Edna Y Schwartz Scholarship Fund in Lenox, Massachusetts (MA)
Table of contents:
| Edna Y Schwartz Scholarship Fund | |
| Employer Identification Number (EIN) | 133229938 |
| Name of Organization | Edna Y Schwartz Scholarship Fund |
| Address | 80 Cliffwood St, Lenox, MA 01240-2027 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 06/1989 |
| Deductibility | Contributions are deductible |
| Foundation | Organization which receives a substantial part of its support from a governmental unit or the general public |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 (all other) or 990EZ return |
| Asset Amount | $111,728 |
| Amount of Income | $140,300 |
| Form 990 Revenue Amount | $135,115 |
Non-representatives - add comments:
Revenue for 2013
Support schedule
| Revenue, Expenses, and Changes in Net Assets or Fund Balances | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total revenue | $71,538 | $118,637 | $135,115 |
| Contributions, gifts, grants, and similar amounts received | $71,246 | $118,358 | $119,355 |
| Program service revenue including government fees and contracts | $0 | $0 | $0 |
| Membership dues and assessments | $0 | $0 | $0 |
| Investment income | $292 | $279 | $305 |
| Gain/Loss from sale of assets other than inventory | $0 | $0 | $0 |
| Net income/loss from gaming and fundraising events | $0 | $0 | $15,455 |
| Gross income from gaming | $0 | $0 | $0 |
| Gross income from fundraising events | $0 | $0 | $20,640 |
| Less: direct expenses from gaming and fundraising events | $0 | $0 | $5,185 |
| Gross profit/loss from sales of inventory | $0 | $0 | $0 |
| Other revenue | $0 | $0 | $0 |
| Total expenses | $108,193 | $102,673 | $105,830 |
| Total net assets | $66,479 | $82,443 | $111,728 |
| Excess/Deficit for the year | $-36,655 | $15,964 | $29,285 |
| Net assets or fund balances at beginning of year | $103,134 | $66,479 | $82,443 |
| Other changes in net assets or fund balances | $0 | $0 | $0 |
| Net assets or fund balances at end of year | $82,443 | $111,728 | |
| Balance Sheets | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total assets | $66,479 | $82,443 | $111,728 |
| Total liabilities | $0 | $0 | $0 |
| Net assets or fund balances | $66,479 | $82,443 | $111,728 |
| Other Information | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Did the organization engage in any significant activity not previously reported to the IRS? | No | No | |
| Were any significant changes made to the organizing or governing documents? | No | No | |
| Did the organization have unrelated business gross income of $1,000 or more during the year from business activities | No | No | No |
| Has the organization filed a Form 990-T for the year? | No | No | |
| Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? | No | No | |
| Amount of political expenditures, direct or indirect | $0 | $0 | |
| Did the organization file Form 1120-POL for this year? | No | No | |
| Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return? | No | No | |
| Total amount involved | $0 | $0 | |
| Initiation fees and capital contributions | $0 | $0 | $0 |
| Gross receipts for public use of club facilities | $0 | $0 | $0 |
| Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? | No | No | |
| At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? | No | No | |
| Reason for Public Charity Status (for 2013) | |
| The organization is not a private foundation because it is: | An organization that normally receives: (1) more than 33 1/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3 % of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975 |
| Number of organizations supported | 0 |
| Sum of amounts of support | $0 |
| Support Schedule for Organizations Described in Section 509(a)(2) (for 2009 - 2013) | |
| 2009 - 2013 Total | |
|---|---|
| Public support | $646,665 |
| Subtotal | $646,665 |
| Gifts, grants, contributions, and membership fees received | $542,958 |
| Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | $103,707 |
| Gross receipts from activities that are not an unrelated trade or business under section 513 | $0 |
| Tax revenues levied for the organization's benefit and either paid to or expended on its behalf | $0 |
| The value of services or facilities furnished by a governmental unit to the organization without charge | $0 |
| Less | $0 |
| Amounts received from disqualified persons | $0 |
| Amounts received from other than disqualified persons that exceed the greater of $5,000 or 1% of the total support | $0 |
| Total support | $648,378 |
| Public support | $646,665 |
| Subtotal | $1,713 |
| Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources | $1,713 |
| Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 | $0 |
| Net income from unrelated business activities, whether or not the business is regularly carried on | $0 |
| Other income | $0 |
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| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Edith Chaille Elder Transportationfund Inc | 860 Worcester Road Ste 200, Framingham, MA 01702 | MA | 2009-06 | $0 |
| 2 | Edith Crocker Charitable Tr, Davidson Malcolm L Et Al Ttee | 121 Mount Vernon St, Boston, MA 02108-1104 | MA | 2001-03 | $294,920 |
| 3 | Edith H Overly Foundation, Dexter Nathaniel T Et Al Ttees | PO BOX 961019, Boston, MA 02196-1019 | MA | $2,463,630 | |
| 4 | Edith M Burbeck | 605 Broadway Lf41, Saugus, MA 01906-3200 | MA | 1976-05 | $73,989 |
| 5 | Edith R Morse Memorial Fund | One Post Office Square 5th Fl, Boston, MA 02109-2106 | MA | $30,084 | |
| 6 | Edith Stewart Chase Foundation | 300 E Main St, Milford, MA 01757-2806 | MA | 1995-12 | $278,370 |
| 7 | Edmund & Betsy Cabot Charitable Foundation | 70 Federal St, Boston, MA 02110-1906 | MA | 1986-12 | $7,119,730 |
| 8 | Edmund And Mary Comey Charitable Foundation, Taylor Ganon And Perrin | Lwc 230 Congress Street 12fl, Boston, MA 02110 | MA | 2007-06 | $317,817 |
| 9 | Edmund Dinis Scholarship Tr, Arruda Henry A Ttee | 245 County St, New Bedford, MA 02740-4719 | MA | 2002-10 | $4 |
| 10 | Edna May Whittmore Tr | 605 Broadway Lf41, Saugus, MA 01906-3283 | MA | 1971-12 | $18,413 |
| 11 | Edna Y Schwartz Scholarship Fund | 80 Cliffwood St, Lenox, MA 01240-2027 | MA | 1989-06 | $140,300 |
| 12 | Ednah M Horner Charible Foundation | 605 Broadway Lf41, Saugus, MA 01906-3200 | MA | 1999-12 | $349,486 |
| 13 | Educated Ferret Association | 43 Main Street, South Hadley, MA 01075 | MA | 2003-08 | $7,068 |
| 14 | Education Action Fund Inc | PO BOX 145, Byfield, MA 01922-0145 | MA | 1972-04 | $7,318 |
| 15 | Education And Resources Group Inc | 344 Cedar Street, Chatham, MA 02633 | MA | 1988-04 | $0 |
| 16 | Education Collaborative Inc | 122 South Street, Boston, MA 02111 | MA | 2006-07 | $0 |
| 17 | Education Cooperative | 141 Mansion Drive, E Walpole, MA 02032-1197 | MA | 1981-03 | $0 |
| 18 | Education Development Center Inc | 43 Foundry Ave, Waltham, MA 02453-8313 | MA | 1960-05 | $203,595,284 |
| 19 | Education Foundation For Tyngsborough Inc | PO BOX 370, Tyngsborough, MA 01879-0370 | MA | 2009-02 | $35,491 |
| 20 | Education Francaise Greater Boston, Efgb | 2 Rosary Drive, Watertown, MA 02472-1762 | MA | 2010-02 | $533,845 |
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