Jennie & Samuel J Costa Edu Trust in Braintree, 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
| Jennie & Samuel J Costa Edu Trust | |
| Employer Identification Number (EIN) | 043031308 |
| Name of Organization | Jennie & Samuel J Costa Edu Trust |
| In Care of Name | John E Mcdonald Jr Trustee |
| Address | 55 Oregon Ave, Braintree, MA 02184-6926 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1989 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $185,316 |
| Amount of Income | $59,681 |
| Form 990 Revenue Amount | $7,130 |
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 | $8,294 | $10,112 | $7,722 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $4 | |||
| Dividends and interest from securities | $7,717 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $573 | |||
| Total expenses and disbursements | $11,987 | $7,487 | $7,487 | $11,987 |
| Compensation of officers, directors, trustees, etc. | $3,500 | |||
| Total operating and administrative expenses | $7,487 | $7,487 | $7,487 | |
| Contributions, gifts, grants paid | $4,500 | |||
| Excess of revenue over expenses and disbursements | $-3,693 | |||
| Net investment income | $2,625 | |||
| Adjusted net income | $235 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $178,969 | $287,750 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $168,105 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $10,864 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $178,969 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $572 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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 | $0 |
| Net value of noncharitable-use assets | $0 |
| Minimum investment return | $0 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| 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 | Jeffrey Grossman 9-1-1 Award Foundation Inc | 35 Old Farm Road, Wellesley, MA 02481 | MA | 1994-05 | $10,054 |
| 2 | Jeffrey J And Pamela L Palmucci Charitable Foundation, Palmucci Jeffrey J Ttee | 1 Intl Pl 44th Fl, Boston, MA 02110 | MA | 2001-05 | $6,337 |
| 3 | Jeffrey Neal Kaplan Scholarship Fund Trust | 781 Salem End Rd, Framingham, MA 01702-5542 | MA | 1984-06 | $1,046 |
| 4 | Jeffrey P Nelen Memorial Golf Tournament Inc | 33 State St, Springfield, MA 01103-2003 | MA | 1995-09 | $21 |
| 5 | Jeffrey Thomas Kace Nbd Foundation Inc | 11 Wilbraview Drive, Wilbraham, MA 01095 | MA | 2008-09 | $26,367 |
| 6 | Jeffry And Susan Hobbs-Steele Family Charitable Foundation, Steele Jeffry J Ttee | 4 Ironwood Ln, Millis, MA 02054-1344 | MA | 2000-07 | $3 |
| 7 | Jelupa Productions Inc | 86 Princeton St, Springfield, MA 01109-3427 | MA | 2006-08 | $47,009 |
| 8 | Jeni Fund For Research Prevention & Treatment Of Womens Lung Cancer | 22 Westwood St, West Newton, MA 02465-1825 | MA | 2002-07 | $23,070 |
| 9 | Jenkins Pto | 54 Vinal Ave, Scituate, MA 02066-4226 | MA | 2008-10 | $100,803 |
| 10 | Jenney House Museum Inc | 48 Summer St, Plymouth, MA 02360-3456 | MA | 2004-12 | $92,556 |
| 11 | Jennie & Samuel J Costa Edu Trust | 55 Oregon Ave, Braintree, MA 02184-6926 | MA | 1989-04 | $59,681 |
| 12 | Jennifer Creed Fund | PO BOX 52, Milford, MA 01757-0052 | MA | 1977-11 | $125,229 |
| 13 | The Jennifer Gianocostas Fund Inc | 5 Corinthian Way, Georgetown, MA 01833 | MA | 2004-07 | $18,010 |
| 14 | Jennifer Hunter Yates Sarcoma Foundation Inc | PO BOX 698, Hudson, MA 01749-0698 | MA | 2005-07 | $121,920 |
| 15 | Jennifer Kane Scholarship And Charitable Trust | 5 Lee Dr, Plymouth, MA 02360-4209 | MA | 2002-07 | $24,254 |
| 16 | Jenzabar Foundation Inc | 101 Huntington Ave Ste 2205, Boston, MA 02199-7603 | MA | 2009-06 | $572,185 |
| 17 | Jeol Usa Inc Voluntary Employees Benefit Plan Trust | 11 Dearborn Rd, Peabody, MA 01960-3823 | MA | 1983-06 | $6,031,039 |
| 18 | Jeremiahs Hospice Inc | PO BOX 30035, Worcester, MA 01603-0035 | MA | 1985-01 | $1,063,866 |
| 19 | Jericho Road Lawrence Inc | 190 Academy Rd, North Andover, MA 01845-4022 | MA | 2006-10 | $154,110 |
| 20 | Jericho Road Project Inc, Fleming Alta M | 20 Lexington Rd, Concord, MA 01742-2525 | MA | 2003-11 | $503,700 |
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