
| 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 | $203 |
| 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 | $147,663 |
| Net value of noncharitable-use assets | $145,440 |
| Minimum investment return | $7,272 |
| Distributable Amount (for 2012) | |
| Distributable amount | $7,037 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $7,037 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $4,005 |
| 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 | Edge O Lake Village Association Inc | C/O David Rembis 43 Pinedale Av, Haverhill, MA 01830 | MA | 1985-01 | $45,546 |
| 2 | Edgerley Family Foundation | PO BOX 590098, Newton Center, MA 02459-0001 | MA | 2004-12 | $79,875,987 |
| 3 | Edgewater-Wakefield Memorial Foundation Inc | 5 Dascomb Road, Andover, MA 01810 | MA | 2001-04 | $0 |
| 4 | Edgewood Club Inc | PO BOX 76, Raynham, MA 02767-0076 | MA | $143,541 | |
| 5 | Edie & Stan Ross Foundation Inc | PO BOX 746, Monterey, MA 01245-0746 | MA | 2000-10 | $1 |
| 6 | Edinburg Center Inc | 1040 Waltham St Ste 200, Lexington, MA 02421-8033 | MA | 1978-10 | $20,049,195 |
| 7 | Edith C Baker School Parent-Teacher Organization | 205 Beverly Road, Chestnut Hill, MA 02467 | MA | 2000-04 | $54,615 |
| 8 | Edith Chaille Elder Transportationfund Inc | 860 Worcester Road Ste 200, Framingham, MA 01702 | MA | 2009-06 | $0 |
| 9 | Edith Crocker Charitable Tr, Davidson Malcolm L Et Al Ttee | 121 Mount Vernon St, Boston, MA 02108-1104 | MA | 2001-03 | $294,920 |
| 10 | Edith H Overly Foundation, Dexter Nathaniel T Et Al Ttees | PO BOX 961019, Boston, MA 02196-1019 | MA | $2,463,630 | |
| 11 | Edith M Burbeck | 605 Broadway Lf41, Saugus, MA 01906-3200 | MA | 1976-05 | $73,989 |
| 12 | Edith R Morse Memorial Fund | One Post Office Square 5th Fl, Boston, MA 02109-2106 | MA | $30,084 | |
| 13 | Edith Stewart Chase Foundation | 300 E Main St, Milford, MA 01757-2806 | MA | 1995-12 | $278,370 |
| 14 | Edmund & Betsy Cabot Charitable Foundation | 70 Federal St, Boston, MA 02110-1906 | MA | 1986-12 | $7,119,730 |
| 15 | Edmund And Mary Comey Charitable Foundation, Taylor Ganon And Perrin | Lwc 230 Congress Street 12fl, Boston, MA 02110 | MA | 2007-06 | $317,817 |
| 16 | Edmund Dinis Scholarship Tr, Arruda Henry A Ttee | 245 County St, New Bedford, MA 02740-4719 | MA | 2002-10 | $4 |
| 17 | Edna May Whittmore Tr | 605 Broadway Lf41, Saugus, MA 01906-3283 | MA | 1971-12 | $18,413 |
| 18 | Edna Y Schwartz Scholarship Fund | 80 Cliffwood St, Lenox, MA 01240-2027 | MA | 1989-06 | $140,300 |
| 19 | Ednah M Horner Charible Foundation | 605 Broadway Lf41, Saugus, MA 01906-3200 | MA | 1999-12 | $349,486 |
| 20 | Educated Ferret Association | 43 Main Street, South Hadley, MA 01075 | MA | 2003-08 | $7,068 |
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