Bolles School Endowment Foundation Trust Ua in New York, New York (NY)

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Bolles School Endowment Foundation Trust Ua
Employer Identification Number (EIN)596218304
Name of OrganizationBolles School Endowment Foundation Trust Ua
In Care of NameMorgan Stanley Private Bank Na
Address1 New York Plaza 7th Fl, New York, NY 10004-1901
ActivitiesOther school related activities
SubsectionEducational Organization
Ruling Date07/1969
DeductibilityContributions are deductible
FoundationOrganizations operated solely for the benefit of and in conjunction with organizations described in 10 through 16 above
OrganizationTrust
Tax Period12/2011
Assets$10,000,000 to $49,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$11,090,455
Amount of Income$1,038,058
Form 990 Revenue Amount$1,010,724


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Financial snapshot ($)

Revenue for 2011

Functional expenses for 2011

Statements Regarding Other IRS Filings and Tax Compliance (for 2011)
Did the organization have unrelated business gross income of $1,000 or more during the year?No
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities $0
Gross income from members or shareholders$0
Gross income from other sources$0
Statement of Revenue (for 2011)
Total revenue$1,010,724
Contributions, Gifts, Grants and Other Similar Amounts$81,955
Program Service Revenue$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$368,086
Income from investment of tax-exempt bond proceeds$0
Royalties$0
Net rental income$0
Net gain from sales of assets other than inventory$561,928
Gross amount from sales of assets other than inventory (Securities / Other)$589,262 / $0
Less: cost or other basis and sales expenses (Securities / Other)$27,334 / $0
Gain or (loss) (Securities / Other)$561,928 / $0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous Revenue$-1,245
Statement of Functional Expenses (for 2011)
Total functional expenses$592,663
Compensation of current officers, directors, trustees, and key employees$71,624
Other salaries and wages$0
Payroll taxes$0
Professional fundraising services$0
Other$521,039
Balance Sheet (for 2011)
Total assets$11,090,455
Total liabilities$0
Total net assets or fund balances$11,090,455
Retained earnings, endowment, accumulated income, or other funds$0
Reason for Public Charity Status (for 2011)
The organization is not a private foundation because it is:An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2)
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