Shepherd Brooks Charitable Endowment Fund, Society Of St Vincent De Paul Ttee 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
| Shepherd Brooks Charitable Endowment Fund, Society Of St Vincent De Paul Ttee | |
| Employer Identification Number (EIN) | 046900178 |
| Name of Organization | Shepherd Brooks Charitable Endowment Fund |
| Secondary Name | Society Of St Vincent De Paul Ttee |
| In Care of Name | Fiduciary Trust Company |
| Address | PO BOX 55806, Boston, MA 02205-5806 |
| 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 | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $67,000 |
| Amount of Income | $7,451 |
| Form 990 Revenue Amount | $2,273 |
Non-representatives - add comments:
Revenue 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 | $1,790 | $1,651 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,640 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $150 | |||
| Total expenses and disbursements | $2,199 | $865 | $0 | $1,355 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $2,199 | $865 | $1,355 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $-409 | |||
| Net investment income | $786 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $67,980 | $73,563 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $27,503 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $34,185 | |
| Other | $6,292 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $67,980 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $150 |
| 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 | $16 |
| Total credits and payments | $30 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $30 |
| 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 | $14 |
| Amount to be credited to 2013 estimated tax | $14 |
| 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? | Yes |
| 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 | $71,866 |
| Net value of noncharitable-use assets | $70,780 |
| Minimum investment return | $3,539 |
| Distributable Amount (for 2012) | |
| Distributable amount | $3,523 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $3,523 |
| 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 | Sheffield Kiwanis Club Inc | PO BOX 683, Sheffield, MA 01257-0683 | MA | 1988-01 | $37,503 |
| 2 | Sheffield Volunteer Hose Company No 1 Inc | PO BOX 1280, Sheffield, MA 01257-1280 | MA | 1977-04 | $61,836 |
| 3 | Sheftel Foundation Inc | PO BOX 399, Marstons Mls, MA 02648-0399 | MA | 1996-03 | $3,864 |
| 4 | Shelburne Community School Council Incorporated | 2730 Washington St, Roxbury, MA 02119-1404 | MA | 1991-06 | $157,326 |
| 5 | Shelburne Falls Area Business Association | PO BOX 42, Shelburne Fls, MA 01370-0042 | MA | 1996-11 | $169,779 |
| 6 | Shelburne Falls Area Womens Club, Bridge Of Flowers | 439 South Shelburne Rd, Shelburne Falls, MA 01370 | MA | 2007-07 | $0 |
| 7 | Shelburne Falls Community House Inc | PO BOX 232, Shelburne Fls, MA 01370-0232 | MA | 1968-08 | $59,718 |
| 8 | Sheldonville Community Center Inc | PO BOX 232, Sheldonville, MA 02070-0232 | MA | 1983-05 | $120,003 |
| 9 | Shelter Legal Services Foundation Inc | 885 Centre Street, Newton Center, MA 02459-1148 | MA | 1994-05 | $300,203 |
| 10 | Shelter Me Inc | PO BOX 958, Medford, MA 02155-0010 | MA | 2008-04 | $2,998 |
| 11 | Shepherd Brooks Charitable Endowment Fund, Society Of St Vincent De Paul Ttee | PO BOX 55806, Boston, MA 02205-5806 | MA | 1999-12 | $7,451 |
| 12 | Shepherd Hill Booster Club | 68 Dudley Oxford Rd, Dudley, MA 01571-6116 | MA | 2002-09 | $18,847 |
| 13 | Shepherd Hill Music Parents Association | PO BOX 1417, Dudley, MA 01571-1417 | MA | 2000-01 | $99,178 |
| 14 | Shepherds Center Of Fall River Inc | 228 N Main St, Fall River, MA 02720-2318 | MA | 2002-07 | $21,070 |
| 15 | Shepherds Pantry Inc | PO BOX 760, Fairhaven, MA 02719-0700 | MA | 2003-03 | $82,724 |
| 16 | Sherborn Community Center Foundation Inc | PO BOX 2, Sherborn, MA 01770-0002 | MA | 1986-10 | $71,158 |
| 17 | Sherborn Rural Land Foundation | PO BOX 190, Sherborn, MA 01770-0190 | MA | 1975-01 | $93,273 |
| 18 | Sherborn Yacht Club Inc | PO BOX 142, Sherborn, MA 01770-0142 | MA | 1979-04 | $108,297 |
| 19 | Sherbrooke Family Charitable Trust | 414 Westfield St, Dedham, MA 02026-5632 | MA | 1989-06 | $471,109 |
| 20 | Sherman Hsu Family Foundation, Paul Sherman Ttee | 21 Gibson Rd, Newton, MA 02460-2214 | MA | 2011-05 | $1,438,978 |
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