Walter R And Helen P Hennessey Charitable Foundation in Plymouth, 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
| Walter R And Helen P Hennessey Charitable Foundation | |
| Employer Identification Number (EIN) | 046077295 |
| Name of Organization | Walter R And Helen P Hennessey Charitable Foundation |
| Address | 37 Champlain Cir, Plymouth, MA 02360-7752 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 09/1964 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 11/2012 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $308,897 |
| Amount of Income | $26,878 |
| Form 990 Revenue Amount | $6,432 |
Non-representatives - add comments:
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $6,432 | $6,432 | $6,432 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $6,432 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $30,650 | $11,150 | $11,150 | $20,650 |
| Compensation of officers, directors, trustees, etc. | $10,000 | |||
| Total operating and administrative expenses | $11,150 | $11,150 | $11,150 | |
| Contributions, gifts, grants paid | $9,500 | |||
| Excess of revenue over expenses and disbursements | $-24,218 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $303,894 | $303,894 |
| Cash - non-interest-bearing | $38,894 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $265,000 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $303,894 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $303,000 |
| Net value of noncharitable-use assets | $298,000 |
| Minimum investment return | $14,900 |
| Distributable Amount (for 2011) | |
| Distributable amount | $14,900 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $14,900 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 |
| Write your review! |
|
|
| Recently Added Reviews |
The Red Sox Foundation Inc in Boston, MA
  |
|
King Solomon Humanitarian Foundation For Handicapped Childre, Handi-Kids in Bridgewater, MA
|
| Iglesia Camino Al Calvario in Lynn, MA |
| Rossbach Charitable Remainder Tr, Rossbach Janice & C E Ahara Ttees in Lexington, MA |
| Massachusetts-Ponkapoag Tribal Council Inc in Bridgewater, MA |
|
Fc Blazers in Needham Hgts, MA
|
|
Twilight Throwers in Chelmsford, MA
|
| Wayland Baseball And Softball Association Inc in Wayland, MA |
Wellspring Inc in Hull, MA
 |
| Reason Alliance Ltd in Somerville, MA |
| Other organizations in Massachusetts | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Vietnamese Buddhist Community Of Mass Pho Hien Buddist Meditation | 96 Dewey St, Worcester, MA 01610-1020 | MA | 1995-08 | $122,099 |
| 2 | Viking Pride Foundation | 400 Main Street Rear Fieldhouse, Winthrop, MA 02152-1602 | MA | 2004-05 | $74,234 |
| 3 | Viking Skating Club Inc | 25 Green St, Marblehead, MA 01945-3459 | MA | 1993-09 | $67,982 |
| 4 | Vineyard Baseball Inc | Po Box 1643, Edgartown, MA 02539 | MA | 2006-03 | $0 |
| 5 | Viselaya Foundation Ltd | 60 Thoreau Street Suite 130, Concord, MA 01742-2456 | MA | 2005-11 | $5,506 |
| 6 | Visions Of A Better World Foundation Usa Inc | 83 Silver Hill Rd, Sudbury, MA 01776-1358 | MA | 1995-02 | $48,470 |
| 7 | Volunteer Family Inc, Future Philanthropists | 101 Arch Street 19th Floor, Boston, MA 02110 | MA | 2003-07 | $171,151 |
| 8 | Wake Up Narcolepsy Inc | Po Box 1441, Brookline, MA 02446 | MA | 2009-03 | $405,215 |
| 9 | Walpole Municipal Employees, Credit Union | 30 Stone St Town Hall, Walpole, MA 02081 | MA | 1972-04 | $80,768 |
| 10 | Walpole Youth Lacrosse League Inc | PO BOX 532, Walpole, MA 02081-0532 | MA | 2014-03 | $74,346 |
| 11 | Walter R And Helen P Hennessey Charitable Foundation | 37 Champlain Cir, Plymouth, MA 02360-7752 | MA | 1964-09 | $26,878 |
| 12 | Wareham Village Association Inc | 208 REAR MAIN STREET PO BOX 484, Wareham, MA 02571 | MA | 1998-08 | $47,753 |
| 13 | Wastecap Of Massachusetts Inc | 68 Hopkinton Rd, Westborough, MA 01581-2126 | MA | 1994-01 | $9,699 |
| 14 | Watertown Citizens For Environmental Safety Inc | Po Box 1194, Watertown, MA 02471-1194 | MA | 1995-02 | $9,217 |
| 15 | Wayland Aquatics And Community Center Inc, Wayland Community Pool | 195 Concord Rd, Wayland, MA 01778 | MA | 2004-09 | $144,237 |
| 16 | Wayland Hockey Association | PO BOX 354, Wayland, MA 01778-0354 | MA | 2004-01 | $79,180 |
| 17 | We Care About Homes Ltd | PO BOX 5558, Beverly, MA 01915-0520 | MA | 1994-04 | $153,920 |
| 18 | Wellesley Choral Society | PO BOX 81060, Wellesley, MA 02481 | MA | 1975-03 | $23,311 |
| 19 | Wellesley College Alumnae Assoc, 1940 Class | 106 Central St, Wellesley, MA 02481-8268 | MA | 1972-09 | $6,622 |
| 20 | Wellesley College Alumnae Assoc, 1941 Class | 106 Central St, Wellesley, MA 02481-8268 | MA | 1972-09 | $7,273 |
Organization representatives - add corrected or new information about Walter R And Helen P Hennessey Charitable Foundation »
Non-representatives - add comments about Walter R And Helen P Hennessey Charitable Foundation»