Arcadius Emma And Robert Lemieux Charitable Tr in Wellesley, 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
- Organizations performing similar types of work
| Arcadius Emma And Robert Lemieux Charitable Tr | |
| Employer Identification Number (EIN) | 043143556 |
| Name of Organization | Arcadius Emma And Robert Lemieux Charitable Tr |
| In Care of Name | First Financial Trust |
| Address | C/O First Financial Trust 380, Wellesley, MA 02481 |
| Activities | Other student aid |
| Subsection | Charitable Organization |
| Ruling Date | 05/1995 |
| 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 | $238,075 |
| Amount of Income | $118,380 |
| Form 990 Revenue Amount | $-2,005 |
| National Taxonomy of Exempt Entities (NTEE) | Educational Institutions and Related Activities: Student Services, Organizations of Students |
Non-representatives - add comments:
Amount of income in 2013: $118,380 (it was $47,714 in 2012)
| Arcadius Emma And Robert Lemieux Charitable Tr: | $118,380 |
| Other organizations performing similar types of work: | $131,224 |
Assets in 2013: $238,075 (it was $245,346 in 2012)
| Arcadius Emma And Robert Lemieux Charitable Tr: | $238,075 |
| Other organizations performing similar types of work: | $127,246 |
Expenses in 2012: $14,013
| Arcadius Emma And Robert Lemieux Charitable Tr: | $14,013 |
| Other organizations performing similar types of work: | $99,176 |
Income to expenses ratio in 2012: 8.4
| Arcadius Emma And Robert Lemieux Charitable Tr: | 8.4 |
| Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2012: -0.0%
| Arcadius Emma And Robert Lemieux Charitable Tr: | -0.0% |
| Other organizations performing similar types of work: | 20.6% |
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 | $-6,681 | $8,394 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $3,176 | |||
| Dividends and interest from securities | $5,334 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-112 | |||
| Total expenses and disbursements | $14,013 | $1,814 | $0 | $9,656 |
| Compensation of officers, directors, trustees, etc. | $3,367 | |||
| Total operating and administrative expenses | $4,357 | $1,814 | $0 | |
| Contributions, gifts, grants paid | $9,656 | |||
| Excess of revenue over expenses and disbursements | $-20,694 | |||
| Net investment income | $6,580 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $245,346 | $271,064 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $242,064 | |
| Other | $3,282 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $245,346 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-15,079 |
| 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 | $132 |
| Total credits and payments | $149 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $9 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $140 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $17 |
| Amount to be credited to 2013 estimated tax | $17 |
| 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 | $270,195 |
| Net value of noncharitable-use assets | $266,140 |
| Minimum investment return | $13,307 |
| Distributable Amount (for 2012) | |
| Distributable amount | $13,175 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $13,175 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $13,175 |
| 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 | Student Cooperative Association Inc | 319 Pratt Dr, Indiana, PA 15701-2954 | PA | 1937-11 | $14,924,884 |
| 2 | Wichita State University Union Corporation | 1845 Fairmount St Campus Box 56, Wichita, KS 67260-0056 | KS | 1966-03 | $9,038,262 |
| 3 | Student Union Of San Jose State University | 1 Washington Sq, San Jose, CA 95192-1000 | CA | 1982-09 | $8,020,363 |
| 4 | The University Of Virginias College At Wise Foundation Inc | 1 College Ave, Wise, VA 24293-4400 | VA | 1993-03 | $7,863,436 |
| 5 | Washington Interscholastic Activities Association | 435 Main Ave S, Renton, WA 98057-2711 | WA | 1952-12 | $3,921,838 |
| 6 | Massachuesetts Education And Career Opportunities Inc | 484 Main St Ste 500, Worcester, MA 01608-1874 | MA | 1970-02 | $3,665,386 |
| 7 | Student Association At The State University Of Ny At Binghamton, Binghamton | PO BOX 6000, Binghamton, NY 13902-6000 | NY | 1993-04 | $3,656,328 |
| 8 | Pinon Community School Board Inc | PO BOX 159, Pinon, AZ 86510-0159 | AZ | 1989-04 | $3,129,314 |
| 9 | Students Book Corporation | 240q French Administration Bldg, Pullman, WA 99164-0001 | WA | 1954-10 | $3,057,887 |
| 10 | Association Of Amherst Students Inc, Campus Center | PO BOX 5000, Amherst, MA 01002-5000 | MA | 1992-02 | $1,010,492 |
| 11 | Parents Of Students Of Phillips Academy Incorporated, Mvaa | 180 Main St, Andover, MA 01810-4166 | MA | 1993-11 | $176,687 |
| 12 | Arcadius Emma And Robert Lemieux Charitable Tr | C/O First Financial Trust 380, Wellesley, MA 02481 | MA | 1995-05 | $118,380 |
| 13 | Midland Wachusett Secondary School Administrators Association Inc | 1079 Massachusetts Avenue, Lunenburg, MA 01462 | MA | 1995-04 | $71,600 |
| 14 | Tyngsborough Parent-Teacher Organization, Tyngsborough P T O | 6 Lincoln Dr, Tyngsboro, MA 01879-1253 | MA | 1996-10 | $65,371 |
| 15 | Greater Boston Morehouse College Alumni Association Inc | 57 Fernandez Cir, Randolph, MA 02368-4905 | MA | 1994-05 | $41,199 |
| 16 | Supporters Of The Provincetown Public Library Inc | 356 Commercial St, Provincetown, MA 02657-2322 | MA | 1998-05 | $10,929 |
| 17 | Monson Swim Team Boosters | 40 Country Club Drive, Monson, MA 01057 | MA | 1994-05 | $8,298 |
| 18 | Valley Tech Educational Foundation Inc | 65 Pleasant St, Upton, MA 01568-1431 | MA | 1998-10 | $6,202 |
| 19 | Andover Fund For Education Inc, Andover Fund For Education | 36 Bartlet Street, Andover, MA 01810 | MA | 1992-07 | $0 |
| 20 | Shrewsbury Education Foundation Inc | 55 Gulf Street, Shrewsbury, MA 01545 | MA | 1993-01 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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