The Compass Fund 4737682 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
| The Compass Fund 4737682 | |
| Employer Identification Number (EIN) | 043366745 |
| Name of Organization | The Compass Fund 4737682 |
| In Care of Name | Robert V French |
| Address | PO BOX 5300, Boston, MA 02206-5300 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 05/1997 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,398,019 |
| Amount of Income | $1,321,857 |
| Form 990 Revenue Amount | $207,191 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Philanthropy, Voluntarism, and Grantmaking Foundations (Not Elsewhere Classified) |
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 | $132,599 | $88,982 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $13,324 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $27,177 | |||
| Other | $92,098 | |||
| Total expenses and disbursements | $70,711 | $13,207 | $0 | $55,075 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $15,711 | $13,207 | $75 | |
| Contributions, gifts, grants paid | $55,000 | |||
| Excess of revenue over expenses and disbursements | $61,888 | |||
| Net investment income | $75,775 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $859,726 | $1,208,906 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $803,639 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $46,526 | |
| Other | $9,561 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $859,726 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $92,098 |
| 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 | $758 |
| Total credits and payments | $1,107 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $685 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $422 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $7 |
| Tax due | $0 |
| Overpayment | $342 |
| Amount to be credited to 2013 estimated tax | $342 |
| 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 | $1,204,598 |
| Net value of noncharitable-use assets | $1,186,520 |
| Minimum investment return | $59,326 |
| Distributable Amount (for 2012) | |
| Distributable amount | $58,568 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $58,568 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $47,863 |
| 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 | The Boston Foundation For Sight | 464 Hillside Ave Ste 205, Needham, MA 02494-1228 | MA | 1993-09 | $6,922,879 |
| 2 | The Boxford Public Library And The Perley Scholarship Funds Inc | PO BOX 82, Boxford, MA 01921-0082 | MA | 1990-01 | $21,695 |
| 3 | The Bressler Family Foundation, Bressler Karen Ttee | 776 Boylston St Unit E10d, Boston, MA 02199-7847 | MA | 1997-07 | $2,530,888 |
| 4 | The Bridgewater Police Relief Association | PO BOX 611, Bridgewater, MA 02324-0611 | MA | 1989-06 | $47,293 |
| 5 | The Bridgeway Group Inc | 50 Church Street, Cambridge, MA 02138-3726 | MA | 2007-10 | $235,805 |
| 6 | The Cahoon Museum Of American Art Inc | PO BOX 1853, Cotuit, MA 02635-1853 | MA | 1987-08 | $481,783 |
| 7 | The Charis Institute Inc | PO BOX 26, Lexington, MA 02420-0001 | MA | 1995-09 | $7,400 |
| 8 | The Childrens Hospital League Corporation | 300 Longwood Ave, Boston, MA 02115-5724 | MA | 1984-06 | $875,302 |
| 9 | The Christensen-Dunn Early Foundations Fund | 103 Canton Ave, Milton, MA 02186-3503 | MA | 2001-01 | $16,026 |
| 10 | The Christopher Catanese Childrens Foundation | 38 Brookfield Rd, Dover, MA 02030-1804 | MA | 2006-06 | $196,097 |
| 11 | The Compass Fund 4737682 | PO BOX 5300, Boston, MA 02206-5300 | MA | 1997-05 | $1,321,857 |
| 12 | The Council For Art Education Inc | 99 Derby St Ste 200, Hingham, MA 02043-4216 | MA | 1989-10 | $43,326 |
| 13 | The Dunn Family Foundation | 121 Red Acre Rd, Stow, MA 01775-2106 | MA | 2005-12 | $2,500 |
| 14 | The East Boston Foundation | 1216 B Bennington St, East Boston, MA 02128-1267 | MA | 1998-07 | $804,339 |
| 15 | The Ellie Fund, Popkin Jeff | 475 Hillside Avenue, Needham, MA 02494-1278 | MA | 1995-10 | $934,678 |
| 16 | The Family Firm Institute Inc | 200 Lincoln St Ste 201, Boston, MA 02111-2418 | MA | 1985-10 | $1,454,861 |
| 17 | The Firstgreen Foundation Inc | 20 Walnut St Ste 302, Wellesley, MA 02481-2104 | MA | 2006-04 | $5,296,809 |
| 18 | The Flying Horses Carousel Foundation Inc | PO BOX 5277, Edgartown, MA 02539-5277 | MA | 1990-02 | $366,174 |
| 19 | The Foundation For Faces Of Children | 258 Harvard Street Suite 367, Brookline, MA 02446-2904 | MA | 1987-04 | $322,050 |
| 20 | The Friends Of Gay Lesbian Bisexual & Transgender Youth Inc | 14 Rockwood Street, Jamaica Plain, MA 02130 | MA | 2003-10 | $0 |
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