Remis Trust Fund 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
| Remis Trust Fund | |
| Employer Identification Number (EIN) | 046039220 |
| Name of Organization | Remis Trust Fund |
| In Care of Name | Robert Remis |
| Address | Two Commonwealth Ave, Boston, MA 02116-3134 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 01/1945 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 10/2012 |
| Assets | $25,000 to $99,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $28,143 |
| Amount of Income | $37,793 |
| Form 990 Revenue Amount | $2,140 |
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 | $9,540 | $9,540 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $1 | |||
| Dividends and interest from securities | $1,561 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $7,978 | |||
| Total expenses and disbursements | $49,697 | $192 | $0 | $49,470 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $227 | $192 | $0 | |
| Contributions, gifts, grants paid | $49,470 | |||
| Excess of revenue over expenses and disbursements | $-40,157 | |||
| Net investment income | $9,348 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $28,143 | $22,678 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $19,469 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $8,674 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $28,143 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $7,978 |
| 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 | $93 |
| Total credits and payments | $327 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $327 |
| 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 | $234 |
| Amount to be credited to 2013 estimated tax | $234 |
| 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 | $45,570 |
| Net value of noncharitable-use assets | $44,880 |
| Minimum investment return | $2,244 |
| Distributable Amount (for 2012) | |
| Distributable amount | $2,151 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $2,151 |
| 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 |
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| Other organizations in Massachusetts | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Reingold School Parent Teacher Organization Inc | 376 South St, Fitchburg, MA 01420-7942 | MA | 1995-09 | $54,957 |
| 2 | Reintegration Education Adult Program Inc | 121 Summit Ave, Quincy, MA 02170-3616 | MA | 1993-07 | $1 |
| 3 | Relief Association Inc | PO BOX 585, Nantucket, MA 02554-0585 | MA | 1943-12 | $888,968 |
| 4 | Religious Coalition For Reproductive Choice Of Mass | 90 Holden St, Worcester, MA 01606-3411 | MA | 1999-05 | $3,979 |
| 5 | Religious Coalition For The Freedom To Marry Inc | 24 Alveston Street, Jamaica Plain, MA 02130 | MA | 2005-09 | $778 |
| 6 | Remember My Kids Foundation Inc | 95 Appleton Street, Boston, MA 02116 | MA | 2008-05 | $0 |
| 7 | Remembering Maynards Own | Po Box 268, Maynard, MA 01754 | MA | 2005-03 | $0 |
| 8 | Remenber 9-11 Ride Inc | 840 Main St Ste 211, Millis, MA 02054-1548 | MA | 2006-03 | $15,457 |
| 9 | Remillard Family Foundation Inc | 211 Main St, Webster, MA 01570-2249 | MA | 1997-06 | $1,000,217 |
| 10 | Remineralize The Earth Inc | 152 South St, Northampton, MA 01060 | MA | 1996-02 | $50,822 |
| 11 | Remis Trust Fund | Two Commonwealth Ave, Boston, MA 02116-3134 | MA | 1945-01 | $37,793 |
| 12 | Remondi Family Foundation | 300 Boylston St Unit 507, Boston, MA 02116-3956 | MA | 2007-03 | $3,960,753 |
| 13 | Renaissance Band Calliope Inc | 91 Branch Rd, New Marlborough, MA 01230-2082 | MA | 1977-07 | $5,501 |
| 14 | Rene & Jimmy Wisch Charitable Foundation | 20 Walnut St Ste 318, Wellesley, MA 02481-2104 | MA | 2002-09 | $375,181 |
| 15 | Renee And Herbert M Stein Fam Foundation, Stein Herbert Ttee | 10 St James Ave, Boston, MA 02116-3813 | MA | 2001-04 | $125 |
| 16 | Rennie Center For Education Research & Policy Inc | 131 Mount Auburn St Ste 1, Cambridge, MA 02138-5752 | MA | 2005-11 | $876,759 |
| 17 | Research Development & Technical Employees Union | 394 Lowell St Ste 7, Lexington, MA 02420-2549 | MA | 1972-10 | $234,500 |
| 18 | Research Foundation For The Treatment Of Ovarian Cancer Inc | 22 Chestnut Ter, Newton, MA 02459-1660 | MA | 2001-03 | $223,050 |
| 19 | Research Institute For Learning And Development | 4 Militia Dr Ste 20, Lexington, MA 02421-4705 | MA | 1991-10 | $703,562 |
| 20 | Research Support Fund | Gordon Hall 418 N Pleasant Street S, Amherst, MA 01002 | MA | 1998-02 | $731,866 |
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