Isabel L Makepeace 1985 Trust Ua 130-1174600 in Hyannis, 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
| Isabel L Makepeace 1985 Trust Ua 130-1174600 | |
| Employer Identification Number (EIN) | 046529891 |
| Name of Organization | Isabel L Makepeace 1985 Trust Ua 130-1174600 |
| In Care of Name | Banknorth Investments Management |
| Address | PO BOX 1330, Hyannis, MA 02601-1330 |
| Activities | Business promotion (chamber of commerce, business league, etc.) |
| Subsection | Charitable Organization |
| Ruling Date | 07/2004 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2014 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $6,126,107 |
| Amount of Income | $960,981 |
| Form 990 Revenue Amount | $24,635 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Nonmonetary Support (Not Elsewhere Classified) |
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 | $286,879 | $286,879 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $192,098 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $94,781 | |||
| Total expenses and disbursements | $408,203 | $40,186 | $0 | $366,903 |
| Compensation of officers, directors, trustees, etc. | $55,575 | |||
| Total operating and administrative expenses | $60,040 | $40,186 | $18,740 | |
| Contributions, gifts, grants paid | $348,163 | |||
| Excess of revenue over expenses and disbursements | $-121,324 | |||
| Net investment income | $246,693 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $6,436,267 | $7,333,091 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $4,619,880 | |
| Investments-corporate bonds | $1,721,833 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $94,554 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $6,436,267 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $94,781 |
| 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 | $2,467 |
| Total credits and payments | $1,569 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,569 |
| 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 | $898 |
| 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 | $7,422,570 |
| Net value of noncharitable-use assets | $7,311,240 |
| Minimum investment return | $365,562 |
| Distributable Amount (for 2012) | |
| Distributable amount | $363,095 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $363,095 |
| 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 | Ironstone Therapy Inc | 450 Lowell St, Andover, MA 01810-5305 | MA | 1998-12 | $178,386 |
| 2 | Irvin And Marion Erb Charitabletrust | PO BOX 827, Fitchburg, MA 01420-0056 | MA | 2006-08 | $114,821 |
| 3 | Irving & Betty Brudnick Charitable Foundation, Rosenthal Steven P Et | C/O Betty Brudnick 145 Beaver Road, Weston, MA 02493 | MA | 1994-09 | $128,473 |
| 4 | Irving And Charlotte Rabb Charitable Foundation | 1010 Memorial Dr Ste 20 A, Cambridge, MA 02138-4897 | MA | 1957-01 | $161,122 |
| 5 | Irving And Toby Schwartz Charitable Tr, Jay D Rosenbaum Ttee | 100 Summer St, Boston, MA 02110-2106 | MA | 2008-05 | $123,135 |
| 6 | Irwin Chafetz Family Charitable Tr | 300 First Avenue Room 300, Needham, MA 02494-2736 | MA | 1996-02 | $1,097,722 |
| 7 | Is183 Inc | PO BOX 1400, Stockbridge, MA 01262-1400 | MA | 2014-07 | $634,606 |
| 8 | Isaac Harris Cary Educational Fund | 25 Fletcher Ave, Lexington, MA 02420-3721 | MA | 1952-06 | $184,590 |
| 9 | Isaac Munroe Foundation For Children Inc | 7 Mansfield St Ste 3, Gloucester, MA 01930-3623 | MA | 1993-06 | $216,000 |
| 10 | Isabel Babson Memorial Incorporated | 69 Main St, Gloucester, MA 01930-5752 | MA | 1963-11 | $102,351 |
| 11 | Isabel L Makepeace 1985 Trust Ua 130-1174600 | PO BOX 1330, Hyannis, MA 02601-1330 | MA | 2004-07 | $960,981 |
| 12 | Isadore Forbes Benevolent Fund Order Of Eastern Star Of Massachus | PO BOX 600583, Newtonville, MA 02460-0006 | MA | 2014-08 | $57,769 |
| 13 | Isfe Inc | 200 Corporate Pl Ste 2b, Peabody, MA 01960-3840 | MA | 1997-07 | $2,305 |
| 14 | Iskwelahang Pilipino Inc | 12 Mudge Way 124, Bedford, MA 01730-2147 | MA | 1987-05 | $73,017 |
| 15 | Islamic Housing Corp, Pierce Manor Apartments | 414 County St, New Bedford, MA 02740-5008 | MA | 1982-03 | $1,084,123 |
| 16 | Islamic Society Of Framingham Inc | PO BOX 1962, Framingham, MA 01701-0162 | MA | 2002-10 | $0 |
| 17 | Islamic Society Of North America, Islamic Society Of Boston | 204 Prospect St, Cambridge, MA 02139-1218 | MA | 1983-04 | $0 |
| 18 | Islamic Society Of Western Massachusetts | 377 Amostown Rd, W Springfield, MA 01089-1711 | MA | 1998-06 | $232,363 |
| 19 | Island Affordable Housing Fund Inc | PO BOX 4769, Vineyard Hvn, MA 02568-0940 | MA | 2000-07 | $482,843 |
| 20 | Boston Harbor Island Alliance Inc | 15 State Street Suite 1100, Boston, MA 02109-3502 | MA | 1995-07 | $1,781,629 |
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