David P Wheatland Char Tr, Anderson Eileen M Ttee 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
| David P Wheatland Char Tr, Anderson Eileen M Ttee | |
| Employer Identification Number (EIN) | 046744379 |
| Name of Organization | David P Wheatland Char Tr |
| Secondary Name | Anderson Eileen M Ttee |
| In Care of Name | Acadia Management Co Inc |
| Address | 111 Devonshire St Ste 620, Boston, MA 02109-5419 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 04/1994 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $6,221,795 |
| Amount of Income | $1,544,768 |
| Form 990 Revenue Amount | $914,781 |
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 | $526,125 | $526,125 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $126 | |||
| Dividends and interest from securities | $232,987 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $293,012 | |||
| Total expenses and disbursements | $420,833 | $2,867 | $0 | $417,966 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $58,833 | $2,867 | $55,966 | |
| Contributions, gifts, grants paid | $362,000 | |||
| Excess of revenue over expenses and disbursements | $105,292 | |||
| Net investment income | $523,258 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $6,242,383 | $8,852,161 |
| Cash - non-interest-bearing | $209 | |
| Investments-U.S. and state government obligations | $1,206,263 | |
| Investments-corporate stock | $4,019,016 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $1,016,895 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $6,242,383 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $293,012 |
| 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 | $10,465 |
| Total credits and payments | $13,740 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $13,740 |
| 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 | $3,275 |
| Amount to be credited to 2013 estimated tax | $3,275 |
| 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 | $8,812,867 |
| Net value of noncharitable-use assets | $8,680,680 |
| Minimum investment return | $434,034 |
| Distributable Amount (for 2012) | |
| Distributable amount | $423,569 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $423,569 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $366,861 |
| 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 | David Gopen Foundation | 76 Seattle Street 7, Allston, MA 02134-1245 | MA | 1964-07 | $26,666 |
| 2 | David Greenewalt Charitable Tr | 800 Boylston St 36 Fl, Boston, MA 02199-8001 | MA | 1967-03 | $691,443 |
| 3 | David J & Sydney E Feldman Charitable Trust | 47 Village Ave Unit 207, Dedham, MA 02026-4232 | MA | 1986-09 | $243,078 |
| 4 | David J Boutin Memorial Scholarship Fund Inc | 13 Dallas Drive Unit 208, Dracut, MA 01826 | MA | 2001-01 | $0 |
| 5 | David Jamieson Memorial Golf | 84 Fuller Pond Rd, Middleton, MA 01949-2509 | MA | 2006-11 | $15,834 |
| 6 | David Joyce Charitable Trust, Wong David & Joyce Ttee | 44 Farina Rd, Newton, MA 02459-2860 | MA | 2004-08 | $445 |
| 7 | The David K Johnson Foundation Inc | 168 Washington St, Reading, MA 01867-3250 | MA | 2002-01 | $71,034 |
| 8 | David Katz Foundation Inc | C/O Field Roos Llp 3 Center Plaza, Boston, MA 02108 | MA | 1987-04 | $2,471 |
| 9 | David M Sullivan Memorial Foundation Inc | 41 Accord Park Dr, Norwell, MA 02061-1614 | MA | 2007-06 | $4,195 |
| 10 | David Oransky Memorial Fund, Stanley Oransky | PO BOX 563, Becket, MA 01223-0563 | MA | 1998-11 | $200 |
| 11 | David P Wheatland Char Tr, Anderson Eileen M Ttee | 111 Devonshire St Ste 620, Boston, MA 02109-5419 | MA | 1994-04 | $1,544,768 |
| 12 | David Project Inc | 745 Atlantic Ave Fl 8, Boston, MA 02111-2735 | MA | 2002-12 | $2,130,373 |
| 13 | David R Grenon Family Foundation | 15 Tournament Way, Sutton, MA 01590-2440 | MA | 2008-08 | $552,926 |
| 14 | David W & Irene Bernstein Charitable Trust | Two University Office Pk, Waltham, MA 02453-3421 | MA | 1962-05 | $1,085 |
| 15 | David W Allen Jr Memorial Fund | 195 Main St, Sandwich, MA 02563-2285 | MA | 1975-08 | $3,628 |
| 16 | Davis Fam Charitable Fndn, Jonathan G Davis Et Al Ttee | 125 High Street 21st Floor, Boston, MA 02110-2704 | MA | 2007-01 | $6,129,482 |
| 17 | Davis Family Foundation Tr, Davis Robert J Ttee | 7 Wyndemere Dr, Southborough, MA 01772-1110 | MA | 2001-02 | $2,746,901 |
| 18 | Davis Publications Charitable Tr, Wade Wyatt R Etal Ttee | 50 Portland St, Worcester, MA 01608-2013 | MA | 1999-03 | $70,090 |
| 19 | Davlin Foundation Inc | 44 River Road No A, Wayland, MA 01778-1829 | MA | 2008-04 | $42,649 |
| 20 | The Story Exchange Foundation, Wang Victoria D Daniel & Keith Ttee | 271 Nahanton St, Newton, MA 02459-2900 | MA | 1995-03 | $737,848 |
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