Winosia Charitable & Education Tr in Winthrop, 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
| Winosia Charitable & Education Tr | |
| Employer Identification Number (EIN) | 043020360 |
| Name of Organization | Winosia Charitable & Education Tr |
| Address | 1140 Saratoga St, Winthrop, MA 02152 |
| Subsection | Charitable Organization |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Association |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 06/2014 |
| Assets | $100,000 to $499,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $182,159 |
| Amount of Income | $126,982 |
| Form 990 Revenue Amount | $1,836 |
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 | $1,836 | $5,213 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $5,213 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $18,268 | $8,818 | $0 | $9,450 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $8,818 | $8,818 | $0 | |
| Contributions, gifts, grants paid | $9,450 | |||
| Excess of revenue over expenses and disbursements | $-16,432 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $188,432 | $197,497 |
| Cash - non-interest-bearing | $8,770 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $176,847 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $2,815 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $188,432 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-3,377 |
| 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 | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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 | $201,936 |
| Net value of noncharitable-use assets | $198,900 |
| Minimum investment return | $9,945 |
| Distributable Amount (for 2012) | |
| Distributable amount | $9,945 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $9,945 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| 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 | Winchester Swim Club Inc | PO BOX 581, Winchester, MA 01890-0881 | MA | 1969-03 | $449,369 |
| 2 | Windhover Foundation Inc | 257r Granite St, Rockport, MA 01966-1027 | MA | 1982-05 | $89,219 |
| 3 | Windover Foundation, Lewis David W Jr Ttee | Nutter Mcclennen 155 Seaport Blvd, Boston, MA 02210 | MA | 1999-10 | $5,309,125 |
| 4 | Windrush Farm Therapeutic Equitation Inc | 479 Lacy St, North Andover, MA 01845-3381 | MA | 1979-04 | $1,080,475 |
| 5 | Windsor Club | 1601 Beacon St, Waban, MA 02468-1507 | MA | 1934-08 | $440,178 |
| 6 | Windward Associates | PO BOX 5548, Marlborough, MA 01752-8548 | MA | 1999-01 | $39,244 |
| 7 | Wine & Spirits Wholesalers, Robert D Buckley | 18 Russell Park, Quincy, MA 02169-4305 | MA | 1941-03 | $393,486 |
| 8 | Wing Family Of America Inc | 69 Spring Hill Rd, E Sandwich, MA 02537-1028 | MA | 1942-01 | $50,103 |
| 9 | Wingaway Charitable Trust | 117 Wadsworth Rd, Duxbury, MA 02332-4943 | MA | 2006-11 | $535 |
| 10 | Winifred M Stenson Charitable Trust | 126 Long Pond Rd, Brewster, MA 02631-1877 | MA | 2006-09 | $372,344 |
| 11 | Winosia Charitable & Education Tr | 1140 Saratoga St, Winthrop, MA 02152 | MA | $126,982 | |
| 12 | Winslow Farm Animal Awareness Corp | 37 Eddy St, Norton, MA 02766-3513 | MA | 2000-03 | $181,098 |
| 13 | Winslow Village Ii Inc | 1554 Ocean Street, Marshfield, MA 02050-3511 | MA | 1980-11 | $641,390 |
| 14 | Winslow Village Inc | 1520 Ocean Street, Marshfield, MA 02050-3533 | MA | 1971-03 | $586,236 |
| 15 | Winter Course Of Infectious Diseases | Beth Israel Deaconess 110 Francis, Boston, MA 02215 | MA | 2005-11 | $361,705 |
| 16 | Winter Valley Residences Incorporated | 600 Canton Avenue, Milton, MA 02186-3161 | MA | 1978-06 | $1,959,625 |
| 17 | Winthrop Charities | 28 Thornton Street, Winthrop, MA 02152 | MA | 2000-01 | $81,528 |
| 18 | Winthrop Community Access Television | 165 Winthrop St, Winthrop, MA 02152-2665 | MA | 1992-06 | $281,340 |
| 19 | Winthrop Golf Club | 453 Main St, Winthrop, MA 02152-1613 | MA | 2002-05 | $542,228 |
| 20 | Winthrop Skating Association Inc Larsen Rink Pauline St | 24 Central St, Winthrop, MA 02152-1634 | MA | 1991-08 | $33,154 |
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