Justin & Genevieve Wyner Trust 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
| Justin & Genevieve Wyner Trust | |
| Employer Identification Number (EIN) | 046088114 |
| Name of Organization | Justin & Genevieve Wyner Trust |
| Address | 20 Rowes Wharf, Boston, MA 02110-3325 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 06/1953 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2014 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $344,639 |
| Amount of Income | $107,559 |
| Form 990 Revenue Amount | $111,583 |
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 | $232,666 | $7,141 | $0 | |
| Contributions, gifts, grants, etc., received | $225,525 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $2,217 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $4,924 | |||
| Total expenses and disbursements | $91,823 | $136 | $0 | $89,038 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $2,785 | $136 | $0 | |
| Contributions, gifts, grants paid | $89,038 | |||
| Excess of revenue over expenses and disbursements | $140,843 | |||
| Net investment income | $7,005 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $348,638 | $355,897 |
| Cash - non-interest-bearing | $169,491 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $178,791 | |
| Other | $356 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $348,638 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $4,924 |
| 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 | $70 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $70 |
| 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 | $274,819 |
| Net value of noncharitable-use assets | $270,700 |
| Minimum investment return | $13,535 |
| Distributable Amount (for 2012) | |
| Distributable amount | $13,465 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $13,465 |
| 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 | Junior Aid Society Inc | PO BOX 233, Marblehead, MA 01945-0233 | MA | 1966-11 | $38,401 |
| 2 | Junior League Of Berkshire County Inc | 75 South Church St 6-9, Pittsfield, MA 01201 | MA | 1965-03 | $0 |
| 3 | Junior League Of Boston Incorporated | 1 Walnut St, Boston, MA 02108-3616 | MA | 1938-04 | $925,805 |
| 4 | Junior League Of Springfield Mass | PO BOX 2634, Springfield, MA 01101-2634 | MA | 1957-11 | $20,015 |
| 5 | Junior League Of Worcester Inc | 255 Park Avenue, Worcester, MA 01609-1953 | MA | 1962-12 | $79,450 |
| 6 | Juniper Hill Water Company Inc | 85 Circuit Drive, Stow, MA 01775 | MA | 1981-02 | $54,974 |
| 7 | Juniper House Inc | 1301 Centre St, Newton Centre, MA 02459-2448 | MA | 1996-10 | $87,958 |
| 8 | Juniper Park Elem School Ptc | 715 Western Avenue, Westfield, MA 01085 | MA | 1995-06 | $8,675 |
| 9 | Jurassic Foundation Inc | C/O Marcum Llp 117 Kendrick Street, Needham, MA 02494 | MA | 2002-08 | $417 |
| 10 | Just A Start Inc | 1035 Cambridge St Ste 12, Cambridge, MA 02141-1154 | MA | 1971-05 | $7,295,833 |
| 11 | Justin & Genevieve Wyner Trust | 20 Rowes Wharf, Boston, MA 02110-3325 | MA | 1953-06 | $107,559 |
| 12 | Justinian Law Society Of Massachusetts | 1140 Saratoga St, East Boston, MA 02128-1228 | MA | 1996-08 | $93,642 |
| 13 | K George And Carolann S Najarian Foundation Inc | PO BOX 1608, East Orleans, MA 02643-1608 | MA | 2000-03 | $17,000 |
| 14 | K&e Scholarship Fund Inc | 16 Brimstone Ln, Sudbury, MA 01776-3204 | MA | 2002-08 | $102,186 |
| 15 | Kadima Community Day School Inc | 514 Main St, Haverhill, MA 01830-3219 | MA | 1983-12 | $162,257 |
| 16 | Kafanm Inc | 330 Fuller St, Dorchester, MA 02124-4225 | MA | 1993-03 | $54,992 |
| 17 | Kahal Braira | 765 Concord Ave, Cambridge, MA 02138-1044 | MA | 1985-09 | $0 |
| 18 | Kahn Charitable Foundation, Rudman Edward I Ttee | 1330 Boylston Street, Chestnut Hill, MA 02467-2145 | MA | 1993-07 | $4,996,420 |
| 19 | Kahn Family Charitable Foundation | 21 Peirce Rd, Wellesley, MA 02481-1355 | MA | 2007-08 | $451,693 |
| 20 | Joseph And Edna Slavik Foundation | 260 Waverley Ave, Newton, MA 02458-2422 | MA | 1987-07 | $232,633 |
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