Theosophical Society In Massachusetts Tr, Floyd Kettering Trustee in Wheaton, Illinois (IL)
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
- Organizations performing similar types of work
| Theosophical Society In Massachusetts Tr, Floyd Kettering Trustee | |
| Employer Identification Number (EIN) | 046754568 |
| Name of Organization | Theosophical Society In Massachusetts Tr |
| Secondary Name | Floyd Kettering Trustee |
| Address | PO BOX 270, Wheaton, IL 60187-0270 |
| Activities | Other religious activities |
| Subsection | Charitable Organization |
| Ruling Date | 10/1995 |
| 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 | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $97,410 |
| Amount of Income | $13,356 |
| Form 990 Revenue Amount | $3,973 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations |
Non-representatives - add comments:
Amount of income in 2013: $13,356 (it was $6,083 in 2012)
| Theosophical Society In Massachusetts Tr, Floyd Kettering Trustee: | $13,356 |
| Other organizations performing similar types of work: | $62,920 |
Assets in 2013: $97,410 (it was $91,302 in 2012)
| This organization: | $97,410 |
| Other organizations performing similar types of work: | $566,409 |
Expenses in 2012: $7,300
| This organization: | $7,300 |
| Other organizations performing similar types of work: | $49,119 |
Income to expenses ratio in 2012: 1.8
| Theosophical Society In Massachusetts Tr, Floyd Kettering Trustee: | 1.8 |
| Other organizations performing similar types of work: | 2.0 |
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 | $6,083 | $6,083 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $4,337 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $1,746 | |||
| Total expenses and disbursements | $7,300 | $0 | $0 | $6,300 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,000 | $0 | $0 | |
| Contributions, gifts, grants paid | $6,300 | |||
| Excess of revenue over expenses and disbursements | $-1,217 | |||
| Net investment income | $6,083 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $91,302 | $144,901 |
| Cash - non-interest-bearing | $3,983 | |
| Investments-U.S. and state government obligations | $6,718 | |
| Investments-corporate stock | $80,601 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $12,578 | |
| Mortgages and other notes payable | $0 | |
| Other | $12,578 | |
| Total liabilities and net assets/fund balances | $78,724 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $1,746 |
| 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 | $122 |
| Total credits and payments | $24 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $24 |
| 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 | $98 |
| 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 | $141,481 |
| Net value of noncharitable-use assets | $139,360 |
| Minimum investment return | $6,968 |
| Distributable Amount (for 2012) | |
| Distributable amount | $6,846 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $6,846 |
| 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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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Putnam Foundation Trust P-09237 | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1972-05 | $5,739,958 |
| 2 | Edus H & Harriet H Warren Foundation Inc | 2660 Peachtree Rd Nw Apt 11c, Atlanta, GA 30305-3675 | GA | 1997-01 | $3,170,213 |
| 3 | Marshall L And Perrine D Mccune Charitable Foundation | 345 E Alameda St, Santa Fe, NM 87501-2229 | NM | 1995-06 | $2,375,196 |
| 4 | Loretta K Ricker Memorial Fund | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1995-06 | $640,568 |
| 5 | Nina And Norman Wain Family Foundation | 25701 Science Park Dr, Cleveland, OH 44122-7302 | OH | 1997-03 | $621,810 |
| 6 | Henry Vincent Couper Charitable Foundation | 311 Great Road Box 752, Littleton, MA 01460-1999 | MA | 1997-05 | $470,835 |
| 7 | Pratt Family Charitable Foundation Ua 121096 | PO BOX 831041, Dallas, TX 75283-1041 | TX | 1998-03 | $379,249 |
| 8 | Robert S And Sylvia K Reitman Family Foundation | 25701 Science Park Dr, Cleveland, OH 44122-7302 | OH | 1997-03 | $310,011 |
| 9 | Walter Daniel And Emily Tolson Foundation | PO BOX 803878, Chicago, IL 60680-3878 | IL | 1995-10 | $227,619 |
| 10 | Temper Of The Times Foundation Inc | 111 Pleasant Ridge Rd, Harrison, NY 10528-1226 | NY | 1996-12 | $62,465 |
| 11 | West Kortright Centre Inc Trust Ua | C/O Community Bank 245 Main Street, Oneonta, NY 13820 | NY | 1991-10 | $29,059 |
| 12 | The Kathryn Grace Luthi Memorial Trust | 10 S Dearborn, Chicago, IL 60603-2300 | IL | 1996-02 | $13,985 |
| 13 | Theosophical Society In Massachusetts Tr, Floyd Kettering Trustee | PO BOX 270, Wheaton, IL 60187-0270 | IL | 1995-10 | $13,356 |
| 14 | Tokarz Foundation Inc | 287 Bowman Ave, Purchase, NY 10577-2568 | NY | 1995-12 | $9,229 |
| 15 | Robert J & Louise P Miorelli Foundation | 5 Radnor Corp Ctr Ste 450, Radnor, PA 19087-4538 | PA | 1995-10 | $8,600 |
| 16 | Dubuque Senior High School Educational Foundation | 1800 Clarke Drive, Dubuque, IA 52001 | IA | 1993-01 | $0 |
| 17 | Gamma Phi Delta Sorority-Gamma Lambda Chapter Foundation Fund | 927 Hampshire Rd, Dayton, OH 45419-3756 | OH | 1991-05 | $0 |
| 18 | Hancock Foundation | 2409 Chestnut St Apt 5, Atlantic, IA 50022-2589 | IA | 1995-06 | $0 |
| 19 | Westminster Academy Educational Foundation Inc | 5601 North Federal Highway, Fort Lauderdale, FL 33308 | FL | 1997-06 | $0 |
| 20 | Williams-Henson Lutheran Charitable Trust | 3508 Maryville Pike, Knoxville, TN 37920-6195 | TN | 1998-06 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||
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| Total | 50 | ||||||||||||||||||||||||||||||||||||||
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