Trust Uw John J Linnehan, Ralph R Bagley Tr in Danvers, 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
- Organizations performing similar types of work
| Trust Uw John J Linnehan, Ralph R Bagley Tr | |
| Employer Identification Number (EIN) | 046179295 |
| Name of Organization | Trust Uw John J Linnehan |
| Secondary Name | Ralph R Bagley Tr |
| In Care of Name | Ralph R Bagley |
| Address | 185 Centre St Ste 101, Danvers, MA 01923-4518 |
| Subsection | Charitable Organization |
| Ruling Date | 03/2004 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2014 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $507,384 |
| Amount of Income | $111,103 |
| Form 990 Revenue Amount | $23,909 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations |
Non-representatives - add comments:
Amount of income in 2014: $111,103 (it was $23,929 in 2011)
| Trust Uw John J Linnehan, Ralph R Bagley Tr: | $111,103 |
| Other organizations performing similar types of work: | $103,138 |
Assets in 2014: $507,384 (it was $512,079 in 2011)
| This organization: | $507,384 |
| Other organizations performing similar types of work: | $338,623 |
Expenses in 2011: $28,711
| This organization: | $28,711 |
| Other organizations performing similar types of work: | $46,867 |
Income to expenses ratio in 2011: 3.9
| This organization: | 3.9 |
| Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2011: 0.0%
| Trust Uw John J Linnehan, Ralph R Bagley Tr: | 0.0% |
| Other organizations performing similar types of work: | 79.6% |
Revenue for 2011
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $23,909 | $21,929 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $12,070 | |||
| Dividends and interest from securities | $11,859 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $28,711 | $6,711 | $0 | $28,711 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $6,711 | $6,711 | $6,711 | |
| Contributions, gifts, grants paid | $22,000 | |||
| Excess of revenue over expenses and disbursements | $-4,802 | |||
| Net investment income | $15,218 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $512,079 | $624,497 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $137,342 | |
| Investments-corporate stock | $262,324 | |
| Investments-corporate bonds | $78,090 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $34,323 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $512,079 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $-20 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $304 |
| Total credits and payments | $502 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $502 |
| 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 | $198 |
| Amount to be credited to 2012 estimated tax | $198 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $618,591 |
| Net value of noncharitable-use assets | $609,320 |
| Minimum investment return | $30,466 |
| Distributable Amount (for 2011) | |
| Distributable amount | $30,162 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $30,162 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Yawkey Foundation Ii | 990 Washington St Ste 315, Dedham, MA 02026-6719 | MA | 1983-04 | $161,634,281 |
| 2 | The Linda@hammett Ory & Andrew Ory Charitable Trust, Andrew Ory Ttee | PO BOX 6358, Lincoln, MA 01773-6358 | MA | 2013-10 | $64,278,135 |
| 3 | Melampy-Lawrence Charitable Trust | 1024 Main St, Dunstable, MA 01827-1119 | MA | 2013-09 | $44,752,336 |
| 4 | Stifler Family Foundation, Stifler Lawrence T P Ttee | 100 Codman Rd, Brookline, MA 02445-7555 | MA | 2004-02 | $32,304,040 |
| 5 | Casey & Family Foundation, Curtis W Marble Ttee | PO BOX 623, Harvard, MA 01451-0623 | MA | 2010-02 | $22,639,176 |
| 6 | Wagner Family Foundation | PO BOX 51400, Boston, MA 02205-1400 | MA | 2004-01 | $19,009,860 |
| 7 | Goldhirsh Yellin Foundation | Rinet 101 Federal St, Boston, MA 02110 | MA | 2010-08 | $16,900,879 |
| 8 | James M Rabb Charitable Trust | 10 Possum Rd, Weston, MA 02493-2318 | MA | 2014-05 | $10,561,076 |
| 9 | Tbl Charitable Foundation | 15 Charlesden Park, Newtonville, MA 02460-2207 | MA | 2006-02 | $9,272,639 |
| 10 | The Ashurst Foundation, Pozen Robert C Et Al Ttee | 9 Arlington Street, Boston, MA 02116-3410 | MA | 2004-12 | $7,907,374 |
| 11 | Samantha Becky Mark Foundation | 16 Boardman Ave, Manchester, MA 01944-1406 | MA | 2009-07 | $7,019,237 |
| 12 | Strategic Grant Partners Inc | 240 Newbury St Ste 2, Boston, MA 02116-2580 | MA | 2003-04 | $6,103,784 |
| 13 | Hamilton Company Charitable Foundation | 39 Brighton Ave, Allston, MA 02134-2301 | MA | 2014-03 | $5,571,735 |
| 14 | The Nooril-Iman Charitable Foundation Inc | 1 Highwood Dr, Tewksbury, MA 01876-1155 | MA | 2001-04 | $5,449,254 |
| 15 | Nuance Foundation Inc | 1 Wayside Rd, Burlington, MA 01803-4609 | MA | 2012-10 | $5,324,983 |
| 16 | Green Family Charitable Foundation | 2251 Head Of The Bay, Harwich, MA 02645 | MA | 2012-05 | $4,997,125 |
| 17 | James H & Irene M Hunter Charitable Tr, Susan W Hunnewell Ttee | C/O Ridgeway Partners 10 Post, Boston, MA 02109 | MA | 2011-02 | $4,925,434 |
| 18 | The Robert F Higgins Foundation, Higgins Robert F Ttee | 2 International Pl, Boston, MA 02110-4104 | MA | 2000-06 | $4,716,423 |
| 19 | The Robert And Michelle Cooke Atchinson Foundation, Atchinson Robert G Ttee | 115 Commonwealth Ave Apt 2, Boston, MA 02116-2332 | MA | 1999-07 | $4,251,138 |
| 20 | The Owens Family Foundation | PO BOX 78, Norwell, MA 02061-0078 | MA | 2001-01 | $3,729,564 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 20,448 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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