Trust U/Ind By Louisa Hunnewell Dtd 10-17-72 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
| Trust U/Ind By Louisa Hunnewell Dtd 10-17-72 | |
| Employer Identification Number (EIN) | 046304635 |
| Name of Organization | Trust U/Ind By Louisa Hunnewell Dtd 10-17-72 |
| Address | 10 Tremont St Ste 500, Boston, MA 02108-2060 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 02/1974 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $62,791 |
| Amount of Income | $2,727 |
| Form 990 Revenue Amount | $3,750 |
Non-representatives - add comments:
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 | $2,469 | $2,627 | $2,627 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $2,627 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $4,944 | $682 | $682 | $4,200 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $744 | $682 | $0 | |
| Contributions, gifts, grants paid | $4,200 | |||
| Excess of revenue over expenses and disbursements | $-2,475 | |||
| Net investment income | $1,945 | |||
| Adjusted net income | $1,945 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $65,276 | $78,185 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $40,817 | |
| Investments-corporate bonds | $10,056 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $4,400 | |
| Other | $10,003 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $65,276 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-158 |
| 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 | $39 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $39 |
| 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 | $83,849 |
| Net value of noncharitable-use assets | $82,600 |
| Minimum investment return | $4,130 |
| Distributable Amount (for 2012) | |
| Distributable amount | $4,091 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $4,091 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $3,985 |
| 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 | Trowbridge Foundation, Lowell William A Ttee | PO BOX 961019, Boston, MA 02196-1019 | MA | 1997-07 | $279,339 |
| 2 | True Story | 21 Linwood St, Arlington, MA 02474-6607 | MA | 2004-01 | $25,050 |
| 3 | Truro Chamber Of Commerce Inc | PO BOX 26, North Truro, MA 02652-0026 | MA | 1977-09 | $49,521 |
| 4 | Truro Historical Society | PO BOX 486, Truro, MA 02666-0486 | MA | 1969-04 | $81,091 |
| 5 | Truro Police Association Inc | PO BOX 808, Truro, MA 02666-0808 | MA | 1994-06 | $21,718 |
| 6 | Trust For Seminarians-An American Decorative Arts Study Group | 20 Oak St, Beverly Farms, MA 01915-2230 | MA | 1999-01 | $31,208 |
| 7 | Trust For The Roman Catholic Chaplaincy | 20 Arrow Street, Cambridge, MA 02138 | MA | 2005-12 | $0 |
| 8 | Trust U Agr Helena W Hunt Art Ii | 2036 Washington St, Hanover, MA 02339-1617 | MA | 1984-02 | $51,333 |
| 9 | Trust U Will Chester W Ford | 2036 Washington St, Hanover, MA 02339-1617 | MA | 1984-02 | $17,105 |
| 10 | Trust U Will Maria E Phillips Rockland Trust Co | 2036 Washington St, Hanover, MA 02339-1617 | MA | 1984-02 | $8,336 |
| 11 | Trust U/Ind By Louisa Hunnewell Dtd 10-17-72 | 10 Tremont St Ste 500, Boston, MA 02108-2060 | MA | 1974-02 | $2,727 |
| 12 | Trust U/W Amy Lowell 10th Clause Conrad W Oberdorfer Tr | PO BOX 961019, Boston, MA 02196-1019 | MA | 1966-01 | $10,567,938 |
| 13 | Trust U/W C P Dawes B/O Berkshire Co Home For Aged Women Nect | PO BOX 1330, Hyannis, MA 02601-1330 | MA | 1972-06 | $13,196 |
| 14 | Trust U/W Clifton W Tillson Fbo Leonard O Tillson Scholarship Fund | 2036 Washington St, Hanover, MA 02339-1617 | MA | 1970-01 | $1,756 |
| 15 | Trust U/W Eliza C Cleveland | 230 Congress Street, Boston, MA 02110-2437 | MA | 1973-06 | $22,539 |
| 16 | Trust U/W Maria L H Peirce F/B/O Church Of Our Savior Choir Fund | 2036 Washington St, Hanover, MA 02339-1617 | MA | 1970-01 | $4,675 |
| 17 | Trust U/W Maria L H Peirce F/B/O Town Of Middleborough Drnking Foun | 2036 Washington St, Hanover, MA 02339-1617 | MA | 1970-01 | $663 |
| 18 | Trust Uw Charles J Tasker | 300 E Main St, Milford, MA 01757-2806 | MA | 1980-03 | $7,516 |
| 19 | Trust Uw Elisha V Ashton C/O Choate Hall & Stewart | Two Intl Pl, Boston, MA 02110 | MA | 1957-06 | $3,529,445 |
| 20 | Trust Uw H Annie Peterson | 2036 Washington St, Hanover, MA 02339-1617 | MA | 1984-01 | $12,673 |
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