Trust Uw William T Adams Fbo Plunkett Memorial Hospital in Hyannis, 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 William T Adams Fbo Plunkett Memorial Hospital | |
| Employer Identification Number (EIN) | 046024004 |
| Name of Organization | Trust Uw William T Adams Fbo Plunkett Memorial Hospital |
| Address | PO BOX 1330, Hyannis, MA 02601-1330 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| 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 | $779,142 |
| Amount of Income | $254,786 |
| Form 990 Revenue Amount | $58,414 |
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 | $21,730 | $21,256 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $19,385 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $474 | |||
| Other | $1,871 | |||
| Total expenses and disbursements | $47,812 | $6,197 | $0 | $41,616 |
| Compensation of officers, directors, trustees, etc. | $8,391 | |||
| Total operating and administrative expenses | $9,197 | $6,197 | $3,001 | |
| Contributions, gifts, grants paid | $38,615 | |||
| Excess of revenue over expenses and disbursements | $-26,082 | |||
| Net investment income | $15,059 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $697,488 | $765,790 |
| Cash - non-interest-bearing | $12,335 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $685,153 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $697,488 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $1,871 |
| 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 | $301 |
| Total credits and payments | $520 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $520 |
| 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 | $219 |
| Amount to be credited to 2013 estimated tax | $219 |
| 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 | $765,422 |
| Net value of noncharitable-use assets | $753,940 |
| Minimum investment return | $37,697 |
| Distributable Amount (for 2012) | |
| Distributable amount | $37,396 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $37,396 |
| 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 | Polish American Citizens Club | 355 East St, Ludlow, MA 01056-3007 | MA | 2011-12 | $968,476 |
| 2 | Polish Army Veterans Association Of America Inc, 37 Post | 612 Dorchester Ave, South Boston, MA 02127-3552 | MA | 1967-03 | $9,987 |
| 3 | Pop Warner Little Scholars Inc | 22 Meadowbrook Road, Auburn, MA 01501 | MA | 1990-02 | $25,599 |
| 4 | Pop Warner Little Scholars Inc, North Attleboro Pop Warner | 64 Arbor Way, Attleboro Fls, MA 02763-1158 | MA | 1990-02 | $149,624 |
| 5 | Pop Warner Little Scholars Inc, Winchendon Pop Warner | 135 Eagle Rd, Winchendon, MA 01475-1893 | MA | 1994-02 | $45,385 |
| 6 | Provincetown Chamber Of Commerce Inc | PO BOX 1017, Provincetown, MA 02657-1017 | MA | 1982-01 | $322,405 |
| 7 | Pta Massachusetts Parent-Teacher Association Inc, Pine Grove School Pta | 191 Main St, Rowley, MA 01969-1504 | MA | 1947-06 | $57,351 |
| 8 | Renewable Energy New England Inc | 2 Battle Square, Cambridge, MA 02138 | MA | 2011-09 | $242,664 |
| 9 | Royal & Select Masters Of Massachusetts Inc, King Solomon Council | 31 Green St, Newburyport, MA 01950-2652 | MA | 1940-09 | $1,920 |
| 10 | Northeast Representatives Assoc Inc | PO BOX 145, N Scituate, MA 02060-0145 | MA | 2012-03 | $77,049 |
| 11 | Trust Uw William T Adams Fbo Plunkett Memorial Hospital | PO BOX 1330, Hyannis, MA 02601-1330 | MA | $254,786 | |
| 12 | United Brotherhood Of Carpenters And Joiners Of America, Eastern Millwright Regional Council | 1661 Worcester Rd Ste 302, Framingham, MA 01701-5412 | MA | 1940-10 | $2,955,196 |
| 13 | United States Catholic Conference, Kateri Tekakwitha Housing Corp | 1 Kateri Way, Auburn, MA 01501-3180 | MA | 1946-03 | $261,842 |
| 14 | United States Masters Swimming Inc | 16 Lake Shore Drive North, Westford, MA 01886 | MA | 1985-03 | $31,616 |
| 15 | Vineyard Power Cooperative Inc | 322 State Road Rear, West Tisbury, MA 02575 | MA | 2012-08 | $23,431 |
| 16 | Vipont Demerwin Trust 151872 Uw Fbo Society Presn E Antiquities Nect, Bankboston Na | PO BOX 1330, Hyannis, MA 02601-1330 | MA | 1972-06 | $416,834 |
| 17 | Wellesley College Alumnae Assoc, 2011 Wellesley College Class | 106 Central St, Wellesley, MA 02481-8203 | MA | 1972-09 | $220 |
| 18 | Wellesley College Alumnae Association, Wellesley Alumnae Of African Descent Waad | 106 Central Street, Wellesley, MA 02481 | MA | 1972-09 | $458 |
| 19 | Wellesley College Alumnae Association, Class Of 2007 | 106 Central Street, Wellesley, MA 02481 | MA | 1972-09 | $6,949 |
| 20 | Wellesley College Alumnae Association, Class Of 2010 | 106 Central Street, Wellesley, MA 02481 | MA | 1972-09 | $1,848 |
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