Robertson Trust in Milton, 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
| Robertson Trust | |
| Employer Identification Number (EIN) | 046109594 |
| Name of Organization | Robertson Trust |
| In Care of Name | Peabody & Arnold |
| Address | 36 Randolph Ave, Milton, MA 02186-3405 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 12/1950 |
| 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 | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $595,433 |
| Amount of Income | $142,566 |
| Form 990 Revenue Amount | $58,286 |
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 | $42,884 | $42,884 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $11 | |||
| Dividends and interest from securities | $27,082 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $19 | |||
| Other | $15,772 | |||
| Total expenses and disbursements | $60,930 | $2,717 | $0 | $57,500 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $3,430 | $2,717 | $0 | |
| Contributions, gifts, grants paid | $57,500 | |||
| Excess of revenue over expenses and disbursements | $-18,046 | |||
| Net investment income | $40,167 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $572,808 | $981,885 |
| Cash - non-interest-bearing | $2,011 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $411,133 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $126,604 | |
| Other | $33,060 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $572,808 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $15,772 |
| 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 | $402 |
| Total credits and payments | $560 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $560 |
| 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 | $158 |
| Amount to be credited to 2013 estimated tax | $158 |
| 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 | $971,695 |
| Net value of noncharitable-use assets | $957,120 |
| Minimum investment return | $47,856 |
| Distributable Amount (for 2012) | |
| Distributable amount | $47,454 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $47,454 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $3,180 |
| 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 Treat Paine Historical Trust Judigh K Dimargo Treasurer | 100 Robert Treat Paine Dr, Waltham, MA 02452-4758 | MA | 1991-04 | $88,246 |
| 2 | Robert W & Gladys S Meserve Charitable Tr | PO BOX 961209, Boston, MA 02196-1209 | MA | 1996-09 | $60,509 |
| 3 | Robert W Fawcett Memorial Scholar Ship Tr Fund | 1 Tyler Ct, Cambridge, MA 02140-1639 | MA | $1,060 | |
| 4 | Robert W Murray Charitable Foundation | 20 Rowes Wharf, Boston, MA 02110-3325 | MA | 2001-02 | $798,627 |
| 5 | Robert W Pierce Jr Family Foundation | 35 Brimmer St, Boston, MA 02108-1001 | MA | 1997-08 | $212,415 |
| 6 | Roberta M Childs Charitable Foundation | 53 State St Ste 39, Boston, MA 02109-3001 | MA | 1979-08 | $1,510,538 |
| 7 | Roberta Thall Charitable Tr | 39 Concord St, Holliston, MA 01746-1305 | MA | 2001-07 | $90,123 |
| 8 | Pioneer Investments Charitable Foundation Inc | 60 State St, Boston, MA 02109-1800 | MA | 2002-02 | $131,205 |
| 9 | Roberts Family Foundation | 31 Saint James Ave Ste 740, Boston, MA 02116-4186 | MA | 2001-04 | $6,020,871 |
| 10 | Roberts Woods Farm Inc | 23 Art School Rd, Monterey, MA 01245 | MA | 2008-03 | $76,805 |
| 11 | Robertson Trust | 36 Randolph Ave, Milton, MA 02186-3405 | MA | 1950-12 | $142,566 |
| 12 | Robin Crest Learner Center Inc | 66 Jackson Hill Rd, Leverett, MA 01054-9739 | MA | 1996-08 | $38,818 |
| 13 | Robin Gamble Grinnell Foundation, Julie T Mcveigh Succ Ttee | 121 High St Ste 501, Boston, MA 02110-2416 | MA | 1999-11 | $126,182 |
| 14 | Robin Kaplan Memorial Fund | PO BOX 1577, Westborough, MA 01581-6577 | MA | 2006-10 | $236,771 |
| 15 | Concord Montessori School | 152 Annursnac Hill Rd, Concord, MA 01742-5429 | MA | 1992-01 | $387,850 |
| 16 | Robin Romano Memorial Fund | 31 Main Street Unit E, Charlestown, MA 02129 | MA | 2001-02 | $0 |
| 17 | Roca Inc | 101 Park St, Chelsea, MA 02150-2771 | MA | 1996-05 | $9,105,702 |
| 18 | Roca Pallin Youth Center Inc | 101 Park St, Chelsea, MA 02150-2771 | MA | 1997-09 | $435,220 |
| 19 | Rochester Cardiology Research Inc | 10 Winthrop Square, Boston, MA 02110-1264 | MA | 1982-10 | $31,733 |
| 20 | Rochester Firefighters Assoc Inc C/O Scott Weigel | 265 Walnut Plain Rd, Rochester, MA 02770-4028 | MA | 1993-03 | $24,998 |
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