John C & Katherine M Morris Foundation Inc in Stockbridge, 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
| John C & Katherine M Morris Foundation Inc | |
| Employer Identification Number (EIN) | 043241999 |
| Name of Organization | John C & Katherine M Morris Foundation Inc |
| In Care of Name | Katherine Morris |
| Address | 24 Cherry Hill Road, Stockbridge, MA 01262 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 09/1994 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $3,560,926 |
| Amount of Income | $3,025,341 |
| Form 990 Revenue Amount | $178,416 |
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 | $518,602 | $117,248 | $0 | |
| Contributions, gifts, grants, etc., received | $401,348 | |||
| Interest on savings and temporary cash investments | $11 | |||
| Dividends and interest from securities | $95,774 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $21,469 | |||
| Total expenses and disbursements | $105,320 | $23,453 | $0 | $80,156 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $25,570 | $23,453 | $406 | |
| Contributions, gifts, grants paid | $79,750 | |||
| Excess of revenue over expenses and disbursements | $413,282 | |||
| Net investment income | $93,795 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $3,367,156 | $3,513,702 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $3,256,330 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $110,826 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $3,367,156 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $21,469 |
| 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 | $1,876 |
| Total credits and payments | $2,760 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,760 |
| 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 | $884 |
| Amount to be credited to 2013 estimated tax | $884 |
| 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 | $3,313,470 |
| Net value of noncharitable-use assets | $3,263,760 |
| Minimum investment return | $163,188 |
| Distributable Amount (for 2012) | |
| Distributable amount | $161,312 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $161,312 |
| 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 | John Ashford Link House Inc, Link House Incorporated | 197 Elm St, Salisbury, MA 01952-1808 | MA | 1974-10 | $1,506,704 |
| 2 | John B Gray Charitable Trust | PO BOX 55806, Boston, MA 02205-5806 | MA | 1987-03 | $51,452 |
| 3 | John Barker Basketball League Inc | PO BOX 200, Hingham, MA 02043-0200 | MA | 1986-06 | $143,760 |
| 4 | John Bertram House Inc | 29 Washington Sq, Salem, MA 01970-4014 | MA | 1942-10 | $3,304,466 |
| 5 | John Bertram House Of Swampscott Inc | 565 Humphrey Street, Swampscott, MA 01907-2600 | MA | 1996-05 | $6,143,826 |
| 6 | John Bolten Charitable Foundation | PO BOX 961019, Boston, MA 02196-1019 | MA | 1982-10 | $770,843 |
| 7 | John Boyle Oreilly Club Of Springfield Inc | 33 Progress Ave, Springfield, MA 01104-3230 | MA | 1978-10 | $414,397 |
| 8 | John Boyle Oreilly Council 85 Knights Of Columbus Charitable Cor | 386 W Main St Ste 9, Northborough, MA 01532-2128 | MA | 1976-08 | $119,409 |
| 9 | John Butler Mulliken Foundation Inc | 117 Kendrick St Ste 800, Needham, MA 02494-2728 | MA | 1999-09 | $3,585,675 |
| 10 | John C & Eunice B Morrison Charitable Foundation | 6 Beacon St Ste 1010, Boston, MA 02108-3817 | MA | 1996-04 | $5,046,479 |
| 11 | John C & Katherine M Morris Foundation Inc | 24 Cherry Hill Road, Stockbridge, MA 01262 | MA | 1994-09 | $3,025,341 |
| 12 | John D Bryant Tr Uw Nec Winifred I Li John Wallace & W | C/O Ropes Gray Llp 800 Boylston St, Boston, MA 02199 | MA | 1970-12 | $446,493 |
| 13 | John D Langley Foundation | 6 Metacomet St, Walpole, MA 02180 | MA | 2007-08 | $40,105 |
| 14 | John D Mineck Foundation | 19 Old County Rd, Hingham, MA 02043-3519 | MA | 2007-09 | $1,040,263 |
| 15 | John Donnelly Trust Ui Dtd 11-08-55 Malden Trust Co Ttee | 265 Franklin St Bos-301, Boston, MA 02110-3113 | MA | 1970-09 | $144,540 |
| 16 | John E & Marie L Murphy Char Tr, Pierce David W Ttee | 278 Lowell St, Peabody, MA 01960-4004 | MA | 1989-10 | $7 |
| 17 | John E Boyd Center For Child Care & Development | 63 Carl St, Fall River, MA 02721-2305 | MA | 1972-11 | $2,097,020 |
| 18 | John E Rosenthal Charitable Trust | One Bridge Street, Newton, MA 02458-1132 | MA | 1987-03 | $1 |
| 19 | John E Somers Trust Nect | 75 State St 18th Fl, Boston, MA 02109-1827 | MA | 1973-12 | $316,072 |
| 20 | John Eliot Corporation | 10 Putnam St, Roxbury, MA 02119-3527 | MA | 1987-09 | $133,693 |
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