Lotta M Crabtree Trust Uw Lotta Fund For Discharged Convicts 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
| Lotta M Crabtree Trust Uw Lotta Fund For Discharged Convicts | |
| Employer Identification Number (EIN) | 042607208 |
| Name of Organization | Lotta M Crabtree Trust Uw Lotta Fund For Discharged Convicts |
| In Care of Name | Kirkpatrick & Lockhart Llp |
| Address | 155 Seaport Blvd, Boston, MA 02210-2698 |
| Ruling Date | 02/1977 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Association |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $580,606 |
| Amount of Income | $166,052 |
| Form 990 Revenue Amount | $13,274 |
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 | $28,926 | $28,926 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $22,380 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $6,546 | |||
| Total expenses and disbursements | $32,788 | $3,433 | $0 | $29,355 |
| Compensation of officers, directors, trustees, etc. | $6,036 | |||
| Total operating and administrative expenses | $11,253 | $3,433 | $7,820 | |
| Contributions, gifts, grants paid | $21,535 | |||
| Excess of revenue over expenses and disbursements | $-3,862 | |||
| Net investment income | $25,493 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $576,103 | $755,890 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $497 | |
| Investments-corporate stock | $566,627 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $8,979 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $576,103 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $6,546 |
| 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 | $510 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $510 |
| 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 | $772,430 |
| Net value of noncharitable-use assets | $760,840 |
| Minimum investment return | $38,042 |
| Distributable Amount (for 2012) | |
| Distributable amount | $37,532 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $37,532 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $29,712 |
| 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 | Loomis House Inc | 298 Jarvis Avenue, Holyoke, MA 01040-1288 | MA | 1993-08 | $8,788,897 |
| 2 | Loring Arena Legacy Foundation Inc | 6 Cherry St, Framingham, MA 01701-4434 | MA | 2008-03 | $125 |
| 3 | Loring Parent Teacher Organization | 80 Woodside Rd, Sudbury, MA 01776-3486 | MA | 1999-09 | $161,736 |
| 4 | Lorraines Soup Kitchen & Pantry Inc | 170 Pendexter Ave, Chicopee, MA 01013-2126 | MA | 1989-10 | $283,291 |
| 5 | Los Ninos De Leonardo Y Meredith | 50 Mill Pond Drive, Wrentham, MA 02093 | MA | 2006-08 | $0 |
| 6 | Los San Patricios De Arizona | 5 Summer St, Ipswich, MA 01938-2207 | MA | 2004-12 | $2,158 |
| 7 | Lost Coin Womans Fund Inc | Po Box 82, Milton, MA 02186 | MA | 1992-11 | $0 |
| 8 | Lothropp Family Foundation Inc | PO BOX 462, Barnstable, MA 02630-0462 | MA | 1993-03 | $21,937 |
| 9 | Lotta Educational Fund | Nutter 155 Seaport Blvd, Boston, MA 02210 | MA | 1928-11 | $21,377 |
| 10 | Lotta M Crabtree Trust U/W Fbo Mary A Crabtree Fund | Nutter 155 Seaport Blvd, Boston, MA 02210 | MA | 1977-02 | $110,217 |
| 11 | Lotta M Crabtree Trust Uw Lotta Fund For Discharged Convicts | 155 Seaport Blvd, Boston, MA 02210-2698 | MA | 1977-02 | $166,052 |
| 12 | Lotta M Crabtree Trust Uw Lotta Hospital Fund | Nutter 155 Seaport Blvd, Boston, MA 02210 | MA | 1976-07 | $23,295 |
| 13 | Lotta M Crabtree Trust Uw Lotta Theatrical Fund | Nutter 155 Seaport Blvd, Boston, MA 02210 | MA | 1977-01 | $31,286 |
| 14 | Lotus Development Foundation Inc | 1 Rogers St, Cambridge, MA 02142-1209 | MA | 1991-04 | $1 |
| 15 | Lou & Lucienne Brightman Scholarship Foundation, Eastern Bank | 605 Broadway Lf42, Saugus, MA 01906-3200 | MA | 1987-10 | $127,454 |
| 16 | Lou Tompkins All Star Baseball League Inc | 258 Parker Street, Acton, MA 01720 | MA | 2003-09 | $0 |
| 17 | Louis & Nettie Horch Foundation Inc | 39 Pokeberry Rdg, Amherst, MA 01002-1514 | MA | $11 | |
| 18 | Louis A Frothingham Memorial Corp | PO BOX 299, North Easton, MA 02356-0299 | MA | 1934-03 | $198,640 |
| 19 | Louis E Wolfson Foundation Gilmore Rees & Carlson | 70 Walnut St, Wellesley, MA 02481-2102 | MA | 1952-06 | $2,469,945 |
| 20 | Louis Foundation, Langdon B Wheeler Ttee | 48 Lake View Ave, Cambridge, MA 02138-3326 | MA | 2006-12 | $241,828 |
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