Charles M And Ruth H Wilcox Tr, Travis Luke P Ttee in Fall River, Massachusetts (MA)

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Charles M And Ruth H Wilcox Tr, Travis Luke P Ttee
Employer Identification Number (EIN)046904362
Name of OrganizationCharles M And Ruth H Wilcox Tr
Secondary NameTravis Luke P Ttee
In Care of NameLuke P Travis
AddressPO BOX 3288, Fall River, MA 02722-3288
SubsectionCharitable Organization
Ruling Date02/2000
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$1,000,000 to $4,999,999
Income$25,000 to $99,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$1,192,318
Amount of Income$45,331
Form 990 Revenue Amount$59,509
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Single Organization Support


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Amount of income in 2012: $45,331 (it was $59,509 in 2011)
Charles M And Ruth H Wilcox Tr, Travis Luke P Ttee: 

 $45,331
Other organizations performing similar types of work: 

 $142,458

Assets in 2012: $1,192,318 (it was $1,284,781 in 2011)
This organization: 

 $1,192,318
Other organizations performing similar types of work: 

 $450,031

Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$59,509$47,631$47,361
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$51,497
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Other$8,012
Total expenses and disbursements$71,996$7,585$7,585$55,247
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$17,725$7,585$976
Contributions, gifts, grants paid$54,271
Excess of revenue over expenses and disbursements$-12,487
Net investment income$40,046
Adjusted net income$39,776
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$1,284,781$1,106,143
Cash - non-interest-bearing$639
Investments-U.S. and state government obligations$0
Investments-corporate stock$606,973
Investments-corporate bonds$660,466
Investments-mortgage loans$0
Investments-other$16,703
Total liabilities$0
Total liabilities and net assets/fund balances$1,284,781
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$8,012
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$801
Total credits and payments$808
2011 estimated tax payments and 2010 overpayment credited to 2011$808
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
Overpayment$7
Amount to be credited to 2012 estimated tax$7
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$1,158,710
Net value of noncharitable-use assets$1,141,320
Minimum investment return$57,066
Distributable Amount (for 2011)
Distributable amount$56,265
Undistributed Income (for 2011)
Distributable amount for 2011$56,265
Undistributed income for 2011. This amount must be distributed in 2012$56,265
Private Operating Foundations (for 2011)
2011201020092008Total
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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2The Fuller FoundationSuite 250, Pasadena, CA 91101CA2001-10$365,209,257
3Community Foundation Of Northwest Indiana Inc901 Macarthur Blvd, Munster, IN 46321-2901IN1985-07$340,302,285
4Kirkpatrick Family Affiliated Fund Ok City Community Foundation IncPO BOX 1146, Oklahoma City, OK 73101-1146OK1990-07$149,896,649
5Ohio Masonic Home Benevolent Endowment Foundation IncPO BOX 120, Springfield, OH 45501-0120OH1996-09$59,130,505
6A J Fletcher Foundation220 Fayetteville Street, Raleigh, NC 27601-1358NC1975-01$57,597,867
7Barberton Community Foundation460 W Paige Ave, Barberton, OH 44203-2564OH1997-06$47,911,061
8Hollingsworth Funds Inc124 Verdae Blvd Ste 104, Greenville, SC 29607-3840SC1994-12$45,124,298
9Dimock Community Foundation Inc55 Dimock St, Roxbury, MA 02119-1029MA2002-01$18,783,606
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11Nathalie & Theodore Jones Charitabl Tr Fbo Middlebury College, Cook Bradley R Ttee160 Federal St Fl 20, Boston, MA 02110-1700MA2008-01$527,185
12Nathalie & Theodore Jones Charitabl Tr Fbo First Parish In Waltham, Cook Bradley R Ttee160 Federal St, Boston, MA 02110-1700MA2008-01$525,785
13Kenneth E Wickham 1988tr Fbo United Church Board For World Ministries, Bloonstein Marc J Ttee800 Boylston St, Boston, MA 02199-8001MA2001-01$147,339
14Cancer Research Alliance Inc10 Brookline Place West, Brookline, MA 02445-7295MA2008-01$120,692
15Nathalie And Theodore Jones Char Tr Fbo Unitarian Univ Assc Award Fund, Cook Bradley R Ttee160 Federal St, Boston, MA 02110-1700MA2008-01$86,268
16Nathalie & Theodore Jones Char Tr Fbo Unitarian Universalist Assoc, Cook Bradley R Ttee160 Federal St Fl 20, Boston, MA 02110-1700MA2008-01$85,286
17Nathalie & Theodore Jones Charitabl Tr Fbo Applachian Mountain Club, Cook Bradley R Ttee160 Federal St Fl 20, Boston, MA 02110-1700MA2008-01$85,258
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19Nathalie & Theodore Jones Char Tr Fbo Civil Liberties Union Of Ma, Cook Badley R Ttee160 Federal St Fl 20, Boston, MA 02110-1700MA2008-01$85,060
20Emma M E Reed Fund, Norton John Ttee123 Ashmont St, Dorchester, MA 02124-3741MA2000-11$77,767
Number of organizations performing similar types of work
Alaska1
Alabama13
Arkansas8
Arizona21
California133
Colorado12
Connecticut8
District of Columbia13
Delaware4
Florida47
Georgia26
Hawaii5
Iowa23
Idaho8
Illinois53
Indiana25
Kansas16
Kentucky13
Louisiana8
Massachusetts42
Maryland28
Maine7
Michigan30
Minnesota16
Missouri14
Mississippi9
Montana7
North Carolina45
North Dakota5
Nebraska11
New Hampshire5
New Jersey35
New Mexico8
Nevada10
New York68
Ohio46
Oklahoma17
Oregon21
Pennsylvania71
Rhode Island9
South Carolina14
South Dakota3
Tennessee20
Texas68
Utah7
Virginia35
Vermont1
Washington33
Wisconsin28
West Virginia4
Wyoming2
International3
Total1,159

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