Harold Whitworth Pierce Charit Able Trust C/O Goodwin Procter & Hoar in Boston, Massachusetts (MA)

Organization representatives - add corrected or new information about Harold Whitworth Pierce Charit Able Trust C/O Goodwin Procter & Hoar »

Non-representatives - add comments about Harold Whitworth Pierce Charit Able Trust C/O Goodwin Procter & Hoar»

Harold Whitworth Pierce Charit Able Trust C/O Goodwin Procter & Hoar
Employer Identification Number (EIN)046019896
Name of OrganizationHarold Whitworth Pierce Charit Able Trust C/O Goodwin Procter & Hoar
In Care of NameNichols & Pratt
Address50 Congress St, Boston, MA 02109-4002
ActivitiesNon-exempt charitable trust described in section 4947(a)(1) of the Code
Subsection4947(a)(1) - Private Foundation (Form 990PF Filer)
Ruling Date12/1972
FoundationAll organizations except 501(c)(3)
Exempt Organization StatusTrust described in section 4947(a)(2) of the IR Code
Tax Period12/2013
Assets$10,000,000 to $49,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$12,085,414
Amount of Income$4,268,365
Form 990 Revenue Amount$771,155


Non-representatives - add comments:


CAPTCHA

Your IP address 44.222.142.210 will be logged.

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$3,091,206$3,091,206$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$829,554
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Other$2,261,652
Total expenses and disbursements$4,472,179$75,825$0$4,374,002
Compensation of officers, directors, trustees, etc.$103,114
Total operating and administrative expenses$165,906$75,825$67,729
Contributions, gifts, grants paid$4,306,273
Excess of revenue over expenses and disbursements$-1,380,973
Net investment income$3,015,381
Adjusted net income$0
Balance Sheets (for 2012)
Book ValueFair Market Value
Total assets$12,440,155$24,312,960
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$5,574,320
Investments-corporate stock$6,109,992
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$0
Other$755,843
Total liabilities$0
Total liabilities and net assets/fund balances$12,440,155
Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income$2,261,652
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$30,154
Total credits and payments$14,800
2012 estimated tax payments and 2011 overpayment credited to 2012$14,800
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$15,354
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$27,165,286
Net value of noncharitable-use assets$26,757,800
Minimum investment return$1,337,890
Distributable Amount (for 2012)
Distributable amount$1,307,736
Undistributed Income (for 2012)
Distributable amount for 2012$1,307,736
Undistributed income for 2012. This amount must be distributed in 2013$0
Private Operating Foundations (for 2012)
2012201120102009Total
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
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review


Would you recommend Harold Whitworth Pierce Charit Able Trust C/O Goodwin Procter & Hoar to others? (optional)
  
Add photo of Harold Whitworth Pierce Charit Able Trust C/O Goodwin Procter & Hoar (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»
Other organizations in Massachusetts
IdNameAddressStateEstablishedTotal Income
1Harness Horsemans Association Of New England Inc301 Washington St, Plainville, MA 02762-1314MA2003-03$36,858
2Harold Adler FoundationPO BOX 55806, Boston, MA 02205-5806MA2007-05$1,389
3Harold And Anna S Ullian Charitable Foundation800 Boylston St Fl 33, Boston, MA 02199-8109MA1994-05$320,615
4Harold And Esther Edgerton Family Foundation, Sherman Linda K Et Al TteeSilver Bridge 255 State St 6th Fl, Boston, MA 02127MA1986-07$990,250
5Harold And Janice Cohen Foundation 52-008296Two Intl Pl, Boston, MA 02110MA1979-07$217,498
6Harold And Nancy Parritz Family Foundation88 Charles St Ste 1, Boston, MA 02114-4688MA2001-05$329,225
7Harold And Ruth Goldberg Family Private Foundation80a Seminary Avenue, Audburndale, MA 02466-2600MA1992-04$269
8Harold B And Elizabeth L Shattuck Memorial FundEastern Bank Agent 605broadway, Saugus, MA 01906MA1998-10$1,693,028
9Harold S Coleman & Marian B Coleman Charitable Foundation Inc, B2 Old Apple Tree Trl, Plymouth, MA 02360-8807MA1961-03$26,010
10Harold T N Smith Memorial Foundation, Smith Elizabeth256 Essex St, Salem, MA 01970-3434MA1954-06$1,358,527
11Harold Whitworth Pierce Charit Able Trust C/O Goodwin Procter & Hoar50 Congress St, Boston, MA 02109-4002MA1972-12$4,268,365
12Harper Family Foundation160 Federal St Fl 20, Boston, MA 02110-1700MA2003-02$28,493
13Harpley Foundation Tr, Harpley Alice & Mary Wessels TteesPO BOX 732, Reading, MA 01867-0405MA1993-11$305,382
14Harpswell Foundation, Lightman Alan P Ttee47 Devens St, Concord, MA 01742-2412MA1999-08$3,131,204
15Harriet M Faunce Trust Uw Cape Cod Bank & Trust CoPO BOX 20, Orleans, MA 02653-0020MA1973-03$101,104
16Harrill Family Foundation Tr, Harrill James W & Donna L Ttee10 Hidden Valley Rd, Westford, MA 01886-1132MA2000-03$21,829
17Harrington School Extended Day328 Lowell St, Lexington, MA 02420-2502MA1981-11$13,289
18Harrington School Pto Inc120 Richardson Rd, N Chelmsford, MA 01863-2300MA1993-06$57,557
19Harris Family Foundation Inc12 Byfield Rd, Newton, MA 02468-1234MA2004-07$190,776
20Harrison FoundationMintz Levin Fin Adv One Financial, Boston, MA 02111MA2000-03$423,576

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Harold Whitworth Pierce Charit Able Trust C/O Goodwin Procter & Hoar and has no official or unofficial affiliation with Harold Whitworth Pierce Charit Able Trust C/O Goodwin Procter & Hoar