Eliot I & Ruth Snider Charitable Trust C/O Ma Lumber Co in Chestnut Hill, 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
Eliot I & Ruth Snider Charitable Trust C/O Ma Lumber Co | |
Employer Identification Number (EIN) | 046126323 |
Name of Organization | Eliot I & Ruth Snider Charitable Trust C/O Ma Lumber Co |
In Care of Name | Mass Lumber Company |
Address | 1330 Boylston St Ste 609, Chestnut Hill, MA 02467-2111 |
Activities | Gifts, grants, or loans to other organizations |
Subsection | Charitable Organization |
Ruling Date | 06/1964 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2013 |
Assets | $500,000 to $999,999 |
Income | $100,000 to $499,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $878,626 |
Amount of Income | $473,442 |
Form 990 Revenue Amount | $36,580 |
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 | $183,349 | $83,349 | $0 | |
Contributions, gifts, grants, etc., received | $100,000 | |||
Interest on savings and temporary cash investments | $1,879 | |||
Dividends and interest from securities | $21,674 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $59,796 | |||
Total expenses and disbursements | $36,302 | $8,543 | $0 | $27,230 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $9,072 | $8,543 | $0 | |
Contributions, gifts, grants paid | $27,230 | |||
Excess of revenue over expenses and disbursements | $147,047 | |||
Net investment income | $74,806 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $897,375 | $988,227 |
Cash - non-interest-bearing | $125,551 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $319,364 | |
Investments-corporate bonds | $384,084 | |
Investments-mortgage loans | $0 | |
Investments-other | $29,511 | |
Other | $38,865 | |
Total liabilities | $29,659 | |
Mortgages and other notes payable | $0 | |
Other | $29,659 | |
Total liabilities and net assets/fund balances | $867,716 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $59,796 |
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 | $1,496 |
Total credits and payments | $400 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $400 |
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 | $1,096 |
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 | $823,753 |
Net value of noncharitable-use assets | $811,400 |
Minimum investment return | $40,570 |
Distributable Amount (for 2012) | |
Distributable amount | $39,074 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $39,074 |
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 | Eleanore Bennett Charitable Tr No 2 | 130 Turner St Bdg 3 Ste 230, Waltham, MA 02454 | MA | 2003-06 | $2,651,154 |
2 | Electromagnetics Academy Inc, Mass Institute Of Technology | 777 Concord Ave Ste 207, Cambridge, MA 02138-1053 | MA | 1991-01 | $4 |
3 | Elephant Rock Beach Club Inc | PO BOX 3435, Westport, MA 02790-0703 | MA | 1977-01 | $250,541 |
4 | Elephant Planet Inc | 153 Hadley Rd, Sunderland, MA 01375-9303 | MA | 2006-03 | $40,525 |
5 | Elevator Constructors Building Association Inc | 50 Park St, Dorchester, MA 02122-2611 | MA | 1989-06 | $222,435 |
6 | Eleventh Association Properties Inc | 995 Worthington St, Springfield, MA 01109-4027 | MA | 1996-03 | $40,432 |
7 | Elf-N-Wood Stables Inc, Blue Pony | 26b Pine St, South Dennis, MA 02660 | MA | 2003-09 | $0 |
8 | Elia And Fannie Karas Foundation Inc | 455 Dorchester Ave, South Boston, MA 02127-2707 | MA | 1957-10 | $301,315 |
9 | Eliot And June Tatelman Family Foundation, Tatelman Eliot H & June L Cottee | 250 Boylston St Ph 7, Boston, MA 02116-3943 | MA | 2002-04 | $1,745,978 |
10 | Eliot Community Human Services Inc | 186 Bedford St, Lexington, MA 02420-4436 | MA | 2007-08 | $88,488,369 |
11 | Eliot I & Ruth Snider Charitable Trust C/O Ma Lumber Co | 1330 Boylston St Ste 609, Chestnut Hill, MA 02467-2111 | MA | 1964-06 | $473,442 |
12 | The Riverbend School Inc | 6 Auburn St, South Natick, MA 01760-6011 | MA | 1971-08 | $3,352,625 |
13 | Eliot School Trustees | PO BOX 300351, Jamaica Plain, MA 02130-0032 | MA | 1943-03 | $1,304,997 |
14 | Elisabeth M Todaro Fund | 8 Winter Street, Boston, MA 02108 | MA | 2007-06 | $16,097 |
15 | Elisabeth S Whiteside Charitable Tr, Whiteside Alexander Ttee | 160 Federal Ste 20th Fl, Boston, MA 02110-1700 | MA | 2001-02 | $1,600 |
16 | Elisha V Ashton Trust Uw | 14 Beacon St Ste 804, Boston, MA 02108-3727 | MA | 1970-12 | $1,011,422 |
17 | Elite Soccer Academy Inc | 227 School St, Northbridge, MA 01534-1218 | MA | 2009-02 | $11,680 |
18 | Elizabeth Bean Trust Uw, Parks Norman E Helman & Etal Ttees | 7 Mishaum Point Rd, S Dartmouth, MA 02748-5400 | MA | $219 | |
19 | Elizabeth C Weiss & Ellen H Cahn Foundation Inc | 8 Dover Ln, Lexington, MA 02421-6100 | MA | 1984-02 | $10 |
20 | Elizabeth E Boit Home For Women Inc | 27 Cornell Rd, Danvers, MA 01923-2562 | MA | 1944-05 | $951,493 |
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