Wilson Family Charitable Foundation, Wilson James M Ttee in Waltham, Massachusetts (MA)

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Wilson Family Charitable Foundation, Wilson James M Ttee
Employer Identification Number (EIN)046773530
Name of OrganizationWilson Family Charitable Foundation
Secondary NameWilson James M Ttee
In Care of NameFortis Management Group Llc
Address800 South St Ste 255, Waltham, MA 02453-1445
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date03/1996
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period04/2014
Assets$1 to $9,999
Income$1 to $9,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$6,829
Amount of Income$6,216
Form 990 Revenue Amount$91,251
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations


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Amount of income in 2014: $6,216 (it was $5,938 in 2013)
Wilson Family Charitable Foundation, Wilson James M Ttee: 

 $6,216
Other organizations performing similar types of work: 

 $153,770

Assets in 2014: $6,829 (it was $93,234 in 2013)
This organization: 

 $6,829
Other organizations performing similar types of work: 

 $516,948

Expenses in 2013: $114,830
Wilson Family Charitable Foundation, Wilson James M Ttee: 

 $114,830
Other organizations performing similar types of work: 

 $60,348

Income to expenses ratio in 2013: 0.1
This organization: 

 0.1
Other organizations performing similar types of work: 

 2.2

Grants share in income in 2013: 6.0%
This organization: 

 6.0%
Other organizations performing similar types of work: 

