Jessie Gordon Sherman Trust Uw Fiduciary Trust Co Trustee 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
| Jessie Gordon Sherman Trust Uw Fiduciary Trust Co Trustee | |
| Employer Identification Number (EIN) | 046139356 |
| Name of Organization | Jessie Gordon Sherman Trust Uw Fiduciary Trust Co Trustee |
| In Care of Name | Fiduciary Trust Co Ttee 175 |
| Address | PO BOX 55806, Boston, MA 02205-5806 |
| Activities | Supplying money, goods or services to the poor |
| Subsection | Charitable Organization |
| Ruling Date | 12/1980 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,207,047 |
| Amount of Income | $480,193 |
| Form 990 Revenue Amount | $50,302 |
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 | $34,359 | $22,384 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $24,656 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $884 | |||
| Other | $8,819 | |||
| Total expenses and disbursements | $105,055 | $17,513 | $0 | $88,130 |
| Compensation of officers, directors, trustees, etc. | $16,925 | |||
| Total operating and administrative expenses | $19,390 | $17,513 | $2,465 | |
| Contributions, gifts, grants paid | $85,665 | |||
| Excess of revenue over expenses and disbursements | $-70,696 | |||
| Net investment income | $4,871 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,220,108 | $1,340,255 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $179,312 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $1,025,304 | |
| Other | $15,492 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,220,108 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $8,819 |
| 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 | $49 |
| Total credits and payments | $300 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $300 |
| 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 | $251 |
| Amount to be credited to 2013 estimated tax | $100 |
| 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? | Yes |
| 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 | $1,318,872 |
| Net value of noncharitable-use assets | $1,299,080 |
| Minimum investment return | $64,954 |
| Distributable Amount (for 2012) | |
| Distributable amount | $64,905 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $64,905 |
| 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 | Jeol Usa Inc Voluntary Employees Benefit Plan Trust | 11 Dearborn Rd, Peabody, MA 01960-3823 | MA | 1983-06 | $6,031,039 |
| 2 | Jeremiahs Hospice Inc | PO BOX 30035, Worcester, MA 01603-0035 | MA | 1985-01 | $1,063,866 |
| 3 | Jericho Road Lawrence Inc | 190 Academy Rd, North Andover, MA 01845-4022 | MA | 2006-10 | $154,110 |
| 4 | Jericho Road Project Inc, Fleming Alta M | 20 Lexington Rd, Concord, MA 01742-2525 | MA | 2003-11 | $503,700 |
| 5 | Jerome A Schiff Charitable Tr, Fullerton J & A Lundwall Co-Ttee | Locke Fullerton Lundwall, Wellesley, MA 02482 | MA | 1996-08 | $452,849 |
| 6 | Jerome Lyle Rappaport Charitable Foundation | 75 State St Fl 12, Boston, MA 02109-1821 | MA | 1996-12 | $7,994,655 |
| 7 | Jerry Lynch Foundation Inc | 28 Old County Rd, Hingham, MA 02043-3520 | MA | 2007-09 | $112 |
| 8 | Jerusalem Dental Center For Children Inc | 637 Washington St, Brookline, MA 02446-4500 | MA | 1983-03 | $95,062 |
| 9 | Jesse Cooper Foundation Inc | 19 Jones River Dr, Kingston, MA 02364-1519 | MA | 2006-01 | $26,925 |
| 10 | Jessica Marie Ramey Catholic Charitable Foundation | 91 Tuttle Rd, Sterling, MA 01564-2101 | MA | 1998-06 | $66,141 |
| 11 | Jessie Gordon Sherman Trust Uw Fiduciary Trust Co Trustee | PO BOX 55806, Boston, MA 02205-5806 | MA | 1980-12 | $480,193 |
| 12 | Jesuit Collaborative | 300 Newbury St, Boston, MA 02115-2801 | MA | 2008-12 | $1,224,348 |
| 13 | Jett Foundation Inc | 69 Evergreen Street, Kingston, MA 02364 | MA | 2001-12 | $1,202,257 |
| 14 | Jewish Alliance For Law And Social Action Inc | 18 Tremont Street 3rd Floor, Boston, MA 02108-2301 | MA | 2002-07 | $244,405 |
| 15 | Jewish Big Brother & Big Sister Assn Of Gr Boston Endowment Fund I | 333 Nahanton Street, Newton, MA 02459-3213 | MA | 1996-08 | $248,250 |
| 16 | Jewish Big Brother-Sister Association Of Boston | 333 Nahanton St, Newton Centre, MA 02459-3213 | MA | 1946-07 | $1,943,903 |
| 17 | Jewish Causes Of Choice Inc | 384 Harvard St, Brookline, MA 02446-2932 | MA | 2009-03 | $227,566 |
| 18 | Jewish Community Day School Inc | 57 Stanley Ave, Watertown, MA 02472-4802 | MA | 1996-07 | $6,813,970 |
| 19 | Jewish Community Housing For The Elderly Ii Inc | 30 Wallingford Road, Brighton, MA 02135-4708 | MA | 1972-07 | $1,356,932 |
| 20 | Jewish Community Housing For The Elderly Iii Inc | 30 Wallingford Road, Brighton, MA 02135-4708 | MA | 1977-10 | $659,366 |
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