484 Phi Alpha Foundation Inc in Northampton, 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
- Organizations performing similar types of work
484 Phi Alpha Foundation Inc | |
Employer Identification Number (EIN) | 043539065 |
Name of Organization | 484 Phi Alpha Foundation Inc |
In Care of Name | Eric Fitch |
Address | PO BOX 1509, Northampton, MA 01061-1509 |
Subsection | Charitable Organization |
Ruling Date | 02/2001 |
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 | $2,927,036 |
Amount of Income | $358,077 |
Form 990 Revenue Amount | $178,557 |
National Taxonomy of Exempt Entities (NTEE) | Educational Institutions and Related Activities: Scholarships, Student Financial Aid Services, Awards |
Non-representatives - add comments:
Amount of income in 2013: $358,077 (it was $401,806 in 2012)
484 Phi Alpha Foundation Inc: | $358,077 |
Other organizations performing similar types of work: | $41,680 |
Assets in 2013: $2,927,036 (it was $2,930,800 in 2012)
This organization: | $2,927,036 |
Other organizations performing similar types of work: | $65,579 |
Expenses in 2012: $179,941
This organization: | $179,941 |
Other organizations performing similar types of work: | $24,470 |
Income to expenses ratio in 2012: 2.0
484 Phi Alpha Foundation Inc: | 2.0 |
Other organizations performing similar types of work: | 0.5 |
Grants share in income in 2012: 0.0%
This organization: | 0.0% |
Other organizations performing similar types of work: | 9.0% |
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 | $154,540 | $154,540 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $55,220 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $99,320 | |||
Total expenses and disbursements | $179,941 | $19,942 | $0 | $159,999 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $22,759 | $19,942 | $2,817 | |
Contributions, gifts, grants paid | $157,182 | |||
Excess of revenue over expenses and disbursements | $-25,401 | |||
Net investment income | $134,598 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $2,930,800 | $3,263,977 |
Cash - non-interest-bearing | $35,752 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $2,895,048 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Total liabilities | $1 | |
Mortgages and other notes payable | $0 | |
Other | $1 | |
Total liabilities and net assets/fund balances | $2,930,800 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $99,320 |
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 | $2,692 |
Total credits and payments | $3,200 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $3,200 |
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 | $4 |
Tax due | $0 |
Overpayment | $504 |
Amount to be credited to 2013 estimated tax | $504 |
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 | $3,163,375 |
Net value of noncharitable-use assets | $3,115,920 |
Minimum investment return | $155,796 |
Distributable Amount (for 2012) | |
Distributable amount | $153,104 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $153,104 |
Undistributed income for 2012. This amount must be distributed in 2013 | $147,529 |
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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Organizations performing similar types of work | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | Us-Central Asia Education Foundation | 124 U St Nw, Washington, DC 20001-1606 | DC | 2007-10 | $4,838,252 |
2 | Subsea Tieback Scholarship Fund | 5418 Woodbury St, Fulshear, TX 77441-4139 | TX | 2007-10 | $101,112 |
3 | Tom Mcmahon Construction Scholarship Fund | 4441 S Abilene Cir, Aurora, CO 80015-1047 | CO | 2006-11 | $18,033 |
4 | Wenham Village Improvement Society Inc | PO BOX 554, Wenham, MA 01984-2554 | MA | 1995-02 | $20,221,001 |
5 | Ja Worldwide Inc, Ja Worldwide | 177 Milk Street, Boston, MA 02109-3404 | MA | 2014-03 | $16,536,945 |
6 | Stephen Phillips Memorial Scholarship Fund Inc | 230 Congress St Fl 12, Boston, MA 02110-2464 | MA | 2011-06 | $14,954,044 |
7 | Community Scholarship Foundation Inc | 800 Boylston St Ste 1150, Boston, MA 02199-8123 | MA | 2014-07 | $5,352,529 |
8 | Foundation For Global Health Service, Global Health Service Corps | 19 Louisburg Square, Boston, MA 02108 | MA | 2011-12 | $3,347,354 |
9 | Preshco Inc | Hatfield Hall Smith College, Northampton, MA 01063-0001 | MA | 2011-10 | $1,551,584 |
10 | Ma-Aua Education Fund Inc | 900 Cummings Center No 221-U, Beverly, MA 01915 | MA | 2008-09 | $1,406,756 |
11 | Justin Smith Morrill Scholarships | PO BOX 1330, Hyannis, MA 02601-1330 | MA | 2010-09 | $1,284,051 |
12 | Salvatore And Maria Pizzi Family Foundation Inc | 1372 Hancock St Ste 202, Quincy, MA 02169-5107 | MA | 2012-07 | $1,028,339 |
13 | The Ellie Fund, Popkin Jeff | 475 Hillside Avenue, Needham, MA 02494-1278 | MA | 1995-10 | $934,678 |
14 | Saab Family Foundation | 579 E Merrimack St, Lowell, MA 01852-1418 | MA | 2013-04 | $499,436 |
15 | The@david J Harb Charitable Tr | 18 Nachaomet Rd, Lakeville, MA 02347-2142 | MA | 2011-08 | $416,811 |
16 | Timothy G Taylor Tr 1997, Wareham Robert L Ttee | 160 Federal St Fl 20, Boston, MA 02110-1700 | MA | 2000-10 | $402,628 |
17 | Worcester Educational Development Foundation Inc | 210 Park Avenue No 224, Worcester, MA 01609-2246 | MA | 2005-12 | $384,927 |
18 | Explore Mars Inc | 100 Cummings Ctr Ste 331k, Beverly, MA 01915-6123 | MA | 2010-06 | $320,036 |
19 | Stephen Sullivan Scholarship Trust Fund | 2036 Washington St, Hanover, MA 02339-1617 | MA | 2002-09 | $302,411 |
20 | Strategy Alpha International Foundation Corp | 58 Lowell Mail Ctr, Cambridge, MA 02138-7527 | MA | 2009-01 | $300,000 |
Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Total | 23,481 |
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