Sacajawea Charitable Foundation, Wrean William H Ttee in Wellesley, 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
- Organizations performing similar types of work
Sacajawea Charitable Foundation, Wrean William H Ttee | |
Employer Identification Number (EIN) | 046891321 |
Name of Organization | Sacajawea Charitable Foundation |
Secondary Name | Wrean William H Ttee |
Address | 148 Linden St Ste 204, Wellesley, MA 02482-7916 |
Subsection | Charitable Organization |
Ruling Date | 12/1999 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2013 |
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 | $6,088,759 |
Amount of Income | $3,398,849 |
Form 990 Revenue Amount | $473,078 |
National Taxonomy of Exempt Entities (NTEE) | Educational Institutions and Related Activities: Fund Raising and/or Fund Distribution |
Non-representatives - add comments:
Amount of income in 2013: $3,398,849 (it was $597,315 in 2012)
Sacajawea Charitable Foundation, Wrean William H Ttee: | $3,398,849 |
Other organizations performing similar types of work: | $68,292 |
Assets in 2013: $6,088,759 (it was $5,805,158 in 2012)
Sacajawea Charitable Foundation, Wrean William H Ttee: | $6,088,759 |
Other organizations performing similar types of work: | $56,708 |
Expenses in 2012: $303,896
This organization: | $303,896 |
Other organizations performing similar types of work: | $47,239 |
Income to expenses ratio in 2012: 11.2
This organization: | 11.2 |
Other organizations performing similar types of work: | 1.8 |
Grants share in income in 2012: 11.1%
Sacajawea Charitable Foundation, Wrean William H Ttee: | 11.1% |
Other organizations performing similar types of work: | 0.5% |
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 | $284,001 | $252,409 | $115,118 | |
Contributions, gifts, grants, etc., received | $31,592 | |||
Interest on savings and temporary cash investments | $2 | |||
Dividends and interest from securities | $115,116 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $137,291 | |||
Total expenses and disbursements | $303,896 | $20,410 | $0 | $276,000 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $27,896 | $20,410 | $0 | |
Contributions, gifts, grants paid | $276,000 | |||
Excess of revenue over expenses and disbursements | $-19,895 | |||
Net investment income | $231,999 | |||
Adjusted net income | $115,118 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $5,805,158 | $5,909,617 |
Cash - non-interest-bearing | $2,759 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $4,561,573 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $1,240,826 | |
Total liabilities | $512 | |
Mortgages and other notes payable | $512 | |
Total liabilities and net assets/fund balances | $5,804,646 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $137,291 |
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 | $4,640 |
Total credits and payments | $4,000 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $4,000 |
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 | $640 |
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 | $5,819,496 |
Net value of noncharitable-use assets | $5,732,200 |
Minimum investment return | $286,610 |
Distributable Amount (for 2012) | |
Distributable amount | $281,970 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $281,970 |
Undistributed income for 2012. This amount must be distributed in 2013 | $281,750 |
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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Organizations performing similar types of work | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | The University Of Arkansas Fort Smith Foundation Inc | PO BOX 3649, Fort Smith, AR 72913-3649 | AR | 1975-01 | $25,316,256 |
2 | Rsf Social Investment Fund Inc | 1002 Oreilly Ave, San Francisco, CA 94129-5257 | CA | 2000-12 | $4,721,971 |
3 | The Elizabeth Bowers Zambia Education Fund | Po Box 294, Salem, OR 97308-0294 | OR | 2007-03 | $49,547 |
4 | The Match Foundation Inc | 1001 Commonwealth Ave, Boston, MA 02215-1308 | MA | 2000-06 | $9,560,521 |
5 | Charter School Financing Partnership Llc | 1 Washington Mall Fl 12, Boston, MA 02108-2603 | MA | 2011-10 | $3,465,850 |
6 | Sacajawea Charitable Foundation, Wrean William H Ttee | 148 Linden St Ste 204, Wellesley, MA 02482-7916 | MA | 1999-12 | $3,398,849 |
7 | Wcs - 381 Plantation Street Inc | 333 South St Ste 290, Shrewsbury, MA 01545-7807 | MA | 2014-08 | $3,191,730 |
8 | University Of Massachusetts Amherst Foundation Inc | 134 Hicks Way, Amherst, MA 01003-9270 | MA | 2003-06 | $2,404,633 |
9 | The Sizer Foundation Inc | 49 Antietam St, Devens, MA 01434-5230 | MA | 2004-07 | $415,160 |
10 | Teens For Technology Inc | 224 Marlborough St Apt 12, Boston, MA 02116-1783 | MA | 2003-08 | $339,721 |
11 | Seneca Foundation | 17 Seneca Rd, Canton, MA 02021-1251 | MA | 2006-06 | $162,819 |
12 | Rotary Club Education Fund Of Framingham | 1 Carriage Hill Cir, Southborough, MA 01772-1341 | MA | 1964-11 | $123,118 |
13 | Pentucket Education Foundation Inc | PO BOX 513, West Newbury, MA 01985-0613 | MA | 2010-12 | $101,031 |
14 | Friends Of Meali International Inc | 240 Brattle Street S240, Cambridge, MA 02138 | MA | 2009-04 | $85,620 |
15 | Johnny Mac Memorial Foundation, James Hoyt Ttee | 14 Knoll Rd, Hopkinton, MA 01748-2710 | MA | 2012-03 | $79,940 |
16 | Plymouth Rotary Charitable Fund Inc | 34 Main St Ext, Plymouth, MA 02360-8302 | MA | 2010-07 | $70,265 |
17 | St Raphael Religious Education Development Tr | 516 High St, Medford, MA 02155-6729 | MA | 2002-05 | $59,527 |
18 | Masconomet High School Football Boosters Inc | Po Box 239, Boxford, MA 01921 | MA | 2011-06 | $57,133 |
19 | Wrentham Elementary Schools Trust Inc, West | PO BOX 852, Wrentham, MA 02093-0852 | MA | 2007-12 | $47,937 |
20 | Maynard Educational Enrichment Foundation Inc, Maynard Education Foundation | Po Box 89, Maynard, MA 01754 | MA | 2001-05 | $47,880 |
Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Total | 3,586 |
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