Trust Uw Elisha V Ashton C/O Choate Hall & Stewart 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 Uw Elisha V Ashton C/O Choate Hall & Stewart | |
| Employer Identification Number (EIN) | 046016303 |
| Name of Organization | Trust Uw Elisha V Ashton C/O Choate Hall & Stewart |
| In Care of Name | Choate Hall & Stewart |
| Address | Two Intl Pl, Boston, MA 02110 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 06/1957 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 10/2014 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $17,291,824 |
| Amount of Income | $3,529,445 |
| Form 990 Revenue Amount | $821,354 |
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 | $804,350 | $803,409 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $6 | |||
| Dividends and interest from securities | $495,711 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $308,633 | |||
| Total expenses and disbursements | $841,321 | $104,273 | $0 | $722,448 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $151,321 | $104,273 | $32,448 | |
| Contributions, gifts, grants paid | $690,000 | |||
| Excess of revenue over expenses and disbursements | $-36,971 | |||
| Net investment income | $699,136 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $11,818,114 | $15,658,387 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $940,710 | |
| Investments-corporate stock | $9,903,437 | |
| Investments-corporate bonds | $661,722 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $312,245 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $11,818,114 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $308,633 |
| 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 | $13,983 |
| Total credits and payments | $17,091 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $17,091 |
| 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 |
| Tax due | $0 |
| Overpayment | $3,108 |
| Amount to be credited to 2013 estimated tax | $3,108 |
| 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? | Yes |
| 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)? | Yes |
| 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 | $15,553,135 |
| Net value of noncharitable-use assets | $15,319,840 |
| Minimum investment return | $765,992 |
| Distributable Amount (for 2012) | |
| Distributable amount | $752,009 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $752,009 |
| 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 | $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 | Trust U Will Chester W Ford | 2036 Washington St, Hanover, MA 02339-1617 | MA | 1984-02 | $17,105 |
| 2 | Trust U Will Maria E Phillips Rockland Trust Co | 2036 Washington St, Hanover, MA 02339-1617 | MA | 1984-02 | $8,336 |
| 3 | Trust U/Ind By Louisa Hunnewell Dtd 10-17-72 | 10 Tremont St Ste 500, Boston, MA 02108-2060 | MA | 1974-02 | $2,727 |
| 4 | Trust U/W Amy Lowell 10th Clause Conrad W Oberdorfer Tr | PO BOX 961019, Boston, MA 02196-1019 | MA | 1966-01 | $10,567,938 |
| 5 | 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 |
| 6 | Trust U/W Clifton W Tillson Fbo Leonard O Tillson Scholarship Fund | 2036 Washington St, Hanover, MA 02339-1617 | MA | 1970-01 | $1,756 |
| 7 | Trust U/W Eliza C Cleveland | 230 Congress Street, Boston, MA 02110-2437 | MA | 1973-06 | $22,539 |
| 8 | 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 |
| 9 | 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 |
| 10 | Trust Uw Charles J Tasker | 300 E Main St, Milford, MA 01757-2806 | MA | 1980-03 | $7,516 |
| 11 | Trust Uw Elisha V Ashton C/O Choate Hall & Stewart | Two Intl Pl, Boston, MA 02110 | MA | 1957-06 | $3,529,445 |
| 12 | Trust Uw H Annie Peterson | 2036 Washington St, Hanover, MA 02339-1617 | MA | 1984-01 | $12,673 |
| 13 | Trust Uw Henry Farnam | One International P, Boston, MA 02110-2602 | MA | 1974-02 | $18,719 |
| 14 | Trust Uw Herbert W Clark Fbo North Adams Hospital | PO BOX 1330, Hyannis, MA 02601-1330 | MA | $73,264 | |
| 15 | Trust Uw John J Linnehan, Ralph R Bagley Tr | 185 Centre St Ste 101, Danvers, MA 01923-4518 | MA | 2004-03 | $111,103 |
| 16 | Trust Uw Julia C Peterson | 2036 Washington St, Hanover, MA 02339-1617 | MA | 1984-02 | $7,075 |
| 17 | Trust Uw Leaffie B Curtis Miller | 2036 Washington St, Hanover, MA 02339-1617 | MA | 1984-01 | $8,408 |
| 18 | Trustee U/W Anna Taft Sparrow Fbo Sparrow Brothers Scholarship | 2036 Washington St, Hanover, MA 02339-1617 | MA | 1970-01 | $3,256 |
| 19 | Trustee U/W Maria L H Peirce Fbo Church Of Our Saviour Rectory Fund | 2036 Washington St, Hanover, MA 02339-1617 | MA | 1970-01 | $13,865 |
| 20 | Trustee U/W Nellie M Bennett Fbo Jane Bennett Scholarship Fund | 2036 Washington St, Hanover, MA 02339-1617 | MA | 1970-01 | $1,391 |
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