Phineas W Sprague Memorial Foundation in Mansfield, 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
| Phineas W Sprague Memorial Foundation | |
| Employer Identification Number (EIN) | 046043554 |
| Name of Organization | Phineas W Sprague Memorial Foundation |
| In Care of Name | Tucker Anthony Mgmt |
| Address | PO BOX 140, Mansfield, MA 02048-0140 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 07/1958 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,529,799 |
| Amount of Income | $303,172 |
| Form 990 Revenue Amount | $169,525 |
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 | $121,952 | $121,952 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $1,324 | |||
| Dividends and interest from securities | $59,577 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $61,051 | |||
| Total expenses and disbursements | $175,898 | $14,010 | $0 | $161,888 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $24,648 | $14,010 | $10,638 | |
| Contributions, gifts, grants paid | $151,250 | |||
| Excess of revenue over expenses and disbursements | $-53,946 | |||
| Net investment income | $107,942 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,469,398 | $2,977,176 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,321,888 | |
| Investments-corporate bonds | $21,806 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $117,704 | |
| Other | $8,000 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,469,398 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $61,051 |
| 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 | $1,079 |
| Total credits and payments | $1,600 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,600 |
| 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 | $0 |
| Tax due | $0 |
| Overpayment | $521 |
| Amount to be credited to 2013 estimated tax | $521 |
| 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 | $2,733,193 |
| Net value of noncharitable-use assets | $2,692,200 |
| Minimum investment return | $134,610 |
| Distributable Amount (for 2012) | |
| Distributable amount | $133,531 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $133,531 |
| 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 | Phil C Bradley Housing Partnership Consorcio De Vivienda Phil C Bradl | 342 Shawmut Ave, Boston, MA 02118-2004 | MA | 1996-03 | $1,325,722 |
| 2 | Philadelphia Baptist Church | 259 Concord St, Framingham, MA 01702-6744 | MA | 2002-09 | $115,624 |
| 3 | Philanthropic Association Of Swansea Inc, Swansea Ambulance Corps | 285 Wilbur Ave, Swansea, MA 02777-2621 | MA | 1993-08 | $1,409,645 |
| 4 | Philip And Bernice Krupp Foundation For Jewish Life | 1 Beacon St Ste 1500, Boston, MA 02108-3116 | MA | 2009-06 | $308,340 |
| 5 | Philippe Citron Charitable Foundation Tr | 92 Gardner Rd, Brookline, MA 02445-4537 | MA | 2001-06 | $161,894 |
| 6 | Phillip And Susan Ragon Foundation | PO BOX 380281, Cambridge, MA 02238-0281 | MA | 2005-04 | $5,500,026 |
| 7 | Phillipine Nurses Association Of New England Inc, No No | 658 Canton Street, Westwood, MA 02090 | MA | 1991-08 | $19,322 |
| 8 | Phillips Family Charitable Foundation | PO BOX 55806, Boston, MA 02205-5806 | MA | 2002-09 | $130,582 |
| 9 | Phillips Lecture Fund | PO BOX 5374, Springfield, MA 01101-5374 | MA | 1968-08 | $8,668 |
| 10 | Phillips-Green Foundation Inc | PO BOX 654, Truro, MA 02666-0654 | MA | 1986-09 | $104,986 |
| 11 | Phineas W Sprague Memorial Foundation | PO BOX 140, Mansfield, MA 02048-0140 | MA | 1958-07 | $303,172 |
| 12 | Phoebe L Giddon Charitable Foundation | 170 Forest Ave, West Newton, MA 02465-3012 | MA | 1998-02 | $61,668 |
| 13 | Phoenix School Inc | 89 Margin St, Salem, MA 01970-3311 | MA | 1983-05 | $429,945 |
| 14 | Photo Chemical Machining Institute | 11 Robert Toner Blvd, N Attleboro, MA 02763-1174 | MA | 1971-05 | $167,737 |
| 15 | Photographic Resource Center Inc | 832 Commonwealth Ave, Boston, MA 02215-1205 | MA | 1977-05 | $175,833 |
| 16 | Photographic Historical Society Of New England Inc | PO BOX 650189, West Newton, MA 02465-0189 | MA | 1977-06 | $188,411 |
| 17 | Phyllis G Redstone Charitable Foundation | 265 Franklin St, Boston, MA 02110-3113 | MA | 2000-11 | $1 |
| 18 | Phyllis G Redstone Foundation, Redstone Phyllis G Ttee | 55 Old Bedford Rd, Lincoln, MA 01773-1125 | MA | 2003-12 | $2 |
| 19 | Phyllis W Mcgillicuddy Charitable Trust | One International Pl, Boston, MA 02110-2602 | MA | 1978-08 | $631,618 |
| 20 | Physician Health Services Inc | 860 Winter St Msc 3210-A, Waltham, MA 02451-1449 | MA | 1993-08 | $1,441,557 |
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