Elisha V Ashton 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
| Elisha V Ashton Trust Uw | |
| Employer Identification Number (EIN) | 046079166 |
| Name of Organization | Elisha V Ashton Trust Uw |
| Address | 14 Beacon St Ste 804, Boston, MA 02108-3727 |
| 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 | 12/1970 |
| 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 | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,188,726 |
| Amount of Income | $1,011,422 |
| Form 990 Revenue Amount | $90,019 |
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 | $327,215 | $327,215 | $53,128 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $40 | |||
| Dividends and interest from securities | $52,674 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $414 | |||
| Other | $274,087 | |||
| Total expenses and disbursements | $101,001 | $27,108 | $0 | $67,891 |
| Compensation of officers, directors, trustees, etc. | $600 | |||
| Total operating and administrative expenses | $33,110 | $27,108 | $0 | |
| Contributions, gifts, grants paid | $67,891 | |||
| Excess of revenue over expenses and disbursements | $226,214 | |||
| Net investment income | $300,107 | |||
| Adjusted net income | $53,128 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,124,324 | $1,484,495 |
| Cash - non-interest-bearing | $42,844 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $625,107 | |
| Investments-corporate bonds | $383,810 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $72,563 | |
| Total liabilities | $4,802 | |
| Mortgages and other notes payable | $0 | |
| Other | $4,802 | |
| Total liabilities and net assets/fund balances | $1,119,522 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $274,087 |
| 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 | $6,002 |
| Total credits and payments | $1,200 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,200 |
| 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 | $4,802 |
| 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 | $1,413,079 |
| Net value of noncharitable-use assets | $1,391,880 |
| Minimum investment return | $69,594 |
| Distributable Amount (for 2012) | |
| Distributable amount | $63,592 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $63,592 |
| 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 | Eleventh Association Properties Inc | 995 Worthington St, Springfield, MA 01109-4027 | MA | 1996-03 | $40,432 |
| 2 | Elf-N-Wood Stables Inc, Blue Pony | 26b Pine St, South Dennis, MA 02660 | MA | 2003-09 | $0 |
| 3 | Elia And Fannie Karas Foundation Inc | 455 Dorchester Ave, South Boston, MA 02127-2707 | MA | 1957-10 | $301,315 |
| 4 | 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 |
| 5 | Eliot Community Human Services Inc | 186 Bedford St, Lexington, MA 02420-4436 | MA | 2007-08 | $88,488,369 |
| 6 | 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 |
| 7 | The Riverbend School Inc | 6 Auburn St, South Natick, MA 01760-6011 | MA | 1971-08 | $3,352,625 |
| 8 | Eliot School Trustees | PO BOX 300351, Jamaica Plain, MA 02130-0032 | MA | 1943-03 | $1,304,997 |
| 9 | Elisabeth M Todaro Fund | 8 Winter Street, Boston, MA 02108 | MA | 2007-06 | $16,097 |
| 10 | Elisabeth S Whiteside Charitable Tr, Whiteside Alexander Ttee | 160 Federal Ste 20th Fl, Boston, MA 02110-1700 | MA | 2001-02 | $1,600 |
| 11 | Elisha V Ashton Trust Uw | 14 Beacon St Ste 804, Boston, MA 02108-3727 | MA | 1970-12 | $1,011,422 |
| 12 | Elite Soccer Academy Inc | 227 School St, Northbridge, MA 01534-1218 | MA | 2009-02 | $11,680 |
| 13 | Elizabeth Bean Trust Uw, Parks Norman E Helman & Etal Ttees | 7 Mishaum Point Rd, S Dartmouth, MA 02748-5400 | MA | $219 | |
| 14 | Elizabeth C Weiss & Ellen H Cahn Foundation Inc | 8 Dover Ln, Lexington, MA 02421-6100 | MA | 1984-02 | $10 |
| 15 | Elizabeth E Boit Home For Women Inc | 27 Cornell Rd, Danvers, MA 01923-2562 | MA | 1944-05 | $951,493 |
| 16 | Elizabeth F Brigham Trust Uw Richard A Spindler Tr | 50 Congress St Ste 1025, Boston, MA 02109-4022 | MA | 1981-03 | $961,676 |
| 17 | Elizabeth Freeman Center Inc | 43 Francis Ave, Pittsfield, MA 01201-5053 | MA | 1978-02 | $1,827,971 |
| 18 | Elizabeth Killam Rodger Tr Uw | PO BOX 51400, Boston, MA 02205-1400 | MA | 1976-10 | $294 |
| 19 | Elizabeth Libby Short Scholarship Fund | PO BOX 92, Accord, MA 02018-0092 | MA | 1996-10 | $230 |
| 20 | Elizabeth Peabody House Association | 277 Broadway, Somerville, MA 02145-2005 | MA | 1939-01 | $2,303,740 |
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