Shirley Shattuck Windsor Charitable Tr Ua 121697 15012344, Ballou Frederick D Et Al 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
- Organizations performing similar types of work
| Shirley Shattuck Windsor Charitable Tr Ua 121697 15012344, Ballou Frederick D Et Al Ttee | |
| Employer Identification Number (EIN) | 046851595 |
| Name of Organization | Shirley Shattuck Windsor Charitable Tr Ua 121697 15012344 |
| Secondary Name | Ballou Frederick D Et Al Ttee |
| In Care of Name | State Street Bank And Trust Co |
| Address | Lwc 230 Congress Street 12fl, Boston, MA 02110 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 05/1998 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $2,344,265 |
| Amount of Income | $701,829 |
| Form 990 Revenue Amount | $100,574 |
| National Taxonomy of Exempt Entities (NTEE) | Crime, Legal-Related: Crime Prevention (Not Elsewhere Classified) |
Non-representatives - add comments:
Amount of income in 2013: $701,829 (it was $531,339 in 2012)
| This organization: | $701,829 |
| Other organizations performing similar types of work: | $91,877 |
Assets in 2013: $2,344,265 (it was $2,405,041 in 2012)
| Shirley Shattuck Windsor Charitable Tr Ua 121697 15012344, Ballou Frederick D Et Al Ttee: | $2,344,265 |
| Other organizations performing similar types of work: | $144,828 |
Expenses in 2012: $170,097
| This organization: | $170,097 |
| Other organizations performing similar types of work: | $77,652 |
Income to expenses ratio in 2012: 4.1
| Shirley Shattuck Windsor Charitable Tr Ua 121697 15012344, Ballou Frederick D Et Al Ttee: | 4.1 |
| Other organizations performing similar types of work: | 1.3 |
Grants share in income in 2012: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 99.9% |
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 | $90,808 | $89,184 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $2 | |||
| Dividends and interest from securities | $67,658 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $2,296 | |||
| Other | $20,852 | |||
| Total expenses and disbursements | $170,097 | $26,482 | $0 | $141,098 |
| Compensation of officers, directors, trustees, etc. | $14,792 | |||
| Total operating and administrative expenses | $35,097 | $26,482 | $6,098 | |
| Contributions, gifts, grants paid | $135,000 | |||
| Excess of revenue over expenses and disbursements | $-79,289 | |||
| Net investment income | $62,702 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,405,041 | $3,395,969 |
| Cash - non-interest-bearing | $559 | |
| Investments-U.S. and state government obligations | $100,133 | |
| Investments-corporate stock | $2,048,361 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $148,988 | |
| Other | $107,000 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $2,405,041 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $20,852 |
| 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 | $1,254 |
| Total credits and payments | $2,510 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $760 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $1,750 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $1,256 |
| Amount to be credited to 2013 estimated tax | $1,256 |
| 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 | $3,282,319 |
| Net value of noncharitable-use assets | $3,233,080 |
| Minimum investment return | $161,654 |
| Distributable Amount (for 2012) | |
| Distributable amount | $160,400 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $160,400 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $4,874 |
| 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 | Vera Institute Of Justice Inc | 233 Broadway Fl 12, New York, NY 10279-1299 | NY | 1962-10 | $47,504,519 |
| 2 | The V Foundation | 106 Towerview Ct, Cary, NC 27513-3595 | NC | 1993-06 | $43,620,118 |
| 3 | Specialized Alternatives For Families And Youth Of So Carolina | 606 Dutch Square Blvd Ste 205 Bldgc, Columbia, SC 29210 | SC | 1992-03 | $4,944,160 |
| 4 | New England State Police Information Network Inc | 124 Grove Street, Franklin, MA 02038-3156 | MA | 1992-11 | $3,546,643 |
| 5 | Safe City Commission | 1100 Hemphill St, Fort Worth, TX 76104-4666 | TX | 1997-03 | $2,886,420 |
| 6 | Woodcrest Foundation Tr 060298, Fisher Robert W Ttee | 3595 Hiram-Douglasville Highway, Hiram, GA 30141-4961 | GA | 1998-08 | $2,464,614 |
| 7 | Just Detention International Inc | 3325 Wilshire Blvd Ste 340, Los Angeles, CA 90010-1734 | CA | 1997-03 | $2,208,683 |
| 8 | Radley Family Foundation, Radley James Ttee | 255 Country Club Rd, Dedham, MA 02026-5635 | MA | 1998-05 | $939,190 |
| 9 | Rosser Charitable Tr, Rosser Harold O Iii Et Al Ttees | C/O Harold O Rosser Ii, Naples, FL 34105 | FL | 1997-11 | $918,058 |
| 10 | Shirley Shattuck Windsor Charitable Tr Ua 121697 15012344, Ballou Frederick D Et Al Ttee | Lwc 230 Congress Street 12fl, Boston, MA 02110 | MA | 1998-05 | $701,829 |
| 11 | Stein Family Foundation Inc | 57 Moonpenny Ln, East Falmouth, MA 02536-7034 | MA | 1998-08 | $480,257 |
| 12 | Northeastern Massachusetts Law Enforcement Council Inc | 314 Main St Ste 205, Wilmington, MA 01887-2747 | MA | 1987-02 | $385,541 |
| 13 | Florence Savings Charitable Fndn Inc | 85 Main St, Florence, MA 01062-1400 | MA | 1998-07 | $275,734 |
| 14 | Marthas Vineyard Multisport Inc | PO BOX 1932, Vineyard Hvn, MA 02568-0912 | MA | 1994-06 | $48,133 |
| 15 | Walpole Technology & Innovation Foundation Inc | C/O Joel M Stoller 45 Irving Dr, Walpole, MA 02081 | MA | 1993-09 | $46,598 |
| 16 | Wellfleet Police Relief Association Inc | 36 Gross Hill Rd, Wellfleet, MA 02667-7755 | MA | 1993-12 | $22,292 |
| 17 | Truro Police Association Inc | PO BOX 808, Truro, MA 02666-0808 | MA | 1994-06 | $21,718 |
| 18 | Chelsea National Night Out Committee | 10 Forsyth St Apt 305, Chelsea, MA 02150-2017 | MA | 1995-10 | $0 |
| 19 | For Our Childrens Sake | 132 Lakeview Ave, Haverhill, MA 01830-2716 | MA | 1996-06 | $0 |
| 20 | Neighborhood Justice Network | 294 Washington St Ste 411, Boston, MA 02108-4618 | MA | 1986-08 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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