Van Sloun Foundation in Westport, 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
| Van Sloun Foundation | |
| Employer Identification Number (EIN) | 046691809 |
| Name of Organization | Van Sloun Foundation |
| In Care of Name | Everett M Davis Ttee |
| Address | PO BOX 1161787E SCOTCH PINE LANE, Westport, MA 02791 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 06/1992 |
| 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 | $8,872,344 |
| Amount of Income | $3,221,901 |
| Form 990 Revenue Amount | $402,686 |
Non-representatives - add comments:
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 | $598,694 | $491,264 | $177,345 | |
| Contributions, gifts, grants, etc., received | $200,000 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $177,345 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $221,349 | |||
| Total expenses and disbursements | $448,116 | $42,175 | $36,355 | $395,656 |
| Compensation of officers, directors, trustees, etc. | $27,500 | |||
| Total operating and administrative expenses | $80,085 | $42,175 | $27,625 | |
| Contributions, gifts, grants paid | $368,031 | |||
| Excess of revenue over expenses and disbursements | $150,578 | |||
| Net investment income | $449,089 | |||
| Adjusted net income | $140,990 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $8,094,211 | $8,091,632 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $253,042 | |
| Investments-corporate stock | $7,066,686 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $774,483 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $8,094,211 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $221,349 |
| 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 | $4,491 |
| Total credits and payments | $3,200 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $3,200 |
| 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 | $1,291 |
| 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? | Yes |
| 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 | $8,078,127 |
| Net value of noncharitable-use assets | $7,956,960 |
| Minimum investment return | $397,848 |
| Distributable Amount (for 2012) | |
| Distributable amount | $393,357 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $393,357 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $8,595 |
| 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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| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Valley Photo Center Inc | 1500 Main Street, Springfield, MA 01115 | MA | 2007-07 | $2,346 |
| 2 | Valley Radio Reading Service Inc | 44 Hampden St, Springfield, MA 01103-1212 | MA | 2008-08 | $68,304 |
| 3 | Valley Tech Educational Foundation Inc | 65 Pleasant St, Upton, MA 01568-1431 | MA | 1998-10 | $6,202 |
| 4 | Valley View School Inc | 91 Oakham Rd, N Brookfield, MA 01535-2031 | MA | 1970-12 | $3,311,446 |
| 5 | Valley Womens Martial Arts Inc | PO BOX 1064, Easthampton, MA 01027-5064 | MA | 1980-07 | $37,526 |
| 6 | Valleycast Inc | 50 Douglas Rd, Whitinsville, MA 01588-2008 | MA | 2008-05 | $36,448 |
| 7 | Valleystone Credit Union | 46 Main St, Chicopee, MA 01020-1838 | MA | 1942-04 | $1,008,206 |
| 8 | Valuing Our Children | 217 Walnut St, Athol, MA 01331-1728 | MA | 1997-05 | $1,081,523 |
| 9 | Van Der Smissen Memorial Trust | 99 West Street, Pittsfield, MA 01201-5846 | MA | 1959-05 | $68,717 |
| 10 | Van Liew Family Foundation | C/O Roland Van Liew 6 Hemlock Drive, Chelmsford, MA 01824 | MA | 2007-03 | $465 |
| 11 | Van Sloun Foundation | PO BOX 1161787E SCOTCH PINE LANE, Westport, MA 02791 | MA | 1992-06 | $3,221,901 |
| 12 | Varnum Brook Parent-Teacher Organization | 10 Hollis St, Pepperell, MA 01463-1411 | MA | 2006-10 | $39,430 |
| 13 | Vascular Laboratory Inc | 763d Concord Ave, Cambridge, MA 02138 | MA | 1975-03 | $682,015 |
| 14 | Vechulai | 100 Hano Street, Allston, MA 02134-1636 | MA | 2010-09 | $80,821 |
| 15 | Venilia Gardens Inc | 172 William St # 1, New Bedford, MA 02740-6022 | MA | 1994-10 | $151,172 |
| 16 | Vento Chiaro Inc | 38 Lincoln St, Somerville, MA 02145 | MA | 2000-12 | $29,465 |
| 17 | Verdi Club Inc | 58 Chapin St, W Springfield, MA 01089-3932 | MA | 1976-08 | $222,852 |
| 18 | Veritas Academy | PO BOX 940, W Barnstable, MA 02668-0940 | MA | 1999-02 | $292,699 |
| 19 | Veritas Christian Academy Inc | 6 Loker St, Wayland, MA 01778-4618 | MA | 2010-10 | $777,134 |
| 20 | Veritas Forum Inc | 1 Broadway Fl 14, Cambridge, MA 02142-1187 | MA | 2007-05 | $1,739,018 |
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