Marion L Decrow Trust U I 10-29-71 Part Ii Par 6 Leon F Sargent Et Al 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
| Marion L Decrow Trust U I 10-29-71 Part Ii Par 6 Leon F Sargent Et Al | |
| Employer Identification Number (EIN) | 046278656 |
| Name of Organization | Marion L Decrow Trust U I 10-29-71 Part Ii Par 6 Leon F Sargent Et Al |
| In Care of Name | Kirkpatrick & Lockhart Nicholson |
| Address | Nutter Mcclennen 155 Seaport Blvd, Boston, MA 02210 |
| 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 | 08/2014 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $959,630 |
| Amount of Income | $125,868 |
| Form 990 Revenue Amount | $94,325 |
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 | $64,102 | $64,102 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $42,390 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $14,630 | |||
| Other | $7,082 | |||
| Total expenses and disbursements | $70,566 | $7,400 | $0 | $63,166 |
| Compensation of officers, directors, trustees, etc. | $10,512 | |||
| Total operating and administrative expenses | $15,566 | $7,400 | $8,166 | |
| Contributions, gifts, grants paid | $55,000 | |||
| Excess of revenue over expenses and disbursements | $-6,464 | |||
| Net investment income | $56,702 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,024,484 | $1,536,574 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $781,113 | |
| Investments-corporate bonds | $99,819 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $130,074 | |
| Other | $13,478 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $1,024,484 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $7,082 |
| 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 | $1,134 |
| Total credits and payments | $880 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $880 |
| 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 | $254 |
| 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 | $1,544,578 |
| Net value of noncharitable-use assets | $1,521,400 |
| Minimum investment return | $76,070 |
| Distributable Amount (for 2012) | |
| Distributable amount | $74,936 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $74,936 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $74,342 |
| 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 | Marine Technology Network Association Inc | P O Box 1950, North Falmouth, MA 02556 | MA | 2000-03 | $7,679 |
| 2 | Marinella Famly Foundation | 85 Grove St Apt 411, Wellesley, MA 02482-7843 | MA | 2002-11 | $492,417 |
| 3 | Mariner Youth Soccer Club Inc | PO BOX 958, Mattapoisett, MA 02739-0958 | MA | 1988-03 | $112,385 |
| 4 | Marino Charitable Foundation 121693, Marino Lauren Ttee | 145 Centre St, Dover, MA 02030-2453 | MA | 1995-05 | $474,016 |
| 5 | Marino Health Foundation Inc | 40 Warren St Ste 328, Charlestown, MA 02129-3623 | MA | 1999-06 | $13,977,949 |
| 6 | Marion & Jasper Whiting Foundation | 50 Congress St Ste 1025, Boston, MA 02109-4022 | MA | 1967-10 | $952,623 |
| 7 | Marion Art Center Inc | 80 Pleasant St, Marion, MA 02738 | MA | 1964-05 | $208,596 |
| 8 | Marion G Fitzgerald Charitable Tr, Hesse Katherine A Ttee | 300 Crown Colony Dr, Quincy, MA 02169-0904 | MA | 2003-03 | $5,093 |
| 9 | Marion Huxley West Scholarship Fund | 2036 Washington St, Hanover, MA 02339-1617 | MA | 1999-04 | $19,528 |
| 10 | Marion Jordan Charitable Foundation, Bentinck-Smith Joan Co-Ttee | PO BOX 710, Cotuit, MA 02635-0710 | MA | 1997-10 | $236,689 |
| 11 | Marion L Decrow Trust U I 10-29-71 Part Ii Par 6 Leon F Sargent Et Al | Nutter Mcclennen 155 Seaport Blvd, Boston, MA 02210 | MA | $125,868 | |
| 12 | Marion Library Association | PO BOX 1037, Marion, MA 02738-0019 | MA | 1976-10 | $200,090 |
| 13 | Marion Mallet Club Inc | 240 Wareham Road, Marion, MA 02738 | MA | 2007-03 | $0 |
| 14 | Marion Police Brotherhood | 550 Mill Street, Marion, MA 02738 | MA | 1996-04 | $39,055 |
| 15 | Marion Stedman Covington Foundation North Carolina Trust Co Ttee | 1025 Main St 4th Floor, Waltham, MA 02451-7408 | MA | 1987-05 | $2,420,856 |
| 16 | Marion Walters Wing Tr Uw Resid, Madden Paul B Ttee | 20 Tanglewood Drive, Haverhill, MA 01830 | MA | 1992-09 | $851,770 |
| 17 | Marion-Bermuda Crusing Yacht Race Association Inc | PO BOX 916, Marion, MA 02738-0016 | MA | 1981-02 | $2,123 |
| 18 | Maritime Society Of Our Lady Of Help Of Sciacca Inc | P O Box 130776 Hanover St Station, Boston, MA 02113 | MA | 2003-01 | $49,296 |
| 19 | Marjorie And Doris Hutchinson Scholarship Fund | PO BOX 1330, Hyannis, MA 02601-1330 | MA | 2001-04 | $67,561 |
| 20 | Marjorie Cohen Stanzler Charitable Tr, Stanzler Marjorie Cohen Ttee | 44 Highgate, Wellesley, MA 02481-1420 | MA | 2002-02 | $1,525,411 |
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