Helen & Leo Mayer Charitable Trust in Wellesley, 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
| Helen & Leo Mayer Charitable Trust | |
| Employer Identification Number (EIN) | 046075130 |
| Name of Organization | Helen & Leo Mayer Charitable Trust |
| In Care of Name | Gilmore Rees & Carlson |
| Address | 70 Walnut Street, Wellesley, MA 02481-2135 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 01/1953 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 10/2014 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $701,577 |
| Amount of Income | $207,047 |
| Form 990 Revenue Amount | $59,856 |
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 | $57,281 | $57,281 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $35,037 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $22,244 | |||
| Total expenses and disbursements | $63,494 | $11,758 | $0 | $51,210 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $18,494 | $11,758 | $6,210 | |
| Contributions, gifts, grants paid | $45,000 | |||
| Excess of revenue over expenses and disbursements | $-6,213 | |||
| Net investment income | $45,523 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $716,737 | $1,004,393 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $511,166 | |
| Investments-corporate bonds | $154,890 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $50,681 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $716,737 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $22,244 |
| 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 | $455 |
| Total credits and payments | $480 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $480 |
| 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 | $25 |
| Amount to be credited to 2013 estimated tax | $25 |
| 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 | $979,665 |
| Net value of noncharitable-use assets | $964,980 |
| Minimum investment return | $48,249 |
| Distributable Amount (for 2012) | |
| Distributable amount | $47,794 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $47,794 |
| 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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| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Heavy Rescue Inc | PO BOX 50249, New Bedford, MA 02745 | MA | 2007-11 | $111,700 |
| 2 | Hebrew Free Loan Association Of Greater Springfield Inc | 1160 Dickinson St, Springfield, MA 01108-3122 | MA | 1995-05 | $39,612 |
| 3 | Hebrew Ladies Helping Hand Society Of Fall River | 229 Belmont St, Fall River, MA 02720-3427 | MA | 1974-02 | $22,000 |
| 4 | Hebron Food Pantry Inc | 11 Sanford Street, Attleboro, MA 02703 | MA | 2002-03 | $106,491 |
| 5 | Hech Sisson Road Inc | PO BOX 638, West Harwich, MA 02671-0638 | MA | 2007-01 | $165,067 |
| 6 | Hech South Harwich Inc | PO BOX 638, West Harwich, MA 02671-0638 | MA | 2009-11 | $117,689 |
| 7 | Massdevelopment Hefa Trust | 99 High Street, Boston, MA 02110-2320 | MA | 1997-11 | $97,304 |
| 8 | Hegner Center Inc | 471 Broadway, Lynnfield, MA 01940-1401 | MA | 1975-12 | $4,915 |
| 9 | Heights Inc | Boston College Mcelroy 113, Chestnut Hill, MA 02467 | MA | 1974-02 | $101,307 |
| 10 | Heights Pto | 454 South Main Street, Sharon, MA 02067 | MA | 2007-04 | $36,316 |
| 11 | Helen & Leo Mayer Charitable Trust | 70 Walnut Street, Wellesley, MA 02481-2135 | MA | 1953-01 | $207,047 |
| 12 | Helen A Nigro Foundation | 1 Inn St, Newburyport, MA 01950-2557 | MA | 2003-07 | $119,289 |
| 13 | Helen And George Ladd Charitble Corportion | PO BOX 51400, Boston, MA 02205-1400 | MA | 1982-11 | $1,599,570 |
| 14 | Helen C Whitcomb Tr Udo Fbo Joseph C Whitcomb Schshp Fd | 2036 Washington St, Hanover, MA 02339-1617 | MA | $1,568 | |
| 15 | Helen Fava Scholarship Tr Uw 092091 Art Iii Anthony H Fava Tr, Weyland Wendell P Ttee | 309 Ipswich Rd, Boxford, MA 01921-1505 | MA | 1993-03 | $44,224 |
| 16 | Helen G Hauben Foundation Inc | 5 Apple Ridge Ln, Littleton, MA 01460-2232 | MA | 1999-11 | $1,004,028 |
| 17 | Helen Keller Elementary Parent Communication Council, Helen Keller Pcc | 500 Lincoln St, Franklin, MA 02038-1530 | MA | 2003-10 | $86,531 |
| 18 | Helen Nattersted Simpson Scholarship Fund | 41 Flint St, Salem, MA 01970-3266 | MA | 2000-06 | $537 |
| 19 | Helene B Black Charitable Foundation, Sparrow Marvin Ttee | 400 Atlantic Ave Rm 401, Boston, MA 02110-3331 | MA | 1991-04 | $919,544 |
| 20 | Helene Morgan Babcock And Alfred Babcock Memorial Scholarship Trust, Tully David E Ttee | 588 Main St, Dunstable, MA 01827-1315 | MA | 2007-03 | $163,121 |
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