Virginia And Warren Stone Fund in Gloucester, 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
| Virginia And Warren Stone Fund | |
| Employer Identification Number (EIN) | 223073334 |
| Name of Organization | Virginia And Warren Stone Fund |
| In Care of Name | Warren R Stone |
| Address | PO BOX 5328, Gloucester, MA 01930-0005 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 11/1990 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2010 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $128,401 |
| Amount of Income | $55,421 |
| Form 990 Revenue Amount | $5,830 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $5,830 | $4,830 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $4,865 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $965 | |||
| Total expenses and disbursements | $17,695 | $3,367 | $0 | $14,280 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $4,575 | $3,367 | $1,160 | |
| Contributions, gifts, grants paid | $13,120 | |||
| Excess of revenue over expenses and disbursements | $-11,865 | |||
| Net investment income | $2,463 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $116,536 | $128,905 |
| Cash - non-interest-bearing | $2,507 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $114,029 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $116,536 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $965 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $49 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $49 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $134,367 |
| Net value of noncharitable-use assets | $132,360 |
| Minimum investment return | $6,618 |
| Distributable Amount (for 2011) | |
| Distributable amount | $6,569 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $6,569 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 | Vineyard Hockey Boosters Inc | Po Box 1716, Oak Bluffs, MA 02557 | MA | 1995-10 | $53,155 |
| 2 | Vineyard Miniature Horse Rescue Inc | Po Box 199, Vineyard Haven, MA 02568 | MA | 2006-06 | $7,500 |
| 3 | Vineyard Montessori School Inc | 286 Main St, Vineyard Haven, MA 02568 | MA | 1979-01 | $471,386 |
| 4 | Vineyard Village Inc | Po Box 1356, Vineyard Haven, MA 02568 | MA | 2008-03 | $19,284 |
| 5 | Vineyard Youth Tennis Inc | 211 Congress St, Boston, MA 02110-2410 | MA | 2000-01 | $570,844 |
| 6 | Vinfen Corporation Of Connecticut Inc | 950 Cambridge St, Cambridge, MA 02141-1001 | MA | 2001-06 | $14,401,449 |
| 7 | Vinfen Corporation Of Forest Inc | 950 Cambridge St, Cambridge, MA 02141 | MA | 2003-07 | $40,887 |
| 8 | Vinfen Corporation Of Larchmont Inc | 950 Cambridge St, Cambridge, MA 02141-1001 | MA | 2001-05 | $53,022 |
| 9 | Vinfen Corporation Of Plain Inc | 950 Cambridge St, Cambridge, MA 02141 | MA | 2003-11 | $36,605 |
| 10 | Vip@lorenzoni Charitable Foundation Trust | 118 Lake St, Brighton, MA 02135-3824 | MA | 2005-03 | $19,378 |
| 11 | Virginia And Warren Stone Fund | PO BOX 5328, Gloucester, MA 01930-0005 | MA | 1990-11 | $55,421 |
| 12 | Virginia J Cook Foundation | 20 West Rd, Orleans, MA 02653-3203 | MA | 1998-10 | $114,231 |
| 13 | Virginia Thurston Healing Garden Inc, The Virginia Thurston Healing Gard | 145 Bolton Rd, Harvard, MA 01451-1803 | MA | 2000-09 | $395,501 |
| 14 | Vision Coalition Inc, Ma Affil-Prevent Blindness Massachu | 100 Cummings Center Ste 330 C, Beverly, MA 01915-6123 | MA | 2007-11 | $288,485 |
| 15 | Vision Research Institute | 25 Rita St, Lowell, MA 01854-2227 | MA | 1998-09 | $22,080 |
| 16 | Visionaries Inc | 1375 Boardman St, Sheffield, MA 01257-9519 | MA | 1996-03 | $398,717 |
| 17 | Visitation House Inc | PO BOX 60115, Worcester, MA 01606-0115 | MA | 2004-06 | $311,875 |
| 18 | Visiting Nurse & Community Health Inc | 37 Broadway, Arlington, MA 02474-5552 | MA | 1975-07 | $6,612,583 |
| 19 | Visiting Nurse Assn Of Eastern Mass | 259 Lowell Street, Somerville, MA 02144-2666 | MA | 1952-10 | $1,938,697 |
| 20 | Visiting Nurse Association & Hospice Of Northern Berkshire Inc | 71 Hospital Ave, North Adams, MA 01247-2504 | MA | 1987-11 | $4,086,986 |
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