Cora Du Bois Charitable Trust, Menoyo E F & Williams I Ttees 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
- Organizations performing similar types of work
| Cora Du Bois Charitable Trust, Menoyo E F & Williams I Ttees | |
| Employer Identification Number (EIN) | 046689812 |
| Name of Organization | Cora Du Bois Charitable Trust |
| Secondary Name | Menoyo E F & Williams I Ttees |
| In Care of Name | Nixon Peabody Llp |
| Address | 100 Summer St, Boston, MA 02110-2106 |
| Activities | Scholarships (other), Other scientific research activities |
| Subsection | Educational Organization |
| Ruling Date | 08/1993 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $818,344 |
| Amount of Income | $223,830 |
| Form 990 Revenue Amount | $127,520 |
| National Taxonomy of Exempt Entities (NTEE) | Youth Development: Scouting Organizations |
Non-representatives - add comments:
Amount of income in 2013: $223,830 (it was $260,524 in 2012)
| Cora Du Bois Charitable Trust, Menoyo E F & Williams I Ttees: | $223,830 |
| Other organizations performing similar types of work: | $99,394 |
Assets in 2013: $818,344 (it was $804,294 in 2012)
| This organization: | $818,344 |
| Other organizations performing similar types of work: | $222,143 |
Expenses in 2012: $44,336
| Cora Du Bois Charitable Trust, Menoyo E F & Williams I Ttees: | $44,336 |
| Other organizations performing similar types of work: | $101,957 |
Income to expenses ratio in 2012: 5.0
| Cora Du Bois Charitable Trust, Menoyo E F & Williams I Ttees: | 5.0 |
| Other organizations performing similar types of work: | 1.0 |
Grants share in income in 2012: 0.0%
| Cora Du Bois Charitable Trust, Menoyo E F & Williams I Ttees: | 0.0% |
| Other organizations performing similar types of work: | 27.3% |
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 | $86,248 | $86,248 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $7 | |||
| Dividends and interest from securities | $24,273 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $731 | |||
| Other | $61,237 | |||
| Total expenses and disbursements | $44,336 | $9,630 | $0 | $30,208 |
| Compensation of officers, directors, trustees, etc. | $14,347 | |||
| Total operating and administrative expenses | $21,336 | $9,630 | $7,208 | |
| Contributions, gifts, grants paid | $23,000 | |||
| Excess of revenue over expenses and disbursements | $41,912 | |||
| Net investment income | $76,618 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $804,294 | $1,153,551 |
| Cash - non-interest-bearing | $1,057 | |
| Investments-U.S. and state government obligations | $205,379 | |
| Investments-corporate stock | $478,995 | |
| Investments-corporate bonds | $25,426 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $93,437 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $804,294 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $61,237 |
| 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 | $1,532 |
| Total credits and payments | $2,388 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $2,388 |
| 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 | $856 |
| Amount to be credited to 2013 estimated tax | $856 |
| 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? | 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 | $1,140,135 |
| Net value of noncharitable-use assets | $1,123,040 |
| Minimum investment return | $56,152 |
| Distributable Amount (for 2012) | |
| Distributable amount | $54,620 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $54,620 |
| 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 | Western Developments For Affordable Housing Inc | 2183 Fairview Rd Ste 108, Costa Mesa, CA 92627-5671 | CA | 1996-02 | $112,123,935 |
| 2 | Willits Hospital Inc, Frank R Howard Memorial Hospital | 1 Madrone St, Willits, CA 95490-4225 | CA | 1998-04 | $47,546,807 |
| 3 | Youth Marine Foundation | 820 E D St, Tacoma, WA 98421-1814 | WA | 1992-09 | $766,508 |
| 4 | We Care Of Los Alamitos Inc | 3788 Cerritos Ave, Los Alamitos, CA 90720-2419 | CA | 1992-11 | $499,861 |
| 5 | Sierra Hope | PO BOX 159, Angels Camp, CA 95222-0159 | CA | 1991-01 | $332,074 |
| 6 | Rotary Club Of Atascadero Foundation Inc | PO BOX 820, Atascadero, CA 93423-0820 | CA | 1996-06 | $310,287 |
| 7 | Cora Du Bois Charitable Trust, Menoyo E F & Williams I Ttees | 100 Summer St, Boston, MA 02110-2106 | MA | 1993-08 | $223,830 |
| 8 | Ventura Education Partnership | 255 W Stanley Ave, Ventura, CA 93001-1313 | CA | 1995-10 | $205,188 |
| 9 | Telecommunications History Group Incorporated | PO BOX 8719, Denver, CO 80201-8719 | CO | 1993-06 | $130,446 |
| 10 | Santa Clara County Realtors Foundation | 1651 North First Street, San Jose, CA 95112 | CA | 1990-12 | $120,406 |
| 11 | Whittier Community Center | 290 N 400 E, Logan, UT 84321-4113 | UT | 1993-02 | $111,508 |
| 12 | Sultan School District Foundation | PO BOX 541, Sultan, WA 98294-0541 | WA | 1994-08 | $98,807 |
| 13 | Urological Sciences Research Foundation | C/O Lskm F 4221 Wilshire Blvd, Los Angeles, CA 90010 | CA | 1997-08 | $85,604 |
| 14 | San Francisco Science Fiction Conventions Incorporated | PO BOX 61363, Sunnyvale, CA 94088-1363 | CA | 1996-03 | $76,899 |
| 15 | Sacramento County Kops-N-Kids Inc | 5770 Freeport Blvd Ste 100, Sacramento, CA 95822-3516 | CA | 1990-03 | $76,744 |
| 16 | Tsunah Foundation | 29322 Dean St, Laguna Niguel, CA 92677-4614 | CA | 1997-01 | $76,631 |
| 17 | Rotary Club Of Odgen Foundation | 2580 Jefferson Ave, Ogden, UT 84401-2411 | UT | 1997-08 | $64,805 |
| 18 | Friends Of Marthas Vineyard Scouting | PO BOX 1871, Edgartown, MA 02539-1871 | MA | 1992-08 | $13,984 |
| 19 | Hopkinton Scout Leaders Association Inc | PO BOX 576, Hopkinton, MA 01748-0576 | MA | 1998-07 | $10,129 |
| 20 | Boy Scouts Of America Troop 194 | 320 Concord Rd, Bedford, MA 01730 | MA | 1996-05 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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