Dena M Ballou Trust Uw Fbo Scholarship Fund in Hanover, 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
| Dena M Ballou Trust Uw Fbo Scholarship Fund | |
| Employer Identification Number (EIN) | 046435166 |
| Name of Organization | Dena M Ballou Trust Uw Fbo Scholarship Fund |
| Address | 2036 Washington St, Hanover, MA 02339-1617 |
| Activities | Scholarships (other) |
| Subsection | Educational Organization |
| Ruling Date | 02/1980 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $81,485 |
| Amount of Income | $5,707 |
| Form 990 Revenue Amount | $4,383 |
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 | $3,710 | $3,710 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $2,371 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $1,339 | |||
| Total expenses and disbursements | $2,909 | $551 | $0 | $2,276 |
| Compensation of officers, directors, trustees, etc. | $1,102 | |||
| Total operating and administrative expenses | $1,409 | $551 | $776 | |
| Contributions, gifts, grants paid | $1,500 | |||
| Excess of revenue over expenses and disbursements | $801 | |||
| Net investment income | $3,159 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $81,447 | $90,965 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $77,048 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $4,399 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $81,447 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $1,339 |
| 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 | $63 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $63 |
| 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 | $88,373 |
| Net value of noncharitable-use assets | $87,040 |
| Minimum investment return | $4,352 |
| Distributable Amount (for 2012) | |
| Distributable amount | $4,289 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $4,289 |
| 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 |
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| Other organizations in Massachusetts | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Delta Upsilon International Fraternity Inc, Tufts Chapter Delta Upsilon | 114 Professors Row, Medford, MA 02155-5816 | MA | 1996-05 | $207,073 |
| 2 | Deltaquest Foundation Inc | 31 Mitchell Rd, Concord, MA 01742-5722 | MA | 2004-12 | $232,305 |
| 3 | Deluca Family Charitable Foundation Tr, Deluca Anthony L Ttee | 9 Cole Dr, Medfield, MA 02052-3341 | MA | 2004-05 | $469,470 |
| 4 | Deluca Family Charitable Tr, Deluca William P Jr Ttee | PO BOX 3069, Andover, MA 01810-0802 | MA | 1997-11 | $121,327 |
| 5 | Dematteo Family Foundation | 405 Cochituate Rd Ste 203, Framingham, MA 01701-4648 | MA | 1998-08 | $10,049 |
| 6 | Demello Charitable Foundation, Burke David Ttee | 300 Union St, New Bedford, MA 02740-6030 | MA | 1999-07 | $65,543 |
| 7 | Demello School P T O Inc | 645 Dartmouth St, South Dartmouth, MA 02748 | MA | 2002-01 | $40,816 |
| 8 | Demolay Foundation Of Massachusetts | 186 Tremont St, Boston, MA 02111-1014 | MA | 1969-05 | $369,142 |
| 9 | Demons Youth Hockey Association Inc | PO BOX 203, Ashland, MA 01721-0203 | MA | 1993-11 | $252,648 |
| 10 | Demoulas Market Basket Foundation | 286 Chelmsford St, Chelmsford, MA 01824-2403 | MA | 1981-07 | $566,122 |
| 11 | Dena M Ballou Trust Uw Fbo Scholarship Fund | 2036 Washington St, Hanover, MA 02339-1617 | MA | 1980-02 | $5,707 |
| 12 | Denises Walker Overs Inc | 312 Plain St, Lowell, MA 01852-4537 | MA | 1982-03 | $113,205 |
| 13 | Dennis & Marion Mavrogenis Tr, Of Dennis & Marion Mavrogenis Trt | 265 Franklin Street, Boston, MA 02110-3113 | MA | 1995-01 | $1,290,765 |
| 14 | Dennis Chamber Of Commerce | PO BOX 1001, South Dennis, MA 02660-1001 | MA | 1993-02 | $197,302 |
| 15 | Dennis Conservation Trust | PO BOX 67, East Dennis, MA 02641-0067 | MA | 1993-08 | $192,893 |
| 16 | Dennis Family Foundation | PO BOX 961019, Boston, MA 02196-1019 | MA | 1965-02 | $154,670 |
| 17 | Dennis Firefighters Association | 883 Main St, West Dennis, MA 02670-2823 | MA | 1994-01 | $162,668 |
| 18 | Dennis Historical Society | PO BOX 607, South Dennis, MA 02660-0607 | MA | 1978-04 | $15,557 |
| 19 | Dennis Mclaughlin House Of Charles- Town Traditional Hsing Prgm For Wm | 150 2nd Ave, Charlestown, MA 02129-4410 | MA | 1994-03 | $123,345 |
| 20 | Dennis P Rando Cadet Humanitarian Fund | PO BOX 1676, West Chatham, MA 02669-1676 | MA | 1998-06 | $28,506 |
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