Tonna Charitable Trust in Worcester, 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
| Tonna Charitable Trust | |
| Employer Identification Number (EIN) | 046051090 |
| Name of Organization | Tonna Charitable Trust |
| In Care of Name | Grkb |
| Address | Greenberg Rosenblatt Etal 306 Main, Worcester, MA 01609 |
| Activities | Other religious activities, Gifts, grants, or loans to other organizations, School, college, trade school, etc. |
| Subsection | Charitable Organization |
| Ruling Date | 10/1956 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 11/2014 |
| Assets | $500,000 to $999,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $554,951 |
| Amount of Income | $35,082 |
| Form 990 Revenue Amount | $653 |
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 | $96,022 | $93,910 | $0 | |
| Contributions, gifts, grants, etc., received | $2,112 | |||
| Interest on savings and temporary cash investments | $17 | |||
| Dividends and interest from securities | $15,080 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-2,122 | |||
| Other | $80,935 | |||
| Total expenses and disbursements | $45,585 | $1,843 | $0 | $43,420 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $2,165 | $1,843 | $0 | |
| Contributions, gifts, grants paid | $43,420 | |||
| Excess of revenue over expenses and disbursements | $50,437 | |||
| Net investment income | $92,067 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $625,581 | $799,119 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $237,692 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $93,607 | |
| Other | $294,282 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $625,581 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $80,935 |
| 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 | $1,841 |
| Total credits and payments | $793 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $694 |
| 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 | $99 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $1,048 |
| 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? | 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 | $805,824 |
| Net value of noncharitable-use assets | $793,740 |
| Minimum investment return | $39,687 |
| Distributable Amount (for 2012) | |
| Distributable amount | $37,846 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $37,846 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $31,491 |
| 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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| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Tisbury Firefighters Association Inc | Po Box 1313, Vineyard Haven, MA 02568 | MA | 2011-04 | $0 |
| 2 | Tisbury School Pto, Bergeron Mark Allan Grantor | PO BOX 878, Vineyard Hvn, MA 02568-0878 | MA | 2005-03 | $3,754 |
| 3 | Titicut Parish Cemetery Inc | 700 West Center Street, West Bridgewater, MA 02379-1525 | MA | 1994-06 | $58,584 |
| 4 | Last Mile Health, Tiyatien Health | PO BOX 130122, Boston, MA 02113-0003 | MA | 2014-08 | $2,265,226 |
| 5 | Tjx Foundation Inc | 770 Cochituate Rd, Framingham, MA 01701-4666 | MA | 1967-05 | $8,526,121 |
| 6 | Tobin Project Inc | 1 Mifflin Place Ste 240, Cambridge, MA 02138-4907 | MA | 2006-02 | $1,667,358 |
| 7 | Todd And Deborah Krasnow Foundation | 57 The Ledges Rd, Newton, MA 02459-2072 | MA | 1994-07 | $309,111 |
| 8 | Tolland Volunteer Fire Department Inc | 162a Colebrook River Rd, Tolland, MA 01034-9587 | MA | 2010-03 | $16,291 |
| 9 | Tom Giddings Memorial Scholarship Fund Inc | C/O Marcia Ogara 21 Nottingham Dr, Pittsfield, MA 01201 | MA | 1992-10 | $93,405 |
| 10 | Tom Siever Charitable Foundation Inc | 124 Long Pond Road, Plymouth, MA 02360-2664 | MA | 2005-05 | $13,672 |
| 11 | Tonna Charitable Trust | Greenberg Rosenblatt Etal 306 Main, Worcester, MA 01609 | MA | 1956-10 | $35,082 |
| 12 | Tony Couture Memorial Scholarship Fund | 35 Crandall St, Adams, MA 01220-2203 | MA | 2008-04 | $7 |
| 13 | Tony J Ferry Ministries | 19 Kelton St, Rehoboth, MA 02769-2509 | MA | 2003-01 | $1,375 |
| 14 | Toocap Foundation, Jean B Stevenson Ttee | C/O Paulmccoy Family Office 31, Boston, MA 02116 | MA | 2008-02 | $2,994,825 |
| 15 | Top Floor Learning Inc | 1455 N Main St, Palmer, MA 01069-1265 | MA | 2004-03 | $54,279 |
| 16 | Top Fun Aviation Toy Museum Inc | PO BOX 700, Dracut, MA 01826-0700 | MA | 1998-04 | $16,358 |
| 17 | Top Of The Campus Inc, Univeristy Of Mass | Campus Center Way, Amherst, MA 01002 | MA | 1971-11 | $334,263 |
| 18 | Top Of The Hill Gang Inc | PO BOX 497, Bedford, MA 01730-0497 | MA | 1995-08 | $984 |
| 19 | Topsfield Boxford Middleton Youth Lacrosse Organization Corp | PO BOX 260, Topsfield, MA 01983-0360 | MA | 2006-12 | $119,969 |
| 20 | Topsfield Educational Foundation For The Elementary Schools Inc, Steward School | 261 Perkins Row, Topsfield, MA 01983-1550 | MA | 1999-09 | $49,620 |
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