Robert M Birmingham Trust in Methuen, 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
| Robert M Birmingham Trust | |
| Employer Identification Number (EIN) | 041091024 |
| Name of Organization | Robert M Birmingham Trust |
| In Care of Name | John T Pollano Esq |
| Address | 280 B Merrimack St, Methuen, MA 01844-6435 |
| Activities | Gifts or grants to individuals (other than scholarships), Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 01/1961 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $502,958 |
| Amount of Income | $14,276 |
| Form 990 Revenue Amount | $12,228 |
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 | $8,981 | $8,981 | $8,863 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $8,863 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $118 | |||
| Total expenses and disbursements | $18,712 | $394 | $0 | $18,170 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,712 | $394 | $1,170 | |
| Contributions, gifts, grants paid | $17,000 | |||
| Excess of revenue over expenses and disbursements | $-9,731 | |||
| Net investment income | $8,587 | |||
| Adjusted net income | $8,863 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $521,159 | $418,646 |
| Cash - non-interest-bearing | $5,022 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $271,012 | |
| Investments-corporate bonds | $31,950 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $160,791 | |
| Other | $52,384 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $521,159 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $118 |
| 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 | $172 |
| Total credits and payments | $465 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $465 |
| 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 | $293 |
| Amount to be credited to 2013 estimated tax | $293 |
| 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 | $396,697 |
| Net value of noncharitable-use assets | $390,740 |
| Minimum investment return | $19,537 |
| Distributable Amount (for 2012) | |
| Distributable amount | $19,365 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $19,365 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $19,150 |
| 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 | Robert Haywood Morrison Foundation | 1025 Main St 4th Floor, Waltham, MA 02451-7408 | MA | 2002-03 | $7,305,321 |
| 2 | Robert I Lappin Charitable Foundation | PO BOX 986, Salem, MA 01970-5986 | MA | 2007-03 | $678,602 |
| 3 | Robert I Lurie Fam Charitable Tr, Lurie Robert I Ttee | 60 State St, Boston, MA 02109-1800 | MA | 1996-05 | $20,050 |
| 4 | Robert J Cantin And Pat Ryan Cantin Family Foundation | 696 Quinobequin Rd, Waban, MA 02468-2117 | MA | 1999-04 | $1,000 |
| 5 | Robert J Flavell And Ronald D Bakerfoundation | 462 Summer St, Duxbury, MA 02332-4203 | MA | 2007-01 | $517 |
| 6 | Robert J Lemieux Scholarship Tr 040992 | 380 Washington St, Wellesley, MA 02481-6208 | MA | 1994-12 | $10,060 |
| 7 | Robert L Epstein Family Fndtn Tr Ud, Epstein Rl & Dm & Mj Ttee | 300 Boylston St Unit 703, Boston, MA 02116-3961 | MA | 1998-05 | $550,070 |
| 8 | Robert L Fortes House Inc | 405 Shawmut Ave, Boston, MA 02118-2029 | MA | 1980-07 | $142,960 |
| 9 | Robert Lee Turner Foundation Inc | 10 Strawberry Cv, Magnolia, MA 01930-5245 | MA | 1964-05 | $312,705 |
| 10 | Robert Lloyd Corkin Charitable Foundation | 6 Bigelow St, Hudson, MA 01749-2638 | MA | 1967-12 | $15,415,017 |
| 11 | Robert M Birmingham Trust | 280 B Merrimack St, Methuen, MA 01844-6435 | MA | 1961-01 | $14,276 |
| 12 | Robert Mcbride House Inc | 27 Mica Lane, Wellesley, MA 02481-1724 | MA | 1996-05 | $221,727 |
| 13 | Robert Morris Associates New England Chapter | 120 Liberty St, Brockton, MA 02301-5521 | MA | $162,985 | |
| 14 | Robert P Giddines Trust Bradley R Cook & James D Colt Ttee, Cook Bradley R & James D Ttees | 160 Federal St Fl 20, Boston, MA 02110-1700 | MA | 1996-09 | $90,487 |
| 15 | Robert P Mcdonald Charitable Foundation | 153 Dawson Dr, Needham, MA 02492-4248 | MA | 1987-07 | $3,555 |
| 16 | Robert Perkins Fund Inc | 212 Bolton Rd, Harvard, MA 01451-1846 | MA | 1986-12 | $10 |
| 17 | Robert S & Maria J Reisman Charitable Trust, Reisman Robert S Ttee | 131 Winding River Rd, Needham, MA 02492-1024 | MA | 2002-04 | $577,423 |
| 18 | Robert T & Patricia A Hylka Family Foundation | 26 Pattison Ave, Dudley, MA 01571-3323 | MA | 2001-07 | $1 |
| 19 | Robert T Arnold Scholarship Trust Fund C/O 1st Agricultural Natl Bk | PO BOX 1330, Hyannis, MA 02601-1330 | MA | 1969-12 | $4,797 |
| 20 | Robert Treat Paine Association | PO BOX 799, Bellingham, MA 02019-0799 | MA | 1926-10 | $93,453 |
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