Thomas & Walter Oneil Scholarship Fund in Saugus, 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
| Thomas & Walter Oneil Scholarship Fund | |
| Employer Identification Number (EIN) | 042742321 |
| Name of Organization | Thomas & Walter Oneil Scholarship Fund |
| In Care of Name | Eastern Bank & Trust Co |
| Address | 605 Broadway Ste 42, Saugus, MA 01906-3200 |
| Subsection | Charitable Organization |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Association |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $10,000 to $24,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $14,619 |
| Amount of Income | $5,685 |
| Form 990 Revenue Amount | $435 |
Non-representatives - add comments:
Revenue for 2012
Expenses 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 | $433 | $419 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $432 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $1 | |||
| Total expenses and disbursements | $548 | $69 | $0 | $462 |
| Compensation of officers, directors, trustees, etc. | $138 | |||
| Total operating and administrative expenses | $173 | $69 | $87 | |
| Contributions, gifts, grants paid | $375 | |||
| Excess of revenue over expenses and disbursements | $-115 | |||
| Net investment income | $350 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $14,785 | $16,634 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $14,785 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $14,785 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $7 |
| Total credits and payments | $8 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $8 |
| 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 | $1 |
| Amount to be credited to 2013 estimated tax | $1 |
| 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? | 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 | $16,217 |
| Net value of noncharitable-use assets | $15,980 |
| Minimum investment return | $799 |
| Distributable Amount (for 2012) | |
| Distributable amount | $792 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $792 |
| 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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| Other organizations in Massachusetts | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Theodores Family Foundation | 50 Shepherds Way, Barnstable, MA 02630-1024 | MA | 2007-08 | $2,204 |
| 2 | Womenexplore Lecture And Discussion Forum Inc | 25 Washington Ave, Cambridge, MA 02140-2834 | MA | 2003-08 | $23,506 |
| 3 | Theosophical Society Of Boston Mass Besant Lodge | 21 Maple Street, Arlington, MA 02476 | MA | 1974-04 | $24,649 |
| 4 | Theosophical Society Of Boston Trust | 21 Maple St, Arlington, MA 02476-4903 | MA | 1974-04 | $29,325 |
| 5 | Theresa A And Maurice L Sullivan Humanitarian Trust | 12 Fairview Ave, Peabody, MA 01960-6502 | MA | 1983-04 | $13,496 |
| 6 | Theta Chi Fraternity Inc, Beta Chapter | 528 Beacon St, Boston, MA 02215-2303 | MA | 1940-12 | $269,577 |
| 7 | Theta Xi Fraternity, 104 Delta Chapter | 64 Bay State Rd, Boston, MA 02215-1903 | MA | 1940-12 | $273,078 |
| 8 | Thibault Foundation, Thibault John C Ttee | 17 Zeus Dr, Chelmsford, MA 01824-4426 | MA | 1999-12 | $704,106 |
| 9 | Third Association Properties Inc | 995 Worthington St, Springfield, MA 01109-4027 | MA | 1992-10 | $37,219 |
| 10 | Thirteenth Association Properties Inc | 995 Worthington St, Springfield, MA 01109-4027 | MA | 1997-06 | $43,203 |
| 11 | Thomas & Walter Oneil Scholarship Fund | 605 Broadway Ste 42, Saugus, MA 01906-3200 | MA | $5,685 | |
| 12 | Thomas Anthony Pappas Charitable Foundation Inc | PO BOX 463, Belmont, MA 02478-0004 | MA | 1975-08 | $206,548 |
| 13 | Thomas B Griffith Fund | 1 Bloomfield Ave, Middleboro, MA 02346-2503 | MA | 1969-04 | $9,206 |
| 14 | Thomas Carroll School Pto | 60 North End Street, Peabody, MA 01960 | MA | 2010-04 | $62,386 |
| 15 | Thomas Chew Memorial Boys Club Inc | 803 Bedford St, Fall River, MA 02723-1203 | MA | 1945-08 | $2,181,304 |
| 16 | Thomas H Pope Scholarship Fund | 5 Curtis Pt, Beverly, MA 01915-2037 | MA | 1999-04 | $40,418 |
| 17 | Thomas J Giunta Memorial Tr, Mcguire Thomas F Jr Ttee | PO BOX 509, Fall River, MA 02722-0509 | MA | 1996-07 | $27,870 |
| 18 | Thomas J Leone Memorial Scholarship Fund | 149 Mechanic St, Leominster, MA 01453-5750 | MA | 1972-07 | $19,643 |
| 19 | Thomas J Oconnor Animal Control Andadoption Center Foundation Inc | 627 Cottage St, Springfield, MA 01104-3220 | MA | 2007-08 | $384,036 |
| 20 | Thomas Livesey Memorial Club Inc | 11 Hopkins St, Fairhaven, MA 02719-4361 | MA | 1984-04 | $18,190 |
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