 0.0%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

Analysis of Revenue and Expenses (for 2013)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$38,923$36,573$3,588
Contributions, gifts, grants, etc., received$2,350
Interest on savings and temporary cash investments$507
Dividends and interest from securities$3,080
Gross rents$0
Gross sales price for all assets$0
Gross profit from sales of goods$0
Other income$1
Other$32,985
Total expenses and disbursements$114,830$5,843$5,843$108,787
Compensation of officers, directors, trustees, etc.$0
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$0
Interest$930
Depreciation$0
Occupancy$0
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$6,043$5,843$0
Contributions, gifts, grants paid$108,787
Excess of revenue over expenses and disbursements$-75,907
Net investment income$30,730
Adjusted net income$0
Balance Sheets
20122013
Book ValueFair Market ValueBook ValueFair Market Value
Total assets$169,141$218,969$93,234$116,480
Cash - non-interest-bearing$0$0
Investments-U.S. and state government obligations$0$0
Investments-corporate stock$0$0
Investments-corporate bonds$0$0
Investments-mortgage loans$0$0
Investments-other$83,487$92,356
Other assets$0
Total liabilities$1$1
Mortgages and other notes payable$0$0
Other liabilities$0
Total liabilities and net assets/fund balances$169,141$93,234
Capital Gains and Losses for Tax on Investment Income
20122013
Capital gain net income$66,690$32,985
Net capital loss$0$0
Excise Tax Based on Investment Income
20122013
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNo
Tax based on investment income$734$307
Total credits and payments$1,297$763
Current year estimated tax payments and previous year's overpayment credited to current year$1,297$763
Exempt foreign organizations-tax withheld at source$0$0
Tax paid with application for extension of time to file (Form 8868)$0$0
Backup withholding erroneously withheld$0$0
Any penalty for underpayment of estimated tax$0$0
Tax due$0
Overpayment$456
Amount to be credited to next year's estimated tax$563$456
Statements Regarding Activities
20122013
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?NoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?No
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?No
Has the foundation filed a tax return on Form 990-T for this year?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?NoNo
Did any persons become substantial contributors during the tax year?No
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041No
Statements Regarding Activities for Which Form 4720 May Be Required
20122013
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?NoNo
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNo
Agree to pay money or property to a government official?NoNo
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNo
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNo
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?NoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNo
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?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))?NoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNo
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)?NoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNo
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?No
Minimum Investment Return
20122013
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$470,580$123,588
Net value of noncharitable-use assets$121,734
Minimum investment return$23,176$6,087
Distributable Amount
20122013
Distributable amount$22,442$5,780
Undistributed Income
20122013
Distributable amount for this year$22,442$5,780
Undistributed income for this year. This amount must be distributed in the next year$0$0
Private Operating Foundations (for 2010 - 2013)
2013201220112010Total
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
Supplementary Information (for 2013)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2013)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$0$507
Dividends and interest from securities$0$3,080
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Neil And Anna Rasmussen Foundation, Rasmussen Neil Ttee393 Estabrook Rd, Concord, MA 01742-5614MA1995-11$52,133,679
2Ruettgers Family Charitable Foundation, Ruettgers Michael C Ttee100 Federal Street 37th Floor, Boston, MA 02110-1802MA1997-09$7,375,679
3Schooner Foundation, Ryan Vincent J Ttee60 South St Ste 1120, Boston, MA 02111-5103MA1997-05$5,197,297
4Scheick-Verrochki Fam Foundation IncC/O R Donovan 265 Washington St, Westwood, MA 02090MA1995-09$3,475,587
5The Jennison Charitable Foundation150 Mount Vernon St Ste 500, Boston, MA 02125-3135MA1997-01$631,185
6Shirley Brownrigg Charitable Tr Uw Fbo Shirley Brownrigg, Degenstein Lester G Et Al TteesPO BOX 147, Williamstown, MA 01267-0147MA1995-07$480,568
7Winchester Foundation For Educational Excellence Inc, Incorporated21 Church St, Winchester, MA 01890-1801MA1993-01$243,747
8Wellner Family Community Tr, 23-00-929425 Main St, Lenox, MA 01240-2311MA1997-01$223,317
9Saini Foundation Inc, Saini Foundation193 Fayerweather St, Cambridge, MA 02138-1202MA1995-10$210,558
10Stephen R Casey And Carlotta Casey Coyne Fund Tr, Cain Richard J Ttee690 Canton St Ste 306, Westwood, MA 02090-2326MA1996-02$70,363
11The Fall River Rotary Club Charitable Foundation TrustPO BOX 1802, Fall River, MA 02722-1802MA1990-06$54,884
12Sarton Scholarship Fund136 Irving St, Cambridge, MA 02138-1929MA1996-03$24,917
13Zammito Charitable Foundation36 Popponesset Island Rd, New Seabury, MA 02649-3843MA1996-04$18,391
14Wilson Family Charitable Foundation, Wilson James M Ttee800 South St Ste 255, Waltham, MA 02453-1445MA1996-03$6,216
15Sheftel Foundation IncPO BOX 399, Marstons Mls, MA 02648-0399MA1996-03$3,864
16Ryan Family FoundationTwo Intl Pl, Boston, MA 02110MA1996-06$2,547
17The@toby And Chuck Richmond Charitable Foundation, Richmond Toby & Chuck Ttee1 Leyton Rd, Worcester, MA 01609-1152MA1997-12$15
18Sasquatch FoundationPO BOX 531, Dennis, MA 02638-0531MA1996-11$1
19Barry Dorman Foundation100 Federal Street 33rd Fl, Boston, MA 02110-1802MA1997-01$0
20Massachusetts Foundation For Excellence In Marine And Polymer371 Moody St Ste 109, Waltham, MA 02453-5239MA1992-04$0
Number of organizations performing similar types of work
Alabama4
Arkansas2
Arizona14
California43
Colorado15
Connecticut26
District of Columbia4
Delaware3
Florida32
Georgia10
Iowa8
Idaho1
Illinois35
Indiana3
Kansas5
Kentucky3
Louisiana1
Massachusetts52
Maryland6
Maine5
Michigan11
Minnesota13
Missouri8
Mississippi3
Montana2
North Carolina12
North Dakota1
Nebraska3
New Hampshire6
New Jersey30
New Mexico3
Nevada4
New York181
Ohio13
Oklahoma8
Oregon4
Pennsylvania26
Rhode Island10
South Carolina5
Tennessee8
Texas62
Utah10
Virginia13
Washington14
Wisconsin11
West Virginia3
Wyoming2
International2
Total740

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