Ttees Uw Lotta M Crabtree Lotta Agricultural Fund 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
| Ttees Uw Lotta M Crabtree Lotta Agricultural Fund | |
| Employer Identification Number (EIN) | 042610674 |
| Name of Organization | Ttees Uw Lotta M Crabtree Lotta Agricultural Fund |
| In Care of Name | K & Lng |
| Address | Nutter 155 Seaport Blvd, Boston, MA 02210 |
| Activities | Other loans to individuals, Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 06/1976 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $3,326,391 |
| Amount of Income | $393,928 |
| Form 990 Revenue Amount | $49,937 |
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 | $103,407 | $103,407 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $8 | |||
| Dividends and interest from securities | $71,588 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $31,811 | |||
| Total expenses and disbursements | $270,148 | $53,273 | $0 | $182,933 |
| Compensation of officers, directors, trustees, etc. | $33,942 | |||
| Total operating and administrative expenses | $170,148 | $53,273 | $82,933 | |
| Contributions, gifts, grants paid | $100,000 | |||
| Excess of revenue over expenses and disbursements | $-166,741 | |||
| Net investment income | $50,134 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $3,535,776 | $4,207,456 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $1,559 | |
| Investments-corporate stock | $1,835,640 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $1,698,577 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $3,535,776 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $31,811 |
| 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 | $501 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $9 |
| Tax due | $510 |
| 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 | $2,798,086 |
| Net value of noncharitable-use assets | $2,756,120 |
| Minimum investment return | $137,806 |
| Distributable Amount (for 2012) | |
| Distributable amount | $359,696 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $359,696 |
| 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 | Trustees Of The Howard Funds In West Bridgewater | 756 Orchard St, Raynham, MA 02767-1028 | MA | $119,076 | |
| 2 | Trustees Of The Perley Free School | 17 Larch Rd, Georgetown, MA 01833-1616 | MA | 1979-11 | $39,068 |
| 3 | Trustees Of The Pratt Free School | 2 Murdock St, Middleboro, MA 02346-1204 | MA | $414,633 | |
| 4 | Trustees Of The Salem Public Library | 370 Essex St, Salem, MA 01970-3255 | MA | 1982-04 | $323,663 |
| 5 | Trustees Of The School Fund In The Town Of Hopkinton Massachusetts | 5 Kimball Rd, Hopkinton, MA 01748-2561 | MA | 1993-05 | $3,499 |
| 6 | Trustees Of The Supreme Council Of Ancient Accepted Scottish Rite | 33 Marrett Rd, Lexington, MA 02421-5703 | MA | 1958-02 | $37,395,299 |
| 7 | Trustees U/W Lotta M Crabtree Lotta Dumb Animal Fund | Nutter 155 Seaport Blvd, Boston, MA 02210 | MA | 1976-06 | $66,482 |
| 8 | Trustees Under The Will Of Herman Dana | 1340 Centre St Ste 101, Newton, MA 02459-2453 | MA | 1969-07 | $3,543,426 |
| 9 | Truth About Sped Inc | PO BOX 212, Norfolk, MA 02056-0212 | MA | 2008-03 | $325 |
| 10 | Tsc Child Care Inc, Tsctot Center | 55 Broadway, Cambridge, MA 02142-1001 | MA | 1988-06 | $941,212 |
| 11 | Ttees Uw Lotta M Crabtree Lotta Agricultural Fund | Nutter 155 Seaport Blvd, Boston, MA 02210 | MA | 1976-06 | $393,928 |
| 12 | Ttr Fund Inc | PO BOX 1003, Stockbridge, MA 01262 | MA | 2008-05 | $22,587 |
| 13 | Tufte Charitable Foundation | 72 Woodchester Dr, Weston, MA 02493-1436 | MA | 1999-12 | $913,846 |
| 14 | Tufts Club Inc | 80 George St Ste 100-3, Medford, MA 02155-5519 | MA | 1987-04 | $27,311 |
| 15 | Tufts College Alumni Association Inc | 80 George St Ste 100-3, Medford, MA 02155 | MA | 1985-05 | $232,992 |
| 16 | Tufts Kinsmen Association Inc | 16 Coltin Dr, Newburyport, MA 01950-4507 | MA | 1985-12 | $10,997 |
| 17 | Tufts Medical Alumni Association Inc | 136 Harrison Ave, Boston, MA 02111-1817 | MA | 2002-01 | $0 |
| 18 | Tufts Medical Center Parent Inc, Cameron M Neely Fndn Cancer Care | 800 Washington Street Box 468, Boston, MA 02111-1552 | MA | 2008-05 | $1,510,007 |
| 19 | Tufts Medical Center Parent Inc, Group Return | 800 Washington Street Box 468, Boston, MA 02111-1552 | MA | 2008-05 | $718,450,671 |
| 20 | Tufts Medical Center Physicians Organization Inc, Group Return | 800 Washington St Tmcpo 1013, Boston, MA 02111-1552 | MA | 1993-05 | $215,930,696 |
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