Samuel C Endicott 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
| Samuel C Endicott Fund | |
| Employer Identification Number (EIN) | 046124121 |
| Name of Organization | Samuel C Endicott Fund |
| In Care of Name | Hemenway & Barnes |
| Address | PO BOX 961209, Boston, MA 02196-1209 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Educational Organization |
| Ruling Date | 06/1980 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $299,406 |
| Amount of Income | $109,872 |
| Form 990 Revenue Amount | $47,398 |
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 | $36,543 | $36,543 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $13,269 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $23,274 | |||
| Total expenses and disbursements | $38,572 | $5,682 | $0 | $30,035 |
| Compensation of officers, directors, trustees, etc. | $4,409 | |||
| Total operating and administrative expenses | $8,572 | $5,682 | $35 | |
| Contributions, gifts, grants paid | $30,000 | |||
| Excess of revenue over expenses and disbursements | $-2,029 | |||
| Net investment income | $30,861 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $308,201 | $398,125 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $17,996 | |
| Investments-corporate stock | $197,135 | |
| Investments-corporate bonds | $76,338 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $16,732 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $308,201 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $23,274 |
| 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 | $309 |
| 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 | $211 |
| Amount to be credited to 2013 estimated tax | $211 |
| 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? | Yes |
| 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 | $373,604 |
| Net value of noncharitable-use assets | $368,000 |
| Minimum investment return | $18,400 |
| Distributable Amount (for 2012) | |
| Distributable amount | $18,091 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $18,091 |
| 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 | Rebecca Pomroy Foundation Inc | PO BOX 66066, Auburndale, MA 02466-0001 | MA | 1942-07 | $343,386 |
| 2 | Robert Mammano Frezza Memorial Scholarship Fund | 505 Tremont St Unit 304, Boston, MA 02116-6348 | MA | 2002-08 | $13,479 |
| 3 | R I State Elks Association Charities Inc | 107 Summer St, Blackstone, MA 01504-1338 | MA | 1995-09 | $107,221 |
| 4 | Raymond T & Ann T Mancini Family Foundation | 111 Plymouth St, Mansfield, MA 02048-2073 | MA | 2001-03 | $579,110 |
| 5 | Richard A Heald Fund Trust | 100 Federal St, Boston, MA 02110-1802 | MA | 1969-10 | $222,097 |
| 6 | Reproduction Research Institute | PO BOX 767, Charlton, MA 01507 | MA | 1998-05 | $52,750 |
| 7 | Rime Shedrub Ling Tibetan Buddhist Center | 81 Gulf Rd, Belchertown, MA 01007-9729 | MA | 2002-10 | $73,907 |
| 8 | Sadd Inc | 255 Main St Rm 1, Marlboro, MA 01752-5505 | MA | 1982-09 | $1,568,916 |
| 9 | Rudkin Foundation Inc | 587 Bay Road, Hamilton, MA 01936 | MA | 1958-04 | $2,058 |
| 10 | Rowland Foundation Inc | 150 Presidential Way Ste 510, Woburn, MA 01801-1121 | MA | 1962-08 | $9,986,621 |
| 11 | Samuel C Endicott Fund | PO BOX 961209, Boston, MA 02196-1209 | MA | 1980-06 | $109,872 |
| 12 | Scholarship America Inc, Ia Area Dollars For Scholars | 21 Florence Ave, Norwood, MA 02062-2113 | MA | 1962-04 | $52,057 |
| 13 | Kaplan Simons Family Foundation Inc | PO BOX 430, Sharon, MA 02067-0430 | MA | 1997-09 | $123,645 |
| 14 | Schoenstadt Family Foundation | 8 Aberdeen Ave, Waltham, MA 02453-6812 | MA | 1951-11 | $16,268 |
| 15 | Rosies Place Inc | 889 Harrison Ave, Boston, MA 02118-4004 | MA | 1976-05 | $10,564,831 |
| 16 | Roslindale Community School Council Inc | 6 Cummins Hwy, Roslindale, MA 02131-2503 | MA | 1987-06 | $398,185 |
| 17 | Roslindale Day Parade Commitee Inc | PO BOX 324, Roslindale, MA 02131-0003 | MA | 2002-01 | $25,151 |
| 18 | Roslindale Senior Housing Corporation | 17 Florence St, Roslindale, MA 02131-3656 | MA | 1983-10 | $1,441,479 |
| 19 | Roslindale Village Main Street Inc | 2a Corinth St, Roslindale, MA 02131-3015 | MA | 1991-12 | $203,425 |
| 20 | Ross Quigley Memorial Fund | 55 Forest Grove Ave, Wrentham, MA 02093-1044 | MA | 2005-03 | $1 |


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