Peirce Memorial Fund For Benefit Of St Lukes Hospital Middleborough in Hanover, 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
Peirce Memorial Fund For Benefit Of St Lukes Hospital Middleborough | |
Employer Identification Number (EIN) | 046261817 |
Name of Organization | Peirce Memorial Fund For Benefit Of St Lukes Hospital Middleborough |
In Care of Name | Rockland Trust Co Trustee |
Address | 2036 Washington St, Hanover, MA 02339-1617 |
Activities | Gifts, grants, or loans to other organizations |
Subsection | Charitable Organization |
Ruling Date | 02/1972 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2013 |
Assets | $1,000,000 to $4,999,999 |
Income | $100,000 to $499,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $1,010,963 |
Amount of Income | $312,415 |
Form 990 Revenue Amount | $56,488 |
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 | $58,435 | $58,435 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $27,645 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $30,790 | |||
Total expenses and disbursements | $37,502 | $5,416 | $0 | $29,301 |
Compensation of officers, directors, trustees, etc. | $10,831 | |||
Total operating and administrative expenses | $13,867 | $5,416 | $5,666 | |
Contributions, gifts, grants paid | $23,635 | |||
Excess of revenue over expenses and disbursements | $20,933 | |||
Net investment income | $53,019 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $936,799 | $1,065,600 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $899,336 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $37,463 | |
Total liabilities | $1 | |
Mortgages and other notes payable | $0 | |
Other | $1 | |
Total liabilities and net assets/fund balances | $936,799 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $30,790 |
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 | $1,060 |
Total credits and payments | $0 |
Any penalty for underpayment of estimated tax | $23 |
Tax due | $1,083 |
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 | $1,040,186 |
Net value of noncharitable-use assets | $1,024,580 |
Minimum investment return | $51,229 |
Distributable Amount (for 2012) | |
Distributable amount | $50,169 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $50,169 |
Undistributed income for 2012. This amount must be distributed in 2013 | $46,017 |
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 | Peaked Hill Trust Inc | PO BOX 1705, Provincetown, MA 02657 | MA | 1987-04 | $51,914 |
2 | Pearl Danforth Inc | 254 Westfield St, Dedham, MA 02026-5623 | MA | 1997-04 | $60,897 |
3 | Pearle L Crawford Memorial Library Capital Campaign | Post Office Box 184, Dudley, MA 01571 | MA | 2007-03 | $14,961 |
4 | Pediatric Brain Tumor Foundation | 136 Rockport Rd, Weston, MA 02493-1470 | MA | 1998-11 | $770 |
5 | Pediatric Development Center Inc | 388 Columbus Ave, Pittsfield, MA 01201-4903 | MA | 1983-06 | $1,782,632 |
6 | Pediatric Low Grade Astrocytomafoundation Inc, Dba A Kids Brain Tumor Cure | 85 Riverbend Ln, Needham, MA 02492-2795 | MA | 2007-08 | $1,291,903 |
7 | Pedro J Martinez & Bros Foundation 1262854 | 1 Financial Ctr, Boston, MA 02111-2621 | MA | 1999-12 | $158,887 |
8 | Peer Servants | 24a Margin St, Lynn, MA 01905-1990 | MA | 1989-04 | $309,145 |
9 | Peggy Hickey Scholarship Fund | 9 Lawndale Rd, Norwood, MA 02062-4722 | MA | 1989-01 | $1,662 |
10 | Peirce Extended Day Program Inc | 170 Temple St, West Newton, MA 02465-2316 | MA | 1988-01 | $582,409 |
11 | Peirce Memorial Fund For Benefit Of St Lukes Hospital Middleborough | 2036 Washington St, Hanover, MA 02339-1617 | MA | 1972-02 | $312,415 |
12 | Pelham After School Program Inc | 45 Amherst Rd, Pelham, MA 01002-9700 | MA | 1986-11 | $94,397 |
13 | Pelham Corporation | 100 Grandview Road, Braintree, MA 02184-2686 | MA | 1991-09 | $197,721 |
14 | Pemberton Family Foundation Inc | PO BOX 370, Osterville, MA 02655-0370 | MA | 1998-03 | $173,737 |
15 | Pembroke Youth Baseball Inc | 38 Hillcrest Dr, Pembroke, MA 02359-2013 | MA | 2014-08 | $151,196 |
16 | Pembroke Titans Football & Cheerleading Inc | PO BOX 1097, Pembroke, MA 02359-1097 | MA | 2007-03 | $70,893 |
17 | Pembroke Youth Hockey Inc | PO BOX 1022, Pembroke, MA 02359-1022 | MA | 1987-04 | $844,368 |
18 | Pen Group Inc | 3 Woodleigh Rd, Natick, MA 01760-5417 | MA | 2003-02 | $6 |
19 | Pendulum Project Inc | 1770 Massachusetts Ave Ste 625, Cambridge, MA 02140-2808 | MA | 2002-01 | $3,637 |
20 | Peninsula Council Inc | PO BOX 286, Mashpee, MA 02649-0286 | MA | 1987-06 | $771,179 |
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