Andover Historical Society in Andover, Massachusetts (MA)

Andover Historical Society
Employer Identification Number (EIN)	042312091
Name of Organization	Andover Historical Society
Address	97 Main St, Andover, MA 01810-3803
Activities	Historical site, records or reenactment
Subsection	Charitable Organization
Ruling Date	03/1951
Deductibility	Contributions are deductible
Foundation	Private operating foundation exempt from paying excise taxes on investment income
Organization	Association
Exempt Organization Status	Unconditional Exemption
Tax Period	06/2014
Assets	$1,000,000 to $4,999,999
Income	$100,000 to $499,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$1,940,063
Amount of Income	$460,244
Form 990 Revenue Amount	$251,554

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2012

Assets for 2012

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2012)
Total revenue	$263,825	$138,504	$74,121
Contributions, gifts, grants, etc., received	$82,857
Interest on savings and temporary cash investments	$2,267
Dividends and interest from securities	$63,476
Gross rents	$0
Gross profit from sales of goods	$298
Gross sales less returns and allowances	$-469
Less: Cost of goods sold	$767
Other income	$42,166
Other	$72,761
Total expenses and disbursements	$302,040	$0	$106,114	$177,482
Compensation of officers, directors, trustees, etc.	$0
Total operating and administrative expenses	$302,040	$0		$177,482
Contributions, gifts, grants paid	$0
Excess of revenue over expenses and disbursements	$-38,215
Net investment income		$138,504
Adjusted net income			$0

	Book Value	Fair Market Value
Balance Sheets (for 2012)
Total assets	$1,830,087	$2,765,080
Cash - non-interest-bearing	$10,955
Investments-U.S. and state government obligations	$30,384
Investments-corporate stock	$1,032,171
Investments-corporate bonds	$574,926
Investments-mortgage loans	$0
Investments-other	$0
Other	$181,651
Total liabilities	$23,505
Mortgages and other notes payable	$0
Other	$23,505
Total liabilities and net assets/fund balances	$1,806,582

Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income	$72,761
Net capital loss	$0

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?	Yes

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?	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 2012)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes	$1,688,204
Net value of noncharitable-use assets	$1,662,880
Minimum investment return	$83,144

Distributable Amount (for 2012)
Distributable amount	$0

Undistributed Income (for 2012)
Distributable amount for 2012	$0
Undistributed income for 2012. This amount must be distributed in 2013	$0

	2012	2011	2010	2009	Total
Private Operating Foundations (for 2012)
The lesser of the adjusted net income or the minimum investment return	$1	$0	$0	$78,577	$78,577
Qualifying distributions made directly for active conduct of exempt activities	$177,482	$160,355	$152,096	$0	$489,933
Value of all assets	$1	$0	$0	$0	$1
Value of assets qualifying under section 4942(j)(3)(B)(i)	$0	$0	$0	$0	$0
2/3 of minimum investment return	$55,429	$58,444	$56,975	$52,385	$223,233
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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Id	Name	Address	State	Established	Total Income
Other organizations in Massachusetts
1	Anderson Foundation	390 River St, Norwell, MA 02061-2205	MA	1981-12	$45,062
2	Andona Society	PO BOX 256, Andover, MA 01810-0005	MA	1968-08	$137,727
3	Andover 1078 Inc	10 Brook St, Andover, MA 01810-3712	MA	1985-01	$33,103
4	Andover Chamber Music Series Inc	154 Main St, Andover, MA 01810-4142	MA	1997-05	$90,962
5	Andover Committee For A Better Chance Inc	PO BOX 212, Andover, MA 01810-0004	MA	1967-07	$137,477
6	Andover Community Access And Media Inc	80 Shawsheen Rd, Andover, MA 01810-2910	MA	2008-06	$286,321
7	Andover Community Trust Inc	PO BOX 5038, Andover, MA 01810-0820	MA	1997-04	$35,459
8	Andover Educational Improvement Association Inc	20 Glenwood St, Amesbury, MA 01913-1125	MA	2005-05	$3,086
9	Andover Firemans Relief Association	PO BOX 196, Andover, MA 01810-0004	MA	1972-08	$167,975
10	Andover High School Parent Advisory Council, Ahs Pac	80 Shawsheen Rd, Andover, MA 01810-2910	MA	2005-03	$19,126
11	Andover Historical Society	97 Main St, Andover, MA 01810-3803	MA	1951-03	$460,244
12	Andover Hockey Association Inc	PO BOX 323, Andover, MA 01810-0006	MA	1971-11	$974,455
13	Andover Home For Aged People	PO BOX 143, Andover, MA 01810-0003	MA	1974-11	$396,174
14	Andover Little League Inc	PO BOX 338, Andover, MA 01810-0006	MA	2005-08	$233,955
15	Andover Newton Theological School	210 Herrick Rd, Newton, MA 02459-2248	MA	1965-10	$22,089,978
16	Andover School Of Montessori Inc	400 S Main St, Andover, MA 01810-6135	MA	1976-02	$2,545,683
17	Andover Soccer Association Inc	PO BOX 124, Andover, MA 01810-0003	MA	1978-08	$310,580
18	Andover Sportsmans Club Inc	PO BOX 255, Andover, MA 01810-0005	MA	1951-06	$266,951
19	Andover Village Improvement Society	PO BOX 5097, Andover, MA 01810-0823	MA	1952-10	$548,931
20	Andover Youth Foundation	PO BOX 5051, Andover, MA 01810-0820	MA	2001-05	$435,077

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