Emma R Travelli Trust U/Ind 3/1/52 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
| Emma R Travelli Trust U/Ind 3/1/52 | |
| Employer Identification Number (EIN) | 046027900 |
| Name of Organization | Emma R Travelli Trust U/Ind 3/1/52 |
| In Care of Name | Tyler & Reynolds |
| Address | C/O Tyler Reynolds 77 Summer Street, Boston, MA 02110 |
| Activities | 4947(a)(2) trust |
| 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 | 12/2013 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $8,911,865 |
| Amount of Income | $2,081,584 |
| Form 990 Revenue Amount | $591,079 |
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 | $1,010,111 | $1,008,257 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $464,484 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $1,854 | |||
| Other | $543,773 | |||
| Total expenses and disbursements | $756,937 | $40,095 | $0 | $716,842 |
| Compensation of officers, directors, trustees, etc. | $65,250 | |||
| Total operating and administrative expenses | $80,315 | $4,095 | $40,220 | |
| Contributions, gifts, grants paid | $676,622 | |||
| Excess of revenue over expenses and disbursements | $253,174 | |||
| Net investment income | $968,162 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $9,179,422 | $14,688,079 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $1,296,047 | |
| Investments-corporate stock | $3,941,074 | |
| Investments-corporate bonds | $1,591,299 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $182,730 | |
| Other | $2,168,272 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $9,179,422 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $543,773 |
| 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 | $19,363 |
| Total credits and payments | $26,200 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $11,200 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $15,000 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $6,837 |
| Amount to be credited to 2013 estimated tax | $6,837 |
| 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? | Yes |
| 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 | $15,101,417 |
| Net value of noncharitable-use assets | $14,874,900 |
| Minimum investment return | $743,745 |
| Distributable Amount (for 2012) | |
| Distributable amount | $724,382 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $724,382 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $684,162 |
| 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 | Emerson College Chapter Of The Aavp | 120 Boylston Street, Boston, MA 02116 | MA | 1997-03 | $0 |
| 2 | Emerson Health Care Foundation Inc | Old Road To Nine Acre Corner, Concord, MA 01742 | MA | 1983-01 | $1,709,926 |
| 3 | Emerson Health System Inc | Old Road To Nine Acre Corner, Concord, MA 01742 | MA | 2000-07 | $0 |
| 4 | Emerson Umbrella Inc | 40 Stow St, Concord, MA 01742-2418 | MA | 1982-11 | $3,140,512 |
| 5 | Emess Charitable Foundation | 1266 Furnace Brk Pkwy Ste 100, Quincy, MA 02169-4785 | MA | 1964-10 | $7,803 |
| 6 | Emh Recovery Inc | 678 N Main St, Brockton, MA 02301-2444 | MA | 2004-02 | $589,847 |
| 7 | Emilie W Lagerholm Foundation | 80 Deaconess Rd Unit 230, Concord, MA 01742-4176 | MA | 2001-03 | $20,723 |
| 8 | Emilio A And Mary A Difelice Scholarship Tr | 605 Broadway Ste 42, Saugus, MA 01906-3200 | MA | 2005-01 | $328,923 |
| 9 | Emma D & John R Quint Memorial Fund | PO BOX 961019, Boston, MA 02196-1019 | MA | 1981-08 | $443,306 |
| 10 | Emma M E Reed Fund, Norton John Ttee | 123 Ashmont Street Earl Taylor, Dorchester, MA 02124 | MA | 2000-11 | $36,921 |
| 11 | Emma R Travelli Trust U/Ind 3/1/52 | C/O Tyler Reynolds 77 Summer Street, Boston, MA 02110 | MA | 1970-12 | $2,081,584 |
| 12 | Emma R Travelli Trust Uw Fbo Charles Irwin Travelli Fund, Sumner R Andrews Et Al Ttees | C/O Tyler Reynolds 77 Summer Street, Boston, MA 02110 | MA | $1,907,260 | |
| 13 | Emmanuel Communications Inc | 23 Brigham Rd, Worcester, MA 01609-1005 | MA | 2008-09 | $158,730 |
| 14 | Emmanuel Community Christian Center | 489 Warren Street, Dorchester, MA 02121 | MA | 2004-02 | $125 |
| 15 | Emmanuel Music Inc | 15 Newbury St, Boston, MA 02116-3105 | MA | 1980-03 | $874,391 |
| 16 | Emmanuels House Of Restoration Inc | PO BOX 3565, Springfield, MA 01101-3565 | MA | 2002-03 | $17,007 |
| 17 | Emmaus Road Foundation Incorporated | 79 Whiting Street, Lunenburg, MA 01462 | MA | 1986-01 | $0 |
| 18 | Emmaus Road Ministries | 165 Middlesex Turnpike 205, Bedford, MA 01730 | MA | 2005-08 | $0 |
| 19 | Emmons-Bradlee Foundation | 75 State St 18th Fl, Boston, MA 02109-1827 | MA | 2008-02 | $581,299 |
| 20 | Emory Street Radiology Associates Inc | PO BOX 2963, Attleboro, MA 02703-0963 | MA | 1992-05 | $0 |
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