Everett Foundation For Aged Persons Inc in Boston, 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
Everett Foundation For Aged Persons Inc | |
Employer Identification Number (EIN) | 042062107 |
Name of Organization | Everett Foundation For Aged Persons Inc |
In Care of Name | Boynton & Boynton |
Address | 581 Boylston St Ste 600, Boston, MA 02116-3683 |
Activities | Gifts, grants, or loans to other organizations |
Subsection | Charitable Organization |
Ruling Date | 12/1947 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
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 | $1,950,202 |
Amount of Income | $199,575 |
Form 990 Revenue Amount | $78,042 |
Non-representatives - add comments:
Revenue for 2012
Expenses 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 | $99,652 | $99,652 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $145 | |||
Dividends and interest from securities | $70,293 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Other | $29,214 | |||
Total expenses and disbursements | $132,300 | $29,422 | $0 | $101,656 |
Compensation of officers, directors, trustees, etc. | $8,400 | |||
Total operating and administrative expenses | $48,370 | $29,422 | $17,726 | |
Contributions, gifts, grants paid | $83,930 | |||
Excess of revenue over expenses and disbursements | $-32,648 | |||
Net investment income | $70,230 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $2,004,316 | $2,367,199 |
Cash - non-interest-bearing | $20,245 | |
Investments-U.S. and state government obligations | $264,737 | |
Investments-corporate stock | $509,004 | |
Investments-corporate bonds | $705,096 | |
Investments-mortgage loans | $22,253 | |
Investments-other | $249,707 | |
Other | $233,274 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $2,004,316 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $29,214 |
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 | $1,405 |
Total credits and payments | $971 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $971 |
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 | $2 |
Tax due | $436 |
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? | 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 | $2,036,548 |
Net value of noncharitable-use assets | $2,006,000 |
Minimum investment return | $100,300 |
Distributable Amount (for 2012) | |
Distributable amount | $98,895 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $98,895 |
Undistributed income for 2012. This amount must be distributed in 2013 | $84,748 |
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 | Evangelistic Association Of New England, Dba Vision New England | 85 Constitution Ln Ste 200a, Danvers, MA 01923-3630 | MA | 1932-09 | $761,315 |
2 | Evans Fam Foundation, Evans Bruce R Ttee | 31 Saint James Ave Ste 740, Boston, MA 02116-4186 | MA | 2002-03 | $2,306,355 |
3 | Evanswood 202 Housing Corporation | 17 Chipman Way, Kingston, MA 02364-1039 | MA | 1983-11 | $719,624 |
4 | Evelyn & Louis Grossman Fund Inc | 9 Yarmouth Rd, Wellesley, MA 02481-1233 | MA | 1962-05 | $17,800 |
5 | Evelyn And Herbert Chernis Foundation Inc | 100 Federal St Ste 37th Fl, Boston, MA 02110-1802 | MA | 1989-07 | $296,931 |
6 | Even Ground | 923 Massachusetts Ave, Cambridge, MA 02139-3133 | MA | 2006-03 | $6,993 |
7 | Event Consultants Inc | 100 Leonard St, Canton, MA 02021-3245 | MA | 2002-10 | $77,516 |
8 | Eventide Arts Inc | PO BOX 2020, Dennis, MA 02638-5020 | MA | 1999-02 | $47,594 |
9 | Everett Chamber Of Commerce Inc | 467 Broadway, Everett, MA 02149-3602 | MA | 1979-08 | $117,880 |
10 | Everett Credit Union | 650 Broadway, Everett, MA 02149-2927 | MA | 1952-04 | $1,820,341 |
11 | Everett Foundation For Aged Persons Inc | 581 Boylston St Ste 600, Boston, MA 02116-3683 | MA | 1947-12 | $199,575 |
12 | Everett H Barney Estate Trust | 928 Belmont Ave, Springfield, MA 01108-2421 | MA | 1976-10 | $2,674,937 |
13 | Everett Revere Youth Hockey Inc | PO BOX 490363, Everett, MA 02149-0006 | MA | 1995-04 | $154,567 |
14 | Everett W And Marion E Mitchellfoundation, Ronald Garmey - Ttee | 100 Summer St, Boston, MA 02110-1221 | MA | 2006-12 | $731,381 |
15 | Everett Youth League Inc | 11 Russell Pl, Everett, MA 02149-1621 | MA | 1996-02 | $30,227 |
16 | Everett Youth Soccer Inc | 122 Garland St, Everett, MA 02149-5069 | MA | 1996-09 | $56,596 |
17 | Evergreen Cemetery Association | 43 Appaloosa Cir, Tyngsboro, MA 01879-2431 | MA | 1937-08 | $3,623,586 |
18 | Evergreen Cemetery Association, John H Maclean | PO BOX 451, South Hadley, MA 01075-0451 | MA | 1971-06 | $80,485 |
19 | Evergreen Charitable Fund Inc | 38 Herrick Rd, Boxford, MA 01921-2102 | MA | 1999-11 | $149,254 |
20 | Evergreen Day School Inc | 799 Concord Ave, Cambridge, MA 02138-1048 | MA | 1991-09 | $873,111 |
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