George B Fowler Charitable Trust 101277 in Northampton, 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
| George B Fowler Charitable Trust 101277 | |
| Employer Identification Number (EIN) | 046465547 |
| Name of Organization | George B Fowler Charitable Trust 101277 |
| In Care of Name | David A Berndt |
| Address | Gerardghazey Batespc 78 Main St, Northampton, MA 01060 |
| Activities | 4947(a)(2) trust |
| Subsection | Charitable Organization |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $178,761 |
| Amount of Income | $13,911 |
| Form 990 Revenue Amount | $7,131 |
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 | $2,506 | $3,610 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $240 | |||
| Dividends and interest from securities | $3,370 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $9,753 | $676 | $0 | $7,577 |
| Compensation of officers, directors, trustees, etc. | $1,500 | |||
| Total operating and administrative expenses | $2,853 | $676 | $677 | |
| Contributions, gifts, grants paid | $6,900 | |||
| Excess of revenue over expenses and disbursements | $-7,247 | |||
| Net investment income | $2,934 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $184,337 | $186,112 |
| Cash - non-interest-bearing | $23,740 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $160,597 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $184,337 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-1,104 |
| 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 | $59 |
| Total credits and payments | $100 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $0 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $100 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $41 |
| Amount to be credited to 2013 estimated tax | $41 |
| 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 | $175,448 |
| Net value of noncharitable-use assets | $172,820 |
| Minimum investment return | $8,641 |
| Distributable Amount (for 2012) | |
| Distributable amount | $8,582 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $8,582 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $7,851 |
| 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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| 2 | Friends Of The Westhampton Public Library Inc | 1 North Rd, Westhampton, MA 01027-9689 | MA | 1999-11 | $23,284 |
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| 5 | Gannett Co Inc Supplemental Unemployment Benefit Pay Plan Tr, Robert Oliver Ttee | 61 East Main St Alpha Place, Norton, MA 02766 | MA | 2010-03 | $5,645,142 |
| 6 | Gardner Rabbit Club Inc | PO BOX 216, East Templeton, MA 01438 | MA | 1977-06 | $0 |
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| 10 | George And Marie Chabot Charitable Foundation, Charles A Polachi Jr Ttee | 31 State St Ste 6, Boston, MA 02109-2718 | MA | 2009-03 | $1,004,167 |
| 11 | George B Fowler Charitable Trust 101277 | Gerardghazey Batespc 78 Main St, Northampton, MA 01060 | MA | $13,911 | |
| 12 | Gianna S House | 7 Fishermans Cove Rd, Buzzards Bay, MA 02532-5106 | MA | 2010-11 | $147,225 |
| 13 | Glass Employers Association Of New England Inc | 100 Grossman Dr Ste 300, Braintree, MA 02184-4957 | MA | 2010-08 | $141,761 |
| 14 | Glenna Kohl Fund For Hope Inc | 1153 Race Lane, Marstons Mills, MA 02648 | MA | 2009-06 | $89,198 |
| 15 | Global Health Alliance Inc | 100 Pond St Apt 12, Jamaica Plain, MA 02130-2759 | MA | 2010-10 | $475 |
| 16 | Global Initiatives Inc | 3 Crafts Road, Gloucester, MA 01930 | MA | 1991-04 | $8,650 |
| 17 | Gloucester Celebration Corporation | 35 Main St Rm 3rd Fl, Gloucester, MA 01930-5730 | MA | 1998-05 | $12,844 |
| 18 | Gloucester Police Patrolmans Association | 197 Main Street, Gloucester, MA 01930 | MA | 1992-08 | $30,960 |
| 19 | Gloucester Police Relief Assn | 197 Main St, Gloucester, MA 01930-6027 | MA | 1959-11 | $12,169 |
| 20 | Greater Lowell Bar Association Inc | Po Box 281, Lowell, MA 01853 | MA | 1984-04 | $38,381 |
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