Metanoia Fund Tr, Taylor F M Iii & C L Matthei Tttees 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
| Metanoia Fund Tr, Taylor F M Iii & C L Matthei Tttees | |
| Employer Identification Number (EIN) | 046668886 |
| Name of Organization | Metanoia Fund Tr |
| Secondary Name | Taylor F M Iii & C L Matthei Tttees |
| In Care of Name | Hemenway & Barnes |
| Address | Lwc 230 Congress St 12fl, Boston, MA 02110 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 06/1991 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $267,519 |
| Amount of Income | $248,845 |
| Form 990 Revenue Amount | $214,717 |
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 | $15,788 | $87,090 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $4 | |||
| Dividends and interest from securities | $1,611 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $14,173 | |||
| Total expenses and disbursements | $120,864 | $1,231 | $0 | $115,395 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $7,114 | $1,231 | $1,645 | |
| Contributions, gifts, grants paid | $113,750 | |||
| Excess of revenue over expenses and disbursements | $-105,076 | |||
| Net investment income | $85,859 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $56,691 | $61,954 |
| Cash - non-interest-bearing | $742 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $30,949 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $25,000 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $56,691 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $14,173 |
| 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 | $1,717 |
| Total credits and payments | $2,400 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,400 |
| 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 | $0 |
| Overpayment | $683 |
| Amount to be credited to 2013 estimated tax | $683 |
| 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 | $108,929 |
| Net value of noncharitable-use assets | $107,300 |
| Minimum investment return | $5,365 |
| Distributable Amount (for 2012) | |
| Distributable amount | $3,648 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $3,648 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
The Red Sox Foundation Inc in Boston, MA
  |
|
Ben And Rose Cole Charitable Pria Foundation in Boston, MA
|
|
Chefs Table Foundation in Boston, MA
|
|
Chester Square Neighborhood Association Inc in Boston, MA
|
|
Landry Family Charitable Foundation in Boston, MA
|
|
King Solomon Humanitarian Foundation For Handicapped Childre, Handi-Kids in Bridgewater, MA
|
| Iglesia Camino Al Calvario in Lynn, MA |
| Rossbach Charitable Remainder Tr, Rossbach Janice & C E Ahara Ttees in Lexington, MA |
| Massachusetts-Ponkapoag Tribal Council Inc in Bridgewater, MA |
|
Fc Blazers in Needham Hgts, MA
|
| Other organizations in Massachusetts | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Merrimack Valley United Jewish Communities Inc | PO BOX 937, Andover, MA 01810-0016 | MA | 1988-05 | $418,950 |
| 2 | Merrimack Valley Venture Forum Inc | 600 W Cummings Park Ste 4400, Woburn, MA 01801-6395 | MA | 2003-02 | $73,903 |
| 3 | Merry Mixers Inc | PO BOX 1282, Marblehead, MA 01945-5282 | MA | 1999-11 | $73,751 |
| 4 | Merry-Go-Round Nursery School Inc | 350 Fulton St, Medford, MA 02155-1707 | MA | 1987-06 | $68,059 |
| 5 | Merwin Memorial Free Clinic For Animals Inc | 542 Cambridge St, Allston, MA 02134-2430 | MA | 1980-11 | $1,608,462 |
| 6 | Mesoamerican Development Institute Corporation | 1 University Ave Alumni Hall, Lowell, MA 01854 | MA | 1997-05 | $50,154 |
| 7 | Messiah Ministries International Inc | P O Box 111, Clinton, MA 01510 | MA | 1970-01 | $0 |
| 8 | Metacomet Land Trust Inc | PO BOX 231, Franklin, MA 02038-0231 | MA | 1993-06 | $53,306 |
| 9 | Metalwerx Education Scholarships Inc | 50 Guinan St, Waltham, MA 02451-4310 | MA | 2006-03 | $374,319 |
| 10 | Metamorphosen Chamber Ensemble Incorporated | 221 Massachusetts Ave Apt 217, Boston, MA 02115-3519 | MA | 1994-10 | $71,017 |
| 11 | Metanoia Fund Tr, Taylor F M Iii & C L Matthei Tttees | Lwc 230 Congress St 12fl, Boston, MA 02110 | MA | 1991-06 | $248,845 |
| 12 | Metco College Scholarship Fund Of Lexington | 10 Fletcher Avenue, Lexington, MA 02420 | MA | 1971-07 | $24,694 |
| 13 | Methuen Arlington Neighborhood Inc | 141 Tenney Street 2nd Floor, Methuen, MA 01844-4341 | MA | 1996-02 | $91,817 |
| 14 | Methuen Youth Baseball Association Inc | 113 Temple Dr, Methuen, MA 01844-1466 | MA | 1992-08 | $163,904 |
| 15 | Methuen Board Of Trade Inc | PO BOX 402, Methuen, MA 01844 | MA | 1994-01 | $0 |
| 16 | Methuen Community Television Corp | 13 Branch Street Lower Level, Methuen, MA 01844-1975 | MA | 1996-12 | $604,268 |
| 17 | Methuen Festival Of Trees Inc | PO BOX 14, Methuen, MA 01844-0014 | MA | 2003-07 | $375,701 |
| 18 | Methuen Historical Society Inc | 1 STEVENS STREET PO BOX 52, Methuen, MA 01844 | MA | 1981-04 | $0 |
| 19 | Methuen Memorial Music Hall Inc | 192 Broadway, Methuen, MA 01844 | MA | 1949-11 | $179,198 |
| 20 | Methuen Police Relief Association | 90 Hampshire Street, Methuen, MA 01844-6821 | MA | 2002-02 | $114,351 |
Organization representatives - add corrected or new information about Metanoia Fund Tr, Taylor F M Iii & C L Matthei Tttees »
Non-representatives - add comments about Metanoia Fund Tr, Taylor F M Iii & C L Matthei Tttees»