The Story Exchange Foundation, Wang Victoria D Daniel & Keith Ttee in Newton, 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
| The Story Exchange Foundation, Wang Victoria D Daniel & Keith Ttee | |
| Employer Identification Number (EIN) | 043246845 |
| Name of Organization | The Story Exchange Foundation |
| Secondary Name | Wang Victoria D Daniel & Keith Ttee |
| In Care of Name | Victoria D Wang |
| Address | 271 Nahanton St, Newton, MA 02459-2900 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1995 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $200,296 |
| Amount of Income | $737,848 |
| Form 990 Revenue Amount | $7,158 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Philanthropy, Voluntarism, and Grantmaking Foundations (Not Elsewhere Classified) |
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 | $13,645 | $13,645 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $2,411 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $11,234 | |||
| Total expenses and disbursements | $14,876 | $0 | $0 | $7,500 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $7,376 | $0 | $0 | |
| Contributions, gifts, grants paid | $7,500 | |||
| Excess of revenue over expenses and disbursements | $-1,231 | |||
| Net investment income | $13,645 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $117,233 | $123,604 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $60,773 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $56,460 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $117,233 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $11,234 |
| 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 | $273 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $273 |
| 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? | 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 | $95,585 |
| Net value of noncharitable-use assets | $94,160 |
| Minimum investment return | $4,708 |
| Distributable Amount (for 2012) | |
| Distributable amount | $4,435 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $4,435 |
| 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 |
| Write your review! |
|
|
| Recently Added Reviews |
The Red Sox Foundation Inc in Boston, MA
  |
|
King Solomon Humanitarian Foundation For Handicapped Childre, Handi-Kids in Bridgewater, MA
|
| Iglesia Camino Al Calvario in Lynn, MA |
| Rossbach Charitable Remainder Tr, Rossbach Janice & C E Ahara Ttees in Lexington, MA |
| Massachusetts-Ponkapoag Tribal Council Inc in Bridgewater, MA |
|
Fc Blazers in Needham Hgts, MA
|
|
Twilight Throwers in Chelmsford, MA
|
| Wayland Baseball And Softball Association Inc in Wayland, MA |
Wellspring Inc in Hull, MA
 |
| Reason Alliance Ltd in Somerville, MA |
| Other organizations in Massachusetts | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | David Oransky Memorial Fund, Stanley Oransky | PO BOX 563, Becket, MA 01223-0563 | MA | 1998-11 | $200 |
| 2 | David P Wheatland Char Tr, Anderson Eileen M Ttee | 111 Devonshire St Ste 620, Boston, MA 02109-5419 | MA | 1994-04 | $1,544,768 |
| 3 | David Project Inc | 745 Atlantic Ave Fl 8, Boston, MA 02111-2735 | MA | 2002-12 | $2,130,373 |
| 4 | David R Grenon Family Foundation | 15 Tournament Way, Sutton, MA 01590-2440 | MA | 2008-08 | $552,926 |
| 5 | David W & Irene Bernstein Charitable Trust | Two University Office Pk, Waltham, MA 02453-3421 | MA | 1962-05 | $1,085 |
| 6 | David W Allen Jr Memorial Fund | 195 Main St, Sandwich, MA 02563-2285 | MA | 1975-08 | $3,628 |
| 7 | Davis Fam Charitable Fndn, Jonathan G Davis Et Al Ttee | 125 High Street 21st Floor, Boston, MA 02110-2704 | MA | 2007-01 | $6,129,482 |
| 8 | Davis Family Foundation Tr, Davis Robert J Ttee | 7 Wyndemere Dr, Southborough, MA 01772-1110 | MA | 2001-02 | $2,746,901 |
| 9 | Davis Publications Charitable Tr, Wade Wyatt R Etal Ttee | 50 Portland St, Worcester, MA 01608-2013 | MA | 1999-03 | $70,090 |
| 10 | Davlin Foundation Inc | 44 River Road No A, Wayland, MA 01778-1829 | MA | 2008-04 | $42,649 |
| 11 | The Story Exchange Foundation, Wang Victoria D Daniel & Keith Ttee | 271 Nahanton St, Newton, MA 02459-2900 | MA | 1995-03 | $737,848 |
| 12 | Day By Day Adult Care Inc | 4 Rear Blackburn Center, Gloucester, MA 01930 | MA | 1998-10 | $1,328,921 |
| 13 | Day Middle School Parent Teacher Organization | 21 Minot Pl, Newtonville, MA 02460-1308 | MA | 2004-04 | $41,317 |
| 14 | Day-After-Day Inc | 687 Watertown St, Newtonville, MA 02460-1349 | MA | 1994-08 | $462,924 |
| 15 | Daybreak Inc | 101 Tremont St Ste 514, Boston, MA 02108-5099 | MA | 1983-11 | $437,375 |
| 16 | Daymarc Foundation | 65 Woodridge Rd, Wayland, MA 01778-3611 | MA | 2000-03 | $122,515 |
| 17 | Daystar Foundation Inc | 1154 Great Plain Ave, Needham, MA 02492-2202 | MA | 1964-11 | $210,264 |
| 18 | Dayton Peace Accords Project | 320 Eaton Hall Tufts University, Medford, MA 02155 | MA | 1999-07 | $0 |
| 19 | Db Housing Inc | 594 Columbia Road, Dorchester, MA 02125-3436 | MA | 1990-11 | $1,814,045 |
| 20 | Dc 35 Management Industry Betterment Fund | 100 Grossman Dr Ste 300, Braintree, MA 02184-4957 | MA | 1970-11 | $1,620,274 |
Organization representatives - add corrected or new information about The Story Exchange Foundation, Wang Victoria D Daniel & Keith Ttee »
Non-representatives - add comments about The Story Exchange Foundation, Wang Victoria D Daniel & Keith Ttee»