Madaline F Fleming Scholarship Fund 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
| Madaline F Fleming Scholarship Fund | |
| Employer Identification Number (EIN) | 043014864 |
| Name of Organization | Madaline F Fleming Scholarship Fund |
| In Care of Name | Sharyn T Sooho |
| Address | 29 Crafts Street, Newton, MA 02458-1275 |
| Activities | Scholarships (other) |
| Subsection | Charitable Organization |
| 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 | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $331,705 |
| Amount of Income | $78,778 |
| Form 990 Revenue Amount | $16,059 |
Non-representatives - add comments:
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 | $12,667 | $12,667 | $12,667 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $12,667 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $7,052 | $301 | $0 | $6,751 |
| Compensation of officers, directors, trustees, etc. | $650 | |||
| Total operating and administrative expenses | $3,052 | $301 | $2,751 | |
| Contributions, gifts, grants paid | $4,000 | |||
| Excess of revenue over expenses and disbursements | $5,615 | |||
| Net investment income | $12,366 | |||
| Adjusted net income | $12,667 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $313,565 | $347,606 |
| Cash - non-interest-bearing | $4,182 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $309,383 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $313,565 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $247 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $247 |
| 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? | Yes |
| 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 | $337,381 |
| Net value of noncharitable-use assets | $332,320 |
| Minimum investment return | $16,616 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| 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 | $12,667 | $11,059 | $11,085 | $11,580 | $46,391 |
| Qualifying distributions made directly for active conduct of exempt activities | $6,751 | $15,830 | $10,322 | $11,110 | $44,013 |
| 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 | $11,077 | $10,957 | $10,379 | $9,903 | $42,316 |
| 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 | Macarthur School Pto | 494 Lincoln St, Waltham, MA 02451-0852 | MA | 2005-01 | $38,541 |
| 2 | One Ames Hill Corp | 1 Monarch Pl Ste 1210, Springfield, MA 01144-4010 | MA | 1938-05 | $3,791 |
| 3 | Macedonian American Cultural Organization Of New England Inc | 608 Boston Rd E Apt 12, Marlborough, MA 01752 | MA | 2004-11 | $837 |
| 4 | Orot Yerushalaim Inc | 339 Watertown St, Newton, MA 02458-1329 | MA | 2008-08 | $56,599 |
| 5 | Machine Science Inc | 649 Massachusetts Ave Ste 4, Cambridge, MA 02139-3360 | MA | 2002-06 | $161,126 |
| 6 | Macjannet Foundation Inc | 396 Washington St, Wellesley Hls, MA 02481-6209 | MA | 1968-12 | $128,347 |
| 7 | Mack Industrial School | C/O Cabot Wealth Mgmt 216 Essex, Salem, MA 01970 | MA | 1951-11 | $224,242 |
| 8 | Maclean Charitable Foundation | 43 Tower Drive, New Bedford, MA 02740-6403 | MA | 2000-07 | $40,874 |
| 9 | Macpherson Fund Inc | PO BOX 759, Dover, MA 02030-0759 | MA | 1953-12 | $579 |
| 10 | Madaket Land Trust | PO BOX 987, Nantucket, MA 02554-0987 | MA | 1979-06 | $7,352 |
| 11 | Madaline F Fleming Scholarship Fund | 29 Crafts Street, Newton, MA 02458-1275 | MA | $78,778 | |
| 12 | Madison Park Community School Council Inc | 55 Malcolm X Blvd, Roxbury, MA 02120-3106 | MA | 1999-01 | $24,775 |
| 13 | Madison Park Economic Development Corporation | 184 Dudley Street, Roxbury, MA 02119-2561 | MA | 1992-04 | $668,589 |
| 14 | Madison Park Housing Corporation | 184 Dudley Street, Roxbury, MA 02119-2561 | MA | 1981-12 | $6,398,203 |
| 15 | Madonna Del Soccorso De Sciacca Womens Society Of Boston Inc | PO BOX 130025, Boston, MA 02113-0001 | MA | 2001-02 | $709 |
| 16 | Madonna Dobrotiva Foundation | 88 Summer St, Andover, MA 01810-1826 | MA | 1998-02 | $1,707 |
| 17 | Madonna Hall For Girls | 1354 Hancock St Ste 209, Quincy, MA 02169-5109 | MA | 1982-12 | $332,437 |
| 18 | Madonna Manor Inc | 85 N Washington St, N Attleboro, MA 02760-1634 | MA | 1946-03 | $10,518,591 |
| 19 | Magda M Johnson T U W | 25 Main St, Lenox, MA 01240-2311 | MA | 1974-04 | $80,442 |
| 20 | Magic Garden Inc | PO BOX 34, Lincoln, MA 01773-0034 | MA | 1983-04 | $1,133,400 |
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