Tr Uw Helen F Kimball C/O Loring Wolcott & Coolidge Off 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
| Tr Uw Helen F Kimball C/O Loring Wolcott & Coolidge Off | |
| Employer Identification Number (EIN) | 046061028 |
| Name of Organization | Tr Uw Helen F Kimball C/O Loring Wolcott & Coolidge Off |
| In Care of Name | Loring Wolcott & Coolidge Offices |
| Address | Lwc 230 Congress St 12fl, Boston, MA 02110 |
| Activities | Other school related activities |
| Subsection | Educational Organization |
| Ruling Date | 01/1943 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 05/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,458,134 |
| Amount of Income | $575,144 |
| Form 990 Revenue Amount | $178,008 |
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 | $178,008 | $178,010 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $107 | |||
| Dividends and interest from securities | $65,559 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $112,342 | |||
| Total expenses and disbursements | $182,047 | $20,994 | $0 | $153,133 |
| Compensation of officers, directors, trustees, etc. | $14,692 | |||
| Total operating and administrative expenses | $42,947 | $20,994 | $14,033 | |
| Contributions, gifts, grants paid | $139,100 | |||
| Excess of revenue over expenses and disbursements | $-4,039 | |||
| Net investment income | $157,016 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,421,038 | $3,107,618 |
| Cash - non-interest-bearing | $302 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $2,294,361 | |
| Investments-corporate bonds | $90,375 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $36,000 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $2,421,038 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $112,342 |
| 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 | $3,140 |
| Total credits and payments | $5,280 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $5,280 |
| 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 |
| Overpayment | $2,140 |
| Amount to be credited to 2013 estimated tax | $2,140 |
| 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? | Yes |
| 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 | $3,226,024 |
| Net value of noncharitable-use assets | $3,177,640 |
| Minimum investment return | $158,882 |
| Distributable Amount (for 2012) | |
| Distributable amount | $155,742 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $155,742 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $141,627 |
| 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 | Tower School In Marblehead Inc | 75 W Shore Dr, Marblehead, MA 01945-1256 | MA | 1938-09 | $9,756,968 |
| 2 | Town Of Barnstable, Municipal Employees Association | PO BOX 2391, Hyannis, MA 02601-7391 | MA | 1995-11 | $40,955 |
| 3 | Town Of Dunstable Fire Department Bacon Charitable Tr | PO BOX 896, Pepperell, MA 01463-0896 | MA | 2005-08 | $16,122 |
| 4 | Townscape Institute Inc | 8 Lowell St, Cambridge, MA 02138-4726 | MA | 1979-11 | $32,335 |
| 5 | Townsend Ecumenical Outreach Inc | 82 Bayberry Hill Rd, West Townsend, MA 01474-1119 | MA | 1995-06 | $39,870 |
| 6 | Townsend Elderly Residences Inc | 205 School Street, Gardner, MA 01440-2781 | MA | 1985-09 | $593,053 |
| 7 | Townsend Rod & Gun Club Inc | PO BOX 289, Townsend, MA 01469-0289 | MA | 1973-09 | $67,396 |
| 8 | Townsend Youth Soccer Association Inc | PO BOX 589, Townsend, MA 01469-0589 | MA | 1986-09 | $63,769 |
| 9 | Toxics Action Center Campaigns Inc | 294 Washington Street, Boston, MA 02108-4634 | MA | 1989-03 | $11,262 |
| 10 | Toxics Action Center Inc | 294 Washington Street, Boston, MA 02108-4634 | MA | 1994-02 | $522,167 |
| 11 | Tr Uw Helen F Kimball C/O Loring Wolcott & Coolidge Off | Lwc 230 Congress St 12fl, Boston, MA 02110 | MA | 1943-01 | $575,144 |
| 12 | Tr Uwd Martin W Dugan, Eastern Bank And Trust Co Trustee | 605 Broadway Lf41, Saugus, MA 01906-3283 | MA | 1994-05 | $236,597 |
| 13 | Trachsel Family Foundation | 187 Seapine Rd, North Chatham, MA 02650-1013 | MA | 2007-04 | $695,404 |
| 14 | Training Resources Of America Inc | 390 Main St Ste 806, Worcester, MA 01608-2503 | MA | 1975-04 | $3,156,867 |
| 15 | Traip Academy Graduate Uw G Treadwell Remsen M Kinne Iii Ttee | PO BOX 961019, Boston, MA 02196-1019 | MA | 1972-04 | $60,694 |
| 16 | Transcultural Exchange Inc | 516 E 2nd St, South Boston, MA 02127-1463 | MA | 2003-01 | $198,074 |
| 17 | Transformation Center Inc | 98 Magazine St, Roxbury, MA 02119-3042 | MA | 1988-07 | $2,085,429 |
| 18 | Transitions Centers Inc | 32 Commercial St, S Yarmouth, MA 02664-4441 | MA | 2009-02 | $769,311 |
| 19 | Transport Workers Union Of America, 2054 Twu | 12 Rainbow Ln, Weymouth, MA 02190-2846 | MA | 1970-11 | $97,297 |
| 20 | Transport Workers Union Of America, 507 Twu | 830 Saratoga St, Boston, MA 02128-1113 | MA | 1944-08 | $58,310 |
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