Harold Whitworth Pierce Charit Able Trust C/O Goodwin Procter & Hoar 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
| Harold Whitworth Pierce Charit Able Trust C/O Goodwin Procter & Hoar | |
| Employer Identification Number (EIN) | 046019896 |
| Name of Organization | Harold Whitworth Pierce Charit Able Trust C/O Goodwin Procter & Hoar |
| In Care of Name | Nichols & Pratt |
| Address | 50 Congress St, Boston, MA 02109-4002 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 12/1972 |
| 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 | $10,000,000 to $49,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - 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:
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 | $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 Value | Fair 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) | |||||
| 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 | Harness Horsemans Association Of New England Inc | 301 Washington St, Plainville, MA 02762-1314 | MA | 2003-03 | $36,858 |
| 2 | Harold Adler Foundation | PO BOX 55806, Boston, MA 02205-5806 | MA | 2007-05 | $1,389 |
| 3 | Harold And Anna S Ullian Charitable Foundation | 800 Boylston St Fl 33, Boston, MA 02199-8109 | MA | 1994-05 | $320,615 |
| 4 | Harold And Esther Edgerton Family Foundation, Sherman Linda K Et Al Ttee | Silver Bridge 255 State St 6th Fl, Boston, MA 02127 | MA | 1986-07 | $990,250 |
| 5 | Harold And Janice Cohen Foundation 52-008296 | Two Intl Pl, Boston, MA 02110 | MA | 1979-07 | $217,498 |
| 6 | Harold And Nancy Parritz Family Foundation | 88 Charles St Ste 1, Boston, MA 02114-4688 | MA | 2001-05 | $329,225 |
| 7 | Harold And Ruth Goldberg Family Private Foundation | 80a Seminary Avenue, Audburndale, MA 02466-2600 | MA | 1992-04 | $269 |
| 8 | Harold B And Elizabeth L Shattuck Memorial Fund | Eastern Bank Agent 605broadway, Saugus, MA 01906 | MA | 1998-10 | $1,693,028 |
| 9 | Harold S Coleman & Marian B Coleman Charitable Foundation Inc, B | 2 Old Apple Tree Trl, Plymouth, MA 02360-8807 | MA | 1961-03 | $26,010 |
| 10 | Harold T N Smith Memorial Foundation, Smith Elizabeth | 256 Essex St, Salem, MA 01970-3434 | MA | 1954-06 | $1,358,527 |
| 11 | Harold Whitworth Pierce Charit Able Trust C/O Goodwin Procter & Hoar | 50 Congress St, Boston, MA 02109-4002 | MA | 1972-12 | $4,268,365 |
| 12 | Harper Family Foundation | 160 Federal St Fl 20, Boston, MA 02110-1700 | MA | 2003-02 | $28,493 |
| 13 | Harpley Foundation Tr, Harpley Alice & Mary Wessels Ttees | PO BOX 732, Reading, MA 01867-0405 | MA | 1993-11 | $305,382 |
| 14 | Harpswell Foundation, Lightman Alan P Ttee | 47 Devens St, Concord, MA 01742-2412 | MA | 1999-08 | $3,131,204 |
| 15 | Harriet M Faunce Trust Uw Cape Cod Bank & Trust Co | PO BOX 20, Orleans, MA 02653-0020 | MA | 1973-03 | $101,104 |
| 16 | Harrill Family Foundation Tr, Harrill James W & Donna L Ttee | 10 Hidden Valley Rd, Westford, MA 01886-1132 | MA | 2000-03 | $21,829 |
| 17 | Harrington School Extended Day | 328 Lowell St, Lexington, MA 02420-2502 | MA | 1981-11 | $13,289 |
| 18 | Harrington School Pto Inc | 120 Richardson Rd, N Chelmsford, MA 01863-2300 | MA | 1993-06 | $57,557 |
| 19 | Harris Family Foundation Inc | 12 Byfield Rd, Newton, MA 02468-1234 | MA | 2004-07 | $190,776 |
| 20 | Harrison Foundation | Mintz Levin Fin Adv One Financial, Boston, MA 02111 | MA | 2000-03 | $423,576 |
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