John W Symonds Trust Uw T 5747 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
| John W Symonds Trust Uw T 5747 | |
| Employer Identification Number (EIN) | 046097443 |
| Name of Organization | John W Symonds Trust Uw T 5747 |
| In Care of Name | State Bank & Trust Co Ttees |
| Address | 1 Lincoln St Fl 24, Boston, MA 02111-2901 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 12/1970 |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 09/2014 |
| Assets | $100,000 to $499,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $139,739 |
| Amount of Income | $12,311 |
| Form 990 Revenue Amount | $5,246 |
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 | $5,246 | $6,147 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $4,594 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $652 | |||
| Total expenses and disbursements | $10,263 | $76 | $0 | $10,185 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $263 | $76 | $185 | |
| Contributions, gifts, grants paid | $10,000 | |||
| Excess of revenue over expenses and disbursements | $-5,017 | |||
| Net investment income | $6,071 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $147,013 | $179,006 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $142,955 | |
| Other | $4,058 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $147,013 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $652 |
| 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 | $121 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $121 |
| 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 | $172,773 |
| Net value of noncharitable-use assets | $170,180 |
| Minimum investment return | $8,509 |
| Distributable Amount (for 2012) | |
| Distributable amount | $8,388 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $8,388 |
| 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 P Holland Community Council Inc | 85 Olney St, Dorchester, MA 02121-3535 | MA | 1996-10 | $308,237 |
| 2 | John P Joseph And Kelley A Joseph Family Foundation, Joseph John P Ttee | 106 Fox Run Rd, Bolton, MA 01740-2007 | MA | 2009-10 | $238,439 |
| 3 | John P Laucus Foundation | 100 Summer St, Boston, MA 02110-2106 | MA | 1998-06 | $38,437 |
| 4 | John Putnam Merrill Jr & Carol Jennings Merrill Foundation Inc | 10 Kearney Rd Ste 305, Needham, MA 02494-2544 | MA | 1997-10 | $245 |
| 5 | John S Watson Fund Inc | 406 Main St, Gt Barrington, MA 01230-1805 | MA | 1980-02 | $27,684 |
| 6 | John T And Theresa D Cederholm Foundation Uta 07142005 | 73 East Ave, Marion, MA 02738-1926 | MA | 2006-06 | $152,542 |
| 7 | John T Collins Foundation | 75 Federal St 18th Flr, Boston, MA 02110-1913 | MA | 1999-04 | $515,840 |
| 8 | John T Mcgillicuddy Charitable Trust | One International Pl, Boston, MA 02110-2602 | MA | 1978-08 | $253,635 |
| 9 | John T Spinelli Family Charitable Trust, Joyce Edward J Co Ttee | C/O Ropes Gray Llp 800 Boylston St, Boston, MA 02199 | MA | 1983-05 | $170,549 |
| 10 | John W And Clara C Higgins Foundation | 370 Main St 12th Flr, Worcester, MA 01608-1723 | MA | 1958-05 | $366,876 |
| 11 | John W Symonds Trust Uw T 5747 | 1 Lincoln St Fl 24, Boston, MA 02111-2901 | MA | 1970-12 | $12,311 |
| 12 | John Ward School Parent Teacher Organization | 10 Dolphin Rd, Newton Centre, MA 02459-1305 | MA | 1998-12 | $44,078 |
| 13 | John Winthrop Nursery School Corporation | 66 Marlborough St, Boston, MA 02116-2007 | MA | 1967-02 | $1,196,286 |
| 14 | John Woodman Higgins Armory Inc | 100 Barber Ave, Worcester, MA 01606-2464 | MA | 1950-02 | $4,089,521 |
| 15 | John Xxiii Columbians Inc, John Xxx111 Columbians | 143 Hampton Street, Auburn, MA 01501 | MA | 1981-08 | $4,262 |
| 16 | Johnny Appleseed Ptac | 845 Main St, Leominster, MA 01453-1942 | MA | 2005-02 | $137,033 |
| 17 | Johnny Appleseed Trail Association Inc | 860 South St, Fitchburg, MA 01420-6903 | MA | 1999-10 | $542,216 |
| 18 | Johnny Yee Foundation | 705 Memorial Dr, Chicopee, MA 01020-5006 | MA | 2007-08 | $94,595 |
| 19 | Johnson & Johnson Employee Benefit Association Hourly & Union Trust, Hourly Union Tr | 105 Rosemont Rd, Westwood, MA 02090-2318 | MA | 1972-02 | $29,132,846 |
| 20 | Johnson Foundation Inc | 39 Chamberlain St, Hopkinton, MA 01748-2417 | MA | 2002-04 | $5,277 |
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