Essex Veterans Of World War Ii Tr in Saugus, 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
Essex Veterans Of World War Ii Tr | |
Employer Identification Number (EIN) | 046697373 |
Name of Organization | Essex Veterans Of World War Ii Tr |
In Care of Name | Eastern Bank |
Address | 605 Broadway Lf 42, Saugus, MA 01906-3200 |
Activities | Scholarships (other) |
Subsection | Charitable Organization |
Ruling Date | 12/1992 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Trust |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2013 |
Assets | $100,000 to $499,999 |
Income | $25,000 to $99,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $196,052 |
Amount of Income | $99,822 |
Form 990 Revenue Amount | $5,520 |
Non-representatives - add comments:
Revenue for 2012
Expenses 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 | $6,292 | $6,059 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $6,275 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $17 | |||
Total expenses and disbursements | $11,311 | $1,263 | $0 | $10,031 |
Compensation of officers, directors, trustees, etc. | $2,526 | |||
Total operating and administrative expenses | $2,561 | $1,263 | $1,281 | |
Contributions, gifts, grants paid | $8,750 | |||
Excess of revenue over expenses and disbursements | $-5,019 | |||
Net investment income | $4,796 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $200,808 | $210,389 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $0 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $200,808 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $200,808 |
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 | $48 |
Total credits and payments | $44 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $44 |
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 |
Tax due | $4 |
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? | No |
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? | Yes |
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 | $210,300 |
Net value of noncharitable-use assets | $207,140 |
Minimum investment return | $10,357 |
Distributable Amount (for 2012) | |
Distributable amount | $10,309 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $10,309 |
Undistributed income for 2012. This amount must be distributed in 2013 | $1,517 |
Private Operating Foundations (for 2012) | |||||
2012 | 2011 | 2010 | 2009 | Total | |
---|---|---|---|---|---|
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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Other organizations in Massachusetts | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | Essex County Trail Association Inc | PO BOX 358, Hamilton, MA 01936-0358 | MA | 1989-11 | $367,023 |
2 | Essex County United Soccer Club | 179 County Rd, Ipswich, MA 01938-2570 | MA | 1999-11 | $94,888 |
3 | Essex County Velo Inc | PO BOX 5534, Beverly, MA 01915-0520 | MA | 2006-12 | $30,245 |
4 | Essex County Youth Soccer Association | 2 Bridle Path Ln, Beverly Farms, MA 01915-2177 | MA | 1992-05 | $319,292 |
5 | Essex Cty Corrections Off Assoc | 14 North Main Street, Middleton, MA 01949-1748 | MA | 1999-04 | $210,828 |
6 | Essex Historical Society & Shipbuilding Museum Inc | PO BOX 277, Essex, MA 01929-0005 | MA | 1976-05 | $181,358 |
7 | Essex Housing Opportunities Inc | PO BOX 1259, Lawrence, MA 01842-2359 | MA | 1996-01 | $1 |
8 | Essex Parent Teacher Organization Incorporated | 12 Story St, Essex, MA 01929-1142 | MA | 1993-08 | $45,277 |
9 | Essex Rowing Club Inc | 656 Lowell St, Methuen, MA 01844-1805 | MA | 2009-10 | $507,343 |
10 | Essex Street Management Incorporated | 362 Green St, Cambridge, MA 02139-3306 | MA | 2001-11 | $1,949,295 |
11 | Essex Veterans Of World War Ii Tr | 605 Broadway Lf 42, Saugus, MA 01906-3200 | MA | 1992-12 | $99,822 |
12 | Estabrook Foundation Tr, Neilsen Nina I M Ttee | 128 Estabrook Rd, Carlisle, MA 01741-1755 | MA | 1989-10 | $1 |
13 | Estate Of@arthur G Rosenburg | 734 Cold Spring Rd, Williamstown, MA 01267-2728 | MA | 1999-12 | $428 |
14 | Esther & Alcide Ruffini Charitable Foundation Tr Ua 5th B | 2036 Washington St, Hanover, MA 02339-1617 | MA | $557,465 | |
15 | Esther B Kahn Charitable Foundation, Cornish John M Ttee | PO BOX 961019, Boston, MA 02196-1019 | MA | 1998-09 | $2,790,224 |
16 | Esther H Hawks Tr | PO BOX 51400, Boston, MA 02205-1400 | MA | $50,839 | |
17 | Esther T Harvell Trust U Will | 2036 Washington St, Hanover, MA 02339-1617 | MA | 1984-01 | $70,261 |
18 | Estonian World Council Inc | 2 Spruce Tree Ln, Forestdale, MA 02644-1644 | MA | 1983-04 | $64,806 |
19 | Eternal Life Radio Network Inc | 60 Woburn St, Medford, MA 02155-3419 | MA | 2005-12 | $59,598 |
20 | Ethan Allan Brown Trust, Santangelo Frank Ttee | 25 Winterberry Ln, Hanover, MA 02339-1240 | MA | 1985-12 | $2 |
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