George H Morrison A 2080 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
| George H Morrison A 2080 | |
| Employer Identification Number (EIN) | 046013075 |
| Name of Organization | George H Morrison A 2080 |
| In Care of Name | Td Bank Na Ttee Fiduciary Tx Dept |
| Address | 201 Washington St 10th Fl, Boston, MA 02108-4403 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 12/1970 |
| Foundation | All organizations except 501(c)(3) |
| Organization | Trust |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,687,207 |
| Amount of Income | $587,576 |
| Form 990 Revenue Amount | $70,868 |
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 | $52,075 | $50,260 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $47,049 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $1,815 | |||
| Other | $3,211 | |||
| Total expenses and disbursements | $98,888 | $16,124 | $0 | $82,764 |
| Compensation of officers, directors, trustees, etc. | $13,464 | |||
| Total operating and administrative expenses | $16,124 | $16,124 | $0 | |
| Contributions, gifts, grants paid | $82,764 | |||
| Excess of revenue over expenses and disbursements | $-46,813 | |||
| Net investment income | $34,136 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,519,804 | $1,711,825 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $309,505 | |
| Investments-corporate stock | $884,696 | |
| Investments-corporate bonds | $255,092 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $70,511 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $1,519,804 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $3,211 |
| 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 | $683 |
| Total credits and payments | $548 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $548 |
| 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 | $135 |
| 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 | $1,710,692 |
| Net value of noncharitable-use assets | $1,685,040 |
| Minimum investment return | $84,252 |
| Distributable Amount (for 2012) | |
| Distributable amount | $83,569 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $83,569 |
| 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 | Goucher Jackson Charitable Remainder Unitrust 010012938207, Goucher College Et Al Ttee | 1 Lincoln St, Boston, MA 02111-2901 | MA | $0 | |
| 2 | Gould 2001 Crut, Gould Dana B Ttee | 60 Cove Rd, Eastham, MA 02642-2515 | MA | $0 | |
| 3 | All Nations Worship Center Inc | 429 Main St, Walpole, MA 02081-3746 | MA | 1980-03 | $0 |
| 4 | Friends Of Armenia | Po Box 306, Wrentham, MA 02093 | MA | 2010-05 | $0 |
| 5 | G L Baker Char Rem Unitrust | 1 Lincoln St Ssfc 24, Boston, MA 02111-2901 | MA | $0 | |
| 6 | G William & Muriel A Wilkins Ann Tr | 1 Lincoln St Ssfc 24, Boston, MA 02111-2901 | MA | $0 | |
| 7 | Galen R Plumb Charitable Remainder Annuity Tr | 1 Lincoln St Ssfc 24, Boston, MA 02111-2901 | MA | $0 | |
| 8 | Galen R Plumb Charitable Remainder Annuity Tr 2 | 1 Lincoln St Ssfc 24, Boston, MA 02111-2901 | MA | $0 | |
| 9 | Gard Fam Charitable Remainder Unitrust | 1 Lincoln St, Boston, MA 02111-2901 | MA | $0 | |
| 10 | Genevieve M Margrave Charitable Remainder Unitrust | 1 Lincoln St Ssfc 24, Boston, MA 02111-2901 | MA | $0 | |
| 11 | George H Morrison A 2080 | 201 Washington St 10th Fl, Boston, MA 02108-4403 | MA | 1970-12 | $587,576 |
| 12 | German Sheppherd Dog Club Of Central Massachusetts Inc | 21 Karen Street, Leominster, MA 01453 | MA | 1973-11 | $0 |
| 13 | Global Sufficiency Network Inc | 9 Damonmill Square Suite 2h - 2 No, Concord, MA 01742 | MA | 2010-03 | $0 |
| 14 | Harold D And Mary Golden Kilpatrick Charitable Remainder Unitrust | 1 Lincoln St Ssfc 24, Boston, MA 02111-2901 | MA | $0 | |
| 15 | Harry J Corbett Charitable Remainder Unitrust, Corbett Harry J And M Isabel Ttee | 6 Pilgrim Rd, Harwich Port, MA 02646-2304 | MA | $0 | |
| 16 | Governor Dummer Academy Pif 881168201 | 1 Elm Street, Byfield, MA 01922-2734 | MA | $0 | |
| 17 | Grace & Truth Chapel | 50 Main St, Ashland, MA 01721-3113 | MA | 1994-09 | $0 |
| 18 | Grace And Truth Ministries | 513 Pine St, Fall River, MA 02720-5087 | MA | 2011-01 | $0 |
| 19 | Grace Ann Papp 6 5 Percent Annuity Trust 112996 | 1 Lincoln St Fl 24, Boston, MA 02111-2901 | MA | $0 | |
| 20 | Sovereign Grace Church Of Springfield Massachusetts | 60 Bowles Park, Springfield, MA 01104-1534 | MA | 2004-10 | $0 |
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