The Edward O Wilson Foundation Charitable Trust 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
| The Edward O Wilson Foundation Charitable Trust | |
| Employer Identification Number (EIN) | 043278674 |
| Name of Organization | The Edward O Wilson Foundation Charitable Trust |
| In Care of Name | Goulston & Storrs |
| Address | 400 Atlantic Ave, Boston, MA 02110-3333 |
| Activities | Other scientific research activities, Other conservation, environmental or beautification activities |
| Subsection | Scientific Organization |
| Ruling Date | 10/1995 |
| Deductibility | Contributions are deductible |
| Foundation | Private operating foundation (other) |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 05/2012 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $129,509 |
| Amount of Income | $53,542 |
| Form 990 Revenue Amount | $5,255 |
| National Taxonomy of Exempt Entities (NTEE) | Science and Technology Research Institutes, Services: |
Non-representatives - add comments:
Amount of income in 2012: $53,542 (it was $53,700 in 2011)
| This organization: | $53,542 |
| Other organizations performing similar types of work: | $122,573 |
Assets in 2012: $129,509 (it was $126,160 in 2011)
| The Edward O Wilson Foundation Charitable Trust: | $129,509 |
| Other organizations performing similar types of work: | $271,444 |
Expenses in 2012: $1,906
| The Edward O Wilson Foundation Charitable Trust: | $1,906 |
| Other organizations performing similar types of work: | $106,976 |
Income to expenses ratio in 2012: 28.1
| This organization: | 28.1 |
| Other organizations performing similar types of work: | 1.3 |
Grants share in income in 2012: 0.0%
| The Edward O Wilson Foundation Charitable Trust: | 0.0% |
| Other organizations performing similar types of work: | 17.7% |
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 | $5,255 | $5,255 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $575 | |||
| Dividends and interest from securities | $2,325 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $2,355 | |||
| Total expenses and disbursements | $1,906 | $1,159 | $0 | $747 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,906 | $1,159 | $747 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $3,349 | |||
| Net investment income | $4,096 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $129,509 | $145,006 |
| Cash - non-interest-bearing | $25,275 | |
| Investments-U.S. and state government obligations | $20,478 | |
| Investments-corporate stock | $73,403 | |
| Investments-corporate bonds | $10,353 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $129,509 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $2,355 |
| 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 | $82 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $82 |
| 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 | $142,973 |
| Net value of noncharitable-use assets | $140,820 |
| Minimum investment return | $7,041 |
| Distributable Amount (for 2012) | |
| Distributable amount | $6,959 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $6,959 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $6,212 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $1 | $0 | $0 | $0 | $1 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $1 | $0 | $0 | $0 | $1 |
| 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 | Wilson Ornithological Society | 52684 Highland Dr, South Bend, IN 46635-1243 | IN | 1957-01 | $1,163,799 |
| 2 | Society For The Study Of Amphibian And Reptiles Robert Aldridge, St Louis University Dept Of Biology | PO BOX 3692, Walnut Ridge, AR 72476 | AR | 1982-10 | $399,139 |
| 3 | The Whale Center Of New England Inc | PO BOX 159, Gloucester, MA 01931-0159 | MA | 1980-06 | $237,603 |
| 4 | Cushman Foundation For Foraminiferal Research Inc | 489 Brooke Rd, Fredericksbrg, VA 22405-1884 | VA | 1951-02 | $229,373 |
| 5 | Dolphin Biology Research Institute Inc | 708 Tropical Cir, Sarasota, FL 34242-1439 | FL | 1984-01 | $190,940 |
| 6 | Coleopterists Society | 2559 Puesta Del Sol, Santa Barbara, CA 93105-2936 | CA | 1979-01 | $122,573 |
| 7 | Desert Tortoise Council Inc | 619 Pinon Ct, Ridgecrest, CA 93555-3387 | CA | 1986-06 | $91,821 |
| 8 | North American Deer Farmers Assoc Cervid Livestock Foundation | 4501 Hills And Dales Road Nw, Canton, OH 44708-1572 | OH | 1993-06 | $86,849 |
| 9 | The Edward O Wilson Foundation Charitable Trust | 400 Atlantic Ave, Boston, MA 02110-3333 | MA | 1995-10 | $53,542 |
| 10 | Minnesota Ornithologists Union University Of Minnesota | 10 Church St Se, Minneapolis, MN 55455-0145 | MN | 1952-08 | $50,054 |
| 11 | Kaytee Avian Foundation Inc | 521 Clay St, Chilton, WI 53014-1476 | WI | 1995-04 | $21,122 |
| 12 | Tigers Eye Productions Wildlife Research Center Inc | 5780 Oak Hollow Lane, Oviedo, FL 32765 | FL | 1994-10 | $0 |
| Number of organizations performing similar types of work | |||||||||||||||||||
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| Total | 12 | ||||||||||||||||||
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