Abbot & Dorothy H Stevens Foundation in North Andover, 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
| Abbot & Dorothy H Stevens Foundation | |
| Employer Identification Number (EIN) | 046107991 |
| Name of Organization | Abbot & Dorothy H Stevens Foundation |
| Address | PO BOX 111, North Andover, MA 01845-0111 |
| Activities | Museum, zoo, planetarium, etc. |
| Subsection | Charitable Organization |
| Ruling Date | 04/1954 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $10,000,000 to $49,999,999 |
| Income | $5,000,000 to $9,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $20,393,245 |
| Amount of Income | $6,147,218 |
| Form 990 Revenue Amount | $1,555,684 |
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 | $1,813,052 | $1,813,052 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $664,062 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $1,148,990 | |||
| Total expenses and disbursements | $1,173,783 | $90,970 | $0 | $943,533 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $230,250 | $90,970 | $0 | |
| Contributions, gifts, grants paid | $943,533 | |||
| Excess of revenue over expenses and disbursements | $639,269 | |||
| Net investment income | $1,722,082 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $20,035,309 | $22,907,084 |
| Cash - non-interest-bearing | $124,176 | |
| Investments-U.S. and state government obligations | $499,642 | |
| Investments-corporate stock | $16,660,064 | |
| Investments-corporate bonds | $1,881,727 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $869,700 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $20,035,309 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $1,148,990 |
| 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 | $34,442 |
| Total credits and payments | $43,900 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $26,900 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $17,000 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $53 |
| Tax due | $0 |
| Overpayment | $9,405 |
| Amount to be credited to 2013 estimated tax | $9,405 |
| 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 | $22,113,036 |
| Net value of noncharitable-use assets | $21,781,340 |
| Minimum investment return | $1,089,067 |
| Distributable Amount (for 2012) | |
| Distributable amount | $1,054,625 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $1,054,625 |
| 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 | $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 | A2empowerment | 64 Cameron Ave, Somerville, MA 02144 | MA | 2009-01 | $0 |
| 2 | A2z Rescue | 100 Indian Memorial Dr, Syarmouth, MA 02664-4208 | MA | 2003-05 | $121,780 |
| 3 | A3d Incorporated | 275 Cabot St, Beverly, MA 01915 | MA | 2005-04 | $3,607 |
| 4 | Aappm New Practitioners Institute Inc | 10 Maple Street, Middleton, MA 01949 | MA | 2007-08 | $2,776 |
| 5 | Aaron Krock Bank Museum Inc | 300 Salisbury St, Worcester, MA 01609-1612 | MA | 1987-04 | $1 |
| 6 | Ab Alumni Scholarship Fund | 1 Freedom Farme Road, Acton, MA 01720 | MA | 2007-08 | $265 |
| 7 | Aba Marketing Network, New England Chapter | 34 Main St 3rd Flr, Natick, MA 01760-4530 | MA | 1974-04 | $100,879 |
| 8 | Abbie Frances Lawton Memorial Home | 42 Ellendale Rd, S Attleboro, MA 02703-5923 | MA | 1973-03 | $123,200 |
| 9 | Abbie Frances Lawton Memorial Home | 56 Vail Dr, Franklin, MA 02038-4611 | MA | 1974-03 | $37,933 |
| 10 | Abbington Academy Inc | 118 Waterhouse Rd Ste B, Bourne, MA 02532-8305 | MA | 1984-04 | $950 |
| 11 | Abbot & Dorothy H Stevens Foundation | PO BOX 111, North Andover, MA 01845-0111 | MA | 1954-04 | $6,147,218 |
| 12 | Abbot Public Library Second Century Fund | PO BOX 121, Marblehead, MA 01945-0121 | MA | 1992-05 | $625,113 |
| 13 | Abby Kelley Foster Parent Teacher Organization | 10 New Bond Street, Worcester, MA 01606 | MA | 2008-06 | $0 |
| 14 | Abc Longmeadow Inc | 106 Englewood Road, Longmeadow, MA 01106 | MA | 1975-06 | $0 |
| 15 | Abc Masconomet Inc | C/O 31 Wildes Road, Topsfield, MA 01983 | MA | 1974-02 | $60,114 |
| 16 | Abcd Low Cost Housing Inc | 178 Tremont St, Boston, MA 02111-1006 | MA | 1991-12 | $2,190 |
| 17 | Aberdale Foundation | 5 Stacys Way, Acton, MA 01720-3748 | MA | 2006-10 | $111,896 |
| 18 | Abilities Unlimited Of Western New England Inc | PO BOX 219, Westfield, MA 01086-0219 | MA | 1976-07 | $1,418,371 |
| 19 | Abington Green Wave Boosters Inc | PO BOX 2140, Abington, MA 02351-0640 | MA | 2001-10 | $106,632 |
| 20 | Abington Mutual Liquidating Bankruptcy Tr, Joseph G Murghy Ttee | 90 Blueberry Hill Rd, Woburn, MA 01801-5267 | MA | 2005-02 | $177,886 |
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