Elizabeth S Coolidge Trust Fbo 130-0001021, T D Bank N A in Hyannis, 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
| Elizabeth S Coolidge Trust Fbo 130-0001021, T D Bank N A | |
| Employer Identification Number (EIN) | 046049087 |
| Name of Organization | Elizabeth S Coolidge Trust Fbo 130-0001021 |
| Secondary Name | T D Bank N A |
| In Care of Name | Co Fiduciary Tax Department |
| Address | PO BOX 1330, Hyannis, MA 02601-1330 |
| Activities | 4947(a)(2) trust |
| 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 | 12/2014 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $963,555 |
| Amount of Income | $419,817 |
| Form 990 Revenue Amount | $45,480 |
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 | $49,503 | $49,503 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $30,077 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $19,426 | |||
| Total expenses and disbursements | $60,403 | $7,694 | $0 | $52,710 |
| Compensation of officers, directors, trustees, etc. | $10,930 | |||
| Total operating and administrative expenses | $11,540 | $7,694 | $3,847 | |
| Contributions, gifts, grants paid | $48,863 | |||
| Excess of revenue over expenses and disbursements | $-10,900 | |||
| Net investment income | $41,809 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $862,070 | $992,207 |
| Cash - non-interest-bearing | $18,337 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $843,733 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $862,070 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $19,426 |
| 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 | $836 |
| Total credits and payments | $447 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $447 |
| 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 | $389 |
| 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 | $1,004,246 |
| Net value of noncharitable-use assets | $989,180 |
| Minimum investment return | $49,459 |
| Distributable Amount (for 2012) | |
| Distributable amount | $48,623 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $48,623 |
| 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 | Elizabeth Bean Trust Uw, Parks Norman E Helman & Etal Ttees | 7 Mishaum Point Rd, S Dartmouth, MA 02748-5400 | MA | $219 | |
| 2 | Elizabeth C Weiss & Ellen H Cahn Foundation Inc | 8 Dover Ln, Lexington, MA 02421-6100 | MA | 1984-02 | $10 |
| 3 | Elizabeth E Boit Home For Women Inc | 27 Cornell Rd, Danvers, MA 01923-2562 | MA | 1944-05 | $951,493 |
| 4 | Elizabeth F Brigham Trust Uw Richard A Spindler Tr | 50 Congress St Ste 1025, Boston, MA 02109-4022 | MA | 1981-03 | $961,676 |
| 5 | Elizabeth Freeman Center Inc | 43 Francis Ave, Pittsfield, MA 01201-5053 | MA | 1978-02 | $1,827,971 |
| 6 | Elizabeth Killam Rodger Tr Uw | PO BOX 51400, Boston, MA 02205-1400 | MA | 1976-10 | $294 |
| 7 | Elizabeth Libby Short Scholarship Fund | PO BOX 92, Accord, MA 02018-0092 | MA | 1996-10 | $230 |
| 8 | Elizabeth Peabody House Association | 277 Broadway, Somerville, MA 02145-2005 | MA | 1939-01 | $2,303,740 |
| 9 | Elizabeth Porreca Memorial Fund Inc | 46 North St, Bellingham, MA 02019-1713 | MA | 2006-05 | $34,418 |
| 10 | Elizabeth S Atkins Foundation Incorporated | 9 Miller Ave, Cambridge, MA 02140-1319 | MA | 2009-02 | $8,537 |
| 11 | Elizabeth S Coolidge Trust Fbo 130-0001021, T D Bank N A | PO BOX 1330, Hyannis, MA 02601-1330 | MA | $419,817 | |
| 12 | Elizabeth Seton Academy Inc | 2220 Dorchester Ave, Dorchester, MA 02124-5607 | MA | 2003-11 | $928,102 |
| 13 | Elizabeth Seton Residence Inc | 125 Oakland St, Wellesley Hls, MA 02481-5338 | MA | 1982-08 | $8,522,502 |
| 14 | Elizabeth Stone House Inc | PO BOX 300039, Jamaica Plain, MA 02130-0001 | MA | 2004-10 | $1,972,977 |
| 15 | Elizabeth T Levin Irrv Living Tr Fbo Lynn English High School, Schreiber Roberta A Ttee | 348 Park St Ste 108 E, North Reading, MA 01864-2149 | MA | 2006-03 | $89,653 |
| 16 | Elizabeth W Lord Scholarship Fund | PO BOX 1180, S Yarmouth, MA 02664-0180 | MA | 1964-07 | $53,875 |
| 17 | Elizabeth Whittemore Charitable Trust | PO BOX 827, Fitchburg, MA 01420-0056 | MA | 2001-04 | $558,128 |
| 18 | Elks Building Corp Of Norwood | 152 Winslow Ave, Norwood, MA 02062-3303 | MA | 1980-04 | $57,134 |
| 19 | Ella Clark Home For Aged People | PO BOX 252, Easthampton, MA 01027-0252 | MA | 1987-03 | $1,192,733 |
| 20 | Ella Lyman Cabot Trust Incorporated, Palmer & Dodge Llp | PO BOX 990129, Boston, MA 02199-0129 | MA | 1943-01 | $582,785 |
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