Trustee U/W Anna Taft Sparrow Fbo Sparrow Brothers Scholarship in Hanover, 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
Trustee U/W Anna Taft Sparrow Fbo Sparrow Brothers Scholarship | |
Employer Identification Number (EIN) | 046044867 |
Name of Organization | Trustee U/W Anna Taft Sparrow Fbo Sparrow Brothers Scholarship |
In Care of Name | Middleborough Trust Co |
Address | 2036 Washington St, Hanover, MA 02339-1617 |
Activities | Scholarships (other) |
Subsection | Charitable Organization |
Ruling Date | 01/1970 |
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 | $50,058 |
Amount of Income | $3,256 |
Form 990 Revenue Amount | $2,389 |
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 | $2,431 | $2,431 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $1,498 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $933 | |||
Total expenses and disbursements | $4,958 | $326 | $0 | $3,476 |
Compensation of officers, directors, trustees, etc. | $651 | |||
Total operating and administrative expenses | $1,958 | $326 | $476 | |
Contributions, gifts, grants paid | $3,000 | |||
Excess of revenue over expenses and disbursements | $-2,527 | |||
Net investment income | $2,105 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $51,546 | $57,806 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $47,963 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $3,583 | |
Total liabilities | $1 | |
Mortgages and other notes payable | $0 | |
Other | $1 | |
Total liabilities and net assets/fund balances | $51,546 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $933 |
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 | $21 |
Total credits and payments | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $21 |
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 | $56,167 |
Net value of noncharitable-use assets | $55,320 |
Minimum investment return | $2,766 |
Distributable Amount (for 2012) | |
Distributable amount | $2,745 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $2,745 |
Undistributed income for 2012. This amount must be distributed in 2013 | $7 |
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 |
Write your review! |
|
Recently Added Reviews |
The Red Sox Foundation Inc in Boston, MA
|
King Solomon Humanitarian Foundation For Handicapped Childre, Handi-Kids in Bridgewater, MA
|
Iglesia Camino Al Calvario in Lynn, MA |
Rossbach Charitable Remainder Tr, Rossbach Janice & C E Ahara Ttees in Lexington, MA |
Massachusetts-Ponkapoag Tribal Council Inc in Bridgewater, MA |
Fc Blazers in Needham Hgts, MA
|
Twilight Throwers in Chelmsford, MA
|
Wayland Baseball And Softball Association Inc in Wayland, MA |
Wellspring Inc in Hull, MA
|
Reason Alliance Ltd in Somerville, MA |
Other organizations in Massachusetts | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | 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 |
2 | 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 |
3 | Trust Uw Charles J Tasker | 300 E Main St, Milford, MA 01757-2806 | MA | 1980-03 | $7,516 |
4 | Trust Uw Elisha V Ashton C/O Choate Hall & Stewart | Two Intl Pl, Boston, MA 02110 | MA | 1957-06 | $3,529,445 |
5 | Trust Uw H Annie Peterson | 2036 Washington St, Hanover, MA 02339-1617 | MA | 1984-01 | $12,673 |
6 | Trust Uw Henry Farnam | One International P, Boston, MA 02110-2602 | MA | 1974-02 | $18,719 |
7 | Trust Uw Herbert W Clark Fbo North Adams Hospital | PO BOX 1330, Hyannis, MA 02601-1330 | MA | $73,264 | |
8 | Trust Uw John J Linnehan, Ralph R Bagley Tr | 185 Centre St Ste 101, Danvers, MA 01923-4518 | MA | 2004-03 | $111,103 |
9 | Trust Uw Julia C Peterson | 2036 Washington St, Hanover, MA 02339-1617 | MA | 1984-02 | $7,075 |
10 | Trust Uw Leaffie B Curtis Miller | 2036 Washington St, Hanover, MA 02339-1617 | MA | 1984-01 | $8,408 |
11 | Trustee U/W Anna Taft Sparrow Fbo Sparrow Brothers Scholarship | 2036 Washington St, Hanover, MA 02339-1617 | MA | 1970-01 | $3,256 |
12 | 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 |
13 | Trustee U/W Nellie M Bennett Fbo Jane Bennett Scholarship Fund | 2036 Washington St, Hanover, MA 02339-1617 | MA | 1970-01 | $1,391 |
14 | Trustees Of Charitable Donations For Inhabitants | 1 City Hall Plaza, Boston, MA 02201-1020 | MA | 2002-06 | $1,184,613 |
15 | Trustees Of Fall River High School Alumni Scholarships | PO BOX 2519, Fall River, MA 02722-2519 | MA | 1934-10 | $3,412,983 |
16 | Trustees Of Hopkins Academy | PO BOX 658, Hadley, MA 01035-0658 | MA | 1937-12 | $412,757 |
17 | Trustees Of Partridge Academy In Duxbury | PO BOX 2552, Duxbury, MA 02331-2552 | MA | 1987-05 | $296,429 |
18 | Trustees Of Smith Academy | C/O Sanford A Belden 24 Depot Road, Hatfield, MA 01038 | MA | 1983-05 | $439,728 |
19 | Trustees Of The Ayer Home | 41 Wellman St, Lowell, MA 01851-5134 | MA | 1951-03 | $396,124 |
20 | Trustees Of The Berkshire Atheneum | 1 Wendell Ave, Pittsfield, MA 01201-6305 | MA | 1944-12 | $1,748,708 |
Organization representatives - add corrected or new information about Trustee U/W Anna Taft Sparrow Fbo Sparrow Brothers Scholarship »
Non-representatives - add comments about Trustee U/W Anna Taft Sparrow Fbo Sparrow Brothers Scholarship»