Rome Charitable Trust 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
| Rome Charitable Trust | |
| Employer Identification Number (EIN) | 046017410 |
| Name of Organization | Rome Charitable Trust |
| In Care of Name | United States Trust Co |
| Address | 1 Beacon St Ste 33, Boston, MA 02108-3116 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 09/1974 |
| 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 | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $189,630 |
| Amount of Income | $59,179 |
| Form 990 Revenue Amount | $6,552 |
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 | $22,752 | $22,609 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $8,322 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $143 | |||
| Other | $14,287 | |||
| Total expenses and disbursements | $18,623 | $2,295 | $0 | $16,284 |
| Compensation of officers, directors, trustees, etc. | $2,374 | |||
| Total operating and administrative expenses | $3,104 | $2,295 | $765 | |
| Contributions, gifts, grants paid | $15,519 | |||
| Excess of revenue over expenses and disbursements | $4,129 | |||
| Net investment income | $20,314 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $181,910 | $324,397 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $54,928 | |
| Investments-corporate stock | $111,750 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $15,232 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $181,910 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $14,287 |
| 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 | $203 |
| Total credits and payments | $203 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $45 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $158 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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? | Yes |
| 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 | $323,080 |
| Net value of noncharitable-use assets | $318,240 |
| Minimum investment return | $15,912 |
| Distributable Amount (for 2012) | |
| Distributable amount | $15,709 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $15,709 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $14,943 |
| 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 | Roger L Clifton Foundation | One Post Office Sq, Boston, MA 02109-2106 | MA | 1983-12 | $139,641 |
| 2 | Roger M & Michelle S Marino Charitable Foundation 12-94 | 254 Westfield St, Dedham, MA 02026-5623 | MA | 1996-02 | $921,554 |
| 3 | Rogers Family Foundation | 77 Summer Street 8th Floor, Boston, MA 02110-1006 | MA | 1959-10 | $3,360,844 |
| 4 | Rogers Hall Corporation | 536 Granite Street, Braintree, MA 02184-3952 | MA | 1983-04 | $939,576 |
| 5 | Rogers Pierce Childrens Center Inc | 75 Pleasant St, Arlington, MA 02476-6514 | MA | 1970-01 | $662,319 |
| 6 | Rogerson House Inc | 1 Florence St, Boston, MA 02131-3638 | MA | 1996-06 | $5,569,762 |
| 7 | Roland Aime & Rita P Lafrance Family Charity Foundation | PO BOX 248, Westport, MA 02790-0248 | MA | 1999-11 | $0 |
| 8 | Rollstone Charitable Foundation Inc | 780 Main St, Fitchburg, MA 01420-3112 | MA | 2005-06 | $457,664 |
| 9 | Roman Catholic Bishop Of Olancho Honduras Inc | 22 Fern Drive, Walpole, MA 02081 | MA | 1986-04 | $86,244 |
| 10 | Romanian Childrens Relief Inc | PO BOX 493, Pepperell, MA 01463-0493 | MA | 1991-03 | $356,613 |
| 11 | Rome Charitable Trust | 1 Beacon St Ste 33, Boston, MA 02108-3116 | MA | 1974-09 | $59,179 |
| 12 | Ron And Ariela Beck Family Foundation Inc | 80 Esterbrook Rd, Acton, MA 01720-5702 | MA | 2003-12 | $1 |
| 13 | Ron Burton Foundation Inc | 10 Post Office Sq Ste 1200, Boston, MA 02109-4603 | MA | 2001-02 | $1,776,419 |
| 14 | Ron Burton Training Village Inc | PO BOX 2, Hubbardston, MA 01452-0002 | MA | 1985-07 | $1,069,761 |
| 15 | Ronald G Casty Family Foundation | 830 Boylston St, Chestnut Hill, MA 02467-2503 | MA | 2005-08 | $227,804 |
| 16 | Ronald G Segel Memorial Scholarship Fund Inc | 2 Newton Pl, Newton, MA 02458-1637 | MA | 1992-11 | $2,000 |
| 17 | Ronald M Ansin Foundation | 1 Main St, Leominster, MA 01453-5501 | MA | 1983-05 | $2,992,908 |
| 18 | Roofers Local Union No 33 Labor Management Cooperation Tr, P Bickford & T Gunning Et Al Ttee | 53 Evans Dr, Stoughton, MA 02072-4416 | MA | 2003-03 | $152,892 |
| 19 | Roofers Union Local 33 Administration Fund, 33 Rdwa | PO BOX 9106, Stoughton, MA 02072-9106 | MA | 1944-10 | $368,641 |
| 20 | Room To Dream Foundation Inc | 1188 Centre Street, Newton, MA 02459-1556 | MA | 2006-11 | $150,000 |
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