Aca Scholarship Tr in Assonet, 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
| Aca Scholarship Tr | |
| Employer Identification Number (EIN) | 026019759 |
| Name of Organization | Aca Scholarship Tr |
| In Care of Name | Association Canado-Americaine |
| Address | PO BOX 117, Assonet, MA 02702-0117 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 06/1959 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $639,548 |
| Amount of Income | $425,209 |
| Form 990 Revenue Amount | $46,080 |
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 | $54,660 | $46,047 | $411 | |
| Contributions, gifts, grants, etc., received | $1,640 | |||
| Interest on savings and temporary cash investments | $1,400 | |||
| Dividends and interest from securities | $16,399 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $1,150 | |||
| Other | $34,071 | |||
| Total expenses and disbursements | $30,723 | $0 | $0 | $0 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $2,723 | $0 | $0 | |
| Contributions, gifts, grants paid | $28,000 | |||
| Excess of revenue over expenses and disbursements | $23,937 | |||
| Net investment income | $46,047 | |||
| Adjusted net income | $411 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $605,260 | $0 |
| Cash - non-interest-bearing | $4,638 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $567,384 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $33,238 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $605,260 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $34,071 |
| 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 | $921 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $921 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| 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 | $580,255 |
| Net value of noncharitable-use assets | $571,560 |
| Minimum investment return | $28,578 |
| Distributable Amount (for 2012) | |
| Distributable amount | $27,657 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $27,657 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $27,657 |
| 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 | Second Step Inc | PO BOX 600213, Newtonville, MA 02460-0002 | MA | 1988-02 | $1,688,409 |
| 2 | Secret Santa Fund, Larkin Andrew J & Michelle Ttees | 50 Brook Rd, Needham, MA 02494-2929 | MA | 1996-01 | $68,603 |
| 3 | Section 8 Administrators Association | 163 Dedham Blvd, Dedham, MA 02026-2541 | MA | 1996-08 | $75,964 |
| 4 | Secure Credit Union | 138 Main St, Melrose, MA 02176-5226 | MA | 1942-01 | $796,999 |
| 5 | Seder Associates Foundation Inc | 339 Main St, Worcester, MA 01608-1521 | MA | 1954-03 | $350 |
| 6 | Concord Carlisle Scholarship Fund | PO BOX 217, Concord, MA 01742-0217 | MA | 2013-01 | $262,830 |
| 7 | Scholarship America Inc, Town Of Belmont Scholarship Dollars | PO BOX 56, Belmont, MA 02478-0900 | MA | 1962-04 | $0 |
| 8 | Seaboard Medical Association Of Virginia And North Carolina | 216 W Springfield St Apt 1, Boston, MA 02118-3408 | MA | 1969-03 | $75,098 |
| 9 | Safe Haven Project Inc | PO BOX 1014, Northampton, MA 01061-1014 | MA | 1997-04 | $60,060 |
| 10 | Saint Thomas More Foundation, Tishler M R & Cibc Oppenheimer Ttee | PO BOX 167, Still River, MA 01467-0167 | MA | 2001-10 | $861,639 |
| 11 | Aca Scholarship Tr | PO BOX 117, Assonet, MA 02702-0117 | MA | 1959-06 | $425,209 |
| 12 | Schoolbell Foundation Inc | 115 Gibbs St, Newton, MA 02459-1927 | MA | 1990-07 | $96,841 |
| 13 | Samuel Huntington Fund | 40 Sylvan Rd, Waltham, MA 02451-1120 | MA | $41,407 | |
| 14 | Samuel Rubin Foundation Inc | 50 Church Street 5th Fl, Cambridge, MA 02138-3726 | MA | 1959-08 | $7,318,505 |
| 15 | Sarton Scholarship Fund | 136 Irving St, Cambridge, MA 02138-1929 | MA | 1996-03 | $24,917 |
| 16 | Sayare Whitehead Family Foundation Inc | 99 High St Fl 21, Boston, MA 02110-2352 | MA | 1998-07 | $1 |
| 17 | Sarathy Foundation Tr Ud 09182001, Bose Vanu & Maya & Etal Ttees | PO BOX 616, Carlisle, MA 01741-0616 | MA | 2002-01 | $172,534 |
| 18 | Santayana Fund Inc | 59 Parsons St, Newton, MA 02465-2137 | MA | 1996-10 | $521,531 |
| 19 | Ashburnham Historical Society Inc | PO BOX 692, Ashburnham, MA 01430 | MA | 2002-09 | $7,239 |
| 20 | Benevolent & Protective Order Of Elks Of The Usa, 1276 Wakefield | 63 Bay State Rd, Wakefield, MA 01880-1045 | MA | 1951-10 | $739,762 |
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