Walnut Hill Foundation, Burke Dennehy & Co 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
| Walnut Hill Foundation, Burke Dennehy & Co | |
| Employer Identification Number (EIN) | 046131903 |
| Name of Organization | Walnut Hill Foundation |
| Secondary Name | Burke Dennehy & Co |
| In Care of Name | Dennehy & Co |
| Address | 101 Arch St, Boston, MA 02110-1130 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 10/1965 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 08/2012 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $428,806 |
| Amount of Income | $93,142 |
| Form 990 Revenue Amount | $-2,238 |
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 | $12,989 | $12,989 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $6 | |||
| Dividends and interest from securities | $2,797 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $10,186 | |||
| Total expenses and disbursements | $24,645 | $0 | $0 | $24,500 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $145 | $0 | $0 | |
| Contributions, gifts, grants paid | $24,500 | |||
| Excess of revenue over expenses and disbursements | $-11,656 | |||
| Net investment income | $12,989 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $428,806 | $465,384 |
| Cash - non-interest-bearing | $1,997 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $412,756 | |
| Other | $14,053 | |
| Total liabilities | $1,567 | |
| Mortgages and other notes payable | $0 | |
| Other | $1,567 | |
| Total liabilities and net assets/fund balances | $427,239 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $10,186 |
| 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 | $130 |
| Total credits and payments | $542 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $542 |
| 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 | $412 |
| Amount to be credited to 2013 estimated tax | $412 |
| 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 | $462,221 |
| Net value of noncharitable-use assets | $455,280 |
| Minimum investment return | $22,764 |
| Distributable Amount (for 2012) | |
| Distributable amount | $22,634 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $22,634 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $8,532 |
| 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 | Walden Chamber Players Inc | PO BOX 382, Arlington, MA 02476-0004 | MA | 2000-08 | $83,835 |
| 2 | Waldorf Association Of Cape Cod Massachusetts Inc | 140 Old Oyster Rd, Cotuit, MA 02635-3038 | MA | 1988-05 | $1,203,298 |
| 3 | Waldorf High School Of Massachusetts Bay Inc | 132 Lexington St, Belmont, MA 02478-1239 | MA | 2004-05 | $1,778,886 |
| 4 | Waldorf School Inc | 739 Mass Ave, Lexington, MA 02420-3916 | MA | 1976-04 | $4,665,822 |
| 5 | Walkboston Inc | 45 School St, Boston, MA 02108-3206 | MA | 1990-10 | $445,644 |
| 6 | Walking In Light Inc | PO BOX 906, Douglas, MA 01516-0906 | MA | 2008-01 | $64,159 |
| 7 | Wallace Figure Skating Club Inc | PO BOX 2043, Fitchburg, MA 01420-0012 | MA | 1974-01 | $151,225 |
| 8 | Neil W Wallace Foundation, Neil W & Elise R Wallace Co-Ttees | 125 High St High Street Tower 27 Fl, Boston, MA 02110 | MA | $92,827 | |
| 9 | Wallace Minot Leonard Foundation, Leonard Wallace Minot Et Al Ttees | PO BOX 961209, Boston, MA 02196-1209 | MA | 1992-05 | $1,585,799 |
| 10 | Walnut Grove Cemetery Corp | 30 Sylvan St, Danvers, MA 01923-2706 | MA | 1955-02 | $228,860 |
| 11 | Walnut Hill Foundation, Burke Dennehy & Co | 101 Arch St, Boston, MA 02110-1130 | MA | 1965-10 | $93,142 |
| 12 | Walnut Hill Properties Corporation | 47 Winthrop Street 1st Floor, Medford, MA 02155-5335 | MA | 1998-07 | $3,357,874 |
| 13 | Walnut Hill School For The Arts | 12 Highland St, Natick, MA 01760-2140 | MA | 1961-01 | $27,169,877 |
| 14 | Walnut Square Tower Clock Foundation Inc | 148 S Pleasant St, Haverhill, MA 01835-7346 | MA | 1995-02 | $1,048 |
| 15 | Walnut Street Center Inc | 35 Charlestown St, Somerville, MA 02143-3431 | MA | 1973-06 | $11,029,872 |
| 16 | Walpole Community Food Pantry Inc | PO BOX 43, Walpole, MA 02081-0043 | MA | 1993-11 | $124,424 |
| 17 | Walpole Community Television Inc | 1034 East Street, Walpole, MA 02081-2984 | MA | 1987-06 | $104,118 |
| 18 | Walpole Country Club Inc | 233 Baker St, Walpole, MA 02081-4145 | MA | 1942-10 | $4,163,408 |
| 19 | Walpole Footlighters Inc | PO BOX 189, Walpole, MA 02081-0189 | MA | 1958-08 | $82,215 |
| 20 | Walpole Girls Soccer Boosters Association Inc | 11 Bridle Path, Walpole, MA 02081-2287 | MA | 1984-05 | $10,494 |
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