Arleen & Arthur H Dunham Educational Tr in Woods Hole, 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
| Arleen & Arthur H Dunham Educational Tr | |
| Employer Identification Number (EIN) | 046252943 |
| Name of Organization | Arleen & Arthur H Dunham Educational Tr |
| In Care of Name | Maddigan A T Ttee |
| Address | PO BOX 382, Woods Hole, MA 02543-0382 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 02/1988 |
| 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 | $196,834 |
| Amount of Income | $106,814 |
| Form 990 Revenue Amount | $6,134 |
Non-representatives - add comments:
Expenses 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 | $2,636 | $6,116 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $6,116 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $16,390 | $938 | $0 | $15,339 |
| Compensation of officers, directors, trustees, etc. | $1,250 | |||
| Total operating and administrative expenses | $2,697 | $938 | $1,646 | |
| Contributions, gifts, grants paid | $13,693 | |||
| Excess of revenue over expenses and disbursements | $-13,754 | |||
| Net investment income | $5,178 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $186,516 | $187,443 |
| 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 | $0 | |
| Other | $186,516 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $186,516 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-3,480 |
| 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 | $52 |
| Total credits and payments | $132 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $132 |
| 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 | $80 |
| Amount to be credited to 2013 estimated tax | $52 |
| 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? | Yes |
| 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 | $193,168 |
| Net value of noncharitable-use assets | $190,280 |
| Minimum investment return | $9,514 |
| Distributable Amount (for 2012) | |
| Distributable amount | $9,462 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $9,462 |
| 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 | Arenatilton Inc | 340 Maynard Rd, Sudbury, MA 01776-1264 | MA | 2008-04 | $7,267 |
| 2 | Arevik Armenian Children's Fund Inc | 49 Channing Road, Belmont, MA 02478 | MA | 2007-08 | $6,725 |
| 3 | Arghand Trust Inc | 3 Hubbard Park Rd, Cambridge, MA 02138-4730 | MA | 2007-01 | $20,341 |
| 4 | Arise & Shine Holy Spirit International Ministries | P O Box 2397, Lowell, MA 01851 | MA | 2009-12 | $0 |
| 5 | Arise Inc | PO BOX 5423, Springfield, MA 01101-5423 | MA | 1987-06 | $196,592 |
| 6 | Arise Urban Ministries Inc | 49 Bakersfield Street, Dorchester, MA 02125 | MA | 2000-08 | $0 |
| 7 | Arise Youth Ministries | Po Box 2112, Peabody, MA 01960 | MA | 2000-12 | $50,949 |
| 8 | Arisia Incorporated | 561 Windsor St, Somerville, MA 02143-4131 | MA | 1990-09 | $152,108 |
| 9 | Ark Of The Covenant Spiritual Baptist Church | 373 Washington St, Dorchester, MA 02124-1121 | MA | 1999-03 | $62,365 |
| 10 | Ark Theatre Corp | 1347 Massachusetts Ave, Arlington, MA 02476-4101 | MA | 1979-12 | $12,080 |
| 11 | Arleen & Arthur H Dunham Educational Tr | PO BOX 382, Woods Hole, MA 02543-0382 | MA | 1988-02 | $106,814 |
| 12 | Arlington Administrators Assn | 869 Massachusetts Ave, Arlington, MA 02476-4701 | MA | 1993-12 | $11,000 |
| 13 | Arlington Boys Club Inc | 60 Pond Ln, Arlington, MA 02474-6527 | MA | 1956-12 | $2,305,865 |
| 14 | Arlington Center For The Arts Inc | 41 Foster St, Arlington, MA 02474-6843 | MA | 1990-08 | $559,225 |
| 15 | Arlington Chamber Of Commerce Inc | 1 Whittemore Park, Arlington, MA 02474-1105 | MA | 1974-08 | $73,989 |
| 16 | Arlington Childrens Center Inc | 17 Irving St, Arlington, MA 02476-6405 | MA | 1972-05 | $2,873,451 |
| 17 | Arlington Community Media Inc, Acmi | PO BOX 750074, Arlington, MA 02475-0074 | MA | 2005-08 | $939,927 |
| 18 | Arlington Community Theater | 41 Foster St Apt 5, Arlington, MA 02474-6843 | MA | 2003-11 | $191,158 |
| 19 | Arlington Community Trabajando Inc | 530 Broadway 3rd Floor, Lawrence, MA 01841-2446 | MA | 1998-11 | $308,792 |
| 20 | Arlington Education Foundation Inc, Arlington High School | PO BOX 80, Arlington, MA 02476-0001 | MA | 2002-01 | $111,287 |
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