Luke A Wood Jr Trust Uw H Burton Pauvas Shelley D Vincent 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
| Luke A Wood Jr Trust Uw H Burton Pauvas Shelley D Vincent | |
| Employer Identification Number (EIN) | 046348990 |
| Name of Organization | Luke A Wood Jr Trust Uw H Burton Pauvas Shelley D Vincent |
| In Care of Name | Tyler & Reynolds |
| Address | 77 Summer St, Boston, MA 02110-1006 |
| Activities | 4947(a)(2) trust |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| 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 | $181,213 |
| Amount of Income | $31,008 |
| Form 990 Revenue Amount | $12,357 |
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 | $14,277 | $14,277 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $10 | |||
| Dividends and interest from securities | $14,267 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $34,080 | $7,080 | $0 | $27,155 |
| Compensation of officers, directors, trustees, etc. | $3,736 | |||
| Total operating and administrative expenses | $7,080 | $7,080 | $155 | |
| Contributions, gifts, grants paid | $27,000 | |||
| Excess of revenue over expenses and disbursements | $-19,803 | |||
| Net investment income | $7,197 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $189,448 | $568,234 |
| Cash - non-interest-bearing | $203 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $110,975 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $78,270 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $189,448 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $144 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $144 |
| 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 | $571,343 |
| Net value of noncharitable-use assets | $562,780 |
| Minimum investment return | $28,139 |
| Distributable Amount (for 2012) | |
| Distributable amount | $27,995 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $27,995 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $27,821 |
| 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 | Lucy Sherman Charitable Foundation | 11 Highland Ln, Milton, MA 02186-3715 | MA | 1999-08 | $2,049 |
| 2 | Lucys Love Bus Charitable Trust | PO BOX 464, Amesbury, MA 01913-0010 | MA | 2006-04 | $238,111 |
| 3 | Ludcke Foundation, Strong Jlt & Jonathan Ttee | 175 Federal Street, Boston, MA 02110-2210 | MA | 1991-09 | $16,575,203 |
| 4 | Ludes Family Foundation, Ludes John T Ttee | PO BOX 417, Marion, MA 02738-0007 | MA | 2000-02 | $291,489 |
| 5 | Ludlow Boys & Girls Club Inc, Randall Boys & Girls Club | 91 Claudias Way, Ludlow, MA 01056-3101 | MA | 1952-09 | $1,591,308 |
| 6 | Ludlow Boys And Girls Club Inc Charitable Foundation, Gomes Maria Ttee | 91 Claudias Way, Ludlow, MA 01056-3101 | MA | 1994-12 | $67,390 |
| 7 | Ludlow Country Club Inc | 40 Tony Lema Drive, Ludlow, MA 01056 | MA | 1948-08 | $1,087,753 |
| 8 | Ludlow Fish & Game Club Inc | PO BOX 172, Ludlow, MA 01056-0172 | MA | 1948-02 | $666,082 |
| 9 | Ludlow Tennis Club Inc | PO BOX 241, Ludlow, MA 01056-0241 | MA | 1990-12 | $415,904 |
| 10 | Ludlow Youth Soccer Association Inc | PO BOX 110, Ludlow, MA 01056-0110 | MA | 1989-01 | $107,383 |
| 11 | Luke A Wood Jr Trust Uw H Burton Pauvas Shelley D Vincent | 77 Summer St, Boston, MA 02110-1006 | MA | $31,008 | |
| 12 | Luke F Kelly Charitable Trust Fbo, Kelly Luke F & Josephine M | 2036 Washington St, Hanover, MA 02339-1617 | MA | $33,211 | |
| 13 | Luke Vincent Powers Foundation Inc | 5 Capes Trl, W Barnstable, MA 02668-1348 | MA | 2004-05 | $10,410 |
| 14 | League Of United Latin America Citizens, 12113 Lulac Council | 200 Lewis St Apt 10, Lynn, MA 01902-4862 | MA | 1968-02 | $27,107 |
| 15 | Lumbini Buddhist Association Inc | 79 Margin St, Lawrence, MA 01841-4638 | MA | 1988-10 | $188,759 |
| 16 | Lumen Vitae Inc | 2 Wellington Rd, Winchester, MA 01890-3826 | MA | 1974-10 | $87,838 |
| 17 | Luna Preservation Society Inc | 151 Laurel Rd, Chestnut Hill, MA 02467-2210 | MA | 1994-07 | $202,614 |
| 18 | Lunch Hour Monitors Association Of The City Of Boston | 201 Atlantic St, Quincy, MA 02171-1647 | MA | 1993-06 | $41,418 |
| 19 | Lunenburg Firefighters Association Inc | 655 Massachusetts Ave, Lunenburg, MA 01462-1323 | MA | 1994-04 | $20,656 |
| 20 | Lunenburg Music Aiders Incorporated | PO BOX 92, Lunenburg, MA 01462-0092 | MA | 1993-10 | $23,061 |
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