Arlington Historical Society in Arlington, 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
| Arlington Historical Society | |
| Employer Identification Number (EIN) | 046053994 |
| Name of Organization | Arlington Historical Society |
| In Care of Name | Treasurer |
| Address | 7 Jason St, Arlington, MA 02476-6410 |
| Activities | Historical site, records or reenactment |
| Subsection | Charitable Organization, Educational Organization |
| Ruling Date | 01/1942 |
| Deductibility | Contributions are deductible |
| Foundation | Private operating foundation exempt from paying excise taxes on investment income |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| 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 | $2,367,169 |
| Amount of Income | $185,602 |
| Form 990 Revenue Amount | $51,007 |
Non-representatives - add comments:
Revenue 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 | $58,150 | $130,897 | $47,926 | |
| Contributions, gifts, grants, etc., received | $17,251 | |||
| Interest on savings and temporary cash investments | $23 | |||
| Dividends and interest from securities | $26,247 | |||
| Gross rents | $700 | |||
| Gross profit from sales of goods | $243 | |||
| Gross sales less returns and allowances | $-44 | |||
| Less: Cost of goods sold | $287 | |||
| Other income | $13,686 | |||
| Total expenses and disbursements | $78,094 | $12,890 | $12,890 | $65,125 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $78,094 | $12,890 | $65,125 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $-19,944 | |||
| Net investment income | $118,007 | |||
| Adjusted net income | $35,036 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,104,078 | $2,881,678 |
| Cash - non-interest-bearing | $13,733 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $507,395 | |
| Investments-corporate bonds | $218,764 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $1,364,186 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,104,078 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $787,117 |
| Net value of noncharitable-use assets | $775,320 |
| Minimum investment return | $38,766 |
| 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 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $35,036 | $0 | $0 | $0 | $35,036 |
| Qualifying distributions made directly for active conduct of exempt activities | $65,125 | $28,530 | $53,730 | $51,281 | $198,666 |
| Value of all assets | $2,104,078 | $2,060,786 | $2,081,151 | $2,036,926 | $8,282,941 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $1,377,919 | $1,397,359 | $1,405,508 | $1,418,187 | $5,598,973 |
| 2/3 of minimum investment return | $25,844 | $0 | $0 | $0 | $25,844 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $31,903 | $0 | $0 | $0 | $31,903 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $31,903 | $0 | $0 | $0 | $31,903 |
| Gross investment income | $26,247 | $0 | $0 | $0 | $26,247 |
| Write your review! |
|
|
| Recently Added Reviews |
First Baptist Church Of Arlington in Arlington, MA
 |
The Red Sox Foundation Inc in Boston, MA
 |
|
King Solomon Humanitarian Foundation For Handicapped Childre, Handi-Kids in Bridgewater, MA
|
| Iglesia Camino Al Calvario in Lynn, MA |
| Rossbach Charitable Remainder Tr, Rossbach Janice & C E Ahara Ttees in Lexington, MA |
| Massachusetts-Ponkapoag Tribal Council Inc in Bridgewater, MA |
|
Fc Blazers in Needham Hgts, MA
|
|
Twilight Throwers in Chelmsford, MA
|
| Wayland Baseball And Softball Association Inc in Wayland, MA |
Wellspring Inc in Hull, MA
 |
| Other organizations in Massachusetts | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Arlington Chamber Of Commerce Inc | 1 Whittemore Park, Arlington, MA 02474-1105 | MA | 1974-08 | $73,989 |
| 2 | Arlington Childrens Center Inc | 17 Irving St, Arlington, MA 02476-6405 | MA | 1972-05 | $2,873,451 |
| 3 | Arlington Community Media Inc, Acmi | PO BOX 750074, Arlington, MA 02475-0074 | MA | 2005-08 | $939,927 |
| 4 | Arlington Community Theater | 41 Foster St Apt 5, Arlington, MA 02474-6843 | MA | 2003-11 | $191,158 |
| 5 | Arlington Community Trabajando Inc | 530 Broadway 3rd Floor, Lawrence, MA 01841-2446 | MA | 1998-11 | $308,792 |
| 6 | Arlington Education Foundation Inc, Arlington High School | PO BOX 80, Arlington, MA 02476-0001 | MA | 2002-01 | $111,287 |
| 7 | Arlington Educational Enrichment Fund Inc | 350 Massachusetts Ave Box 194, Arlington, MA 02476 | MA | 1992-01 | $27,128 |
| 8 | Arlington Enrichment Collaborative | 163 Jason St, Arlington, MA 02476-8033 | MA | 2007-06 | $164,730 |
| 9 | Arlington Friends Of The Drama Inc | 22 Academy St, Arlington, MA 02476-6436 | MA | 1965-06 | $101,779 |
| 10 | Arlington Heights Nursery School Inc | 10 Acton St, Arlington, MA 02476-6013 | MA | 1998-02 | $3,420,302 |
| 11 | Arlington Historical Society | 7 Jason St, Arlington, MA 02476-6410 | MA | 1942-01 | $185,602 |
| 12 | Arlington Hockey & Figure Skating Club Inc | PO BOX 5, Arlington, MA 02476-0001 | MA | 2005-08 | $459,611 |
| 13 | Arlington Land Trust Inc | PO BOX 492, Arlington, MA 02476-0052 | MA | 2000-02 | $25,826 |
| 14 | Arlington Patrolmens Betterment Association | 112 Mystic St, Arlington, MA 02474-1152 | MA | 1999-02 | $37,311 |
| 15 | Arlington Police Ranking Officers Association | 112 Mystic St, Arlington, MA 02474-1152 | MA | 1993-07 | $8,752 |
| 16 | Arlington Police Relief Association Incorporated | 112 Mystic St, Arlington, MA 02474-1152 | MA | 1976-02 | $178,905 |
| 17 | Arlington Post 1775 Veterens Of For Eign Wars Of The Us Inc, 1775 Vfw-Mass | 600 Mass Ave Rear, Arlington, MA 02476-5006 | MA | 1965-01 | $65,363 |
| 18 | Arlington Seniors Association Inc | 27 Maple St, Arlington, MA 02476-4976 | MA | 1981-09 | $81,200 |
| 19 | Arlington Soccer Club Inc | 350 Massachusetts Ave Pmb 212, Arlington, MA 02474-6713 | MA | 1979-07 | $330,564 |
| 20 | Arlington Youth Baseball And Softball Association Inc | PO BOX 246, Arlington, MA 02476-0003 | MA | 2009-02 | $204,648 |
Organization representatives - add corrected or new information about Arlington Historical Society »
Non-representatives - add comments about Arlington Historical Society»