Theresa A And Maurice L Sullivan Humanitarian Trust in Peabody, 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
| Theresa A And Maurice L Sullivan Humanitarian Trust | |
| Employer Identification Number (EIN) | 042778084 |
| Name of Organization | Theresa A And Maurice L Sullivan Humanitarian Trust |
| Address | 12 Fairview Ave, Peabody, MA 01960-6502 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1983 |
| 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 | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $188,260 |
| Amount of Income | $13,496 |
| Form 990 Revenue Amount | $11,938 |
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 | $10,909 | $10,909 | $10,909 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $9,513 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $1,396 | |||
| Total expenses and disbursements | $17,397 | $2,870 | $0 | $10,600 |
| Compensation of officers, directors, trustees, etc. | $1,500 | |||
| Total operating and administrative expenses | $6,797 | $2,870 | $0 | |
| Contributions, gifts, grants paid | $10,600 | |||
| Excess of revenue over expenses and disbursements | $-6,488 | |||
| Net investment income | $8,039 | |||
| Adjusted net income | $10,909 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $192,373 | $192,373 |
| Cash - non-interest-bearing | $1,656 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $190,717 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $192,373 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $1,396 |
| 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 | $80 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $80 |
| 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? | Yes |
| 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 | $202,250 |
| Net value of noncharitable-use assets | $199,220 |
| Minimum investment return | $9,961 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| 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 | $9,961 | $9,961 | $9,961 | $9,976 | $39,859 |
| Qualifying distributions made directly for active conduct of exempt activities | $10,600 | $9,149 | $9,542 | $8,580 | $37,871 |
| 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 | $6,641 | $6,641 | $6,641 | $6,651 | $26,574 |
| 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 | Theatre One Productions | 12 Spencer Street, Middleboro, MA 02346-2345 | MA | 1984-12 | $6,883 |
| 2 | Theatre To Go Inc | 41a Gould St, Wakefield, MA 01880-2736 | MA | 2007-07 | $14,355 |
| 3 | Theatre With A Twist Inc | 93 Willow St, Acton, MA 01720-2709 | MA | 2010-08 | $141,409 |
| 4 | Theatre Workshop Boston Inc | 41 Greenough Avenue, Jamaica Plain, MA 02130 | MA | 1967-03 | $44,796 |
| 5 | Theodore B And Kim M Goodnow Family Charitable Foundation | 32 Whitaker Ln, Princeton, MA 01541-1505 | MA | 2009-05 | $1 |
| 6 | Theodore Eliott Charitable Trust Agency | 75 State St 18th Fl, Boston, MA 02109-1827 | MA | 2010-02 | $758,505 |
| 7 | Theodores Family Foundation | 50 Shepherds Way, Barnstable, MA 02630-1024 | MA | 2007-08 | $2,204 |
| 8 | Womenexplore Lecture And Discussion Forum Inc | 25 Washington Ave, Cambridge, MA 02140-2834 | MA | 2003-08 | $23,506 |
| 9 | Theosophical Society Of Boston Mass Besant Lodge | 21 Maple Street, Arlington, MA 02476 | MA | 1974-04 | $24,649 |
| 10 | Theosophical Society Of Boston Trust | 21 Maple St, Arlington, MA 02476-4903 | MA | 1974-04 | $29,325 |
| 11 | Theresa A And Maurice L Sullivan Humanitarian Trust | 12 Fairview Ave, Peabody, MA 01960-6502 | MA | 1983-04 | $13,496 |
| 12 | Theta Chi Fraternity Inc, Beta Chapter | 528 Beacon St, Boston, MA 02215-2303 | MA | 1940-12 | $269,577 |
| 13 | Theta Xi Fraternity, 104 Delta Chapter | 64 Bay State Rd, Boston, MA 02215-1903 | MA | 1940-12 | $273,078 |
| 14 | Thibault Foundation, Thibault John C Ttee | 17 Zeus Dr, Chelmsford, MA 01824-4426 | MA | 1999-12 | $704,106 |
| 15 | Third Association Properties Inc | 995 Worthington St, Springfield, MA 01109-4027 | MA | 1992-10 | $37,219 |
| 16 | Thirteenth Association Properties Inc | 995 Worthington St, Springfield, MA 01109-4027 | MA | 1997-06 | $43,203 |
| 17 | Thomas & Walter Oneil Scholarship Fund | 605 Broadway Ste 42, Saugus, MA 01906-3200 | MA | $5,685 | |
| 18 | Thomas Anthony Pappas Charitable Foundation Inc | PO BOX 463, Belmont, MA 02478-0004 | MA | 1975-08 | $206,548 |
| 19 | Thomas B Griffith Fund | 1 Bloomfield Ave, Middleboro, MA 02346-2503 | MA | 1969-04 | $9,206 |
| 20 | Thomas Carroll School Pto | 60 North End Street, Peabody, MA 01960 | MA | 2010-04 | $62,386 |
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