Stephen J Meoli Memorial Foundation 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
| Stephen J Meoli Memorial Foundation | |
| Employer Identification Number (EIN) | 042679904 |
| Name of Organization | Stephen J Meoli Memorial Foundation |
| In Care of Name | Fiduciary Trust Co |
| Address | PO BOX 55806, Boston, MA 02205-5806 |
| Activities | Gifts, grants, or loans to other organizations, Other cultural or historical activities, Other religious activities |
| Subsection | Charitable Organization |
| Ruling Date | 10/1979 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 08/2014 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $128,444 |
| Amount of Income | $33,770 |
| Form 990 Revenue Amount | $10,666 |
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 | $-6,300 | $9,217 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $9,217 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $24,947 | $1,604 | $0 | $23,075 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $5,697 | $1,604 | $3,825 | |
| Contributions, gifts, grants paid | $19,250 | |||
| Excess of revenue over expenses and disbursements | $-31,247 | |||
| Net investment income | $7,613 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $146,302 | $429,659 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $129,468 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $16,834 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $146,302 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-15,517 |
| 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 | $76 |
| Total credits and payments | $144 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $144 |
| 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 | $68 |
| Amount to be credited to 2013 estimated tax | $68 |
| 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 | $442,201 |
| Net value of noncharitable-use assets | $435,560 |
| Minimum investment return | $21,778 |
| Distributable Amount (for 2012) | |
| Distributable amount | $21,702 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $21,702 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $18,150 |
| 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 | Stella Kyriacopoulos Charitable Tr, Kyros Konstantine W Ttee | 17 Miles Rd, Hingham, MA 02043-1810 | MA | 2004-09 | $54,282 |
| 2 | Stellwagen Alive-Friends Of Our National Marine Sanctuary | PO BOX 374, Scituate, MA 02066-0374 | MA | 2007-08 | $20,644 |
| 3 | Step Education Ma | PO BOX 120192, Boston, MA 02112-0192 | MA | 2009-06 | $5,575 |
| 4 | Step Inc | 131 Beverly Street, Boston, MA 02114-2118 | MA | 1979-12 | $1,239,494 |
| 5 | Steph Kenney Creative Arts Scholarship Fund | 113 Livingston Cir, Needham, MA 02492-4144 | MA | 2003-03 | $7,371 |
| 6 | Stephanie H And David A Spina Family Foundation | 17 Campbell Rd, Wayland, MA 01778-1001 | MA | 2005-06 | $1,679,386 |
| 7 | Stephanie L Brown Foundation | 160 Federal St Fl 20, Boston, MA 02110-1700 | MA | 2006-03 | $2,570,958 |
| 8 | Stephen & Joyce Schultz Charitable Foundation, Schultz Stephen M Ttee | 212 Lowder St, Dedham, MA 02026-4213 | MA | 1995-03 | $100,989 |
| 9 | Stephen F Quill Family Foundation | 405 George Hill Rd, Lancaster, MA 01523-2118 | MA | 2005-01 | $401,769 |
| 10 | Stephen J Hendrickson Foundation Inc | One Charles Street South No Ph2a, Boston, MA 02116-5447 | MA | 1992-05 | $4,460,785 |
| 11 | Stephen J Meoli Memorial Foundation | PO BOX 55806, Boston, MA 02205-5806 | MA | 1979-10 | $33,770 |
| 12 | Stephen M Jennings And Monica O Neil Charitable Foundation | PO BOX 961019, Boston, MA 02196-1019 | MA | 2005-12 | $0 |
| 13 | Stephen R Baum Foundation | 6 Woodside Rd, Winchester, MA 01890-1729 | MA | 2002-06 | $55,766 |
| 14 | Stephen R Casey And Carlotta Casey Coyne Fund Tr, Cain Richard J Ttee | 690 Canton St Ste 306, Westwood, MA 02090-2326 | MA | 1996-02 | $70,363 |
| 15 | Stephen Sullivan Scholarship Trust Fund | 2036 Washington St, Hanover, MA 02339-1617 | MA | 2002-09 | $302,411 |
| 16 | Stephs Wild Ride Inc | PO BOX 422, Easthampton, MA 01027-0422 | MA | 2009-11 | $14,594 |
| 17 | Stepping Stones Child Care Inc | 17 Church St, Hanover, MA 02339-2315 | MA | 1993-01 | $118,261 |
| 18 | Steppingstone Inc | 522 N Main St, Fall River, MA 02720-3509 | MA | 1972-08 | $5,339,515 |
| 19 | Steppingstone Realty Holdings Incorporated | 466 N Main St, Fall River, MA 02720-2408 | MA | 1998-03 | $158,166 |
| 20 | Sterling - Lancaster Community Television Corporation | Television Corporation, Sterling, MA 01564 | MA | 2010-05 | $271,128 |
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