Harry W And Jo-Ann D Wallace Foundation in Boston, Massachusetts (MA)

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Harry W And Jo-Ann D Wallace Foundation
Employer Identification Number (EIN)223443319
Name of OrganizationHarry W And Jo-Ann D Wallace Foundation
AddressSullivan Sorgi 50 Staniford Street, Boston, MA 02114
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date05/1996
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$1,000,000 to $4,999,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$1,712,533
Amount of Income$133,976
Form 990 Revenue Amount$134,088
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations


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Amount of income in 2012: $133,976 (it was $134,088 in 2011)
Harry W And Jo-Ann D Wallace Foundation: 

 $133,976
Other organizations performing similar types of work: 

 $122,334

Assets in 2012: $1,712,533 (it was $1,565,345 in 2011)
This organization: 

 $1,712,533
Other organizations performing similar types of work: 

 $525,322

Financial snapshot ($)

Revenue 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$134,088$174$0
Contributions, gifts, grants, etc., received$133,914
Interest on savings and temporary cash investments$174
Dividends and interest from securities$0
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$133,914$0$0$0
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$133,914$0$0
Contributions, gifts, grants paid$0
Excess of revenue over expenses and disbursements$174
Net investment income$174
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$1,565,345$1,565,345
Cash - non-interest-bearing$62,162
Investments-U.S. and state government obligations$0
Investments-corporate stock$0
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$0
Other$1,503,183
Total liabilities$1
Mortgages and other notes payable$0
Other$1
Total liabilities and net assets/fund balances$1,565,345
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$3
Total credits and payments$64
2011 estimated tax payments and 2010 overpayment credited to 2011$64
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$61
Amount to be credited to 2012 estimated tax$61
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$1,510,356
Net value of noncharitable-use assets$1,487,700
Minimum investment return$74,385
Distributable Amount (for 2011)
Distributable amount$74,382
Undistributed Income (for 2011)
Distributable amount for 2011$74,382
Undistributed income for 2011. This amount must be distributed in 2012$0
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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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Neil And Anna Rasmussen Foundation, Rasmussen Neil Ttee393 Estabrook Rd, Concord, MA 01742-5614MA1995-11$10,801,716
2Lucretia Fund1 Bridge St Ste 200, Newton, MA 02458-1138MA1996-10$2,786,664
3Joseph & Katherine Odonnell Charitable Tr, Eisen William J Ttee60 State Street, Boston, MA 02109-1800MA1997-05$2,170,592
4Ausolus Tr, Putnam George TteeOne Post Office Square, Boston, MA 02109-2106MA1997-08$1,900,977
5Schooner Foundation, Ryan Vincent J Ttee745 Atlantic Ave Fl 11, Boston, MA 02111-2709MA1997-05$1,131,823
6Kingsbury Road Charitable Fndn Udt, Hunt Roger B & Edward W Weld TteePO BOX 140, Mansfield, MA 02048-0140MA1997-07$1,106,939
7Hayseed Hill FoundationPO BOX 180, Gt Barrington, MA 01230-0180MA1997-06$997,181
8Roger M & Michelle S Marino Charitable Foundation 12-94254 Westfield St, Dedham, MA 02026-5623MA1996-02$921,947
9James And Beatrice Salah Family Foundation For The Town Of Canton, Salah James M Ttee742 Washington Street, Canton, MA 02021-3039MA1995-12$843,232
10Esmond Harmsworth 1997 Charitable Foundation, Harmsworth Esmond Ttee535 Boylston Street, Boston, MA 02116-3720MA1997-08$655,025
11Min Charitable Tr, Cassell R & Dahl Et Al Ttee30 Colpitts Road, Weston, MA 02493-1534MA1996-11$624,492
12Behrakis Foundation, Liakos Stephanie B Ttee80 Hayden Ave Ste 100, Lexington, MA 02421-7962MA1997-05$609,674
13Marjorie Harris Reynolds Foundation, Oddleifson Eric & Janna Ttee100 Federal Ste 37th, Boston, MA 02110-1802MA1997-06$313,575
14Padanaram Foundation, Perry A W & J S Ttee75 Federal Street, Boston, MA 02110-1913MA1997-08$192,552
15Crozier Family Charitable Foundation41 Ridge Hill Farm Rd, Wellesley, MA 02482-7311MA1997-10$161,344
16Myron F Fuller Charitable Foundation Inc478 Torrey St Ste 10, Brockton, MA 02301-4696MA1997-08$146,761
17Harry W And Jo-Ann D Wallace FoundationSullivan Sorgi 50 Staniford Street, Boston, MA 02114MA1996-05$133,976
18Jordan L Shapiro Charitable Trust, Shapiro Joseph L Ttee300 First Avenue, Needham, MA 02494-2736MA1996-04$77,445
19Bert Constance & Sidney H Rabinowitz Family Foundation IncC/O Peck Associates Pc, Wellesley Hills, MA 02481MA1998-07$75,008
20Murray A Jacobson Family Foundation67 Bennington St, Newton, MA 02458-1901MA1997-01$72,078
21Knowledge-Freedom Foundation60 Walnut St, Wellesley, MA 02481-2151MA1996-04$70,991
22Friends Of Melrose Football IncPO BOX 760915, Melrose, MA 02176-0016MA1991-06$53,746
23Otter Foundation Inc50 Congress St Ste 640, Boston, MA 02109-4045MA1997-10$52,303
24Plourde Fam Char Tr, Plourde Roger P Ttee32 Kearney Rd, Needham Hgts, MA 02494-2504MA1997-08$31,380
25Corcoran Charitable Foundation150 Mount Vernon St Ste 500, Boston, MA 02125-3135MA1997-07$31,067
26Prince Henry Society Scholarship Foundation Of New Bedford Inc522 Hawthorn St, N Dartmouth, MA 02747-3716MA1992-10$26,846
27Deluca Family Charitable Tr, Deluca William P Jr TteePO BOX 3069, Andover, MA 01810-0802MA1997-11$23,013
28Robert I Lurie Fam Charitable Tr, Lurie Robert I Ttee60 State St, Boston, MA 02109-1800MA1996-05$20,050
29Doane-Perkins Foundation, Chin William D Ttee261 Payson Rd, Belmont, MA 02478-3426MA1996-11$12,473
30Dorothy & Mauray J Tye Family Foundation, Tye Donald G Ttee100 Cambridge St, Boston, MA 02114-2509MA1995-07$6,219
Number of organizations performing similar types of work
Alabama4
Arkansas2
Arizona12
California43
Colorado15
Connecticut27
District of Columbia5
Delaware5
Florida32
Georgia10
Iowa8
Idaho1
Illinois36
Indiana3
Kansas5
Kentucky3
Louisiana1
Massachusetts53
Maryland7
Maine4
Michigan11
Minnesota13
Missouri9
Mississippi2
Montana2
North Carolina10
North Dakota1
Nebraska3
New Hampshire6
New Jersey30
New Mexico3
Nevada5
New York181
Ohio15
Oklahoma7
Oregon4
Pennsylvania27
Rhode Island10
South Carolina5
Tennessee7
Texas63
Utah10
Virginia12
Washington13
Wisconsin10
West Virginia3
Wyoming2
International2
Total742

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