Merrimac Charitable Tr Ii, Everts Nelson T Ttee 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
| Merrimac Charitable Tr Ii, Everts Nelson T Ttee | |
| Employer Identification Number (EIN) | 043249244 |
| Name of Organization | Merrimac Charitable Tr Ii |
| Secondary Name | Everts Nelson T Ttee |
| In Care of Name | Edelstein Co Llp |
| Address | C/O Edelstein Co Llp 160 Federal St, Boston, MA 02110 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 11/1994 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2014 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $198,289 |
| Amount of Income | $35,829 |
| Form 990 Revenue Amount | $24,323 |
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 | $36,135 | $36,135 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $13,342 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $22,793 | |||
| Total expenses and disbursements | $31,935 | $1,975 | $0 | $29,960 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $3,835 | $1,975 | $1,860 | |
| Contributions, gifts, grants paid | $28,100 | |||
| Excess of revenue over expenses and disbursements | $4,200 | |||
| Net investment income | $34,160 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $214,890 | $642,463 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $199,526 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $15,364 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $214,890 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $22,793 |
| 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 | $342 |
| Total credits and payments | $240 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $240 |
| 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 | $102 |
| 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 | $635,655 |
| Net value of noncharitable-use assets | $626,120 |
| Minimum investment return | $31,306 |
| Distributable Amount (for 2012) | |
| Distributable amount | $30,964 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $30,964 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $29,168 |
| 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 | Mentor Charitable Fund Inc | 141 Tremont Street, Boston, MA 02111-1209 | MA | 2000-09 | $74,288 |
| 2 | Mentor Group Institute For Intercultural Education Inc | 160 Commonwealth Avenue, Boston, MA 02116-2707 | MA | 1983-03 | $1,271,134 |
| 3 | Mercury Wire Products Charitable Foundation | Mercury Drive, Spencer, MA 01562 | MA | 1983-05 | $38,338 |
| 4 | Mercysong Inc | PO BOX 486, Stockbridge, MA 01262-0486 | MA | 2003-12 | $293,071 |
| 5 | Meridian Academy Inc | 1187 Beacon St, Brookline, MA 02446-5441 | MA | 2004-07 | $980,574 |
| 6 | Meridian Associates For Programs And Services Inc | 141 North Street, Pittsfield, MA 01201-5156 | MA | 1981-06 | $5,892,062 |
| 7 | East Boston Saving Bank Charitable Foundation Inc | 67 Prospect St, Peabody, MA 01960-1604 | MA | 1998-03 | $156,156 |
| 8 | Merit Construction Alliance Of Massachusetts Inc | PO BOX 370, Kingston, MA 02364-0370 | MA | 1998-09 | $122,428 |
| 9 | Merriam Community Parent Teacher Organziation Inc | 11 Charter Rd, Acton, MA 01720-2930 | MA | 2007-03 | $122,726 |
| 10 | Merrill Family Charitable Foundation Inc | PO BOX 990129, Boston, MA 02199-0129 | MA | 1997-03 | $259,756 |
| 11 | Merrimac Charitable Tr Ii, Everts Nelson T Ttee | C/O Edelstein Co Llp 160 Federal St, Boston, MA 02110 | MA | 1994-11 | $35,829 |
| 12 | Merrimac Police Association | 16 E Main St, Merrimac, MA 01860-2019 | MA | 2003-12 | $201 |
| 13 | Merrimac Pto | 104 Church St Sweetsir School, Merrimac, MA 01860 | MA | 2001-12 | $41,126 |
| 14 | Merrimac River Rowing Assn Inc | PO BOX 1909, Lowell, MA 01853-1909 | MA | 2005-07 | $125,647 |
| 15 | Merrimac Soccer Club | PO BOX 242, Merrimac, MA 01860-0242 | MA | 1980-03 | $21,484 |
| 16 | Merrimac Softball League Inc | Co Obara 36 West Main Street, Merrimac, MA 01860 | MA | 2006-03 | $14,878 |
| 17 | Merrimac Valley Housing Services Inc | 155 Merrimack St, Lowell, MA 01852-1723 | MA | 1981-08 | $802,484 |
| 18 | Merrimack Child Care Center Inc | 366 Amesbury Line Rd, Haverhill, MA 01830-1808 | MA | 1975-04 | $173,843 |
| 19 | Merrimack Education Center Inc | 101 Mill Rd, Chelmsford, MA 01824-4844 | MA | 1978-06 | $16,963,805 |
| 20 | Merrimack Housing Corporation | 950 Cambridge St, Cambridge, MA 02141-1001 | MA | 1993-04 | $67,541 |
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