F Leo Murray & Irene D Murray Scholarship Fund, Lafortune Robert & Barry Jaffe Ttee in Winchendon, 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
| F Leo Murray & Irene D Murray Scholarship Fund, Lafortune Robert & Barry Jaffe Ttee | |
| Employer Identification Number (EIN) | 046635075 |
| Name of Organization | F Leo Murray & Irene D Murray Scholarship Fund |
| Secondary Name | Lafortune Robert & Barry Jaffe Ttee |
| Address | PO BOX 127, Winchendon, MA 01475-0127 |
| Activities | Scholarships (other), Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 05/1993 |
| 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 | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $309,731 |
| Amount of Income | $116,483 |
| Form 990 Revenue Amount | $12,651 |
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 | $11,282 | $11,995 | $11,995 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $9,878 | |||
| Dividends and interest from securities | $2,117 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $24,821 | $6,260 | $6,260 | $18,375 |
| Compensation of officers, directors, trustees, etc. | $3,750 | |||
| Total operating and administrative expenses | $6,821 | $6,260 | $375 | |
| Contributions, gifts, grants paid | $18,000 | |||
| Excess of revenue over expenses and disbursements | $-13,539 | |||
| Net investment income | $5,735 | |||
| Adjusted net income | $5,735 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $329,395 | $324,933 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $185,609 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $143,786 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $329,395 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-713 |
| 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 | $57 |
| Total credits and payments | $100 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $100 |
| 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 | $0 |
| Overpayment | $43 |
| Amount to be credited to 2013 estimated tax | $43 |
| 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 | $333,633 |
| Net value of noncharitable-use assets | $328,620 |
| Minimum investment return | $16,431 |
| Distributable Amount (for 2012) | |
| Distributable amount | $16,374 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $16,374 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $10,941 |
| 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 | F A Morse Association Inc | 99 Salisbury St, Worcester, MA 01609-3111 | MA | 1975-10 | $53,079 |
| 2 | F B C Property Management Corp | 221 Cabot St, Beverly, MA 01915-5718 | MA | 1984-11 | $1,079,357 |
| 3 | F B Charities Inc | 8 Crowninsheild Street, Peabody, MA 01960-8201 | MA | 1993-03 | $223 |
| 4 | F C 3 William R Hansen Scholarship Foundation | PO BOX 5600, Beverly Farms, MA 01915-0522 | MA | 2011-12 | $1,702 |
| 5 | F C Greater Boston Inc | PO BOX 50, Waban, MA 02468-0001 | MA | 2000-01 | $1,272,364 |
| 6 | F E & A R Barstow Charitable Tr | PO BOX 1089, Sherborn, MA 01770-7089 | MA | 2000-01 | $62,627 |
| 7 | F Felix Foundation | 6 University Dr Ste 206 Pmb 240, Amherst, MA 01002-2265 | MA | 1999-12 | $199,802 |
| 8 | F H Realty Inc | 100 Ter Heun Dr, Falmouth, MA 02540-2503 | MA | 1985-03 | $108,454 |
| 9 | F Holland Day Center For Healing And Creativity | C/O Tyler Lynch Pc 186 Alewife Brk, Cambridge, MA 02138 | MA | 2005-01 | $19,065 |
| 10 | F J Dutile School Pto | 10 Biagiotti Way, N Billerica, MA 01862-2200 | MA | 2009-04 | $30,514 |
| 11 | F Leo Murray & Irene D Murray Scholarship Fund, Lafortune Robert & Barry Jaffe Ttee | PO BOX 127, Winchendon, MA 01475-0127 | MA | 1993-05 | $116,483 |
| 12 | Naquag Pto Inc | 285 Main Street, Rutland, MA 01543 | MA | 2013-07 | $8,359 |
| 13 | F Roscoe & Vila B Webber Charitable Tr Ua 051074, Roche John Samuel Dennis & T Neely | PO BOX 961019, Boston, MA 02196-1019 | MA | 1997-05 | $616,184 |
| 14 | F Thomas & Patricia D Westcott Foundation | 150 N Main St, Attleboro, MA 02703-2222 | MA | 1995-10 | $193,797 |
| 15 | Fa-Eai Inc | PO BOX 490551, Everett, MA 02149-0010 | MA | 2002-08 | $50,031 |
| 16 | Faaas Inc | PO BOX 514, Centerville, MA 02632-0514 | MA | 1999-11 | $6,037 |
| 17 | Fabsit, Friends Of The American Board Scho | 14 Beacon Street, Boston, MA 02108-3704 | MA | 1987-05 | $483,508 |
| 18 | Face Inc | 106 Walnut St, Natick, MA 01760-2025 | MA | 1971-10 | $752,704 |
| 19 | Facemate Corporation Employees Benefit Trust | 5 W Main St, Chicopee, MA 01020-1864 | MA | 1983-03 | $1,698,018 |
| 20 | Faces Inc | PO BOX 704, W Springfield, MA 01090-0704 | MA | 1996-03 | $4,867 |
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