Edwards Scholarship Fund in Boston, 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
| Edwards Scholarship Fund | |
| Employer Identification Number (EIN) | 046002496 |
| Name of Organization | Edwards Scholarship Fund |
| Address | 89 South St Ste 603, Boston, MA 02111-2746 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 02/1940 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 07/2014 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $9,001,767 |
| Amount of Income | $1,246,452 |
| Form 990 Revenue Amount | $870,951 |
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 | $696,922 | $692,737 | $0 | |
| Contributions, gifts, grants, etc., received | $1,850 | |||
| Interest on savings and temporary cash investments | $24,072 | |||
| Dividends and interest from securities | $308,458 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $1,210 | |||
| Other | $361,332 | |||
| Total expenses and disbursements | $353,373 | $46,614 | $0 | $306,670 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $156,382 | $46,614 | $109,679 | |
| Contributions, gifts, grants paid | $196,991 | |||
| Excess of revenue over expenses and disbursements | $343,549 | |||
| Net investment income | $646,123 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $7,905,831 | $7,905,831 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $6,475,856 | |
| Investments-corporate bonds | $825,239 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $419,444 | |
| Other | $185,292 | |
| Total liabilities | $3,312 | |
| Mortgages and other notes payable | $0 | |
| Other | $3,312 | |
| Total liabilities and net assets/fund balances | $7,902,519 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $361,332 |
| 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 | $12,922 |
| Total credits and payments | $17,200 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $17,200 |
| 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 | $58 |
| Tax due | $0 |
| Overpayment | $4,220 |
| Amount to be credited to 2013 estimated tax | $4,220 |
| 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 | $7,512,795 |
| Net value of noncharitable-use assets | $7,400,100 |
| Minimum investment return | $370,005 |
| Distributable Amount (for 2012) | |
| Distributable amount | $357,083 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $357,083 |
| 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 | Edward J Kaplita Foundation | 61 Roosevelt Ave, Chicapee, MA 01013-2905 | MA | 2006-04 | $20,160 |
| 2 | Edward J Madden Memorial Open | 91 Daly Ave, Dalton, MA 01226-1527 | MA | 1962-03 | $220,951 |
| 3 | Edward L Bernays Foundation Inc | 102 Appleton St, Cambridge, MA 02138-3339 | MA | 1949-07 | $16,399 |
| 4 | Edward L Cooper Community Gardening And Education Center Inc | 32-34 Linwood Street, Roxbury, MA 02119 | MA | 2012-11 | $12,332 |
| 5 | Edward Lee And Slocomb Hollis Perry Foundation | 214 Allandale Rd-A, Chestnut Hill, MA 02467-3279 | MA | 1998-11 | $310,008 |
| 6 | Edward M Horton Charitable Foundation Inc | 12 Charlesgate Road, Hopedale, MA 01747 | MA | 2004-12 | $1,179 |
| 7 | Edward Payson George Charitable Tr, Strout Arthur E Ttee | PO BOX 140334, Boston, MA 02114-0334 | MA | 2001-04 | $1,497,606 |
| 8 | Edward S And Winifred G Moseley Foundation, Christopher T Barrow Ttee | 265 Franklin St 20fl, Boston, MA 02110-3113 | MA | 2007-03 | $4,777,892 |
| 9 | Edward Street Day Care Center Inc | 34 Cedar Street, Worcester, MA 01609-2560 | MA | 1968-06 | $1,394,888 |
| 10 | Edward W Kane & Martha J Wallace Family Foundation, Kane Edward W Ttee | 1437-2 Monument St, Concord, MA 01742-5309 | MA | 1999-09 | $6,959,374 |
| 11 | Edwards Scholarship Fund | 89 South St Ste 603, Boston, MA 02111-2746 | MA | 1940-02 | $1,246,452 |
| 12 | Edwin Ginn Tr Art Xv Newbury Samuel P Etal Ttees, Newbury Samuel P Etal Ttees | PO BOX 55806, Boston, MA 02205-5806 | MA | $1,432,500 | |
| 13 | Edwin P Stawarz Memorial Scholarship Trust, Regish John P Ttee | 8 River Dr, Hadley, MA 01035-3540 | MA | 1999-05 | $15,717 |
| 14 | Edwin Prescott Scouthouse Charitable Trust, William Groves Treasurer | 51 Melrose St, Arlington, MA 02474-8503 | MA | 2000-02 | $8,856 |
| 15 | Edwin S And Ruth M White Fund 0082853, Ward Richard P Ttee | 800 Boyston St, Boston, MA 02199-8001 | MA | 1996-08 | $555,525 |
| 16 | Edwin S Farmer Tr Uw, Worden John L Iii Ttee | 50 Congress St Ste 925, Boston, MA 02109-4075 | MA | 1971-10 | $98,397 |
| 17 | Edwin S Webster Foundation, Harris Henry U Iii Ttee | C/O Gma Foundations 77 Summer St No, Boston, MA 02110 | MA | 1949-09 | $11,742,905 |
| 18 | Eel River Beach Club | 168 Old Sandwich Rd, Plymouth, MA 02360-2507 | MA | 1946-07 | $263,310 |
| 19 | Eel River Watershed Association Ltd | 128 Sandwich Rd, Plymouth, MA 02360-2514 | MA | 1998-04 | $5,000 |
| 20 | Ees Arts Inc | 39 Eliot St, Jamaica Plain, MA 02130-2751 | MA | 2003-01 | $35,806 |
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