Lucia P Fulton Foundation, Wheatland Richard 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
| Lucia P Fulton Foundation, Wheatland Richard Ttee | |
| Employer Identification Number (EIN) | 046617090 |
| Name of Organization | Lucia P Fulton Foundation |
| Secondary Name | Wheatland Richard Ttee |
| In Care of Name | Acadia Management |
| Address | 111 Devonshire St Ste 620, Boston, MA 02109-5419 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 08/1989 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,113,845 |
| Amount of Income | $327,458 |
| Form 990 Revenue Amount | $224,273 |
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 | $291,432 | $291,432 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $49 | |||
| Dividends and interest from securities | $89,864 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $201,519 | |||
| Total expenses and disbursements | $142,748 | $1,690 | $0 | $141,058 |
| Compensation of officers, directors, trustees, etc. | $3,012 | |||
| Total operating and administrative expenses | $22,748 | $1,690 | $21,058 | |
| Contributions, gifts, grants paid | $120,000 | |||
| Excess of revenue over expenses and disbursements | $148,684 | |||
| Net investment income | $289,742 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,075,665 | $3,023,331 |
| Cash - non-interest-bearing | $202 | |
| Investments-U.S. and state government obligations | $361,156 | |
| Investments-corporate stock | $1,438,251 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $276,056 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,075,665 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $201,519 |
| 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 | $5,795 |
| Total credits and payments | $4,480 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $4,480 |
| 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 | $1,315 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| 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 | $2,992,949 |
| Net value of noncharitable-use assets | $2,948,060 |
| Minimum investment return | $147,403 |
| Distributable Amount (for 2012) | |
| Distributable amount | $141,608 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $141,608 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $120,000 |
| 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 | Lower Roxbury Community Corporation | 184 Dudley Street, Roxbury, MA 02119-2561 | MA | 1969-03 | $1,250,092 |
| 2 | Lown Institute Inc | 21 Longwood Ave, Brookline, MA 02446-5239 | MA | 1996-01 | $1,614,761 |
| 3 | Lowndes Foundation Inc | 100 Federal St 37th Flr, Boston, MA 02110-1802 | MA | 1995-11 | $4,042,553 |
| 4 | Lpm Charitable Foundation | 24 Main St, Maynard, MA 01754-2506 | MA | 1998-01 | $192,458 |
| 5 | United Fund Fighting Blindness Inc, Lrbt America | 66 Charles Street 445, Boston, MA 02114-4604 | MA | 1997-05 | $86,509 |
| 6 | Lrn Consortium Inc | PO BOX 146763, Boston, MA 02114-0021 | MA | 2007-07 | $15,635 |
| 7 | Lsp Association Inc | 401 Edgewater Pl Ste 600, Wakefield, MA 01880-6200 | MA | 1998-02 | $543,926 |
| 8 | Lsp Association Scholarship Fundinc | 401 Edgewater Place, Wakefield, MA 01880-6201 | MA | 2006-06 | $44,882 |
| 9 | Lubrano Family Charitable Foundation, Larsen John Ttee | 176 Federal Street, Boston, MA 02110-2214 | MA | 1997-11 | $3,446,781 |
| 10 | Shipley Foundation Inc, 0732594 | PO BOX 51400, Boston, MA 02205-1400 | MA | 1969-07 | $30,564,622 |
| 11 | Lucia P Fulton Foundation, Wheatland Richard Ttee | 111 Devonshire St Ste 620, Boston, MA 02109-5419 | MA | 1989-08 | $327,458 |
| 12 | Lucille Foundation | 306 Main Street, Worcester, MA 01608-1550 | MA | 2001-05 | $1,527,289 |
| 13 | Luck Charitable Trust | 10 Longmeadow Way, Acton, MA 01720-7735 | MA | 2007-06 | $68,527 |
| 14 | Lucky Dog Foundation | 1 Oakland St, Lexington, MA 02420-3605 | MA | 2001-02 | $28,228 |
| 15 | Lucretia Fund | 59 Parsons St, Newton, MA 02465-2137 | MA | 1996-10 | $3,361,780 |
| 16 | Lucretia Philanthropic Foundation Inc | 1 Bridge St Ste 200, Newton, MA 02458-1138 | MA | 2006-09 | $9,458,191 |
| 17 | Lucretia Prentiss Bailey Trust Of Mass | Ten Post Office Sq-6th Fl, Boston, MA 02109 | MA | 1957-05 | $835,454 |
| 18 | Lucy Eleanor Dawson Trust | 75 State St 18th Flr, Boston, MA 02109-1827 | MA | 2004-05 | $373,233 |
| 19 | Lucy Parsons Center Inc | 358a Centre St, Jamaica Plain, MA 02130-1208 | MA | 1993-01 | $19,862 |
| 20 | Lucy Sherman Charitable Foundation | 11 Highland Ln, Milton, MA 02186-3715 | MA | 1999-08 | $2,049 |
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